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

435 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
Free Cash Flow ConversionAcuity converts a large share of earnings into cash (TTM FCF ~0.88x of net income), a durable sign of earnings quality. Strong cash generation supports dividends, buybacks, debt repayment and reinvestment, giving the company flexibility through construction cycles and funding optionality for strategic initiatives.
High‑margin AIS GrowthAcuity Intelligence Spaces (AIS) is growing at low‑to‑mid‑teens with materially higher margins than lighting. Structural shift toward controls, software and integrated systems expands addressable markets, improves product mix, and creates a more recurring, higher‑margin revenue stream that supports sustainable profitability over time.
Improved Liquidity / RevolverThe new $800M unsecured revolver extends liquidity to 2031 and enhances financial flexibility. Paired with already conservative leverage, the facility lowers refinancing risk, preserves capacity for acquisitions or working capital needs, and provides a structural buffer against cyclical softness in construction markets.
Bears Say
Lighting (ABL) Demand WeaknessThe lighting segment (ABL) remains the largest revenue contributor and is showing persistent softness with a downward sales revision. As new construction and renovation timing elongates, prolonged weakness in ABL reduces consolidated revenue visibility and can erode operating leverage and cash generation over several quarters.
Supply‑chain / Memory ConstraintsComponent shortages and memory constraints driven partly by data‑center demand raise input costs and fulfilment risk. These supply dynamics can persist structurally, increasing working capital needs, delaying project deliveries, and causing margin volatility that undermines otherwise stable product economics.
Margin & Cash‑flow NormalizationAlthough profitability is healthy, margins and cash conversion have receded from 2022–24 highs and free‑cash‑flow has shown year‑to‑year volatility. This reduces predictability of capital returns and could force more conservative allocation of cash to maintain balance‑sheet strength during weaker demand periods.

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 $9.63B.
      When is Acuity Brands Inc’s upcoming earnings report date?
      Acuity Brands Inc’s upcoming earnings report date is Jun 25, 2026 which is in 6 days.
        How were Acuity Brands Inc’s earnings last quarter?
        Acuity Brands Inc released its earnings results on Apr 02, 2026. The company reported $4.14 earnings per share for the quarter, beating the consensus estimate of $4 by $0.14.
          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 5.18.
                How many shares outstanding does Acuity Brands Inc have?
                Acuity Brands Inc has 30,315,168 shares outstanding.
                  What happened to Acuity Brands Inc’s price movement after its last earnings report?
                  Acuity Brands Inc reported an EPS of $4.14 in its last earnings report, beating expectations of $4. Following the earnings report the stock price went down -7.523%.
                    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

                      Q2 2026
                      0:00 / 0:00
                      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.View all AYI earnings summaries

                      AYI Stock 12 Month Forecast

                      Average Price Target

                      $331.00
                      ▲(13.11% 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 9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":305.802,"date":1751328000000,"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":304.274,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n         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11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":364.556,"date":1761955200000,"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 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":362.659,"date":1764547200000,"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 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, 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","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":295.431,"date":1772323200000,"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 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  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      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                      Ownership Overview

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