AYI · Acuity Inc. (De) · Earnings Call Transcripts & Audio
$297.45
-12.36 (-3.99%)
At close · Oct 1
Return incl. dividend (before tax)
Earnings today
Market Cap
$9.24B
Shares
29.94M
Volume · Sep 30
631.38K
Avg daily vol (3M)
295.35K
Acuity Inc. (De) Earnings Call Transcripts
Quarterly earnings calls for Acuity Inc. (De) (AYI), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲7.8%
$997.90M
$74.90M
'23 Q1
23-01-09
▲3.8%
$943.60M
$83.20M
'23 Q2
23-04-04
▼5.7%
$1.00B
$105.00M
'23 Q3
23-06-29
▼9%
$1.01B
$82.90M
'23 Q4
23-10-04
▼6.3%
$934.70M
$100.60M
'24 Q1
24-01-09
▼4%
$905.90M
$89.20M
'24 Q2
24-04-03
▼3.2%
$968.10M
$113.90M
'24 Q3
24-06-27
▲2.2%
$1.03B
$118.90M
'24 Q4
24-10-01
▲1.8%
$951.60M
$106.70M
'25 Q1
25-01-08
▲11.1%
$1.01B
$77.50M
'25 Q2
25-04-03
▲21.7%
$1.18B
$98.40M
'25 Q3
25-06-26
▲17.1%
$1.21B
$114.00M
'25 Q4
25-10-01
▲20.2%
$1.14B
$120.50M
'26 Q1
26-01-08
▲4.9%
$1.06B
$96.80M
'26 Q2
26-04-02
LATEST
▲1.6%
$1.20B
$141.00M
'26 Q3
26-06-25
Earnings call
FY26 · Q4
2026-10-01
Acuity Inc. (De) (AYI) Q4 2026 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-06-25
Acuity Inc. (De) (AYI) Q3 2026 Earnings Call Transcript
Positive tone
Acuity Intelligent Spaces / DISTEC Platform
Lighting Market Demand
Quarterly Financial Results
Revenue
$1.20B
▲ 1.6% YoY Diluted EPS
$4.56
▲ 46.2% YoY Gross margin
50.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-04-02
Acuity Inc. (De) (AYI) Q2 2026 Earnings Call Transcript
Positive tone
Acuity Intelligence Spaces (AIS) growth
Growth algorithm and verticals
Margin and profitability management
Revenue
$1.06B
▲ 4.9% YoY Diluted EPS
$3.09
▲ 26.1% YoY Gross margin
49.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Annual General Meeting
Investor event
2026-01-21
Acuity Inc. (De) (AYI) January 2026 Annual General Meeting Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-01-08
Acuity Inc. (De) (AYI) Q1 2026 Earnings Call Transcript
Confident tone
Margin Expansion and Productivity
Acuity Brands Lighting (ABL) Performance
Acuity Intelligence Spaces (AIS) Growth
Revenue
$1.14B
▲ 20.2% YoY Diluted EPS
$3.82
▲ 14% YoY Gross margin
48.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2025-11-11
Acuity Inc. (De) (AYI) November 2025 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2025-10-01
Acuity Inc. (De) (AYI) Q4 2025 Earnings Call Transcript
Confident tone
Acuity Brands Lighting (ABL) performance
Acuity Intelligence Spaces (AIS) growth
Tariff mitigation and supply chain
Revenue
$1.21B*
▲ 17.1% YoY Gross margin
48.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-06-26
Acuity Inc. (De) (AYI) Q3 2025 Earnings Call Transcript
Positive tone
ABL (Acuity Brands Lighting) performance
Acuity Intelligence Spaces / QSC
Tariffs and pricing actions
Revenue
$1.18B
▲ 21.7% YoY Diluted EPS
$3.12
▼ 13.8% YoY Gross margin
48.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-04-03
Acuity Inc. (De) (AYI) Q2 2025 Earnings Call Transcript
Positive tone
ABL Lighting segment performance
Tariffs and pricing response
QSC acquisition and integration
Revenue
$1.01B
▲ 11.1% YoY Diluted EPS
$2.45
▼ 13.7% YoY Gross margin
46.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-01-08
Acuity Inc. (De) (AYI) Q1 2025 Earnings Call Transcript
Confident tone
QSC Acquisition
Intelligent Spaces / Distech Growth
Q1 Financial Performance
Revenue
$951.60M
▲ 1.8% YoY Diluted EPS
$3.35
▲ 4.4% YoY Gross margin
47.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-10-01
Acuity Inc. (De) (AYI) Q4 2024 Earnings Call Transcript
Confident tone
Margin expansion
Acquisitions and technology development
Intelligent Spaces expansion
Revenue
$1.03B*
▲ 2.2% YoY Gross margin
47.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-06-27
Acuity Inc. (De) (AYI) Q3 2024 Earnings Call Transcript
Positive tone
Production shortfall
Intelligent Spaces business performance
Product vitality and differentiated portfolio
Revenue
$968.10M
▼ 3.2% YoY Diluted EPS
$3.62
▲ 10.4% YoY Gross margin
46.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-04-03
Acuity Inc. (De) (AYI) Q2 2024 Earnings Call Transcript
Confident tone
Lighting business (ABL) execution
Margin expansion and profitability
Intelligent Spaces Group (ISG) growth
Revenue
$905.90M
▼ 4% YoY Diluted EPS
$2.84
Gross margin
45.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-01-09
Acuity Inc. (De) (AYI) Q1 2024 Earnings Call Transcript
Confident tone
ABL/Lighting margin and execution
Intelligent Spaces Group (ISG/Distech) growth
Order rate normalization and demand
Revenue
$934.70M
▼ 6.3% YoY Diluted EPS
$3.21
Gross margin
45.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-10-04
Acuity Inc. (De) (AYI) Q4 2023 Earnings Call Transcript
Revenue
$1.01B*
▼ 9% YoY Gross margin
43.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-06-29
Acuity Inc. (De) (AYI) Q3 2023 Earnings Call Transcript
Revenue
$1.00B
▼ 5.7% YoY Diluted EPS
$3.28
Gross margin
44.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-04-04
Acuity Inc. (De) (AYI) Q2 2023 Earnings Call Transcript
Revenue
$943.60M
▲ 3.8% YoY Gross margin
43.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-01-09
Acuity Inc. (De) (AYI) Q1 2023 Earnings Call Transcript
Revenue
$997.90M
▲ 7.8% YoY Gross margin
41.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-10-04
Acuity Inc. (De) (AYI) Q4 2022 Earnings Call Transcript
Revenue
$1.11B*
▲ 11.8% YoY Gross margin
41.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-06-30
Acuity Inc. (De) (AYI) Q3 2022 Earnings Call Transcript
Revenue
$1.06B
▲ 17.9% YoY Gross margin
42.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-04-05
Acuity Inc. (De) (AYI) Q2 2022 Earnings Call Transcript
Revenue
$909.10M
▲ 17.1% YoY Gross margin
41.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-01-07
Acuity Inc. (De) (AYI) Q1 2022 Earnings Call Transcript
Revenue
$926.10M
▲ 16.9% YoY Gross margin
41.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-10-06
Acuity Inc. (De) (AYI) Q4 2021 Earnings Call Transcript
Revenue
$992.70M*
▲ 11.4% YoY Gross margin
42.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-07-01
Acuity Inc. (De) (AYI) Q3 2021 Earnings Call Transcript
Revenue
$899.70M
▲ 15.9% YoY Gross margin
43.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-03-31
Acuity Inc. (De) (AYI) Q2 2021 Earnings Call Transcript
Revenue
$776.60M
▼ 5.8% YoY Gross margin
43.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-01-07
Acuity Inc. (De) (AYI) Q1 2021 Earnings Call Transcript
Revenue
$792.00M
▼ 5.1% YoY Gross margin
42.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-10-08
Acuity Inc. (De) (AYI) Q4 2020 Earnings Call Transcript
Revenue
$891.20M
▼ 5% YoY Diluted EPS
$1.87
▼ 22.7% YoY Gross margin
42.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-06-30
Acuity Inc. (De) (AYI) Q3 2020 Earnings Call Transcript
Revenue
$776.20M
▼ 18.1% YoY Diluted EPS
$1.52
▼ 31.5% YoY Gross margin
42.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-04-02
Acuity Inc. (De) (AYI) Q2 2020 Earnings Call Transcript
Revenue
$824.20M
▼ 3.5% YoY Diluted EPS
$1.44
▼ 13.8% YoY Gross margin
41.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-01-09
Acuity Inc. (De) (AYI) Q1 2020 Earnings Call Transcript
Revenue
$834.70M
▼ 10.5% YoY Diluted EPS
$1.44
▼ 27.3% YoY Gross margin
42.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–30 of 30 earnings calls
Key facts
CIK
1144215
CUSIP
00508Y102
13F (30d)
18 filings
14 filers
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