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.
AYI · Acuity Inc. (De)
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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%.
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.
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%.
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.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q4 FY26 earnings call · Oct 1, 2026TL;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.
- + 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.
- − 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
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Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative 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 reconciliationGAAP 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 reconciliationGAAP 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 reconciliationGAAP 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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AYI
this stock
Acuity Inc. (De)
|
$9.82B | -8.2% | +4.0% | 19.4 | 3.3% |
|
CYATY
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$216.19B | — | — | — | 0.0% |
|
ABLZF
Abb Ltd
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$149.44B | +7.9% | +9.5% | — | 0.2% |
|
VRT
Vertiv Holdings Co
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$77.81B | +24.7% | +27.7% | 37.8 | 2.9% |
|
BE
Bloom Energy Corp
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$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- 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%.
ViewPerformance
| 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
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.