Acuity Brands Inc (AYI)
NYSE:AYI
Earnings Data
Report Date
Jun 25, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
5.16Last Year’s EPS
5.12Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed solid execution and financial strength: consolidated revenue up 5%, operating profit and margins expanded, EPS rose 11%, strong cash flow, active capital returns (dividend increase and $106M buybacks), and robust AIS growth and product momentum. Offsetting this were a modest decline in ABL sales (-3%), a revised ABL outlook (flat to down low single digits), supply-chain/memory pressures, longer project release timing, and a $6M special charge tied to labor reductions. Overall, the positives (improved profitability, cash generation, AIS momentum, product awards, and capital allocation) outweigh the headwinds tied to lighting demand and supply constraints.Company Guidance
Total Net Sales Growth
Total net sales of $1.1 billion, up $49 million or +5% year-over-year, driven by strong growth in Acuity Intelligence Spaces (AIS) and an extra month of QSC sales.
Improved Profitability
Adjusted operating profit of $176 million, up $13 million or +8% year-over-year, and adjusted operating profit margin of 16.7%, up 50 basis points versus prior year.
Higher Adjusted EPS
Adjusted diluted earnings per share of $4.14, an increase of $0.41 or +11% year-over-year, reflecting higher profitability and modestly lower diluted shares outstanding.
Strong Cash Flow and Debt Reduction
Generated $230 million of cash from operations in the first half, $38 million higher than prior year. Repaid $100 million of the term loan in the quarter (total $200 million repaid year-to-date), leaving $200 million remaining from the QSC financing.
Capital Allocation: Dividend and Buybacks
Raised quarterly dividend by 18% to $0.20 per share and allocated $106 million to repurchase 318,000 shares during the quarter.
Acuity Intelligence Spaces (AIS) Growth and Margins
AIS sales of $248 million, up $77 million year-over-year (benefiting from Distech and QSC performance and an additional month of QSC). AIS adjusted gross profit margin of 59.1% (+60 bps) and adjusted operating profit margin of 19.3% (+60 bps). Guidance for AIS unchanged: low- to mid-teens growth for the year.
Acuity Brands Lighting (ABL) Margin Expansion
ABL delivered gross profit margin of 45.7%, up 70 basis points year-over-year, and adjusted operating profit of $142 million (up $1 million) with an adjusted operating margin of 17.3% (+50 bps), driven by strategic pricing and productivity/product improvements.
Product Awards and New Solutions
Multiple product recognitions (Architecture MasterPrize, Product Innovation Awards) and new product launches (ECLYPSE retrofit solution; Q-SYS Room Suite modular system). Q-SYS and Distech received industry awards (ISE Best of Show, NAM awards, Frost & Sullivan Global Company of the Year, U.K. HVR awards).
Integration and Cross-Sell Progress with QSC
QSC fully integrated into AIS; management reports visible cross-sell traction and examples of integrated solutions (e.g., Distech + Q-SYS deployments) with expanded addressable markets and product interoperability.
AYI Earnings History
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 |
|---|---|---|---|
Apr 02, 2026 | $286.98 | $265.39 | -7.52% |
Jan 08, 2026 | $369.55 | $322.05 | -12.85% |
Oct 01, 2025 | $344.00 | $362.59 | +5.40% |
Jun 26, 2025 | $287.00 | $303.66 | +5.81% |
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.
FAQ
When does Acuity Brands Inc (AYI) report earnings?
Acuity Brands Inc (AYI) is schdueled to report earning on Jun 25, 2026, Before Open (Confirmed).
What is Acuity Brands Inc (AYI) earnings time?
Acuity Brands Inc (AYI) earnings time is at Jun 25, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AYI EPS forecast?
AYI EPS forecast for the fiscal quarter 2026 (Q3) is 5.16.
