Acuity, Inc.

AYI Industrials Electrical Equipment & Parts

Acuity, Inc.’s revenue for fiscal 2026 (year ended August 2026) was $4.6 billion, up 6.82% from fiscal 2025. In the quarter to August 2026, revenue grew 2.92%, EPS grew 55.6%, free cash flow grew 61.1% and total debt fell 22.2%, each against the same quarter a year earlier. Dividend growth for ten consecutive years; insiders bought in the last twelve months.

303.25 1.38 +0.46%
Market cap
$9.0B
P/E
17.3×
Fwd P/E
17.5×
Dividend yield
0.26%
F-score
7/9
Altman Z
n/a
Beneish M
−2.74
Dividend safety
92/100

Insider Decisions trades per month

Total buys 0.34
Total sells 3.27
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — 2 — — — — — —
Sell — — 1 — — — — 1 1 — 1 —
Insider Ownership 0.53%

Capital & Financial Ratios $m

Market Cap 9,040.00
Revenue 4,641.80
Net Income 531.30
Free Cash Flow 747.90
Net Debt 61.10
Current Ratio 1.70 (at or above 1.5: strong)
Debt/Equity 0.23 (at or below 0.5: strong)
P/E ratio 17.31
Fwd P/E 17.50
P/S ratio 1.96
P/B ratio 3.19
Past 5Y EPS Growth 15.27% (at or above 15%: strong)
This Y EPS Growth 7.42%
Next Y EPS Growth 9.11%
Next Y revenue growth 3.88%
Next 5Y EPS Growth 7.35%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 37.63%
10-year low 10-year high
P/S against its own 10 years 57.17%
10-year low 10-year high
P/B against its own 10 years 46.37%
10-year low 10-year high
EV/Sales against its own 10 years 57.10%
10-year low 10-year high
EV/FCF against its own 10 years 20.53%
10-year low 10-year high

Dividends

Payout Ratio 0.05
Annual Dividend Rate 0.80
Annual Dividend Yield 0.26%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.80
0.20
0.20
0.20
0.20
2025 0.68
0.17
0.17
0.17
0.17
2024 0.60
0.15
0.15
0.15
0.15
2023 0.52
0.13
0.13
0.13
0.13
2022 0.52
0.13
0.13
0.13
0.13
2021 0.52
0.13
0.13
0.13
0.13
2020 0.52
0.13
0.13
0.13
0.13
2019 0.52
0.13
0.13
0.13
0.13
2018 0.52
0.13
0.13
0.13
0.13
2017 0.52
0.13
0.13
0.13
0.13
2016 0.52
0.13
0.13
0.13
0.13
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 2026
Cash 398 846 423 636
Receivables 555 563 594 632
Inventory 369 388 527 450
Other — — — —
1,395 1,872 1,652 1,859
2023 2024 2025 2026
Payables 286 352 455 444
ST’ Debt — — — 200
Other 187 206 258 453
595 688 846 1,097

Compound Annual Growth %

10y 5y 3y
Sales 3.50% 6.05% 5.51%
Cash Flow 7.85% 15.10% 12.61%
Earnings 6.21% 11.64% 15.37%
Book Value 6.01% 7.79% 13.85%

Revenue $m

Nov Feb May Aug Year
’26 — — — — —
’26 1,144 1,056 1,198 1,244 4,642
’25 952 1,006 1,179 1,209 4,346
’24 935 906 968 1,032 3,841
’23 998 944 1,000 1,010 3,952
’22 926 909 1,061 1,110 4,006
’21 792 777 900 993 3,461
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Nov Feb May Aug Year
’26 — — — — —
’26 141 89 290 305 826
’25 132 59 207 203 601
’24 190 103 153 174 619
’23 187 120 165 107 578
’22 84 44 38 151 316
’21 124 89 104 93 409
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Nov Feb May Aug Year
’26 — — — — —
’26 115 73 274 286 748
’25 113 50 192 178 533
’24 175 88 141 151 555
’23 168 102 153 88 511
’22 74 38 25 132 269
’21 113 79 99 79 370
Fiscal quarters ending in the months shown.

EPS $

Nov Feb May Aug Year
’26 — — — — —
’26 3.82 3.09 4.56 5.63 17.06
’25 3.35 2.45 3.12 3.61 12.53
’24 3.21 2.84 3.62 3.77 13.44
’23 2.29 2.57 3.28 2.63 10.76
’22 2.46 2.13 3.07 3.48 11.08
’21 1.57 1.74 2.37 2.72 8.38
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to August

Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 2027e 2028e 2029e
Price, $
Price, $ Low 153.28 103.48 105.95 67.46 114.54 142.71 149.30 200.27 216.81 257.04

Analyst estimates 2027–2029

Powerpack
High 241.60 186.99 147.44 143.55 224.59 220.97 207.96 337.99 379.17 380.17
People
People Employees 12,500 13,000 12,000 11,500 13,000 13,200 12,200 13,200 13,800 —
Revenue/emp, $m 0.28 0.28 0.31 0.29 0.27 0.30 0.32 0.29 0.31 0.00
Income, $m
Income, $m Revenue 3,505 3,680 3,673 3,326 3,461 4,006 3,952 3,841 4,346 4,642
Gross margin, % 42.26 40.36 40.29 42.16 42.62 41.75 43.35 46.39 47.83 50.64
EBT 493 426 425 325 396 494 447 549 500 681
EBT margin, % 14.05 11.57 11.57 9.76 11.45 12.33 11.30 14.28 11.51 14.66
Net income 322 350 330 248 306 384 346 423 397 531
Depreciation 75 80 88 101 100 95 93 91 133 156
Per share, $
Per share, $ Revenue 81.32 89.98 92.51 84.31 95.39 117.20 124.26 124.36 140.82 152.77
Earnings 7.46 8.54 8.32 6.29 8.44 11.23 10.88 13.68 12.85 17.49
Cash flow 7.81 8.59 12.46 12.80 11.26 9.25 18.18 20.05 19.49 27.17
Capex (1.43) (1.07) (1.33) (1.39) (1.08) (1.39) (2.10) (2.07) (2.22) (2.56)
Free cash flow 6.38 7.53 11.13 11.41 10.19 7.86 16.08 17.98 17.27 24.61
Book value 38.65 41.98 48.34 53.92 56.35 55.93 63.37 77.02 88.30 97.89
Shares, m 43 41 40 39 36 34 32 31 31 30
Valuation, ×
Valuation, × P/E 23.64 17.83 14.55 17.35 21.74 14.52 14.81 17.96 25.94 18.94
P/S 2.17 1.70 1.31 1.30 1.93 1.40 1.30 1.98 2.37 2.14
P/B 4.57 3.64 2.51 2.03 3.27 2.93 2.55 3.20 3.77 3.49
EV/Sales 2.19 1.76 1.28 1.25 1.94 1.47 1.33 1.89 2.50 2.15
EV/FCF 27.89 21.04 10.66 9.23 18.17 21.93 10.26 13.10 20.37 13.37
Cash, $m
Cash, $m Operating cash flow 337 352 495 505 409 316 578 619 601 826
Capex (62) (44) (53) (55) (39) (48) (67) (64) (68) (78)
Free cash flow 275 308 442 450 370 269 511 555 533 748
Balance, $m
Balance, $m Working capital 645 528 846 822 852 732 800 1,184 806 762
Total debt 357 357 357 401 510 513 496 496 897 697
Net debt 46 228 (104) (160) 19 290 98 (350) 474 61
Shareholders’ equity 1,666 1,717 1,919 2,128 2,045 1,912 2,015 2,379 2,725 2,974
Returns, %
Returns, % ROA 11.00 11.87 10.73 7.45 8.67 10.89 10.05 11.70 9.26 11.04
ROIC 19.26 14.81 15.94 11.24 12.95 14.47 14.00 17.04 11.02 14.70
ROE 19.35 20.67 18.18 12.27 14.68 19.41 17.62 19.23 15.54 0.00
Negative figures in brackets.

All 10 years →

Fiscal years to Aug 2026 · latest quarter Aug 2026 · fundamentals updated 2 Oct 2026

Charts ten years each

Acuity, Inc. vs peers in Electrical Equipment & Parts (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
HUBB Hubbell Inc $24.6B 27.2× 25.2× +15.33% (above 0%: growing) −0.87% (below 0%: shrinking) −3.58% (below 0%: shrinking) 35.81% 20.36% Compare
NVT nVent Electric PLC $23.6B 38.5× 31.3× +52.77% (above 0%: growing) +95.59% (above 0%: growing) +579.29% (above 0%: growing) 37.93% 20.44% Compare
AEIS Advanced Energy Industries, Inc. $10.1B 41.2× 28.3× +30.03% (above 0%: growing) +107.46% (above 0%: growing) +107.60% (above 0%: growing) 41.13% 16.57% Compare
AYI Acuity, Inc. $9.0B 17.3× 17.5× +2.92% (above 0%: growing) +55.64% (above 0%: growing) +61.06% (above 0%: growing) 53.85% 18.24%
ENS Enersys $6.2B 17.6× 15.1× +4.77% (above 0%: growing) +115.54% (above 0%: growing) +881.05% (above 0%: growing) 33.49% 16.18% Compare
POWL Powell Industries, Inc. $6.2B 31.5× 30.8× +8.90% (above 0%: growing) +7.25% (above 0%: growing) +121.73% (above 0%: growing) 30.57% 20.55% Compare
ATKR Atkore Inc. $3.2B — (loss-making) — (loss-making) +8.13% (above 0%: growing) −98.41% (below 0%: shrinking) −1,006.00% (below 0%: shrinking) 22.18% 8.05% Compare
HAYW Hayward Holdings, Inc. $2.5B 15.7× 16.4× +6.27% (above 0%: growing) 0.00% +66.86% (above 0%: growing) 48.70% 23.87% Compare
PLUG Plug Power, Inc. $2.1B — (loss-making) — (loss-making) +2.49% (above 0%: growing) n/m +56.89% (above 0%: growing) (0.94%) (35.96%) Compare
Median of peers $6.2B 29.3× 26.8× +8.52% +7.25% +87.23% 34.65% 18.46%

All 52 Electrical Equipment & Parts stocks →

Acuity, Inc. (AYI) key facts

  • Strength: Acuity, Inc.’s revenue for fiscal 2026 (year ended August 2026) was $4.6 billion, up 6.82% from fiscal 2025.
  • Strength: Net income was $531.3 million, or $17.49 per share (basic), a net margin of 11.5%.
  • Acuity, Inc. (AYI) is an Electrical Equipment & Parts company in the Industrials sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, AYI traded at $303.25, a market capitalization of $9.0 billion.
  • At that price the stock trades at 17.3× trailing-twelve-month earnings and 2.0× sales; its P/E is higher than 38% of its own readings over the past ten years.
  • Acuity, Inc. pays an annual dividend of $0.80 per share, a yield of 0.26%, with a payout ratio of 4.68%.
  • Return on equity was 0.00% and debt-to-equity 0.23.
  • Its Piotroski F-score is 7 out of 9 for fiscal 2026.

Source: company filings (standardised) and stockrow calculations · fundamentals updated Oct 2, 2026.

Acuity, Inc. (AYI) Latest News

26 Jun

Impact 3 · transcript
stockrow.com/AYI · Data as of Oct 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com