Acuity, Inc. AYI

319.42 9.97 3.22% as of 25 Sep
Market cap
$9.3B
P/E
20.7×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.34
Total sells 6.63
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — 2 — — — — —
Sell 2 — — 1 — — — — 1 1 — 1
Insider Ownership 1.55%

Capital & Financial Ratios

Market Cap 9,260.00
Revenue 4,606.50
Net Income 472.30
Free Cash Flow 639.40
Net Debt 285.40
Current Ratio 2.05
Debt/Equity 0.24
P/E ratio 20.67
P/S ratio 2.10
P/B ratio 3.39
Past 5Y EPS Growth 10.11%
This Y EPS Growth 10.02%
Next Y EPS Growth 9.85%
Next 5Y EPS Growth 9.96%
in millions of $

Dividends

Payout Ratio 0.05
Annual Dividend Rate 0.52
Annual Dividend Yield 0.22%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.60
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 in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 398 846 423 412
Receivables 555 563 594 611
Inventory 369 388 527 458
Other — — — —
1,395 1,872 1,652 1,619
2023 2024 2025 Q'26
Payables 286 352 455 364
ST’ Debt 20 — — —
Other 187 206 258 271
595 688 846 788
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 4.85% 5.49% 2.75%
Cash Flow 7.61% 3.56% 23.89%
Earnings 5.97% 9.82% 1.08%
Book Value 7.20% 5.07% 12.54%

Revenue

Nov Feb May Aug Year
’26 1,144 1,056 1,198 — —
’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
’20 835 824 776 891 3,326
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Nov Feb May Aug Year
’26 141 89 290 — —
’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
’20 130 85 164 127 505
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Nov Feb May Aug Year
’26 115 73 274 — —
’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
’20 118 72 150 110 450
in millions of $ · fiscal quarters ending in the months shown

EPS

Nov Feb May Aug Year
’26 3.82 3.09 4.56 — —
’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
’20 1.44 1.44 1.52 1.87 6.27
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell
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
280.89 241.60 186.99 147.44 143.55 224.59 220.97 207.96 337.99 379.17
High Price
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
43.64% 42.26% 40.36% 40.29% 42.16% 42.62% 41.75% 43.35% 46.39% 47.83%
Gross Margin
445 493 426 425 325 396 494 447 549 500
EBT
13.51% 14.05% 11.57% 11.57% 9.76% 11.45% 12.33% 11.30% 14.28% 11.51%
EBT Margin
291 322 350 330 248 306 384 346 423 397
Net Income
63 75 80 88 101 100 95 93 91 133
Depreciation
75.66 81.32 89.98 92.51 84.31 95.39 117.20 124.26 124.36 140.82
Revenue/Sh
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
7.04 6.38 7.53 11.13 11.41 10.19 7.86 16.08 17.98 17.27
Free CF/Sh
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
3.64 2.17 1.70 1.31 1.30 1.93 1.40 1.30 1.98 2.37
PS Ratio
7.21 4.57 3.64 2.51 2.03 3.27 2.93 2.55 3.20 3.77
PB Ratio
3.62 2.19 1.76 1.28 1.25 1.94 1.47 1.33 1.89 2.50
EV/Sales
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
(81) (62) (44) (53) (55) (39) (48) (67) (64) (68)
Capex
306 275 308 442 450 370 269 511 555 533
FCF
650 645 528 846 822 852 732 800 1,184 806
Working Cap'
355 357 357 357 401 510 513 516 496 897
Total Debt
(58) 46 228 (104) (160) 19 290 118 (350) 474
Net Debt
1,660 1,666 1,717 1,919 2,128 2,045 1,912 2,015 2,379 2,725
Sh' Equity
10.86% 11.00% 11.87% 10.73% 7.45% 8.67% 10.89% 10.05% 11.70% 9.26%
ROA
18.54% 19.26% 14.81% 15.94% 11.24% 12.95% 14.47% 13.87% 17.04% 11.02%
ROIC
19.26% 19.35% 20.67% 18.18% 12.27% 14.68% 19.41% 17.62% 19.23% 15.54%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Aug 2025 · latest quarter May 2026

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

All 52 Electrical Equipment & Parts stocks →

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.

Source: company filings (standardised) and stockrow calculations.

Acuity, Inc. (AYI) Latest News

News by impact score

Fine-tune

24 Sep

4

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

3

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

3

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

3

Acuity benefits from smart building trends despite lagging lighting demand. Smart building trends may moderately affect Acuity product positioning and market trajectory.

3

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.

3

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.

3

AYI Q3 earnings call highlighted firmer lighting demand. Firmer demand signals in earnings call point to moderate positive effects on AYI performance.

26 Jun

3 transcript

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

3

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.

3 transcript

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.

3

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.

3

Acuity, Inc. (AYI) exceeded Q3 earnings and revenue estimates. Beating quarterly estimates supports short-term positive stock reaction without altering long-term trajectory.

3

Acuity Brands exceeded Q2 CY2026 sales expectations. Quarterly sales beat signals improved near-term revenue momentum without altering long-term strategy.

3

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

3

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

3

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

3

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

3

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

3

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

3

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

3

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

4

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.

4

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.

4 transcript

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.

4

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.

3

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.

3

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.

3

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.

3

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.

3

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.

stockrow.com/AYI · Data as of May 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com