Acuity Brands demonstrates a disciplined pivot toward high-margin intelligent building solutions, evidenced by a gross margin expansion to 50.6% in 2026Q3. While the company maintains a fortress balance sheet with a 0.28 debt-to-equity ratio, investors should ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Operating margins scaled to 16.1% in 2026Q3, reflecting significant efficiency gains compared to the 11.0% margin recorded in 2025Q2.
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 9/23/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 1, 2025 | $5.20+7.7% vs $4.83 | $1.2B-1.6% vs $1.2B |
Corient Private Wealth LP lifted its position in Acuity, Inc. (NYSE: AYI) by 63.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,170 shares of the electronics maker's stock after buying an additional 7,846 shares during the
Engineers Gate Manager LP decreased its position in shares of Acuity, Inc. (NYSE: AYI) by 63.2% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,338 shares of the electronics maker's stock after selling 7,457 shares during the
Acuity Brands offers a compelling bull case as Intelligent Spaces' growth and margin expansion offset lighting cyclicality. AYI's Intelligent Spaces segment grew 14.9% YoY with a 25.1% margin, driving higher profit per dollar than lighting. Valuation at 14x estimated future earnings provides 22% upside to $365, with a conservative 17x multiple justified by cyclicality and integration risks.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
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 |
|---|---|---|---|---|---|---|---|
| $310.77 | $9.3B | 24.80 | 13.14% | 9.13% | 15.54% | 0.21% | |
| $458.83 | $24.24B | 27.74 | 3.84% | 14.49% | 23.58% | — | |
| $162.65 | $26.3B | 37.74 | 29.51% | 12.34% | 15.76% | — | |
| $94.50 | $3.19B | -210.00 | -10.98% | -5.55% | -12.14% | — | |
| $84.59 | $3.91B | 5.64 | -1% | 29.17% | 32.02% | — | |
| $442.49 | $171.82B | 42.30 | 10.33% | 12.76% | 19.51% | — |
Acuity Brands, Inc. (AYI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Acuity Brands, Inc. (AYI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jun 25, 2026·SEC
May 13, 2026·SEC
Apr 2, 2026·SEC
Get notified when AYI posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Acuity Brands, Inc. (AYI) stock FAQ — growth, dividends, profitability & financials explained
Acuity Brands, Inc. (AYI) reported $4.61B in revenue for fiscal year 2025. This represents a 132% 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 $472.3M 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 $639.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
