The earnings call reflects a strong financial performance with significant growth in sales and profitability, driven by effective integration of QSC and new product launches. However, there are concerns about the impact of tariffs and challenges in specific segments, which may affect future margins.

Company Guidance -

Q4 2025

During the Acuity Fiscal 2025 Third Quarter Earnings Call, the company reported notable financial achievements, including a 22% year-over-year increase in net sales, amounting to $1.2 billion. The adjusted operating profit grew by 33% to $222 million, and the adjusted operating profit margin expanded by 150 basis points to 18.8%. Furthermore, adjusted diluted earnings per share rose by 23% to $5.12. Acuity emphasized strategic actions such as price increases to offset evolving tariff impacts and productivity efforts to enhance operational efficiency. The company's Acuity Brands Lighting segment achieved $923 million in sales, up 3% annually, while the Acuity Intelligence Spaces segment reported $264 million in sales with a 23.6% operating profit margin, showcasing robust growth in both core segments.

Strong Third Quarter Financial Performance

Net sales increased by 22% to $1.2 billion, adjusted operating profit rose by 33% to $222 million, and adjusted diluted EPS increased by 23% to $5.12.

Growth in Acuity Intelligence Spaces (AIS)

AIS delivered sales growth of 21% for Atrius and Distech combined, and QSC grew over 20% year-over-year. AIS achieved an adjusted operating profit margin of 23.6%.

Successful Integration of QSC

QSC demonstrated strong performance with accelerated revenue growth and expanded margins due to the adoption of Acuity’s operating practices.

Introduction of New Products and Technologies

Launched SensorSwitch Air and the animate controller by nLight, enhancing lighting control solutions. Acquired M3 Innovation to strengthen the Flood Light portfolio.

Recognition and Awards

Products like Nightingale Embrace and Pelican by Luminis received accolades, including Red Dot product design awards.

Strong Cash Flow and Capital Allocation

Generated $400 million in cash flow from operations, repaid $100 million of term loan, increased dividend by 13%, and repurchased approximately 344,000 shares.

Acuity Brands (AYI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AYI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 01, 2025	2025 (Q4)	4.74 / -	4.3	―	―	―
Jun 26, 2025	2025 (Q3)	4.44 / 5.12	4.15	23.37% (+0.97)
Apr 03, 2025	2025 (Q2)	3.69 / 3.73	3.38	10.36% (+0.35)
Jan 08, 2025	2025 (Q1)	3.90 / 3.97	3.72	6.72% (+0.25)
Oct 01, 2024	2024 (Q4)	4.27 / 4.30	3.97	8.31% (+0.33)
Jun 27, 2024	2024 (Q3)	4.08 / 4.15	3.75	10.67% (+0.40)
Apr 03, 2024	2024 (Q2)	3.17 / 3.38	3.06	10.46% (+0.32)
Jan 09, 2024	2024 (Q1)	3.23 / 3.72	3.29	13.07% (+0.43)
Oct 04, 2023	2023 (Q4)	3.73 / 3.97	3.95	0.51% (+0.02)
Jun 29, 2023	2023 (Q3)	3.72 / 3.75	3.52	6.53% (+0.23)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AYI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 26, 2025	$287.49	$304.18	+5.81%
Apr 03, 2025	$266.20	$257.07	-3.43%
Jan 08, 2025	$303.49	$313.25	+3.22%
Oct 01, 2024	$274.91	$298.83	+8.70%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.