Full text
Earnings transcript
Read the complete earnings call transcript.
AYI
Acuity Brands, Inc.
$301.87
5
(1.68%)
| Exchange: | NYSE |
| Market Cap: | 9.037B |
| Shares Outstanding: | 41.068M |
Delayed data
About The Company
| Sector: | IndustrialsView sector performance | |||||
| Industry: | Electrical Equipment & PartsView industry performance | |||||
| CEO: | Neil Ashe | |||||
| Full Time Employees: | 13800 | |||||
| Address: |
| |||||
| Website: | https://www.acuityinc.com |
Acuity Brands, Inc. operates as a global provider of advanced lighting and building management solutions, serving markets both within North America and internationally. The company’s operations are divided into two principal segments: Acuity Brands Lighting and Lighting Controls (ABL), and the Intelligent Spaces Group (ISG). The ABL division offers a comprehensive portfolio of commercial, architectural, and specialized lighting products, alongside control systems and related components, designed for a variety of indoor and outdoor applications. This segment markets its offerings under numerous well-known brands, including Lithonia Lighting, Holophane, Peerless, Gotham, Mark Architectural Lighting, Winona Lighting, Juno, Indy, Aculux, Healthcare Lighting, Hydrel, American Electric Lighting, Sunoptics, eldoLED, nLight, Sensor Switch, IOTA, A-Light, Cyclone, Eureka, Lumniaire LED, Luminis, Dark to Light, and RELOC Wiring Solutions. Its diverse customer base for lighting products spans electrical distributors, major retail home improvement chains, utility providers, national account clients, online retailers, dedicated lighting showrooms, and energy service firms. In contrast, the ISG segment focuses on sophisticated building management systems and location-aware applications, delivered through its Distech Controls, Atrius, and Rockpile Ventures brands. This includes serving system integrators, as well as end-users such as retail establishments, airports, and large corporate campuses. Established in 2001, Acuity Brands, Inc. maintains its corporate headquarters in Atlanta, Georgia.
Click to read more…
Revenue Segmentation
AYI full analysis
YouTube Video Transcript: Comprehensive Stock Analysis of Acuity Brands, Inc. (AYI) Hey everyone, welcome back to the channel! Today, we’re diving deep into a comprehensive stock analysis of Acuity Brands, Inc., ticker symbol AYI, listed on the NYSE. If you’re looking to understand whether this lighting and building management solutions company is a solid investment for your portfolio, you’re in the right place. We’re going to cover everything from their financials to their valuation, recent performance, and much more. So,…
EPS
Historical EPS and analyst estimates in one chart. Log in for the full interactive view and links to detailed estimates.
Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
Log in to continue
Log in to read the full transcript and AI-generated earnings summaries.
Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 3,841,000 | 4,345,600 | 4,641,800 |
| Gross Profit | 1,781,700 | 2,078,500 | 2,350,700 |
| EBITDA | 665,000 | 655,300 | 893,800 |
| Operating Income | 553,300 | 593,600 | 737,400 |
| Net Income | 422,600 | 396,600 | 531,299.999 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 3,814,600 | 4,755,200 | 4,873,500 |
| Total Liabilities | 1,435,800 | 2,030,300 | 1,899,200 |
| Total Stockholders Equity | 2,378,800 | 2,724,900 | 2,974,300 |
| Total Debt | 573,500 | 896,800 | 697,400 |
| Cash and Cash Equivalents | 845,800 | 422,500 | 636,300 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 619,200 | 601,400 | 825,600 |
| Capital Expenditure | -64,000 | -68,400 | -77,700 |
| Free Cash Flow | 555,200 | 533,000 | 747,900 |
| Net Income | 422,600 | 396,600 | 531,299.999 |
| Net Change in Cash | 447,900 | -423,300 | 213,800 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 5,028,753.393 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 5,153,684.883 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 5,093,010 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 1,118,555.609 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 1,149,944.640 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 1,134,700.104 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 754,358.558 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 778,815.521 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 766,937.644 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 1,540,138.399 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 1,578,400.721 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 1,559,818.041 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 24.620 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 25 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 24.220 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 2 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
Log in to continue
Log in and subscribe to Full Access to see up to 5 years of analyst estimates.
Login — it's free(* All numbers are in thousands)
Current Key Metrics
Log in to continue
Log in to see all key valuation metrics and ratios for this symbol.
Login — it's freeForward P/E Ratios
Log in to continue
Log in with Full Access for forward P/E high/low estimates and the full multi-year table.
Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: Acuity Brands reported strong financial results in the Fiscal 2026 Q1 earnings call, with key metrics such as revenue and net income reflecting solid growth. This performance underscores the company’s operational efficiency and ability to generate consistent returns, as evidenced by positive trends in operating cash flow and free cash flow from the cash flow statements.
- Strong Profitability Metrics: The company exhibits healthy profitability with competitive gross profit margin and net profit margin (TTM) figures from the key metrics data. Additionally, a favorable return on equity (ROE) and return on invested capital (ROIC) highlight efficient capital utilization compared to industry benchmarks.
- Strategic Positioning: Insights from the earnings call transcript indicate that Acuity Brands is executing well on its strategic initiatives, focusing on innovation and market adaptability. This is supported by consistent capital expenditure (capex) allocations towards property, plant, and equipment, as seen in the cash flow statements, positioning the company for sustained growth.
- Stable Dividend Yield: The dividend yield (TTM) from key metrics reflects a commitment to returning value to shareholders, with historical data on net dividends paid (cash flow statements) indicating reliability, which is attractive to income-focused investors.
Log in with Research Access for Weaknesses, Opportunities, Threats, and the complete SWOT.
At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates AYI intrinsic value between $357.95 – $389.13 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about AYI valuation
Is Acuity Brands, Inc. (AYI) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for Acuity Brands, Inc. (AYI) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is AYI a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether AYI trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is AYI’s P/E ratio?
You can see AYI’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for AYI?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is AYI a good long-term investment?
Whether AYI fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
AYI
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
1.68
Trading Metrics:
| Open: | 294.15 | Previous Close: | 296.87 | |
| Day Low: | 293.25 | Day High: | 303.6 | |
| Year Low: | 257.04 | Year High: | 380.17 | |
| Price Avg 50: | 324.52 | Price Avg 200: | 311.58 | |
| Volume: | 258479 | Average Volume: | 357273 |
Log in to continue
Log in for multi-period charts (1W–5Y), period tabs, and the same layout as members.
Login — it's free
