
Acuity Inc. (AYI) Q4 2026 Earnings Call Transcript
Acuity Brands, Inc. provides lighting and building management solutions and services for commercial, institutional, industrial, infrastructure, and residential applications in North America and internationally. The company is headquartered in Atlanta, Georgia.
| Revenue (TTM) | $4.64B |
| Gross Profit (TTM) | $2.30B |
| EBITDA | $842.50M |
| Operating Margin | 16.10% |
| Return on Equity | 18.60% |
| Return on Assets | 8.91% |
| Revenue/Share (TTM) | $152.77 |
| Book Value | $99.28 |
| Price-to-Book | 3.21 |
| Price-to-Sales (TTM) | 1.96 |
| EV/Revenue | 2.074 |
| EV/EBITDA | 11.95 |
| Quarterly Earnings Growth (YoY) | 55.80% |
| Quarterly Revenue Growth (YoY) | 2.90% |
| Shares Outstanding | $29.94M |
| Float | $29.75M |
| % Insiders | 0.42% |
| % Institutions | 103.02% |
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Acuity Inc. (AYI) Q4 2026 Earnings Call Transcript

While the top- and bottom-line numbers for Acuity (AYI) give a sense of how the business performed in the quarter ended August 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Acuity NYSE: AYI reported higher fourth-quarter sales, adjusted profit and adjusted earnings per share for fiscal 2026, as growth in its Acuity Intelligent Spaces segment offset a modest decline in its lighting business.

Acuity (AYI) came out with quarterly earnings of $5.77 per share, beating the Zacks Consensus Estimate of $5.53 per share. This compares to earnings of $5.2 per share a year ago.

Solid Execution Delivers Net Sales Growth, Improved Operating Performance, and Strong Cash Flow Solid Execution Delivers Net Sales Growth, Improved Operating Performance, and Strong Cash Flow

With U.S. stock futures trading higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Acuity (AYI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended August 2026.

Atlanta, Sept. 24, 2026 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI) will pay a quarterly dividend of 20 cents per share. The dividend is payable on November 2, 2026, to shareholders of record on October 16, 2026.

Acuity Inc. (NYSE:AYI) will release its fourth-quarter earnings report before the opening bell on Thursday, Oct. 1.

Acuity Brands offers a compelling bull case as Intelligent Spaces' growth and margin expansion offset lighting cyclicality. AYI's Intelligent Spaces segment grew 14.9% YoY with a 25.1% margin, driving higher profit per dollar than lighting. Valuation at 14x estimated future earnings provides 22% upside to $365, with a conservative 17x multiple justified by cyclicality and integration risks.
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