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Acuity Brands Inc (AYI)
NYSE:AYI
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Acuity Brands (AYI) Price & Analysis

442 Followers

AYI Stock Chart & Stats

$292.63
$0.97(0.32%)
At close: 4:00 PM EST
$292.63
$0.97(0.32%)

Bulls Say, Bears Say

Bulls Say
High‑margin Intelligent Spaces (AIS)AIS is a structurally higher‑margin, faster‑growing segment that now contributes materially to results. Sustained AIS growth and 25%+ operating margins shift the company mix toward software/solutions and services, supporting durable margin expansion, recurring revenue potential, and improved resilience versus pure fixture sales.
Strong Cash Generation & Disciplined Capital AllocationRobust operating cash generation enables debt reduction, buybacks, and an 18% dividend raise while funding operations. High FCF conversion historically supports financial flexibility and consistent capital returns, giving management room to invest in AIS and sustain shareholder distributions over the medium term.
Improved Liquidity And Moderate LeverageA secured five‑year $800M revolver and moderate trailing leverage (~0.28x debt/equity) materially improve liquidity and strategic optionality. This reduces refinancing risk, supports working capital in cyclical periods, and preserves the capacity to fund targeted acquisitions to expand AIS and product adjacencies.
Bears Say
ABL Revenue Decline & Margin CompressionThe legacy lighting business remains cyclical and showed year‑over‑year revenue and operating profit declines. Persistent softness in ABL could constrain company‑wide top‑line growth and requires AIS to materially outgrow ABL to drive sustained overall revenue and margin improvement over coming quarters.
Order Volatility And Weak Demand VisibilityIrregular order timing and a weak construction indicator limit visibility into near‑term revenue conversion and backlog monetization. Protracted normalization of order flows can amplify working capital swings, complicate production planning, and delay margin recovery even if long‑term demand ultimately rebounds.
Volatile Free Cash Flow And Cost PressuresAlthough FCF conversion is strong on average, year‑to‑year volatility (including a 2025 decline) and ongoing inflationary and supply‑chain pressures can erode margins and cash in episodic periods. This increases execution risk for acquisitions and sustained buybacks if adverse cost or working capital swings recur.

Acuity Brands News

AYI FAQ

What was Acuity Brands Inc’s price range in the past 12 months?
Acuity Brands Inc lowest stock price was $257.04 and its highest was $380.17 in the past 12 months.
    What is Acuity Brands Inc’s market cap?
    Acuity Brands Inc’s market cap is $10.02B.
      When is Acuity Brands Inc’s upcoming earnings report date?
      Acuity Brands Inc’s upcoming earnings report date is Oct 07, 2026 which is in 87 days.
        How were Acuity Brands Inc’s earnings last quarter?
        Acuity Brands Inc released its earnings results on Jun 25, 2026. The company reported $5.31 earnings per share for the quarter, beating the consensus estimate of $5.174 by $0.136.
          Is Acuity Brands Inc overvalued?
          According to Wall Street analysts Acuity Brands Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Acuity Brands Inc pay dividends?
            Acuity Brands Inc pays a Quarterly dividend of $0.2 which represents an annual dividend yield of 0.18%. See more information on Acuity Brands Inc dividends here
              What is Acuity Brands Inc’s EPS estimate?
              Acuity Brands Inc’s EPS estimate is 5.66.
                How many shares outstanding does Acuity Brands Inc have?
                Acuity Brands Inc has 29,935,547 shares outstanding.
                  What happened to Acuity Brands Inc’s price movement after its last earnings report?
                  Acuity Brands Inc reported an EPS of $5.31 in its last earnings report, beating expectations of $5.174. Following the earnings report the stock price went up 17.636%.
                    Which hedge fund is a major shareholder of Acuity Brands Inc?
                    Currently, no hedge funds are holding shares in AYI
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Acuity Brands Inc

                      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.

                      Acuity Brands (AYI) Earnings & Revenues

                      AYI Company Deck

                      AYI Earnings Call

                      Q3 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call highlights solid execution across the company with meaningful strength in AIS (15% sales growth, strong margin expansion) and continued cash generation and disciplined capital deployment. ABL shows resilient margins but experienced a modest revenue decline and lower operating profit versus prior year. Management reported product innovation, award recognition, and market share gains (notably Distech), while noting inflationary pressures, supply risks, and earlier-season order softness that are normalizing. Overall, positive operational trends and financial flexibility appear to outweigh the near-term headwinds.View all AYI earnings summaries

                      AYI Stock 12 Month Forecast

                      Average Price Target

                      $392.00
                      ▲(33.96% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":304.274,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":325.875,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n         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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":286.777,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":289.29,"date":1777593600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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                      Ownership Overview

                      0.47%35.18%0.49%38.26%
                      0.49% Other Institutional Investors
                      38.26% Public Companies and
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