Acuity Brands appears to be executing a genuine structural mix shift, with gross margin expanding roughly 710 basis points from 46.7% in Q3 2024 to 53.8% in Q4 2026 and operating margin rising to 18.2% as SG&A discipline amplifies Intelligent Spaces-led pricin...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated from 20.2% in Q1 2026 to 2.9% in Q4 2026, yet net margin still expanded roughly 620 basis points to 13.9% on the back of a 710-basis-point gross margin gain to 53.8%, suggesting the Intelligent Spaces mix shift and operating leverage are partially insulating earnings from volume softness.
Acuity Brands is a leader in industrial technology, solving problems in lighting and intelligent spaces through innovative products and services.
The company operates through Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS), providing diversified revenue streams.
Acuity Brands has detailed financials and valuation metrics, supporting a solid investment thesis despite recent challenges.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 1, 2026 | $5.77+3.6% vs $5.57 | $1.2B+0.0% vs $1.2B |
Q3 2026 Jun 25, 2026 | $5.31+2.7% vs $5.17 | $1.2B+1.8% vs $1.2B |
Q2 2026 Apr 2, 2026 | $4.14+3.5% vs $4.00 | $1.1B-2.3% vs $1.1B |
Q1 2026 Jan 8, 2026 | $4.69+3.8% vs $4.52 | $1.1B-0.1% vs $1.1B |
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Acuity (AYI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended August 2026.
Eos Energy Enterprises (NASDAQ: EOSE - Get Free Report) and Acuity (NYSE: AYI - Get Free Report) are both industrials companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, profitability, earnings, valuation and risk. Earnings and Valuation This table compares Eos Energy
Atlanta, Sept. 24, 2026 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI) will pay a quarterly dividend of 20 cents per share. The dividend is payable on November 2, 2026, to shareholders of record on October 16, 2026.
Acuity Inc. (NYSE:AYI) will release its fourth-quarter earnings report before the opening bell on Thursday, Oct. 1.
Benchmark AYI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Acuity Brands, Inc. (AYI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $308.76 | $9.24B | 24.64 | 13.14% | 9.13% | 15.54% | 0.21% | |
| $475.52 | $25.12B | 28.75 | 3.84% | 14.49% | 23.58% | — | |
| $169.56 | $27.42B | 39.34 | 29.51% | 12.34% | 15.76% | — | |
| $94.62 | $3.2B | -210.27 | -10.98% | -5.55% | -12.14% | — | |
| $82.18 | $3.8B | 5.48 | -1% | 29.17% | 32.02% | — | |
| $436.11 | $169.34B | 41.69 | 10.33% | 12.76% | 19.51% | — |
Acuity Brands, Inc. (AYI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Acuity Brands, Inc. (AYI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 1, 2026·SEC
Sep 29, 2026·SEC
Jun 25, 2026·SEC
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Acuity Brands, Inc. (AYI) stock FAQ — growth, dividends, profitability & financials explained
Acuity Brands, Inc. (AYI) reported $4.64B in revenue for fiscal year 2025. This represents a 134% increase from $1.98B in 2001.
Acuity Brands, Inc. (AYI) grew revenue by 13.1% over the past year. This is steady growth.
Yes, Acuity Brands, Inc. (AYI) is profitable, generating $531.3M in net income for fiscal year 2025 (9.1% net margin).
Yes, Acuity Brands, Inc. (AYI) pays a dividend with a yield of 0.21%. This makes it attractive for income-focused investors.
Acuity Brands, Inc. (AYI) has a return on equity (ROE) of 15.5%. This is reasonable for most industries.
Acuity Brands, Inc. (AYI) generated $747.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
