Acuity delivered a strong third quarter with significant growth in sales, profit, and EPS, driven by strategic acquisitions and product innovations. However, challenges related to tariffs and specific market segments like Pro Audio and horticulture present ongoing issues.

Company Guidance

During the Acuity Fiscal 2025 Third Quarter Earnings Call, strong performance metrics were highlighted, including net sales growth of 22% year-over-year to $1.2 billion, an increase in adjusted operating profit by 33% to $222 million, and an expansion of the adjusted operating profit margin to 18.8%, up 150 basis points from the prior year. Adjusted diluted earnings per share rose by 23% to $5.12. The ABL segment saw sales of $923 million, a 3% year-over-year increase, while Acuity Intelligence Spaces (AIS) reported sales of $264 million, marking significant growth driven by Atrius, Distech, and QSC. The company effectively managed its supply chain amidst evolving tariff policies, strategically implementing pricing actions and productivity efforts to mitigate cost impacts. The call also noted investments in product vitality and strategic acquisitions, such as M3 Innovation, to enhance their portfolio across various verticals. The company expects the combination of third and fourth quarter performance to meet its second-half fiscal 2025 expectations, despite geopolitical uncertainties.

Strong Third Quarter Performance

Acuity reported net sales of $1.2 billion for the third quarter, a 22% increase from the prior year, driven by growth in both business segments. Adjusted operating profit rose by 33% to $222 million, with an adjusted operating profit margin of 18.8%, up 150 basis points from the prior year.

Acuity Intelligence Spaces Growth

Acuity Intelligence Spaces (AIS) delivered strong sales growth with a 21% increase in Atrius and Distech, while QSC grew over 20% year-over-year on a pro forma basis. AIS achieved an adjusted operating profit margin of 23.6%.

Record Adjusted Diluted Earnings Per Share

Adjusted diluted earnings per share increased by 23% to $5.12 over the prior year.

Product and Technology Innovations

Acuity launched new products, including the wireless SensorSwitch Air and the animate controller by nLight, enhancing their product portfolio in multiple verticals such as healthcare, sports lighting, and infrastructure.

Strategic Acquisition and Product Expansion

Acuity accelerated product vitality through the acquisition of M3 Innovation, launching new products in sports lighting and other industrial applications.

Acuity Brands (AYI) Earnings, Revenues Date & History

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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	$287.32	$304.00	+5.81%
Apr 03, 2025	$266.05	$256.92	-3.43%
Jan 08, 2025	$303.31	$313.06	+3.21%
Oct 01, 2024	$274.75	$298.65	+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.