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Acuity Brands (AYI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Oct 07, 2026

Before Open (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

5.63

Last Year’s EPS

5.2

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q3 2026

Earnings Call Date:Jun 25, 2026|

% Change Since:

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.

Company Guidance

Management didn’t provide formal numeric forward guidance but gave clear directional guidance and many operating metrics: Q3 net sales were $1.2B (+$19M, +2% y/y), adjusted gross margin 50.1% (+10 bps), adjusted operating profit $224M (18.7% margin) and adjusted diluted EPS $5.31 (+$0.19, +4%); ABL Q3 sales $905M (‑$18M, ‑2%; two‑year stacked +1%; independent+direct +4%), ABL adjusted gross margin 46.1% with adjusted operating profit $165M (18.2% margin) after adjusting out a $6.4M tariff refund; AIS Q3 sales $304M (+$39M, +15%), AIS adjusted gross margin 60.3% and adjusted operating profit $76M (25.1% margin, +150 bps). They reported $520M cash from operations YTD (+$121M y/y), refinanced with a new $800M five‑year revolver, repaid $200M of term debt YTD, repurchased ~766,000 shares for $230M (including ~500,000 this quarter at $281 avg), and increased the quarterly dividend by 18%. Looking ahead management said lighting demand is “firming,” expects a normal sequential Q4 increase (perhaps less steep than prior years), anticipates demand to firm over the next four quarters, and expects AIS to continue outgrowing the business and expanding margins with acquisitions prioritized to build AIS—all signaling confidence in continued margin and cash‑flow expansion rather than issuing specific numeric FY guidance.

Total Net Sales and EPS Growth

Total net sales of $1.2 billion, up $19 million or 2% year-over-year. Adjusted diluted EPS of $5.31, up $0.19 or 4% versus prior year, reflecting higher profitability and fewer diluted shares.

Acuity Intelligent Spaces (AIS) Strong Performance

AIS sales of $304 million, up $39 million or 15% year-over-year. Adjusted gross profit margin of 60.3% (+10 bps) and adjusted operating profit of $76 million, up $14 million or 22.5%, with operating margin expanding to 25.1% (+150 bps).

Cash Generation and Capital Allocation

Generated $520 million of cash flow from operations in the first nine months, $121 million higher than prior year. Refinanced to a new five-year $800 million unsecured revolver, repaid $200 million of term loan year-to-date, increased the quarterly dividend by 18%, and repurchased over 766,000 shares for $230 million (including ~500,000 shares at an average $281).

Product Innovation and Industry Recognition

Launched new lighting and controls products including Beyond by Lithonia (linear high bay), CPX3P three-pane panel, Eclipse Resilience PLC controller, and preloaded Resense MOVE dashboard. Received multiple design and industry awards (Red Dot awards including Eureka Best of the Best, CSE award for Resense MOVE, EcoVadis medal, QSC recognition).

ABL Margin Resilience and Two-Year Growth

Acuity Brands Lighting (ABL) maintained strong adjusted gross profit margin of 46.1% despite softer sales; two-year stacked ABL growth of 1% and combined independent + direct sales network growth of 4%, highlighting resilience and strategic pricing/productivity gains.

Distech and AIS Market Traction

Distech is gaining share and displacing incumbents (example: Hartsfield-Jackson selection), winning OEM opportunities and entering adjacencies (refrigeration, data centers). Positioning as a platform combining edge control, cloud intelligence, and occupant experience.

Acuity Brands (AYI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AYI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 07, 2026	2026 (Q4)	5.63 / -	5.2	―	―	―
Jun 25, 2026	2026 (Q3)	5.17 / 5.31	5.12	3.71% (+0.19)
Apr 02, 2026	2026 (Q2)	4.00 / 4.14	3.73	10.99% (+0.41)
Jan 08, 2026	2026 (Q1)	4.59 / 4.69	3.97	18.14% (+0.72)
Oct 01, 2025	2025 (Q4)	4.83 / 5.20	4.3	20.93% (+0.90)
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)

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 25, 2026	$305.51	$359.39	+17.64%
Apr 02, 2026	$286.78	$265.20	-7.52%
Jan 08, 2026	$369.29	$321.82	-12.85%
Oct 01, 2025	$343.76	$362.34	+5.40%

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.