Acuity Brands Tops Profit Estimates, But Lighting Weakness Sends Shares Lower
Acuity Brands reported adjusted earnings of $5.77 per share for fiscal Q4, exceeding analyst estimates, but revenue of $1.244 billion missed expectations due to weakness in its lighting segment. While the Intelligent Spaces unit saw significant growth, the decline in lighting sales led to a drop in the company's shares. CEO Neil Ashe highlighted solid execution and the strategy to strengthen lighting while scaling Intelligent Spaces for long-term growth.
Acuity Reports Q4 Sales Growth
Acuity Inc. announced solid financial results for the fourth quarter and full fiscal year 2026. The company reported a 2.9% increase in Q4 net sales to $1.2 billion and a 6.8% increase in full-year net sales to $4.6 billion. Neil Ashe, Chairman, President, and CEO, highlighted strong execution, growth in sales, expanded adjusted operating profit, and effective capital allocation.
Why Acuity Brands (AYI) Stock Is Falling Today
Shares of Acuity Brands (AYI) fell 5.3% after the company announced its Q3 2026 financial results, with sales missing Wall Street estimates despite adjusted EPS beating expectations. The company reported a 2.9% year-over-year increase in net sales to $1.24 billion, falling short of the $1.26 billion consensus. This decline, while significant, is viewed as meaningful by the market but not fundamentally altering the perception of the business, especially considering a previous 15% drop nine months ago due to growth concerns.
Acuity’s Lighting Segment Posts $3.6 Billion for Third Straight Year
Acuity Brands Lighting (ABL) has maintained sales of approximately $3.6 billion for three consecutive fiscal years, including fiscal 2026, despite various market challenges and internal changes. While total company sales grew, ABL's adjusted operating margins declined in fiscal 2026, contradicting CEO Neil Ashe's goal of widening margins through structural changes rather than volume. Acuity's Intelligent Spaces segment is driving overall company growth, with lighting's steady cash generation increasingly supporting M&A in this area.
Acuity Reports $1.2 Billion Fourth-Quarter Sales
Acuity (NYSE:AYI) reported fiscal fourth-quarter sales of $1.2 billion, a 2.9% year-over-year increase, with diluted earnings per share up 56% to $5.63. The company's fiscal 2026 sales reached $4.6 billion, and its Acuity Intelligent Spaces segment saw a significant 44.8% growth. Acuity also increased its dividend, repurchased shares, and repaid debt during the fiscal year.
Acuity Brands Q4 2026 Earnings Call Transcript
Acuity Brands reported a solid Q4 2026, with net sales up 3% to $1.2 billion, driven by Acuity Intelligence Spaces (AIS) growth. The company saw improved adjusted gross profit margin of 50.2% and adjusted diluted earnings per share up 11% to $5.77. For fiscal 2027, Acuity Brands expects net sales between $4.7 billion and $4.9 billion, with adjusted EPS in the range of $20.50 to $22, while continuing strategic investments and capital allocation initiatives.
Acuity Brands (NYSE:AYI) Misses Q3 CY2026 Revenue Estimates
Acuity Brands (NYSE: AYI) reported its Q3 CY2026 (fiscal Q4 2026) results, missing Wall Street's revenue expectations with a 2.9% year-on-year sales increase to $1.24 billion. Despite the revenue miss, the company beat non-GAAP profit estimates, posting $5.77 per share against a consensus of $5.56, and exceeded adjusted EBITDA forecasts. CEO Neil Ashe highlighted solid execution, sales growth, expanded profit margins, and strong cash flow during the quarter and throughout fiscal 2026.
Acuity Brands (AYI) Q3 Earnings: What To Expect
Acuity Brands (AYI) is set to announce its Q3 earnings this Thursday. The market anticipates a 4% year-on-year revenue growth, a slowdown from the 17.1% recorded in the prior year's same quarter. Despite the company having missed revenue estimates multiple times in the past two years and the electrical equipment sector facing a recent sell-off, analysts have reconfirmed their estimates.
ACUITY BRANDS Q4 2026 Earnings Preview: Recent $AYI Insider Trading, Hedge Fund Activity, and More
Acuity Brands (AYI) is expected to release its Q4 2026 earnings on October 1st, with analysts projecting revenue of $1.26 billion and EPS of $5.72. Recent insider trading shows more sales than purchases, while hedge fund activity indicates significant institutional interest with many firms increasing their positions. Analysts have set a median price target of $390.0 for AYI.
[Form 3] ACUITY INC. (DE) Initial Statement of Beneficial Ownership
This article reports on the initial statement of beneficial ownership (Form 3) filed by Nicholas Tzitzon, a Director at Acuity Inc. (AYI). The filing, dated September 28, 2026, indicates that no securities are beneficially owned by Tzitzon at the time of this initial statement. The document outlines the standard SEC Form 3 requirements for reporting beneficial ownership.
William Blair downgrades Acuity Brands stock rating on muted lighting market By Investing.com
William Blair has downgraded Acuity Brands (NYSE:AYI) stock from Outperform to Market Perform, citing a soft lighting market and the impact of higher interest rates. The firm anticipates Acuity Brands will deliver an in-line quarter but projects downside risk to fiscal 2027 Street estimates, forecasting earnings per share between $20.50 and $22, below the Street's $21.77. Despite the downgrade, Acuity Brands maintains strong gross profit margins and is considered undervalued relative to its Fair Value by InvestingPro analysis.
Acuity Inc. (AYI) Stock Price, News, Quote & History
This article provides a comprehensive overview of Acuity Inc. (AYI) stock, including its current price, dividend information, key financial metrics, and historical performance. It details the company's operations across two segments: Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS), offering various lighting and building management solutions. The report also includes analyst insights and a performance comparison against the S&P 500.
Acuity Inc. Declares Quarterly Dividend, Payable on November 2, 2026
Acuity Inc. has declared a quarterly dividend of 20 cents per share. This dividend is scheduled to be paid on November 2, 2026, to shareholders who are on record by October 16, 2026. The announcement was made on September 24, 2026.
Acuity Brands stock approaches a new 52-week high
Acuity Brands (AYI) stock has reached a new 52-week high, placing it among a select group of S&P 500 companies. The company's upcoming Q4 fiscal 2026 earnings report, scheduled for October 1, 2026, will be the next critical event to determine if current valuations are supported by its operational performance. This report will provide key insights into revenue, earnings, and management commentary.
Acuity Brands stock edges higher ahead of October earnings
Acuity Brands (AYI) stock closed at USD 299.54 on September 17, 2026, showing a modest gain as investors await the release of its fiscal 2026 fourth-quarter and full-year results on October 1, 2026. The company recently reported a 1.6% year-on-year revenue increase to USD 1.20 billion and exceeded analyst estimates for EBITDA and EPS. Institutional investors own over 98% of the stock, which has been trading in a narrow range around USD 300.
Acuity Inc. SVP & CFO Karen Holcom sells $659,240 of shares
Karen J. Holcom, SVP and CFO of Acuity Inc. (NASDAQ:AYI), sold 2,000 shares of company stock for $659,240 on September 1, 2026, through a pre-arranged trading plan. This transaction occurred amidst positive news for Acuity Brands, which recently reported strong fiscal third-quarter results exceeding expectations and received a raised price target from Oppenheimer due to growth in its Intelligent Spaces unit.
Acuity Inc. SVP & CFO Karen Holcom sells $659,240 of shares
Karen J. Holcom, SVP and CFO of Acuity Inc. (NASDAQ:AYI), sold 2,000 shares of company stock for $659,240 on September 1, 2026, as part of a pre-arranged trading plan. Despite the sale, Acuity's stock appears undervalued according to InvestingPro analysis, and the company boasts strong financial health, including a perfect Piotroski Score and 25 consecutive years of dividend payments. This transaction follows a positive fiscal third-quarter report where Acuity Brands exceeded Wall Street expectations for earnings and revenue.
Acuity Brands Inc. (AYI) Key Financial Ratios – Valuation, Profitability & More
This article provides a detailed analysis of Acuity Brands Inc. (AYI)'s key financial ratios, covering valuation, profitability, growth, solvency, and operating efficiency. It presents data from the last five years and compares AYI's performance against peer medians across various metrics like EBIT Margin, Net Margin, ROE, Debt to Equity, and Price/Earnings. The analysis indicates that Acuity Brands generally outperforms its peers in profitability and solvency ratios.
Six Innovative Lighting and Controls Solutions from Acuity Brands Lighting Selected for the 2026 IES Progress Report
Acuity Brands Lighting (ABL) announced that six of its lighting and controls solutions have been selected for the 2026 Illuminating Engineering Society (IES) Progress Report. These selections, made by an impartial committee, highlight significant advancements in lighting based on uniqueness, innovation, and industry relevance. The recognized products include luminaires, downlights, floodlights, and sensors, showcasing ABL's contributions to the art and science of lighting.
Acuity Inc. Names Ruth Gratzke President of Acuity Brands Lighting
Acuity Inc. has appointed Ruth Gratzke as President of Acuity Brands Lighting (ABL), effective September 1, 2026. Gratzke brings over 25 years of experience in industrial technology and smart infrastructure, previously holding leadership roles at Siemens, General Electric, and Hubbell. She will report to Acuity CEO Neil Ashe and aims to build on ABL's market leadership in lighting and controls.
Acuity Brands Reports Fiscal 2024 Third-Quarter Results
Acuity Brands announced its fiscal 2024 third-quarter results, reporting net sales of $968.1 million, a 3.2% decrease from the prior year. Despite the sales decline, the company achieved increased adjusted operating profit, adjusted operating profit margin, and adjusted diluted earnings per share, with Neil Ashe highlighting solid execution of their strategy and strong free cash flow generation. The report also detailed segment performance for Acuity Brands Lighting and Lighting Controls (ABL) and Intelligent Spaces Group (ISG), showing growth in operating profit and adjusted operating profit for both, along with significant cash flow from operations.
Acuity Inc. Names New President of Acuity Brands Lighting
Acuity Inc. has appointed Ruth Gratzke as the new President of Acuity Brands Lighting, effective September 1, 2026. Gratzke, who previously held leadership roles at Siemens and General Electric, brings over 25 years of experience in industrial technology and smart infrastructure. She will report to Acuity CEO Neil Ashe and is tasked with leading Acuity Brands Lighting into its next phase of growth and innovation.
Acuity Inc. แต่งตั้ง Ruth Gratzke ดำรงตำแหน่งประธานบริษัท Acuity Brands Lighting
This article announces that Acuity Inc. has appointed Ruth Gratzke as the new President of Acuity Brands Lighting. The article provides details about her background and experience, highlighting her qualifications for this leadership role within the company.
Belden, Timken, ArcBest, Acuity Brands, and VSE Corporation Shares Plummet, What You Need To Know
Shares of several industrial companies, including Belden, Timken, ArcBest, Acuity Brands, and VSE Corporation, fell following a weaker-than-expected July industrial production report from the Federal Reserve. The report showed a 0.2% increase, half of the anticipated 0.4%, raising concerns about cooling economic activity. Despite the broader market impact, the article also highlights Belden's recent strong second-quarter earnings beat and positive guidance, suggesting that today's drop might not fundamentally alter its business perception.
Acuity Brands names Ruth Gratzke president of lighting unit
Acuity Brands (NYSE:AYI) has appointed Ruth Gratzke as President of Acuity Brands Lighting, effective September 1, 2026. Gratzke, who previously held senior roles at Siemens, General Electric, and Hubbell, brings over 25 years of experience in industrial technology and smart infrastructure. She will report to CEO Neil Ashe, and current president Sach Sankpal will remain for a transition period.
Acuity Inc. Names Ruth Gratzke President of Acuity Brands Lighting
Acuity Inc. has appointed Ruth Gratzke as President of Acuity Brands Lighting (ABL), effective September 1, 2026. Gratzke brings over 25 years of leadership experience in industrial technology, smart infrastructure, and electrical products, having previously served at Siemens and General Electric. She will report to Acuity CEO Neil Ashe, with a focus on leveraging her expertise to advance ABL's market leadership in lighting and controls.
Acuity Names Ruth Gratzke President of Acuity Brands Lighting
Acuity Brands, Inc. (NYSE: AYI) has appointed Ruth Gratzke as President of Acuity Brands Lighting, effective September 1, 2026. Gratzke, with over 25 years of leadership experience from Siemens, General Electric, and Hubbell, will report to Acuity CEO Neil Ashe. Her appointment is strategic as lighting technology increasingly integrates with building management, energy efficiency, and digital infrastructure.
Ruth Gratzke Named President of Acuity Brands Lighting
Ruth Gratzke has been appointed President of Acuity Brands Lighting, a $3.6 billion business unit, effective September 1, 2026. Gratzke, formerly with Siemens and known for her work in smart buildings and energy infrastructure, succeeds Sach Sankpal. Her appointment signals Acuity's continued focus on systems and infrastructure rather than commodity lighting fixtures, though the company has not specified if this will lead to a change in strategy for the lighting segment.
A Siemens infrastructure executive will lead Acuity’s lighting business Sept. 1
Acuity Inc. has appointed Ruth Gratzke as President of Acuity Brands Lighting (ABL), effective September 1, 2026. Gratzke, who previously led Siemens Smart Infrastructure in the U.S., brings over 25 years of leadership experience in industrial technology, smart infrastructure, and electrical products. Current ABL leader Sach Sankpal will remain for a transition period to ensure continuity.
Acuity Inc. Names Ruth Gratzke President of Acuity Brands Lighting
Acuity Inc. has appointed Ruth Gratzke as President of Acuity Brands Lighting (ABL), effective September 1, 2026. Gratzke brings over 25 years of leadership experience in industrial technology, smart infrastructure, and electrical products, having previously served as President of Siemens Smart Infrastructure in the United States. Her appointment is expected to build on ABL's leadership and capitalize on future opportunities in the lighting and controls industry.
Handelsbanken Fonder AB Has $16.38 Million Holdings in Acuity, Inc. $AYI
Handelsbanken Fonder AB reduced its stake in Acuity, Inc. by 11.9% in the second quarter, now holding 43,491 shares valued at $16.38 million. Institutional investors own 98.21% of Acuity's stock, and analysts maintain a "Moderate Buy" rating with a consensus price target of $397.17. Acuity reported strong quarterly results, exceeding earnings expectations and declaring a $0.20 per share dividend.
Assenagon Asset Management S.A. Sells 56,569 Shares of Acuity, Inc. $AYI
Assenagon Asset Management S.A. significantly reduced its stake in Acuity, Inc. (NYSE:AYI) by 78.9% in the second quarter, selling 56,569 shares but still retaining 15,109 shares valued at approximately $5.7 million. Despite this, Acuity reported strong quarterly earnings of $5.31 per share, exceeding estimates, with revenue rising 1.6% year over year to $1.20 billion. The company maintains a "Moderate Buy" consensus from analysts with an average price target of $397.17 and offers a quarterly dividend.
Wedge Capital Management L L P NC Increases Position in Acuity, Inc. $AYI
Wedge Capital Management L L P NC significantly increased its stake in Acuity, Inc. (NYSE:AYI) by 8.8% during the second quarter, bringing its total holdings to 42,944 shares valued at $16.2 million. This move comes as Acuity continues to perform well, exceeding quarterly EPS and revenue expectations. The company also maintains a "Moderate Buy" rating from analysts with an average price target of $397.17, further supported by a quarterly dividend payout.
Acuity Brands Inc (AYI) Q4 2025 Earnings Report - Results, Call & Slides
Acuity Brands Inc (AYI) reported its Q4 2025 earnings, with actual EPS of CHF4.26, beating the consensus estimate of CHF3.96. The company's actual revenue was CHF990.31M, missing the expected revenue of CHF1.01B, despite a YoY revenue growth of 17.13%. The earnings call took place on October 1, 2025, and the next earnings date is estimated for October 7, 2026.
Bank of America Corp DE Has $79.43 Million Stock Position in Acuity, Inc. $AYI
Bank of America Corp DE significantly increased its stake in Acuity, Inc. (NYSE:AYI) by 58.8% in the first quarter, now holding 283,456 shares valued at $79.43 million. This comes as Acuity reported an earnings beat with an EPS of $5.31 and revenue of $1.20 billion, surpassing analyst expectations. The company maintains a "Moderate Buy" consensus rating from analysts, with a target price of $397.17.
Gradient Investments LLC Purchases Shares of 7,308 Acuity, Inc. $AYI
Gradient Investments LLC recently acquired 7,308 shares of Acuity, Inc. (NYSE:AYI) valued at approximately $2.75 million, contributing to institutional investors owning 98.21% of the company. Acuity has a "Moderate Buy" consensus rating from analysts with an average target price of $397.17, and the company recently beat earnings expectations while paying a quarterly dividend. The electronics maker's stock performance and financial ratios are also detailed, showing a market capitalization of $10.81 billion.
Amundi Acquires 9,464 Shares of Acuity, Inc. $AYI
Amundi increased its stake in Acuity, Inc. (NYSE: AYI) by 228.8% in the first quarter, purchasing an additional 9,464 shares to bring its total holdings to 13,601 shares valued at $3.81 million. Institutional investors now own 98.21% of the company. Acuity reported strong quarterly earnings, beating analyst estimates with $5.31 EPS and 1.6% revenue growth, and analysts maintain a "Moderate Buy" consensus with a target price of $397.17.
Acuity Brands Inc (AYI) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Acuity Brands Inc (AYI), highlighting its current earnings forecast score, average price target, and analyst ratings. Based on 8 analysts, the stock has an average price target of $398.79 and is predominantly rated as a "Buy." The article also includes expected revenue and EPS for upcoming quarters and compares AYI's ratings with its peers in the Homebuilding & Construction Supplies industry.
Acuity Brands Inc (0H90) Q1 2024 Earnings Report - Results, Call & Slides
Acuity Brands Inc (0H90) announced its Q1 2024 earnings, reporting actual EPS of $3.72, which beat the consensus of $3.23 by $0.49. However, the company missed revenue expectations, reporting $934.70 million against an expected $935.14 million, marking a 6.33% year-over-year decline. The earnings call took place on January 9, 2024, and the next earnings report is estimated for October 7, 2026.
Acuity Brands Inc (0H90) Q4 2023 Earnings Report - Results, Call & Slides
Acuity Brands Inc (0H90) reported its Q4 2023 earnings, beating EPS consensus with an actual EPS of $3.97 against an expected $3.73. However, the company missed revenue expectations, reporting $1.01 billion against an anticipated $1.02 billion, marking a 9.00% year-over-year decline. The earnings call took place on October 4, 2023, and the next earnings date is estimated for October 7, 2026.
Acuity Brands Inc (AYI) Institutional Confidence
Acuity Brands Inc (AYI) has an institutional shareholding score of 10.00, placing it first in the Homebuilding & Construction Supplies industry. The total institutional shareholding proportion is 100.22%, a slight decrease from the previous quarter. ETHSX is the largest institutional shareholder, significantly increasing its holdings.
Acuity Brands Inc (AYI) Shareholder Structure: Major Shareholders & Institutional Holdings
This article provides an overview of Acuity Brands Inc (AYI) shareholder structure, detailing major institutional holders like BlackRock, Fidelity, and Vanguard, along with their respective percentages. It also categorizes shareholder types and presents a history of institutional shareholdings and recent changes in positions by key firms. The information is supplemented with a list of related ETFs that hold AYI shares.
Acuity Brands Inc (AYI) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
The article provides a detailed revenue breakdown for Acuity Brands Inc (AYI), categorizing its income by business segments. It lists the revenue and proportional contribution from various networks such as independent sales, direct sales, OEM, corporate accounts, and retail sales. The data is presented in a tabular format, indicating that regional and profit contribution data for certain periods have not been disclosed by the company.
Acuity Brands Inc (AYI) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Acuity Brands Inc (AYI), detailing its current earnings forecast score, analyst ratings, and price targets. It highlights that the company ranks 19th in its industry with an average price target of $398.79 and that most analysts recommend a "Buy" trend for AYI stock. Key financial forecasts for EPS and revenue are also discussed.
Acuity Brands Inc (AYI) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides a detailed timeline of dividend payouts and stock split events for Acuity Brands Inc (AYI). It lists historical cash dividends with record dates, payment dates, and ex-dividend dates, noting that a total of 92.80M USD has been distributed in dividends over the past five years. The page also includes current stock information such as market cap and P/E ratio.
AYI|Acuity Brands Inc|Price:335.900|Chg%:+5.760
This article provides a comprehensive stock analysis of Acuity Brands Inc (AYI) from TradingKey. It highlights the company's strong fundamentals and high growth potential, classifying its valuation as "fairly valued" within the Homebuilding & Construction Supplies industry. The analysis notes significant institutional ownership and recent "Buy" ratings from analysts, anticipating an upward trend in the medium term despite recent weak stock market performance.
AYI|Acuity Brands Inc|Price:328.210|Chg%:+1.240
This article provides an overview of Acuity Brands Inc. (AYI), an industrial technology company specializing in lighting and building management solutions. It details the company's segments, products, key financial metrics, and executive team, along with insights into its major shareholders and revenue sources.
AYI|Acuity Brands Inc|Price:327.165|Chg%:-4.385
Acuity Brands Inc. (AYI) is an industrial technology company specializing in lighting, controls, and building management solutions. The company's fundamentals are strong, and it is considered fairly valued within the Homebuilding & Construction Supplies industry. Analysts have a "Buy" rating with a target price indicating a 22.30% upside potential.
Investment in Intelligent Spaces Continues to Pay Off for Acuity
Acuity, a leading industrial technology company, continues to benefit from its investments in intelligent building solutions and intelligent spaces. This report highlights how these investments are paying off, complementing solid performance in their lighting and controls segments. The company's focus on these areas is contributing to its overall success despite some lackluster growth in traditional lighting.
Acuity Brands Inc (AYI) Q2 2024 Earnings Report - Results, Call & Slides
Acuity Brands Inc (AYI) announced its Q2 2024 earnings, reporting an actual EPS of $3.38, beating the consensus of $3.17, and exceeding the previous year's EPS of $3.06. However, its actual revenue of $905.90 million missed the expected revenue of $907.75 million, marking a 4.00% year-over-year decline. The company's next earnings date is estimated for October 7, 2026.
