Earnings summaries and quarterly performance for ACUITY INC. (DE).
Research analysts who have asked questions during ACUITY INC. (DE) earnings calls.
Christopher Glynn
Oppenheimer & Co. Inc.
5 questions for AYI
Also covers: AIT, AME, B +15 more
Christopher Snyder
Morgan Stanley
4 questions for AYI
Also covers: ALH, ALLE, AME +20 more
JS
Jeffrey Sprague
Vertical Research Partners
4 questions for AYI
Also covers: ALLE, AME, CARR +23 more
JO
Joseph O'Dea
Wells Fargo & Company
4 questions for AYI
Also covers: ALLE, ATMU, CARR +15 more
RM
Ryan Merkel
William Blair & Company
4 questions for AYI
Also covers: AAON, AZEK, FAST +15 more
TW
Timothy Wojs
Robert W. Baird & Co.
4 questions for AYI
Also covers: AAON, ALLE, AMWD +13 more
BL
Brian Lee
Goldman Sachs Group, Inc.
3 questions for AYI
Also covers: ARRY, CCJ, CSIQ +19 more
BC
Brett Castelli
Morningstar
2 questions for AYI
Also covers: BE, EVGO, ULS
JO
Joe O'Dea
Wells Fargo
1 question for AYI
Also covers: ALLE, DOV, HUBB +5 more
TW
Tim Wojs
Robert W. Baird & Co. Incorporated
1 question for AYI
Also covers: AAON, ALLE, CSL +5 more
Recent press releases and 8-K filings for AYI.
Acuity Brands Reports Strong Q1 2026 Financial Performance
AYI
Earnings
Revenue Acceleration/Inflection
Share Buyback
- Acuity Brands reported strong Q1 2026 results, with net sales increasing 20% to $1.1 billion and adjusted diluted earnings per share up 18% to $4.69.
- Adjusted Operating Profit grew 24% to $196 million, leading to a 50 basis point expansion in adjusted operating profit margin to 17.2%.
- Acuity Brands Lighting (ABL) sales rose 1% to $895 million, while Acuity Intelligence Spaces (AIS) sales surged by $184 million to $257 million, benefiting from the inclusion of QSC sales and an elevated backlog in both segments.
- The company generated $141 million in cash flow from operations, repurchased $28 million in shares, and repaid $100 million of debt related to the QSC acquisition.
- Management acknowledged a tepid lighting market but remains confident in long-term performance, targeting 50-100 basis points of annual operating profit margin improvement for ABL.
Jan 8, 2026, 1:00 PM
Acuity (AYI) Reports LTM Q1 2026 Financial Performance and Capital Allocation
AYI
Earnings
Share Buyback
Revenue Acceleration/Inflection
- For the last twelve months (LTM) ending Q1 2026, Acuity (AYI) reported Net Sales of $4.5 billion, Adjusted Operating Profit of $640 million, Adjusted Diluted EPS of $18.73, and Free Cash Flow of $806 million.
- The AcuityBrands Lighting (ABL) segment achieved $3.6 billion in Net Sales and an Adjusted Operating Profit of $669 million with a margin of 18.5% for LTM Q1 2026.
- The Acuity Intelligent Spaces (AIS) segment generated $948 million in Net Sales and an Adjusted Operating Profit of $205 million with a margin of 21.7% for LTM Q1 2026.
- Since the beginning of the fourth quarter of 2020, the company has repurchased approximately $1.5 billion of its shares outstanding, representing approximately 25% of the then-outstanding shares.
Jan 8, 2026, 1:00 PM
Acuity Brands Reports Strong Fiscal Q1 2026 Performance
AYI
Earnings
Revenue Acceleration/Inflection
Share Buyback
- Acuity Brands delivered strong fiscal Q1 2026 results, with net sales of $1.1 billion, an increase of 20% year-over-year, and adjusted diluted earnings per share of $4.69, up 18% from the prior year.
- The company's Acuity Brands Lighting (ABL) segment reported sales of $895 million, a 1% increase, while Acuity Intelligent Spaces (AIS) sales grew by $184 million to $257 million, driven by the inclusion of QSC sales and mid-teens growth in Atrius, Distech, and QSC.
- Both segments benefited from an elevated backlog in Q1 2026, resulting from accelerated orders in advance of price increases in fiscal 2025, with management indicating that Q2 2026 could experience more seasonality than normal as this backlog normalizes.
- Acuity Brands generated $141 million in cash flow from operations, repurchased over 77,000 shares for $28 million, and repaid an additional $100 million of its term loan.
Jan 8, 2026, 1:00 PM
AYI Announces Q1 2026 Results and Fiscal 2026 Outlook
AYI
Earnings
Guidance Update
Share Buyback
- AYI reported Net Sales of $1,144 million for Q1 2026, representing 20.2% growth.
- Adjusted Diluted EPS reached $4.69 in Q1 2026.
- The AIS segment showed significant performance, with Net Sales of $257 million and 250.2% growth for Q1 2026.
- For Fiscal 2026, AYI projects Net Sales between $4.7 billion and $4.9 billion and Adjusted Diluted EPS between $19.00 and $20.50.
- In Q1 2026, the company generated $141 million in Cash Flow From Operations and allocated $28 million to share repurchases.
Jan 8, 2026, 1:00 PM
Acuity Brands Reports Strong Q1 2026 Financial Results with Increased Sales and EPS
AYI
Earnings
Share Buyback
Guidance Update
- Acuity Brands reported strong Fiscal 2026 First Quarter results, with net sales of $1.1 billion, an increase of 20% year-over-year, and adjusted diluted earnings per share of $4.69, up 18%.
- The company's Adjusted Operating Profit rose 24% to $196 million, expanding the Adjusted Operating Profit margin to 17.2%.
- Acuity Brands Lighting (ABL) sales increased 1% to $895 million, while Acuity Intelligence Spaces (AIS) sales grew significantly to $257 million, including three months of QSC sales.
- Acuity Brands generated $141 million in cash flow from operations and allocated capital by repurchasing over 77,000 shares for $28 million and repaying $100 million of its term loan.
- Management noted a tepid lighting market but highlighted strong performance in AIS, with expectations for Q2 2026 to show more seasonality due to the normalization of elevated backlogs.
Jan 8, 2026, 1:00 PM
Acuity Inc. Reports Strong Fiscal 2026 First-Quarter Results
AYI
Earnings
Share Buyback
M&A
- Acuity Inc. reported net sales of $1.1 billion for the first quarter of fiscal 2026 ended November 30, 2025, an increase of 20% compared to the prior year.
- The company delivered operating profit of $160.4 million, up 20.3%, and adjusted operating profit of $196.3 million, up 23.7% for the quarter.
- Diluted earnings per share (EPS) increased by 14% to $3.82, while adjusted diluted EPS grew by 18.1% to $4.69.
- Net cash provided by operating activities was $140.8 million for the first three months of fiscal 2026, and the company repurchased approximately 77,000 shares for around $28 million and repaid $100.0 million of term-loan borrowings.
Jan 8, 2026, 12:40 PM
Acuity Inc. Reports Fiscal 2026 First-Quarter Results
AYI
Earnings
Revenue Acceleration/Inflection
Share Buyback
- Acuity Inc. reported net sales of $1.1 billion for the first quarter of fiscal 2026 ended November 30, 2025, marking an increase of 20.2% compared to the prior year.
- Operating profit grew 20.3% to $160.4 million, and adjusted operating profit increased 23.7% to $196.3 million for the quarter.
- Diluted EPS was $3.82, up 14.0%, and adjusted diluted EPS rose 18.1% to $4.69.
- The Acuity Intelligent Spaces (AIS) segment generated net sales of $257.4 million, a significant increase of $183.9 million year-over-year.
- The company generated $140.8 million in net cash from operating activities, repurchased approximately 77,000 shares for around $28 million, and repaid $100.0 million of term-loan borrowings during the first three months of fiscal 2026.
Jan 8, 2026, 11:00 AM
Acuity Brands (AYI) Presents LTM Q1'26 Financial Performance and Capital Allocation Strategy
AYI
Earnings
Share Buyback
New Projects/Investments
- Acuity Brands (AYI) reported $4.5 billion in Net Sales, $640 million in Adjusted Operating Profit, and $18.73 in Adjusted Diluted EPS for the LTM Q1'26 period.
- The Acuity Intelligent Spaces (AIS) segment achieved $948 million in Net Sales and $206 million in Adjusted Operating Profit for LTM Q1'26, demonstrating strong growth.
- The company has repurchased approximately $1.5 billion of its outstanding shares since the fourth quarter of 2020, representing about 25% of the then-outstanding shares, as part of its capital allocation priorities.
Jan 7, 2026, 11:00 PM
Acuity Inc. Reports Strong Q4 2025 Performance and Provides FY 2026 Guidance
AYI
Earnings
Guidance Update
M&A
- Acuity Inc. reported strong Q4 2025 results, with net sales of $1.2 billion, a 17% increase year-over-year, and adjusted diluted earnings per share of $5.20, up 21%.
- The Acuity Intelligent Spaces (AIS) segment saw significant growth, with sales increasing by $171 million to $255 million, largely due to the QSC acquisition and organic growth in Atrius and Distech.
- For fiscal year 2026, the company projects total net sales between $4.7 billion and $4.9 billion and adjusted diluted EPS in the range of $19 to $20.50.
- In fiscal year 2025, the company generated $601 million in cash flow from operations, invested over $1.2 billion in acquisitions, and returned capital to shareholders through a 13% dividend increase and $119 million in share repurchases.
Oct 1, 2025, 12:00 PM
Acuity Inc. Reports Strong Q4 2025 Performance and Provides Fiscal 2026 Outlook
AYI
Earnings
Guidance Update
M&A
- Acuity Inc. reported Net Sales of $1,209 million and Adjusted Diluted EPS of $5.20 for Q4 2025, with Adjusted Diluted EPS increasing by 21% year-over-year.
- For Q4 2025, Adjusted Operating Profit rose 26% to $225 million, and the Adjusted Operating Profit Margin expanded by 130 basis points.
- In fiscal year 2025, the company generated $601 million in operating cash flow, completed the $1.2 billion acquisition of QSC, increased its dividend by 13%, and executed $119 million in share repurchases.
- Acuity Inc. anticipates fiscal year 2026 Net Sales to be in the range of $4.7 billion to $4.9 billion and Adjusted Diluted EPS between $19.00 and $20.50.
Oct 1, 2025, 12:00 PM
Quarterly earnings call transcripts for ACUITY INC. (DE).
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