Acuity Inc. (De) (AYI) Q4 FY2026 earnings: revenue $1.2 billion, up 2.9% on the year

Acuity Inc. (De) (AYI) announced its results for Q4 FY2026, the quarter ended 31 August 2026, on 1 October 2026. Revenue was $1.2 billion, up 2.9% on the same quarter a year earlier. Net income was $173 million, up 51.8% on the year, and diluted earnings per share $5.63. The figures are from the company's earnings press release; the 10-Q with the full statements is not filed yet, and this page fills in when it is.

Revenue$1.2 billionup 2.9%

Net income$173 millionup 51.8%

Diluted EPS$5.63$3.61 a year earlier

QuarterQ4 FY2026ended 31 August 2026

What management said

Diluted EPS rose 56 percent: Fourth-quarter diluted EPS was $5.63, up $2.02 or 56.0 percent. Adjusted diluted EPS was $5.77, up 11.0 percent. Full-year diluted EPS was $17.05 and adjusted diluted EPS was $19.90.
Intelligent Spaces sales up 16.6 percent: AIS net sales were $297.6 million, up 16.6 percent. AIS adjusted operating profit rose 35.7 percent to $74.1 million, at a 24.9 percent adjusted margin. Full-year AIS sales were $1.1 billion, up 44.8 percent.
Adjusted gross margin rose 130 basis points: Gross profit margin was 53.8 percent, up 490 basis points. Adjusted gross profit margin, excluding $44.9 million of tariff refunds, was 50.2 percent, up 130 basis points.

Read the earnings call summary

The quarter, against the one before and a year earlier

Line	Q4 FY2026	Q3 FY2026	Q4 FY2025	Change on the year
Revenue	1,244	1,198	1,209	+2.9%
Net income	173	141	114	+51.8%
Diluted EPS	$5.63	$4.56	$3.61	+56.0%

$ million except per share.

Q4 FY2026 is from the company's press release of 1 October 2026; the other columns are from its 10-Q and 10-K filings. A release figure is shown when the release's own figure for an earlier quarter matches the filed one, so the line and its units are read right.

Quarterly results, the last 20 quarters filed

	Q4 FY2021 *	Q1 FY2022	Q2 FY2022	Q3 FY2022	Q4 FY2022 *	Q1 FY2023	Q2 FY2023	Q3 FY2023	Q4 FY2023 *	Q1 FY2024	Q2 FY2024	Q3 FY2024	Q4 FY2024 *	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026	Q3 FY2026
Revenue	993	926	909	1,061	1,110	998	944	1,000	1,010	935	906	968	1,032	952	1,006	1,179	1,209	1,144	1,056	1,198
Cost of revenue	573	540	530	616	648	581	537	553	568	506	494	516	544	502	538	608	618	590	535	592
Gross profit	419	386	379	445	462	416	407	447	443	428	412	452	489	449	468	570	591	554	520	606
Gross margin	42%	42%	42%	42%	42%	42%	43%	45%	44%	46%	46%	47%	47%	47%	47%	48%	49%	48%	49%	51%
SG&A	285	271	277	302	313	301	295	304	313	296	294	307	332	316	358	401	410	393	382	413
Operating income	133	115	102	143	150	109	112	143	110	133	118	145	157	133	110	140	181	160	133	193
Operating margin	13%	12%	11%	13%	13%	11%	12%	14%	11%	14%	13%	15%	15%	14%	11%	12%	15%	14%	13%	16%
Interest expense	5.8	6.2	6.4	6.6	7.8	7.9	7.6	6.3	6.1	6.4	6.5	6.3	6.1	6.1	11.7	14.6	10.1	10.5	8.7	7.8
Pre-tax income	126	109	98.2	138	149	93.2	110	139	105	131	118	148	152	135	102	125	138	153	123	185
Tax rate	22%	20%	23%	23%	22%	20%	24%	24%	21%	23%	24%	23%	22%	21%	24%	22%	17%	21%	21%	24%
Net income	98.1	87.6	75.3	106	115	74.9	83.2	105	82.9	101	89.2	114	119	107	77.5	98.4	114	120	96.8	141
Net margin	10%	9%	8%	10%	10%	8%	9%	10%	8%	11%	10%	12%	12%	11%	8%	8%	9%	11%	9%	12%
Diluted EPS	$2.70	$2.46	$2.13	$3.07	$3.48	$2.29	$2.57	$3.28	$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 flow	92.5	83.7	43.6	38.4	151	187	120	165	107	190	103	152	174	132	59.4	207	202	141	89.1	290
Capital expenditure	13.2	9.3	14.8	13.9	18.5	18.2	17.4	12.4	18.7	14.6	14.4	12.0	23.0	18.9	9.7	15.0	24.8	26.0	15.8	16.7
Free cash flow	79.3	74.4	28.8	24.5	132	168	102	153	87.9	175	88.2	140	151	113	49.7	192	178	115	73.3	274
Buybacks	94.0	56.3	51.7	296	111	76.5	45.2	94.5	50.4	48.2	19.6	20.9	0.0	6.7	15.9	68.7	27.2	27.1	75.9	127
Dividends paid	4.8	4.7	4.6	4.4	4.4	4.3	4.2	4.2	4.1	4.1	4.7	4.6	4.8	4.5	5.5	5.3	5.3	5.3	6.3	6.1
Shares outstanding	35m	35m	35m	33m	32m	32m	32m	31m	31m	31m	31m	31m	31m	31m	31m	31m	31m	31m	30m	30m
Filing	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q

Each quarter as filed, linked to its filing.

* 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 its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. 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.

Earnings press release for the quarter ended 31 August 2026, filed with the SEC on 1 October 2026 with a Form 8-K: the release.