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AYI · Acuity Inc. (De)

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$330.53 +0.25 (+0.08%) At close · Nov 13
Market Cap
$9.82B
Shares
29.70M
Volume · Nov 13 183.33K Avg daily vol (3M) 305.18K

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$330.53 Open$332.60 Day$324.49–333.17 52W close$257.79–376.69 Avg vol 30d301K Short int974K · 3.3% of shares · 3.0d Short vol68% Last earningsOct 1, 2026 DataJan 2020–Nov 2026 Filing10-K · Oct 23

Up next

Jan 7, 2027 Est · unconfirmed · in 8 wks

Latest documents

2026
Oct 23
Registration statement S-3ASR
Registration statement

Acuity Inc. established an automatic shelf registration allowing it and co-registrants to offer common stock, preferred stock, depositary shares, debt securities and related guarantees in future offerings, with proceeds generally intended for general corporate purposes.

Read from the first part of this long document
Oct 23
Annual report 10-K FY2026, ended Aug 31
Annual report for FY2026

Acuity Inc. reported fiscal 2026 net sales of $4.64 billion, up 6.8%, net income of $531.3 million, up 34.0%, and operating cash flow of $825.6 million; QSC drove AIS growth while ABL sales declined 1.0%.

Revenue $4.64B ▲ 6.8% Net income $531.3M ▲ 34.0% Diluted EPS $17.05 ▲ 36.1%
Read from the MD&A section
Oct 1
Earnings call
Q4 2026 earnings call

Acuity projects fiscal 2027 net sales of $4.7 billion to $4.9 billion and adjusted diluted earnings per share of $20.50 to $22; memory costs pose an around 200 basis point AIS gross-margin headwind.

Oct 1
Current report 8-K
Financial results

Acuity Inc. reported Fiscal 2026 net sales of $4.6B, up 7%, diluted EPS of $17.05, up 36%, and $826M in cash flow from operations; fourth-quarter net sales were $1.2B, up 3%.

Sep 29
Current report 8-K Events of Sep 24
Director or officer change, or executive pay

Acuity Inc. elected Nick Tzitzon as an independent director effective September 24, 2026, increasing the Board from nine to ten members and appointing him to the Audit and Governance Committees; he is ServiceNow’s Vice Chairman.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$4.64B
Trailing 12 months
Net income (TTM)
$531.30M
Trailing 12 months
Revenue growth YoY
+2.9%
Year over year
Operating margin
15.4%
Trailing 12 months
P / E (TTM)
19.4
Trailing earnings · reciprocal yield 5.2%
FCF yield
7.6%
TTM · current market cap
Return on invested capital
18.4%
Trailing 12 months
Net cash
−$61.10M
Latest balance sheet
Dividend yield
0.2%
Trailing 12 months
Shares change YoY
-1.9%
Year over year · fewer shares
Price change (1Y)
-6.5%
Trailing year
Short interest
3.3%
Latest settlement · 3.0 days to cover
View all 125 metrics

AI Brief

Q4 FY26 earnings call · Oct 1, 2026
Q4 FY26

TL;DR. Fiscal 2026 delivered sales, adjusted EPS, operating cash flow, and free-cash-flow growth, led by strong AIS expansion, while Acuity repaid debt, increased its dividend, and repurchased shares. Fiscal 2027 guidance calls for net sales of $4.7 billion-$4.9 billion and adjusted diluted EPS of $20.50-$22, but AIS faces an approximately 200-basis-point memory-cost gross-margin headwind while ABL sales and adjusted profit declined in fiscal 2026.

Bullish
  • + Fiscal 2027 guidance calls for net sales of $4.7 billion-$4.9 billion and adjusted diluted EPS of $20.50-$22, with AIS expected to deliver low-to-mid-teen sales growth.
  • + Acuity increased its dividend by 18% and repurchased more than 940,000 shares for $287.2 million during fiscal 2026.
Bearish
  • − AIS faces an approximately 200-basis-point gross-margin headwind from higher memory costs in fiscal 2027.
  • − Management expects the underlying ABL market to remain flat or down low single digits in fiscal 2027, with growth relying on share gains and new verticals.
  • − ABL faces inflation in commodities, steel, and freight and must address supply-shock and trade-policy costs through purchasing, productivity, manufacturing, and pricing.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +7%
above
Price vs 50-day avg +5%
above
RSI (14) 57
neutral
MACD trend Positive
52-week position 61%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return +9%
trailing
6-month return +11%
trailing
YTD return −8%
this year
Relative strength +11%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $314 › 200d $310 — 50d above 200d
Institutional flow Distributing
573 of 650 funds reported for Sep 30 · net -1.2M sh shares · +50 new
Insider flow Distributing
Net -$1.2M over 90 days · 50% sells
Short interest Falling
3.28% of shares out · ▼ -18.2% MoM · 3.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
650 holders — near 3-yr high, broad support
Squeeze score 44
elevated · 0–100
Fundamentals
Excellent
Revenue growth +4%
Y/Y
Gross margin 68%
expanding
EPS growth +36%
Y/Y
Free cash flow $747.9M
Valuation P/E 19.4
below peers
Balance sheet $61.1M
net debt
Quant / Vol
risk profile
Moderate
Volatility 39%
annualized · 1-yr
Max drawdown −32%
past year
ATR 3.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Oct 2, 2026
Net sales · full year fiscal 2027 Maintained $4.7B – $4.9B
Oct 1, 2026 $4.7B – $4.9B changed to Oct 2, 2026 $4.7B – $4.9B
prior FY $4.64B midpoint +3.4% Y/Y
Adjusted diluted earnings per share · full year fiscal 2027 Non-GAAP Maintained $20.50 – $22.00
Oct 1, 2026 $20.50 – $22.00 changed to Oct 2, 2026 $20.50 – $22.00

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+7% Bullish
Price vs 50-day avg
+5% Bullish
RSI (14)
57 Neutral
MACD trend
Positive Bullish
52-week position
61% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $314 › 200d $310 — 50d above 200d
Institutional flow Distributing
573 of 650 funds reported for Sep 30 · net -1.2M sh shares · +50 new
Insider flow Distributing
Net -$1.2M over 90 days · 50% sells
Short interest Falling
3.28% of shares out · ▼ -18.2% MoM · 3.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
650 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $258 Now $331 · 61% Range high $377
vs 200-day avg +7% vs 50-day avg +5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
ABL adjusted operating profit non-GAAP $646M FY2026 —
ABL adjusted operating profit margin non-GAAP 18.8% Q4 FY2026 —
Adjusted diluted earnings per share (Non-GAAP) non-GAAP $5.77 Three Months Ended August 31, 2026 —
Adjusted diluted EPS non-GAAP $5.77 Q4 FY2026 —
Adjusted EBITDA (Non-GAAP) non-GAAP 248.8M Three Months Ended August 31, 2026 —
Adjusted EBITDA margin (Non-GAAP) non-GAAP 20% Three Months Ended August 31, 2026 —
Adjusted gross profit (Non-GAAP) non-GAAP 2.3B Year Ended August 31, 2026 —
GAAP → non-GAAP reconciliation
GAAP Gross profit (GAAP) $2.35B
+$0M Add-back: Acquired profit in inventory
-$51.3M Less: Tariff refunds
= Adjusted gross profit (Non-GAAP) $2.3B
Adjusted gross profit margin (Non-GAAP) non-GAAP 50.2% Three Months Ended August 31, 2026 —
Adjusted net income (Non-GAAP) non-GAAP 177.6M Three Months Ended August 31, 2026 —
Adjusted operating profit non-GAAP $828.7M FY2026 —
Adjusted operating profit margin non-GAAP 17.9% FY2026 —
AIS adjusted operating profit non-GAAP $255M FY2026 —
AIS adjusted operating profit margin non-GAAP 23% FY2026 —
Cash flow from operations $826M FY2026 —
EBITDA (Non-GAAP) non-GAAP $862.7M Year Ended August 31, 2026 —
GAAP → non-GAAP reconciliation
GAAP Net income (GAAP) $531.3M
+$25.6M Interest expense, net
+$149.4M Income tax expense
+$63.3M Depreciation
+$93.1M Amortization
= EBITDA (Non-GAAP) $862.7M
EBITDA margin (Non-GAAP) non-GAAP 21.1% Three Months Ended August 31, 2026 —
Free cash flow (Non-GAAP) non-GAAP $747.9M Year Ended August 31, 2026 —
GAAP → non-GAAP reconciliation
GAAP Net cash provided by operating activities (GAAP) $825.6M
-$77.7M Less: Purchases of property, plant, and equipment
= Free cash flow (Non-GAAP) $747.9M
Net cash from operating activities $825.6M FY2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Electrical Equipment & Parts — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
AYI
Acuity Inc. (De)
this stock
$9.82B -8.2% +4.0% 19.4 3.3%
CYATY
Contemporary Amperex Technology Co., Limited
$216.19B — — — 0.0%
ABLZF
Abb Ltd
$149.44B +7.9% +9.5% — 0.2%
VRT
Vertiv Holdings Co
$77.81B +24.7% +27.7% 37.8 2.9%
BE
Bloom Energy Corp
$56.76B +121.0% +37.3% 117.1 6.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
641
% held
97.2%
Reported
573 of 650
Top holder
FMR LLC
Held Float
View
Held by Funds
Fund positions
532
View
Short & Settlement
Short Interest Falling
Shares short
974.0K
Days to cover
3.0d
Change
-216.4K sh
View
Short Volume
Short vol %
68%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
797
Value
$263.5K
As of
Sep 3, 2026
View
Off-Exchange
Off-exchange %
45.6%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$1.2M
Buyers / Sellers
1 / 1
Buyers Sellers
View
Congressional Trades Sell
Member
Greg Gianforte
Amount
$100.0K–$250.0K
Traded
Apr 29, 2020
View
Financials
Financials
Revenue (FY)
$4.6B
Net income (FY)
$531.3M
EPS diluted
$17.05
View
Buybacks
Remaining
shares 2.4M
View
Filings
SEC Filings
Latest
10-K
Filed
Oct 23, 2026
This year
13

Acuity Inc. reported fiscal 2026 net sales of $4.64 billion, up 6.8%, net income of $531.3 million, up 34.0%, and operating cash flow of $825.6 million; QSC drove AIS growth while ABL sales declined 1.0%.

View
Proposed Sales
Value
$1.3M
Shares
4.0K
Filed
Nov 2, 2026
View
Earnings & Events
Webcasts
Last webcast
Oct 1, 2026
View
Investor Relations
Latest news
Acuity Reports Fiscal 2026 Fourth…
Published
Oct 1, 2026
View

Performance

5D 20D 120D MTD YTD
AYI +2.3% +9.0% +11.1% +3.9% -8.2%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY -0.3% +10.2% +10.6% +4.1% -18.8%

Capital returns

Latest dividend
$0.20 / share · ex Oct 16, 2026
Raised 17.6%
Paid (TTM)
$0.80 / share · 4 payouts
Dividend yield (TTM, derived)
0.24%
Full dividend history
Buyback program · as of Aug 31, 2026
Authorized
—
Spent (derived)
—
Remaining
shares 2.40M

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1144215 CUSIP 00508Y102 13F (30d) 513 filings 466 filers Visit website Investor relations