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Acuity Brands, Inc.

Acuity Brands, Inc.

NYSE•AYI
CEO: Mr. Neil M. Ashe
Sector: Industrials
Industry: Electrical Equipment & Parts
Listing Date: 2001-12-03
Acuity Brands, Inc. provides lighting, lighting controls, building management system, location-aware applications in the United States and internationally. The company operates in two segments, Acuity Brands Lighting and Lighting Controls (ABL); and the Intelligent Spaces Group (ISG). The ABL segment provides commercial, architectural, and specialty lighting solutions, as well as lighting controls and components for various indoor and outdoor applications under the A-Light, Aculux, American Electric Lighting, Cyclone, Dark to Light, eldoLED, Eureka, Gotham, Healthcare Lighting, Holophane, Hydrel, IOTA, Juno, Lithonia Lighting, Luminaire LED, Luminis, Mark Architectural Lighting, nLight, OPTOTRONIC, Peerless, RELOC Wiring Solutions, and Sensor Switch. This segment serves electrical distributors, retail home improvement centers, electric utilities, corporate accounts, original equipment manufacturers, digital retailers, lighting showrooms, and energy service companies. The ISG segment offers building management solutions, such as products for controlling heating, ventilation, air conditioning, lighting, shades, refrigeration, and building access that deliver end-to-end optimization of those building systems; and building management software that enhances building system management and automates labor intensive tasks. This segment serves system integrators, as well as retail stores, airports, and enterprise campuses. It offers its products and solutions under the Atrius, Distech Controls, and KE2 Therm Solutions brands. Acuity Brands, Inc. was incorporated in 2001 and is headquartered in Atlanta, Georgia.
Contact Information
1170 Peachtree Street, N.E., Suite 1200, Atlanta, GA, 30309-7673, United States
404-853-1400
www.acuitybrands.com
Market Cap
$9.48B
P/E (TTM)
23.1
142.6
Dividend Yield
0.2%
52W High
$380.17
52W Low
$216.81
52W Range
57%
Rank30Top 19.5%
5.1
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q1 2026 Data

Revenue

$1.14B+20.19%
4-Quarter Trend

EPS

$3.92+13.62%
4-Quarter Trend

FCF

$114.80M+1.32%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Total Sales Jump 20.2% Net sales reached $1,143.7M, up 20.2% versus prior period, primarily fueled by AIS segment growth.
Net Income Rises 12.9% Net income totaled $120.5M, increasing 12.9% from $106.7M, reflecting improved operating leverage.
AIS Segment Sales Explode AIS net sales grew 250.2% to $257.4M, reflecting strong contribution from QSC acquisition integration efforts.
Diluted EPS Up 14.0% Diluted earnings per share reached $3.82, increasing 14.0% from $3.35 due to higher net income results.

Risk Factors

Inventory Obsolescence Risk Inventory obsolescence risk noted if customer demand or technology shifts, potentially impacting operating results.
Litigation Uncertainty Exposure Legal claims exposure exists; ultimate resolution could materially affect financial condition if unfavorable developments occur.
QSC Goodwill Preliminary Goodwill recorded from QSC acquisition is preliminary; final valuation adjustments may occur within one year measurement period.
Business Seasonality Impact Net sales face seasonality due to weather and customer budget cycles, historically peaking in last two quarters.

Outlook

Capital Allocation Priorities Set Priorities include investing in current business growth, M&A, dividends, and opportunistic share repurchases.
Strong Liquidity Position Liquidity needs expected to be met over 12 months via cash flow and borrowing capacity totaling $969.1M.
Term Loan Debt Reduced Voluntarily repaid $100.0M of Term Loan Facility debt in October 2025, leaving $300.0M outstanding.
Share Repurchase Availability Expect opportunistic share repurchases; 3.3 million shares remained available within the program as of November 30, 2025.

Peer Comparison

Revenue (TTM)

WESCO International, Inc.WCC
$22.93B
+5.2%
AramarkARMK
$18.51B
+6.4%
Stanley Black & Decker, Inc.SWK
$15.17B
-1.4%

Gross Margin (Latest Quarter)

Grupo Aeroportuario del Pacífico, S.A.B. de C.V.PAC
55.7%
+0.9pp
Booz Allen Hamilton Holding CorporationBAH
51.9%
-3.3pp
Acuity Brands, Inc.AYI
48.4%
+1.2pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ERJ$47.38B42.89.6%19.1%
HII$16.50B29.011.8%23.8%
ATI$16.34B37.224.8%38.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.4%
Moderate Growth
4Q Net Income CAGR
15.8%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Apr 1, 2026
|
EPS:-
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q1 2026

    Period End: Nov 30, 2025|Filed: Jan 8, 2026|
    Revenue: $1.14B+20.2%
    |
    EPS: $3.92+13.6%
    Miss
  • Form 10-K - FY 2025

    Period End: Aug 31, 2025|Filed: Oct 27, 2025|
    Revenue: $4.35B+13.1%
    |
    EPS: $12.85-6.1%
    Beat
  • Form 10-Q - Q3 2025

    Period End: May 31, 2025|Filed: Jun 26, 2025|
    Revenue: $1.18B+21.7%
    |
    EPS: $3.19-13.6%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Feb 28, 2025|Filed: Apr 3, 2025|
    Revenue: $1.01B+11.1%
    |
    EPS: $2.50-13.5%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Nov 30, 2024|Filed: Jan 8, 2025|
    Revenue: $951.60M+1.8%
    |
    EPS: $3.45+6.5%
    Miss
  • Form 10-K - FY 2024

    Period End: Aug 31, 2024|Filed: Oct 28, 2024|
    Revenue: $3.84B-2.8%
    |
    EPS: $13.68+25.7%
    Beat
  • Form 10-Q - Q3 2024

    Period End: May 31, 2024|Filed: Jun 27, 2024|
    Revenue: $968.10M-3.2%
    |
    EPS: $3.69+11.5%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Feb 29, 2024|Filed: Apr 3, 2024|
    Revenue: $905.90M-4.0%
    |
    EPS: $2.89+11.2%
    Miss