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Acuity Brands Inc (AYI)
NYSE:AYI
Earnings Data
Report Date
Apr 02, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
4.09Last Year’s EPS
3.73Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted multiple material positives: strong top‑line growth (+20% sales), meaningful profit and margin expansion (+24% adjusted operating profit, EPS +18%), solid cash generation, successful integration and growth of AIS (including QSC), and product awards/customer wins that validate strategy. Headwinds include a tepid lighting market, tariff‑driven gross margin volatility and policy/legal uncertainty, backlog normalization that may depress near‑term seasonality (notably Q2), and some portfolio gaps in select vertical components. On balance, the company delivered clear operational and financial progress while acknowledging manageable near‑term market and policy headwinds.Company Guidance
Strong Overall Revenue Growth
Total net sales of $1.1 billion, up $192 million or 20% year‑over‑year, driven by growth in both business segments and inclusion of three months of QSC sales.
Improved Profitability and EPS
Adjusted operating profit of $196 million, up $38 million or 24% versus prior year; adjusted operating profit margin expanded to 17.2% (+50 basis points). Adjusted diluted EPS of $4.69, up $0.72 or 18%.
Acuity Brands Lighting (ABL) Resilience
ABL sales of $895 million, up $9 million or 1% year‑over‑year despite a tepid lighting market; adjusted operating profit increased $6 million and ABL adjusted operating profit margin improved to 17.9% (+60 basis points).
Acuity Intelligent Spaces (AIS) Growth and Margin Expansion
AIS sales of $257 million (including three months of QSC), up $184 million year‑over‑year; both Atrius/Distech and QSC grew in the mid‑teens. AIS adjusted operating profit was $57 million with a 22% margin (+100 basis points year‑over‑year).
Cash Generation and Capital Allocation
Generated $141 million of cash flow from operations in the quarter, $9 million higher than prior year. Returned ~$28 million to repurchases (≈77,000 shares at ~$357 average) and repaid $100 million of the term loan during the quarter.
Product Innovation and Market Recognition
Launched new EAX area luminaire by Lithonia and expanded refuel offering with AIS integration (Atrius, Distech). Multiple product awards (Grand Prix de Design, Lit Lighting Design Awards, Nightingale awards) and AIS recognitions (Facilities Net Vision Award, NSCA Excellence in Product Innovation, ProAV Best in Market).
Customer Wins for Autonomous Spaces
Demonstrated integrated AIS solution (Distech RESETsmove + Q-SYS platform + lighting/shade controls) to a large multinational technology customer which chose to implement it across their headquarters, validating cross‑product value.
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 |
|---|---|---|---|
Jan 08, 2026 | $369.79 | $322.26 | -12.85% |
Oct 01, 2025 | $344.23 | $362.83 | +5.40% |
Jun 26, 2025 | $287.19 | $303.86 | +5.81% |
Apr 03, 2025 | $265.92 | $256.80 | -3.43% |
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 Apr 02, 2026, Before Open (Confirmed).
What is Acuity Brands Inc (AYI) earnings time?
Acuity Brands Inc (AYI) earnings time is at Apr 02, 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 (Q2) is 4.09.
