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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
$11.19B
P/E (TTM)
28.3
130
Dividend Yield
0.2%
52W High
$375.67
52W Low
$216.81
52W Range
94%
5.2
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q4 2025 Data

Revenue

$1.21B+17.13%
4-Quarter Trend

EPS

$3.71-3.89%
4-Quarter Trend

FCF

$177.70M+17.60%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Total Net Sales Increase Net sales reached $4.35B for fiscal 2025, marking a 13.1% increase driven by both ABL and AIS segments.
Gross Profit Margin Expansion Gross profit grew 16.7% to $2.08B, benefiting from higher sales volume and favorable materials costs.
Intelligent Spaces Segment Growth AIS segment sales surged 161.8% to $764.3M, largely due to the $1.2B QSC acquisition completed in January 2025.
Increased R&D Investment R&D expenses increased substantially to $140.2M in fiscal 2025, focusing on product vitality and software applications.

Risk Factors

Competitive Pricing Pressure Aggressive competitor pricing may limit ability to pass rising costs to customers, impacting profitability levels.
Product Innovation Uncertainty Failure of new product introductions to gain market acceptance risks inventory obsolescence and potential asset write-downs.
Raw Material Cost Volatility Fluctuations in costs for steel, aluminum, and components, plus supply chain disruptions, negatively impact gross margins.
Economic Demand Sensitivity Demand relies heavily on non-residential construction activity; economic slowdowns or political uncertainty may reduce sales volume.

Outlook

Aggressive Capital Deployment Company plans aggressive capital deployment to grow existing business and enter new, attractive technology verticals.
Focus on Intelligent Spaces AIS strategy centers on connecting the edge with the cloud using disruptive technologies like Atrius and QSC platforms.
Capital Allocation Priorities Priorities remain investing in current business growth, strategic M&A, paying dividends, and opportunistic share repurchases.
Liquidity Position Strong Management believes cash on hand and borrowing capacity sufficiently support long-term liquidity needs through next 12 months.

Peer Comparison

Revenue (TTM)

WESCO International, Inc.WCC
$22.93B
+5.2%
AramarkARMK
$17.87B
-0.1%
Huntington Ingalls Industries, Inc.HII
$12.01B
+2.6%

Gross Margin (Latest Quarter)

Grupo Aeroportuario del Pacífico, S.A.B. de C.V.PAC
82.6%
+27.8 pp
Huntington Ingalls Industries, Inc.HII
69.2%
+57.5 pp
Acuity Brands, Inc.AYI
48.9%
+1.5 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ATI$13.40B30.424.8%38.1%
WCC$12.71B20.013.2%39.4%
HII$12.46B21.911.8%23.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
+8.3%
Steady Growth
4Q Net Income CAGR
+2.2%
Profitability Slowly Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Reports
All Years
  • 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%
    Miss
  • 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
  • Form 10-Q - Q1 2024

    Period End: Nov 30, 2023|Filed: Jan 9, 2024|
    Revenue: $934.70M-6.3%
    |
    EPS: $3.24+39.7%
    Meet