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Stock research / United States / AYI · Electric Lighting & Wiring Equipment · NYSE

Acuity Inc. (De) (AYI)

Results announcedQ4 FY2026quarter ended 31 August 2026, announced 1 October 2026

Revenue$1.2 billionup 2.9% on Q4 FY2025
Net income$173 millionup 51.8% on Q4 FY2025
Diluted EPS$5.63$3.61 a year earlier

From the company's results press release. The tables update when the 10-Q or 10-K is filed. Read the release

Compare with another name

Acuity Inc. (De) (AYI) reported revenue of $1.2 billion for Q3 FY2026, the quarter ended 31 May 2026, up 1.6% on the same quarter a year earlier. Net income was $141 million, up 43.3% on the year, and diluted earnings per share $4.56. The figures are the company's own, from the 10-Q it filed with the SEC on 25 June 2026.

Revenue$1.2 billionup 1.6%
Net income$141 millionup 43.3%
Diluted EPS$4.56
QuarterQ3 FY2026ended 31 May 2026

Acuity Inc. (De) (AYI) in brief

Acuity Inc. (De) (AYI) reported revenue of $4.3 billion for fiscal 2025, the year ended 31 August 2025, up 13.1% on the year before.
Read moreNet income was $397 million and diluted earnings per share $12.53. Revenue was $3.8 billion in fiscal 2024, $4.0 billion in fiscal 2023, $4.0 billion in fiscal 2022 and $3.5 billion in fiscal 2021. Net income in the same years was $423 million, $346 million, $384 million and $306 million. Over the twelve months to 31 May 2026, Acuity Inc. (De) reported revenue of $4.6 billion and net income of $472 million. Revenue grew 5.5% a year, compounded, over the five years to fiscal 2025. Acuity Inc. (De) declared $0.66 a share in dividends over the last four quarters and had 30 million shares outstanding at the latest filed count. At 31 May 2026 it carried $697 million of debt and $412 million of cash. At the close of 8 October 2026 the market cap of Acuity Inc. (De) was $9.0 billion, 19.9 times its earnings over the last twelve months.

Ratios

From the filings

ROE16.6%
ROCE18.8%
Operating margin14.5%
Net margin10.3%
FCF margin13.9%
Interest cover17.99
Debt to equity0.24
Cash conversion1.53
Share count, 1 year-2.3%
Sales CAGR, 3 years2.7%
Profit CAGR, 3 years1.1%
EPS, TTM$15.08

At the close of 8 October 2026

Price$300.43
Market cap$9.0 billion
Stock P/E19.92
Price to book3.15
EV / EBITDA11.16
Dividend yield0.2%
Market cap / sales1.95
52-week high$376.69
52-week low$257.79
Price, 1 year-16.7%
Price CAGR, 3 years18.5%
Price CAGR, 5 years8.2%
Worked from the filed figures; hover a name for the formula.
Read moreThe priced ones use the latest daily close from SimFin. Debt to equity here stands on long-term debt as Acuity Inc. (De) files it, with lease liabilities counted separately and never inside it. Nothing here is a valuation or a view.
AYIgreeksoup.ai
Daily closes to 8 October 2026, adjusted for splits; prices from SimFin.
Read moreDay by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on AYI

Filings16 in twelve months: 7 current reports (8-K), about 4 results of operations; 1 officer or director change; 1 material agreement; 1 new financial obligation; 1 shareholder vote
Planned insider sales6 Form 144 notices in twelve months, $6.6 million; latest 1 September 2026
Options tapeput/call 0.79 by open interest at the 8 October 2026 close; the straddle prices a 3.6% move to 16 October 2026
13F holders9 of the followed funds hold it; largest FMR LLC; 5 Schedule 13D or 13G filings in twelve months
Insider trading13 sales and 2 purchases on Form 4 in twelve months
Congress0 House trades disclosed in six months
Short interest1.1 million shares short, 5.09 days to cover at 15 September 2026
Documentsthe 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Quarterly results, the last 12 quarters

Q4 FY2023 *Q1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026Q3 FY2026
Revenue1,0109359069681,0329521,0061,1791,2091,1441,0561,198
Cost of revenue568506494516544502538608618590535592
Gross profit443428412452489449468570591554520606
Gross margin44%46%46%47%47%47%47%48%49%48%49%51%
SG&A313296294307332316358401410393382413
Operating income110133118145157133110140181160133193
Operating margin11%14%13%15%15%14%11%12%15%14%13%16%
Interest expense6.16.46.56.36.16.111.714.610.110.58.77.8
Pre-tax income105131118148152135102125138153123185
Tax rate21%23%24%23%22%21%24%22%17%21%21%24%
Net income82.910189.211411910777.598.411412096.8141
Net margin8%11%10%12%12%11%8%8%9%11%9%12%
Diluted EPS$2.63$3.21$2.84$3.62$3.77$3.35$2.45$3.12$3.61$3.82$3.09$4.56
Operating cash flow10719010315217413259.420720214189.1290
Capital expenditure18.714.614.412.023.018.99.715.024.826.015.816.7
Free cash flow87.917588.214015111349.719217811573.3274
Buybacks50.448.219.620.90.06.715.968.727.227.175.9127
Dividends paid4.14.14.74.64.84.55.55.35.35.36.36.1
Shares outstanding31m31m31m31m31m31m31m31m31m31m30m30m
Filing10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS and diluted share count are from the company's results press release for that quarter, used where the release gives the same revenue and net income as the table. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Income statement (profit and loss), 12 fiscal years and the trailing twelve months

FY2014 †FY2015 †FY2016 †FY2017 †FY2018 †FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Revenue2,3942,7073,2913,5053,6803,6733,3263,4614,0063,9523,8414,3464,606
Cost of revenue1,4141,5611,8552,0242,1952,1931,9241,9862,3332,2392,0592,2672,335
Gross profit9791,1461,4361,4811,4871,4801,4021,4751,6731,7131,7822,0782,272
Gross margin40.9%42.3%43.6%42.3%40.4%40.3%42.2%42.6%41.8%43.3%46.4%47.8%49.3%
Research and developmentn/a41.147.152.063.974.782.088.395.197.1102140n/a
Selling, general and administrative6807579469421,0191,0151,0281,0441,1631,2131,2281,4851,598
Operating income299376475528461463354428510473553564667
Operating margin12.5%13.9%14.4%15.0%12.5%12.6%10.6%12.4%12.7%12.0%14.4%13.0%14.5%
Interest expense32.632.633.334.135.536.426.424.227.027.925.342.537.1
Pre-tax income266344445493426425325396494447549500598
Income tax89.912215417176.394.576.489.9110101126104126
Effective tax rate33.8%35.4%34.6%34.7%17.9%22.2%23.5%22.7%22.3%22.5%23.0%20.7%21.1%
Net income176222291322350330248306384346423397472
Net margin7.3%8.2%8.8%9.2%9.5%9.0%7.5%8.9%9.6%8.8%11.0%9.1%10.3%
Diluted EPS$4.05$5.09$6.63$7.43$8.52$8.29$6.27$8.38$11.08$10.76$13.44$12.53$15.08
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
From each year's 10-K, linked; TTM is the last four quarters.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.

Revenue by segment

FY2023FY2024FY2025Share
latest year
ABL3,7233,5733,61282.5%
AIS25329276417.5%
ABLAIS
3,976FY20233,865FY20244,376FY2025

$ million; hover a block for its figure and share

From the latest 10-K, in the company's own words.
Read moreA year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Revenue by region

FY2023FY2024FY2025Share
latest year
Domestic3,4133,2633,75786.4%
International53957858913.6%
DomesticInternational
3,952FY20233,841FY20244,346FY2025

$ million; hover a block for its figure and share

From the latest 10-K, in the company's own words.
Read moreA year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Cash flow and capital returned

FY2014 †FY2015 †FY2016 †FY2017 †FY2018 †FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Operating cash flow233289388337352495505409316578619601723
Capital expenditure35.356.583.767.343.653.054.943.856.566.764.068.483.3
Free cash flow198232304269308442450365260511555533639
Free cash flow margin8.3%8.6%9.2%7.7%8.4%12.0%13.5%10.5%6.5%12.9%14.5%12.3%13.9%
Cash from investing-34.3-72.4-705-48.8-204-53.0-360-118-62.2-90.7-65.1-1,281-89.6
Cash from financing-6.3-3.9-22.8-392-327-108-50.3-363-512-313-104255-599
Depreciation and amortisation43.445.862.674.680.388.310110094.893.291.1133164
Share-based compensation17.718.227.732.032.329.238.232.537.442.046.645.150.3
Buybacks0.00.00.035829881.669.343551526788.7118257
Dividends paid22.522.722.922.721.420.820.819.118.116.818.220.623.0
Dividend per share$0.52$0.52$0.52$0.52$0.52$0.52$0.52$0.52$0.52$0.52$0.58$0.66n/a
Diluted shares, weighted43m43m44m43m41m40m40m37m35m32m31m32m31m
Shares outstanding at period end43m43m44mn/an/an/an/an/an/an/an/an/a30m
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
Cash paid in the year, from the cash flow statement.
Read moreThe dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

FY2014 †FY2015 †FY2016 †FY2017 †FY2018 †FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Funded by
Shareholders' equity1,1641,3601,6601,6661,7171,9192,1282,0441,9122,0152,3792,7252,852
Debt352352355357357357401494513496496897697
Operating lease liabilitiesn/an/an/an/an/an/a56.846.767.475.558.184.380.0
Other liabilities6536959338779158979069909888228821,0491,007
Total liabilities and equity2,1682,4072,9482,9002,9893,1723,4923,5753,4803,4083,8154,7554,635
Owned
Fixed assets152175268288287277270269276298304343346
Goodwill5695659489019719671,0801,0951,0841,0981,0991,4961,495
Intangible assets2322233814494994666065735294814401,0991,029
Cash and equivalents552757413311129461561491223398846422412
Receivables373412573573638561500572666555563594611
Inventory212225295329412341320399486368388527458
Other assets76.750.769.849.254.099.0154176215210175274285
Total assets2,1682,4072,9482,9002,9893,1723,4923,5753,4803,4083,8154,7554,635
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
At the fiscal year end; the TTM column is the latest quarter end.
Read moreBoth totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.

Compounded growth

10 years5 years3 yearsTTM
Sales growth, compounded4.8%5.5%2.7%10.5%
Profit growth, compounded6.0%9.8%1.1%17.6%
Return on equity, average17.1%16.9%16.5%14.6%
Yearly growth, compounded; TTM is the last four quarters against the four before.
Read moreReturn on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Peers: Electrical Equipment

CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
General Electric Co. GE$317.1 billion36.3850.9%18.1%21.7%1.090.5%
GE Vernova Inc. GEV$265.6 billion28.5479.7%4.3%13.0%0.230.1%
Emerson Electric Co. EMR$88.7 billion34.8112.7%n/a4.8%0.371.4%
Bloom Energy Corp. BE$80.0 billion358.9715.2%11.2%91.0%1.54n/a
Otis Worldwide Corp. OTIS$25.2 billion16.99n/a15.4%5.2%n/a2.5%
Woodward, Inc. WWD$19.1 billion35.9822.3%n/a22.3%0.250.3%
Generac Holdings Inc. GNRC$13.2 billion51.719.0%9.5%0.6%0.410.0%
Littelfuse Inc. LFUS$10.8 billionn/a-0.3%3.7%15.4%0.240.7%
Acuity Inc. (De) AYI$9.0 billion19.9216.6%14.5%10.5%0.240.2%
EnerSys ENS$6.6 billion19.5417.9%13.0%3.7%0.510.6%
Novanta Inc. NOVT$5.2 billion87.393.8%9.0%7.6%0.14n/a
No other company here shares its SEC industry code (Electric Lighting & Wiring Equipment); these are the names nearest in size in its wider industry, Electrical Equipment, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
Read moreBy market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.

Filings

FilingPeriodFiledWhere
10-Q31 May 202625 June 2026EDGAR
10-Q28 February 20262 April 2026EDGAR
10-Q30 November 20258 January 2026EDGAR
10-K31 August 202527 October 2025EDGAR
10-Q31 May 202526 June 2025EDGAR
10-Q28 February 20253 April 2025EDGAR
10-Q30 November 20248 January 2025EDGAR
10-K31 August 202428 October 2024EDGAR
10-Q31 May 202427 June 2024EDGAR
10-Q29 February 20243 April 2024EDGAR

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