Acuity, Inc. AYI
- Market cap
- $9.3B
- P/E
- 20.7×
Follow AYI
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 169.42 | 153.28 | 103.48 | 105.95 | 67.46 | 114.54 | 142.71 | 149.30 | 200.27 | 216.81 |
Analyst estimates 2026–2028 Powerpack |
Low Price
|
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| 280.89 | 241.60 | 186.99 | 147.44 | 143.55 | 224.59 | 220.97 | 207.96 | 337.99 | 379.17 |
High Price
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| 11,800 | 12,500 | 13,000 | 12,000 | 11,500 | 13,000 | 13,200 | 12,200 | 13,200 | 13,800 |
Employees
|
|||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Revenue/Emp
|
|||
| 3,291 | 3,505 | 3,680 | 3,673 | 3,326 | 3,461 | 4,006 | 3,952 | 3,841 | 4,346 |
Revenue
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| 43.64% | 42.26% | 40.36% | 40.29% | 42.16% | 42.62% | 41.75% | 43.35% | 46.39% | 47.83% |
Gross Margin
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| 445 | 493 | 426 | 425 | 325 | 396 | 494 | 447 | 549 | 500 |
EBT
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| 13.51% | 14.05% | 11.57% | 11.57% | 9.76% | 11.45% | 12.33% | 11.30% | 14.28% | 11.51% |
EBT Margin
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| 291 | 322 | 350 | 330 | 248 | 306 | 384 | 346 | 423 | 397 |
Net Income
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| 63 | 75 | 80 | 88 | 101 | 100 | 95 | 93 | 91 | 133 |
Depreciation
|
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| 75.66 | 81.32 | 89.98 | 92.51 | 84.31 | 95.39 | 117.20 | 124.26 | 124.36 | 140.82 |
Revenue/Sh
|
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| 6.67 | 7.46 | 8.54 | 8.32 | 6.29 | 8.44 | 11.23 | 10.88 | 13.68 | 12.85 |
Earnings/Sh
|
|||
| 8.92 | 7.81 | 8.59 | 12.46 | 12.80 | 11.26 | 9.25 | 18.18 | 20.05 | 19.49 |
Cash Flow/Sh
|
|||
| (1.87) | (1.43) | (1.07) | (1.33) | (1.39) | (1.08) | (1.39) | (2.10) | (2.07) | (2.22) |
Capex/Sh
|
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| 7.04 | 6.38 | 7.53 | 11.13 | 11.41 | 10.19 | 7.86 | 16.08 | 17.98 | 17.27 |
Free CF/Sh
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| 38.16 | 38.65 | 41.98 | 48.34 | 53.92 | 56.35 | 55.93 | 63.37 | 77.02 | 88.30 |
Book Value/Sh
|
|||
| 44 | 43 | 41 | 40 | 39 | 36 | 34 | 32 | 31 | 31 |
Shares
|
|||
| 41.12 | 23.64 | 17.83 | 14.55 | 17.35 | 21.74 | 14.52 | 14.81 | 17.96 | 25.94 |
PE Ratio
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| 3.64 | 2.17 | 1.70 | 1.31 | 1.30 | 1.93 | 1.40 | 1.30 | 1.98 | 2.37 |
PS Ratio
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| 7.21 | 4.57 | 3.64 | 2.51 | 2.03 | 3.27 | 2.93 | 2.55 | 3.20 | 3.77 |
PB Ratio
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| 3.62 | 2.19 | 1.76 | 1.28 | 1.25 | 1.94 | 1.47 | 1.33 | 1.89 | 2.50 |
EV/Sales
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| 38.87 | 27.89 | 21.04 | 10.66 | 9.23 | 18.17 | 21.93 | 10.26 | 13.10 | 20.37 |
EV/FCF
|
|||
| 388 | 337 | 352 | 495 | 505 | 409 | 316 | 578 | 619 | 601 |
Op' Cash Flow
|
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| (81) | (62) | (44) | (53) | (55) | (39) | (48) | (67) | (64) | (68) |
Capex
|
|||
| 306 | 275 | 308 | 442 | 450 | 370 | 269 | 511 | 555 | 533 |
FCF
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| 650 | 645 | 528 | 846 | 822 | 852 | 732 | 800 | 1,184 | 806 |
Working Cap'
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| 355 | 357 | 357 | 357 | 401 | 510 | 513 | 516 | 496 | 897 |
Total Debt
|
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| (58) | 46 | 228 | (104) | (160) | 19 | 290 | 118 | (350) | 474 |
Net Debt
|
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| 1,660 | 1,666 | 1,717 | 1,919 | 2,128 | 2,045 | 1,912 | 2,015 | 2,379 | 2,725 |
Sh' Equity
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| 10.86% | 11.00% | 11.87% | 10.73% | 7.45% | 8.67% | 10.89% | 10.05% | 11.70% | 9.26% |
ROA
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| 18.54% | 19.26% | 14.81% | 15.94% | 11.24% | 12.95% | 14.47% | 13.87% | 17.04% | 11.02% |
ROIC
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| 19.26% | 19.35% | 20.67% | 18.18% | 12.27% | 14.68% | 19.41% | 17.62% | 19.23% | 15.54% |
ROE
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Acuity, Inc. peers in Electrical Equipment & Parts
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| AEIS Advanced Energy Industries, Inc. | $11.3B | 48.4× | Compare |
| POWL Powell Industries, Inc. | $7.1B | 36.1× | Compare |
| ENS Enersys | $6.4B | 18.7× | Compare |
| HUBB Hubbell Inc | $25.8B | 27.5× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| NVT nVent Electric PLC | $26.4B | 44.2× | Compare |
| ATKR Atkore Inc. | $3.2B | 0.0× | Compare |
| PLUG Plug Power, Inc. | $2.8B | 0.0× | Compare |
| HAYW Hayward Holdings, Inc. | $2.7B | 16.8× | Compare |
Acuity, Inc. (AYI) key facts
- Acuity, Inc. (AYI) is an Electrical Equipment & Parts company in the Industrials sector, listed on the New York Stock Exchange.
- Acuity, Inc.’s revenue for fiscal 2025 (year ended August 2025) was $4.3 billion, up 13.1% from fiscal 2024.
- Net income was $396.6 million, or $12.85 per share (basic), a net margin of 9.13%.
- As of September 25, 2026, AYI traded at $319.42, a market capitalization of $9.3 billion.
- At that price the stock trades at 20.7× trailing-twelve-month earnings and 2.1× sales.
- Acuity, Inc. pays an annual dividend of $0.52 per share, a yield of 0.22%, with a payout ratio of 4.83%.
- Return on equity was 15.5% and debt-to-equity 0.24.
Acuity, Inc. (AYI) Latest News
24 Sep
Acuity, rebranded from Acuity Brands to emphasize lighting, building controls, and intelligent space management, has fallen 18% YTD and about 14.8% in the last 90 days, while 3-year and 5-year total returns sit at 84.78% and 75.99%. A valuation narrative cites a fair value of about $398.29 per share, well above the ~$306.06 close, suggesting a reset may be priced in. The company’s electronics portfolio—lighting controls technology and proprietary drivers—could lift product vitality and margins. The QSC acquisition broadens built-space management and cloud connectivity, expected to lift future sales and margin expansion in Acuity Intelligence Spaces. Risks include tariffs pressuring pricing and potential integration challenges that could weaken the margin story. Investors should weigh upside against red flags and consider that the rebrand-driven reset might already be reflected in the price. Acuity's rebrand plus the QSC acquisition could meaningfully alter product strategy and margins, though tariff pressure and integration risk cap upside.
15 Aug
Acuity Brands reports Q2 earnings, leading to analysis weighing buy, sell or hold recommendation for AYI stock based on financial results and outlook. Q2 earnings release and related investment stance can moderately shift short-term sentiment and valuation for AYI without altering long-term fundamentals.
11 Aug
Acuity, Inc. (AYI) ranks among two profitable stocks noted for competitive advantages while one other stock receives dismissal for weaker fundamentals. Positive classification of competitive strengths and profitability can lift near-term investor sentiment toward AYI shares.
29 Jun
Acuity benefits from smart building trends despite lagging lighting demand. Smart building trends may moderately affect Acuity product positioning and market trajectory.
Acuity Inc. posted strong Q3 results, leaving investors to decide if AYI stock is a buy or merely a hold. Strong Q3 results can moderately shift near-term investor views and valuation but rarely redefine long-term trajectory.
Acuity Inc stock outlook depends on AIS growth and lighting market recovery. Stock outlook tied to AIS expansion and lighting rebound can influence AYI trajectory moderately.
AYI Q3 earnings call highlighted firmer lighting demand. Firmer demand signals in earnings call point to moderate positive effects on AYI performance.
26 Jun
Acuity Brands reported Q3 2026 results and outlook in its earnings call, covering revenue, margins, segment performance, and forward guidance. Quarterly earnings and guidance directly inform near-term financial expectations and valuation.
25 Jun
Acuity Brands stock surges on positive developments driving investor buying and lifting shares sharply higher. Stock surge signals short-term positive sentiment but lacks details on major long-term operational shifts.
Acuity Inc (AYI) posted Q3 2026 results showing strong AIS segment growth despite ongoing market challenges. Strong AIS growth reported in Q3 2026 earnings call supports moderately positive outlook for Acuity Inc operations and investor sentiment.
Acuity (AYI) posted Q3 earnings with key metrics compared to analyst estimates. Q3 earnings and metric comparisons versus estimates can moderately affect near-term stock sentiment and valuation.
Acuity, Inc. (AYI) exceeded Q3 earnings and revenue estimates. Beating quarterly estimates supports short-term positive stock reaction without altering long-term trajectory.
Acuity Brands exceeded Q2 CY2026 sales expectations. Quarterly sales beat signals improved near-term revenue momentum without altering long-term strategy.
Acuity, Inc. (AYI) released fiscal 2026 third-quarter financial results covering revenue, net income, and operational metrics. Quarterly earnings data can shift near-term investor views and valuation without altering long-term company trajectory.
24 Jun
Acuity Brands (AYI) prepares to release Q3 earnings with focus on expected seasonal performance metrics and market implications. Q3 earnings release holds direct potential to shift near-term investor sentiment on financial results.
23 Jun
Acuity Brands (AYI) is scheduled to report earnings tomorrow, with forecasts and expectations outlined for the upcoming release. Earnings preview sets near-term investor expectations without altering company fundamentals.
19 May
Acuity Brands secures new US$800 million credit facility, prompting valuation reassessment alongside updated margin outlook. New credit facility adds liquidity that moderately supports operations and may shift near-term investor sentiment.
9 Apr
Top 5 analyst questions from Acuity Brands (AYI) Q1 earnings call spotlight key investor concerns on performance, strategy, and outlook. Analyst questions from Q1 earnings call reveal moderate influences on financial performance and market sentiment for AYI.
7 Apr
Acuity Brands (AYI) beat earnings expectations but delivered mixed segment performance, prompting a valuation analysis. Earnings beat with mixed segments moderately affects financial performance and market sentiment without fundamentally altering trajectory.
6 Apr
Acuity Brands (AYI) stock is dropping, but this decline might signal good news for the company's future. Stock drop reflects short-term market reaction to developments with moderate positive implications for financial performance and trajectory.
3 Apr
Acuity Brands (AYI) Q1 results show lighting demand softness offsetting margin expansion and Acuity Infrastructure Solutions (AIS) growth. Q1 lighting demand weakness offsets margin gains and AIS growth, moderately affecting financial performance and investor sentiment.
2 Apr
Acuity Inc (AYI) reported strong execution in Q2 2026 earnings call despite market challenges. Strong Q2 execution amid challenges signals significant positive impact on financial performance and investor sentiment.
Acuity Brands, Inc. (AYI) released Q2 2026 earnings call summary detailing financial performance, strategic updates, and future outlook. Q2 2026 earnings call summary reveals key financial metrics and guidance directly shaping investor expectations and stock trajectory.
Acuity Inc. (AYI) Q2 2026 earnings call transcript released, detailing quarterly financial results, management discussion, and forward guidance. Quarterly earnings transcripts reveal financial performance and strategic outlook, significantly influencing investor sentiment and stock trajectory.
Acuity Inc. (AYI) released Q2 earnings call highlights covering financial results, operational updates, and forward guidance. Q2 earnings call highlights detail financial performance and strategic outlook, significantly influencing investor sentiment and stock trajectory.
Acuity Inc. (AYI) reported mixed second-quarter results, with overall performance tempered but margins showing improvement. Mixed Q2 earnings with margin gains moderately affect financial performance without fundamentally altering trajectory.
Acuity Inc. (AYI) Q2 earnings beat analyst estimates despite sales missing expectations; dividend raised. Earnings beat and dividend hike signal moderate financial strength despite sales miss.
Acuity (AYI) reported Q2 earnings, with key metrics shedding light on financial performance and operational health. Q2 earnings reveal financial metrics influencing short-term market sentiment and performance outlook.
Acuity Brands (NYSE:AYI) reported Q1 CY2026 revenue below analyst estimates. Missing Q1 CY2026 revenue estimates highlights weaker sales performance, likely impacting short-term financial results and market sentiment.
Acuity (AYI) exceeded Q2 earnings estimates. Exceeding Q2 earnings estimates indicates solid financial performance, likely enhancing short-term market sentiment without fundamentally altering long-term trajectory.