Tearsheet

Acuity (AYI)


Market Price (4/11/2026): $281.5 | Market Cap: $8.6 Bil
Sector: Industrials | Industry: Electrical Components & Equipment

Acuity (AYI)


Market Price (4/11/2026): $281.5
Market Cap: $8.6 Bil
Sector: Industrials
Industry: Electrical Components & Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.3%, FCF Yield is 6.5%

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 16%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12%

Low stock price volatility
Vol 12M is 34%

Megatrend and thematic drivers
Megatrends include Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include IoT for Buildings, Building Management Systems, Show more.

Weak multi-year price returns
2Y Excs Rtn is -28%

Key risks
AYI key risks include [1] its struggle to achieve consistent long-term revenue growth, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.3%, FCF Yield is 6.5%
1 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 16%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12%
3 Low stock price volatility
Vol 12M is 34%
4 Megatrend and thematic drivers
Megatrends include Smart Buildings & Proptech, and Sustainable & Green Buildings. Themes include IoT for Buildings, Building Management Systems, Show more.
5 Weak multi-year price returns
2Y Excs Rtn is -28%
6 Key risks
AYI key risks include [1] its struggle to achieve consistent long-term revenue growth, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Acuity (AYI) stock has lost about 25% since 12/31/2025 because of the following key factors:

1. Q1 Fiscal 2026 "Sell the News" Reaction and Future Growth Concerns. Despite reporting adjusted diluted earnings per share (EPS) of $4.69, which exceeded analyst expectations, Acuity Brands' stock experienced a significant decline of approximately 13-15% following its Q1 fiscal 2026 earnings report on January 8, 2026. This downturn was largely attributed to revenue of $1.1 billion either missing or barely meeting high-end market expectations (analyst estimates ranged from approximately $1.14 billion to $1.155 billion), coupled with investor apprehension regarding a projected deceleration in future revenue growth for the company.

2. Anticipated and Realized Weakness in Acuity Brands Lighting (ABL) Segment. During the Q1 fiscal 2026 earnings call in January 2026, management warned of "altered seasonality" for the subsequent quarter, suggesting that a previous backlog of orders, partially influenced by tariffs, had favorably impacted prior periods and that order volumes in the core ABL segment could normalize or decline as this backlog cleared. This forecast materialized in the Q2 fiscal 2026 results released on April 2, 2026, where the ABL segment, which constitutes approximately 75% of total revenue, reported a 2.8% year-over-year decrease in revenue to $817.4 million.

Show more

Stock Movement Drivers

Fundamental Drivers

The -22.6% change in AYI stock from 12/31/2025 to 4/10/2026 was primarily driven by a -28.7% change in the company's P/E Multiple.
(LTM values as of)123120254102026Change
Stock Price ($)359.81278.45-22.6%
Change Contribution By: 
Total Revenues ($ Mil)4,3464,5875.6%
Net Income Margin (%)9.1%9.4%2.6%
P/E Multiple27.919.8-28.7%
Shares Outstanding (Mil)31310.2%
Cumulative Contribution-22.6%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/10/2026
ReturnCorrelation
AYI-22.6% 
Market (SPY)-5.4%44.2%
Sector (XLI)10.6%42.6%

Fundamental Drivers

The -19.1% change in AYI stock from 9/30/2025 to 4/10/2026 was primarily driven by a -24.9% change in the company's P/E Multiple.
(LTM values as of)93020254102026Change
Stock Price ($)344.01278.45-19.1%
Change Contribution By: 
Total Revenues ($ Mil)4,1694,58710.0%
Net Income Margin (%)9.6%9.4%-2.7%
P/E Multiple26.419.8-24.9%
Shares Outstanding (Mil)31310.7%
Cumulative Contribution-19.1%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/10/2026
ReturnCorrelation
AYI-19.1% 
Market (SPY)-2.9%53.8%
Sector (XLI)11.6%48.7%

Fundamental Drivers

The 6.0% change in AYI stock from 3/31/2025 to 4/10/2026 was primarily driven by a 18.9% change in the company's Total Revenues ($ Mil).
(LTM values as of)33120254102026Change
Stock Price ($)262.71278.456.0%
Change Contribution By: 
Total Revenues ($ Mil)3,8584,58718.9%
Net Income Margin (%)11.1%9.4%-15.7%
P/E Multiple19.019.84.7%
Shares Outstanding (Mil)31311.0%
Cumulative Contribution6.0%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/10/2026
ReturnCorrelation
AYI6.0% 
Market (SPY)16.3%65.2%
Sector (XLI)32.3%63.8%

Fundamental Drivers

The 53.5% change in AYI stock from 3/31/2023 to 4/10/2026 was primarily driven by a 25.8% change in the company's P/E Multiple.
(LTM values as of)33120234102026Change
Stock Price ($)181.35278.4553.5%
Change Contribution By: 
Total Revenues ($ Mil)4,0784,58712.5%
Net Income Margin (%)9.1%9.4%2.9%
P/E Multiple15.819.825.8%
Shares Outstanding (Mil)32315.5%
Cumulative Contribution53.5%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/10/2026
ReturnCorrelation
AYI53.5% 
Market (SPY)63.3%56.8%
Sector (XLI)76.8%63.6%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
AYI Return75%-22%24%43%24%-23%132%
Peers Return26%-5%117%90%23%48%789%
S&P 500 Return27%-19%24%23%16%-0%82%

Monthly Win Rates [3]
AYI Win Rate67%42%58%75%67%0% 
Peers Win Rate65%42%67%67%54%78% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
AYI Max Drawdown-4%-31%-9%-2%-24%-28% 
Peers Max Drawdown-7%-37%-9%-7%-32%-2% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: POWL, FPS, ETN, VRT, EMR. See AYI Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/10/2026 (YTD)

How Low Can It Go

Unique KeyEventAYIS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-34.7%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven53.2%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven565 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-50.3%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven101.4%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven357 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-55.9%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven126.8%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven1,862 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-68.9%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven221.5%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1,275 days1,480 days

Compare to POWL, FPS, ETN, VRT, EMR

In The Past

Acuity's stock fell -34.7% during the 2022 Inflation Shock from a high on 11/9/2021. A -34.7% loss requires a 53.2% gain to breakeven.

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About Acuity (AYI)

Acuity Brands, Inc. provides lighting and building management solutions in North America and internationally. The company operates through two segments, Acuity Brands Lighting and Lighting Controls (ABL); and the Intelligent Spaces Group (ISG). The ABL segment provides commercial, architectural, and specialty lighting solutions, as well as lighting controls and components for various indoor and outdoor applications under the 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 brands. This segment serves electrical distributors, retail home improvement centers, electric utilities, national accounts, digital retailers, lighting showrooms, and energy service companies. The ISG segment offers building management systems and location-aware applications under the Distech Controls, Atrius, and Rockpile Ventures brands. This segment serves system integrators, as well as retail stores, airports, and enterprise campuses. Acuity Brands, Inc. was incorporated in 2001 and is headquartered in Atlanta, Georgia.

AI Analysis | Feedback

The **Honeywell** of commercial lighting and smart building systems.

Like **Johnson Controls** for intelligent building lighting and automation.

AI Analysis | Feedback

  • Lighting Solutions: Provides commercial, architectural, and specialty lighting products for diverse indoor and outdoor applications.
  • Lighting Controls: Offers advanced systems and components for managing and optimizing lighting usage and energy efficiency.
  • Building Management Systems: Delivers integrated platforms for controlling and monitoring various building operations and environments.
  • Location-Aware Applications: Develops software and systems that utilize location data to enhance space management and user experiences within facilities.

AI Analysis | Feedback

Acuity Brands, Inc. (AYI) primarily sells its products and solutions to other companies (B2B). Based on the company description, its major customers include:

  • Retail Home Improvement Centers: Acuity's lighting solutions are sold through major home improvement retailers.
    • The Home Depot, Inc. (HD)
    • Lowe's Companies, Inc. (LOW)
  • Digital Retailers: The company's products are available through online retail channels.
    • Amazon.com, Inc. (AMZN)
  • Electrical Distributors: Acuity sells to major electrical distributors who then supply contractors and various businesses with lighting and control products. A prominent example of such a distributor is Wesco International, Inc. (WCC).
  • General Retail Stores: Beyond home improvement, Acuity's building management systems and lighting solutions are utilized by large retail chains.
    • Walmart Inc. (WMT)
    • Target Corporation (TGT)

Additionally, Acuity serves various other categories of companies and organizations, including:

  • System Integrators: Companies that design and implement complex building management and lighting systems.
  • Electric Utilities: Providers of electricity services, often for outdoor lighting and smart city applications.
  • National Accounts: Large corporations with multiple facilities requiring standardized lighting and building management solutions.
  • Airports and Enterprise Campuses: Large institutional and corporate environments that require comprehensive lighting and building management solutions.
  • Energy Service Companies (ESCOs): Firms that develop, install, and finance projects designed to improve energy efficiency for their clients.
  • Lighting Showrooms: Specialty retailers focused on lighting products.

AI Analysis | Feedback

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AI Analysis | Feedback

Neil M. Ashe, Chairman, President and Chief Executive Officer

Neil M. Ashe became President and CEO of Acuity Brands in January 2020 and Chairman in January 2021. He has been instrumental in transforming Acuity from a traditional lighting company into an industrial technology company. Before joining Acuity, he served as CEO of Faster Horses LLC, an investment firm advising on digital transformation (2017-2019). He was also President and CEO of Global eCommerce & Technology at Walmart, Inc. (2012-2017), where he rebuilt the e-commerce business, and President of CBS Interactive (2008-2011) and CEO of CNET Networks, Inc. (2006-2008). He led CNET Networks through its $1.8 billion acquisition by CBS Corporation.

Karen J. Holcom, Senior Vice President and Chief Financial Officer

Karen J. Holcom has more than 30 years of financial experience and has been with Acuity Brands since its inception in 2001. She leads the company's financial strategy, investor relations, and oversees the global financial organization. Prior to becoming CFO, she held various positions at Acuity, including controller and interim CFO, and previously served as Senior VP-Finance & Associate Engagement at Antique Street Lamps, Inc.

Sach Sankpal, President, Acuity Brands Lighting

Sach Sankpal has over 30 years of experience in leading turnarounds, accelerating digital transformation and innovation, and positioning global industrial technology organizations for growth.

Peter Han, President, Acuity Intelligent Spaces

Peter Han joined Acuity Brands in 2021 as President of the Intelligent Spaces Group, which includes the Atrius and Distech Controls brands. He has a track record of driving revenue growth and organizational change over 25 years in the technology industry. Prior to Acuity, he co-founded and was a Partner of Rockpile Ventures, an Edge AI accelerator (2019-2021), and served as Chief Marketing Officer at Supermicro (2018-2019). He also spent 15 years at Microsoft as Vice President, Partner Devices and Solutions.

Barry R. Goldman, Senior Vice President and General Counsel

Barry R. Goldman is a trusted legal strategist who supports all legal and transactional matters for Acuity's operations globally, including acquisitions, strategic alliances, government relations, and risk reduction. He joined Acuity in 2001 and has approximately 30 years of legal experience in the real estate, lighting, and building management industries. He also led the creation of Acuity's sustainability program, EarthLIGHT.

AI Analysis | Feedback

The key risks to Acuity Brands, Inc.'s business include a challenging market for its traditional lighting segment, the complexities associated with its growth strategy through acquisitions, and emerging risks related to artificial intelligence.

  1. Navigating a 'Flat-to-Down' Lighting Market for its Core Business: Acuity Brands' largest segment, Acuity Brands Lighting (ABL), is operating in a 'flat-to-down' lighting market. This external pressure forces the company to intensely compete for growth against rivals such as Signify and Hubbell. The need to aggressively fight for every dollar of growth in its foundational business represents a significant ongoing challenge for the company.

  2. Complexity and Integration Risk of Growth Strategy through Acquisitions: While Acuity Brands is strategically pivoting and growing its Intelligent Spaces Group (ISG) segment, largely through acquisitions like QSC, this strategy carries inherent risks. Integrating large acquisitions can lead to operational complexities, potential "hiccups," and one-time financial charges, such as non-cash pension-settlement charges. Successfully executing this growth strategy while managing integration challenges is critical for the company's future performance.

  3. Emerging Artificial Intelligence (AI) Related Risks: Acuity Brands has explicitly identified AI-related risks in its annual filings. These concerns include potential issues with bias in AI applications, cybersecurity vulnerabilities related to AI systems, and the need to comply with evolving U.S. and EU regulations governing AI. As AI becomes more integral to its Intelligent Spaces offerings, managing these nascent risks becomes increasingly important for Acuity Brands.

AI Analysis | Feedback

The increasing consolidation and dominance of large technology and industrial platform companies (e.g., Google, Amazon, Microsoft, Siemens, Honeywell) in the smart building and enterprise Internet of Things (IoT) space. These companies are investing heavily in comprehensive building management systems, cloud-based analytics, and integrated IoT platforms that could marginalize specialized providers of building management systems and location-aware applications, directly impacting Acuity's Intelligent Spaces Group (ISG) segment (Distech Controls, Atrius, Rockpile Ventures).

AI Analysis | Feedback

Acuity Brands, Inc. (AYI) operates in the lighting and building management solutions sectors, serving markets primarily in North America.

Addressable Markets for Main Products and Services:

Acuity Brands Lighting and Lighting Controls (ABL) Segment:

  • Commercial Lighting Control Market (North America): This market was estimated at USD 8 billion in 2024 and is projected to reach USD 13 billion by 2029, with a compound annual growth rate (CAGR) of 10.23%.
  • Lighting Control System Market (North America): The market generated USD 9,017.3 million (approximately USD 9.02 billion) in 2023 and is expected to reach US$ 19,040.1 million (approximately USD 19.04 billion) by 2030, growing at a CAGR of 11.3% from 2024 to 2030.
  • Commercial Lighting Market (North America): North America held a 36.8% market share in 2023. The U.S. Commercial Lighting Market was estimated at USD 4.25 billion in 2023 and is projected to grow at a CAGR of 21.18%.
  • Industrial and Commercial LED Lighting Market (North America): The North America commercial LED lighting market is projected to expand from USD 8.58 billion in 2025 to USD 19.72 billion by 2031.
  • Architectural Lighting Market (North America): This market is projected to grow at a CAGR of 8.44%. The U.S. architectural lighting market is projected to grow from USD 3.01 billion in 2025 to USD 5.56 billion by 2033. Another estimate indicates the U.S. architectural lighting market generated USD 1,581.1 million in 2024 and is expected to reach USD 2,099.4 million by 2030.
  • Specialty Lighting Market (North America): North America held the largest regional market share at approximately 40% in 2024. The global specialty lighting market was valued at USD 6.5 billion in 2023 and is expected to reach USD 11.73 billion by 2032.

Intelligent Spaces Group (ISG) Segment:

  • Building Management Systems (North America): The North America Building Automation System Market was valued at USD 27.02 billion in 2024 and is expected to reach USD 59.52 billion by 2032, growing at a CAGR of 12.93% from 2025 to 2032. Another source projects the North American Building Automation System Market to grow from USD 34.69 billion in 2025 to USD 65.10 billion by 2030. The U.S. building management system market size reached USD 5.58 billion in 2024 and is expected to reach USD 20.41 billion in 2032.
  • Smart Space Market (North America): The smart space market in North America is expected to reach a projected revenue of US$ 10,484.2 million (approximately USD 10.48 billion) by 2030, with a CAGR of 10.2% from 2024 to 2030. North America dominated the global smart space market with a 47.90% share in 2025. The Smart spaces market in North America commanded 36.40% of 2025 revenue and is expected to grow from USD 16.70 billion in 2025 to USD 32.86 billion by 2031.
  • Smart Building Solutions Market (North America): This market in North America is projected to grow at a CAGR of 10.5% during the forecast period, reaching a valuation of USD 35.2 billion by 2033. North America accounted for over 35% of the global smart building market revenue share in 2025. The U.S. smart building market dominated with a share of over 74% in 2025.
  • Smart Lighting Market (North America): The North America smart lighting market size was valued at USD 7.96 billion in 2025 and is projected to reach USD 26.52 billion by 2034.

AI Analysis | Feedback

Acuity (AYI) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

  1. Expansion of the Acuity Intelligent Spaces (AIS) Segment and Integration of QSC: The transformative acquisition of QSC in early fiscal 2025 significantly accelerated Acuity's shift from a lighting manufacturer to an integrated industrial technology leader, combining AV&C cloud platforms with building management to create higher-margin, software-driven ecosystems. This segment is consistently highlighted as the company's high-growth engine, with expectations for organic sales growth in the low to mid-teens. The QSC integration is particularly noted for granting immediate access to corporate, cinema, and large-venue customers worldwide.
  2. Product Innovation and Vitality in Smart Building Solutions: Acuity focuses heavily on "product vitality," which measures revenue from products launched within the last three years. The company consistently allocates 3-4% of net sales to research and development to sustain innovation in IoT and automation platforms. This includes developing software-enabled hardware where luminaires act as data nodes for real-time building optimization, and deploying AI through brands like Distech Controls and Atrius for adaptive HVAC and lighting systems. Recent launches, such as the EAX Area Luminaire product family, further enhance its portfolio.
  3. Strategic Expansion into New Markets and Verticals: Acuity is actively diversifying its market reach by targeting the professional AV and building automation markets, combining lighting, controls, and AV to increase market share per project. The company is also pursuing geographic expansion with Distech Controls in Europe and Asia to capitalize on energy-efficiency regulations and retrofit demand. Furthermore, Acuity is focusing on specialized verticals, including data center infrastructure, healthcare-tailored lighting, and the convenience store and gas station market, which offer specific compliance and uptime requirements. The retrofit segment already contributes roughly 60% of sales.
  4. Strategic Pricing Actions and Productivity Improvements: Acuity employs strategic pricing to manage and offset inflationary pressures and tariff-related costs, which is crucial for maintaining and improving gross margins. Alongside pricing, the company emphasizes ongoing productivity efforts and disciplined cost management across its operations, particularly in the Acuity Brands Lighting (ABL) segment, to enhance profitability and operating profit margins. These profitability improvements provide capital for further growth investments.

AI Analysis | Feedback

Share Repurchases

  • Acuity Brands made significant share repurchases, with annual amounts of $266.6 million in 2023, $88.7 million in 2024, and $118.5 million in 2025.
  • Over the last five years, the company's share count has shrunk by 16.5% due to these repurchases.
  • The Board of Directors authorized an additional repurchase of up to 3 million shares in January 2024, bringing the total outstanding authorization to approximately 3.9 million shares.

Share Issuance

  • Shares outstanding for Acuity Brands generally declined over the last few years, reflecting the impact of share repurchase programs.
  • Specifically, shares outstanding declined by 7.16% from 2022 to 2023, and by 2.24% from 2023 to 2024.
  • A slight increase of 0.62% in shares outstanding was noted from 2024 to 2025, reaching 0.032 billion shares in 2025.

Outbound Investments

  • Acuity Brands completed the strategic acquisition of QSC for $1.115 billion in fiscal year 2025 (October 2024), significantly bolstering its Intelligent Spaces Group (ISG) segment with cloud-first audio, video, and control technologies.
  • The company acquired Arize Grow in November 2023 and KE2 Therm Solutions in April 2023, with undisclosed transaction amounts.
  • In May 2021, Acuity Brands acquired Rockpile Ventures, further expanding its strategic investments.

Capital Expenditures

  • Capital expenditures in the last 12 months totaled -$75.50 million.
  • The company incurred capital expenditures of $9 million in the first quarter of fiscal 2022.
  • Acuity Brands is described as becoming a less capital-intensive business over the last five years, with a rising free cash flow profitability.

Better Bets vs. Acuity (AYI)

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Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
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TNC_3312026_Insider_Buying_45D_2Buy_200K03312026TNCTennantInsiderInsider Buys 45DStrong Insider Buying
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ADP_3272026_Dip_Buyer_FCFYield03272026ADPAutomatic Data ProcessingDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
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TRU_3272026_Dip_Buyer_FCFYield03272026TRUTransUnionDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
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5.2%5.2%0.0%
AYI_3132026_Dip_Buyer_FCFYield03132026AYIAcuityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
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7.4%7.4%0.0%
AYI_2292020_Dip_Buyer_FCFYield02292020AYIAcuityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
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8.2%20.5%-30.9%
AYI_5312019_Dip_Buyer_FCFYield05312019AYIAcuityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
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6.0%-30.0%-42.3%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

AYIPOWLFPSETNVRTEMRMedian
NameAcuity Powell I.Forgent .Eaton Vertiv Emerson . 
Mkt Price278.45230.9431.65403.00295.11143.77254.69
Mkt Cap8.58.4-156.5112.980.880.8
Rev LTM4,5871,11490927,44810,23018,1867,408
Op Inc LTM649225895,2101,8963,6131,273
FCF LTM558162-153,5531,8872,5751,223
FCF 3Y Avg506157-3,3131,2632,0321,263
CFO LTM640175664,4722,1143,0201,377
CFO 3Y Avg574168-4,1411,4452,4491,445

Growth & Margins

AYIPOWLFPSETNVRTEMRMedian
NameAcuity Powell I.Forgent .Eaton Vertiv Emerson . 
Rev Chg LTM15.9%5.1%-10.3%27.7%3.6%10.3%
Rev Chg 3Y Avg4.1%27.3%-9.8%21.7%9.1%9.8%
Rev Chg Q4.9%4.0%-13.1%22.7%4.1%4.9%
QoQ Delta Rev Chg LTM1.1%0.9%-3.1%5.5%0.9%1.1%
Op Mgn LTM14.2%20.2%9.8%19.0%18.5%19.9%18.8%
Op Mgn 3Y Avg13.9%16.5%-18.1%16.4%18.0%16.5%
QoQ Delta Op Mgn LTM0.5%0.5%-0.0%0.5%0.3%0.5%
CFO/Rev LTM13.9%15.7%7.2%16.3%20.7%16.6%16.0%
CFO/Rev 3Y Avg13.9%18.8%-16.4%16.8%13.9%16.4%
FCF/Rev LTM12.2%14.5%-1.7%12.9%18.4%14.2%13.6%
FCF/Rev 3Y Avg12.2%17.7%-13.1%14.6%11.5%13.1%

Valuation

AYIPOWLFPSETNVRTEMRMedian
NameAcuity Powell I.Forgent .Eaton Vertiv Emerson . 
Mkt Cap8.58.4-156.5112.980.880.8
P/S1.97.5-5.711.04.45.7
P/EBIT14.637.3-30.361.723.330.3
P/E19.844.8-38.384.734.938.3
P/CFO13.348.1-35.053.426.735.0
Total Yield5.3%2.3%-2.9%1.2%3.2%2.9%
Dividend Yield0.3%0.1%-0.3%0.1%0.4%0.3%
FCF Yield 3Y Avg6.0%6.7%-2.8%3.3%2.8%3.3%
D/E0.10.0-0.10.00.20.1
Net D/E0.1-0.1-0.10.00.20.1

Returns

AYIPOWLFPSETNVRTEMRMedian
NameAcuity Powell I.Forgent .Eaton Vertiv Emerson . 
1M Rtn4.7%34.5%-10.8%13.3%10.0%3.0%7.4%
3M Rtn-14.4%89.7%9.1%24.6%80.4%0.1%16.9%
6M Rtn-19.8%130.4%9.1%9.8%74.7%15.0%12.4%
12M Rtn19.4%302.1%9.1%50.7%336.2%46.6%48.6%
3Y Rtn76.4%1,635.5%9.1%164.5%2,259.5%80.3%122.4%
1M Excs Rtn4.1%33.9%-11.4%12.7%9.4%2.4%6.8%
3M Excs Rtn-12.0%94.1%10.6%27.6%85.1%1.8%19.1%
6M Excs Rtn-23.6%119.0%8.2%6.7%75.5%8.1%8.2%
12M Excs Rtn-11.8%287.9%-27.7%25.4%332.9%18.4%21.9%
3Y Excs Rtn5.7%1,588.6%-57.1%92.6%2,094.2%12.5%52.5%

Comparison Analyses

Financials

Segment Financials

Assets by Segment
$ Mil20252024202320222021
Goodwill1,099    
Accounts receivable and Inventories883    
Cash and cash equivalents846    
Intangible assets, net440    
Property, plant, and equipment, net304    
Prepayments and other current assets75    
Acuity Intelligent Spaces (AIS)685454  
Operating lease right-of-use assets66    
Other long-term assets32    
Deferred income taxes2    
Acuity Brands Lighting (ABL) 8701,098  
Corporate 2,4852,329  
Total3,8153,4083,480  


Price Behavior

Price Behavior
Market Price$278.45 
Market Cap ($ Bil)8.5 
First Trading Date12/03/2001 
Distance from 52W High-26.0% 
   50 Days200 Days
DMA Price$290.62$325.73
DMA Trendindeterminatedown
Distance from DMA-4.2%-14.5%
 3M1YR
Volatility35.7%32.3%
Downside Capture0.680.73
Upside Capture81.16122.67
Correlation (SPY)49.6%54.4%
AYI Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta1.501.531.421.471.191.16
Up Beta3.122.461.911.571.141.12
Down Beta1.801.430.810.981.131.18
Up Capture82%120%104%153%133%154%
Bmk +ve Days7162765139424
Stock +ve Days11213066129396
Down Capture135%146%191%162%122%105%
Bmk -ve Days12233358110323
Stock -ve Days11213360123353

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AYI
AYI25.1%34.1%0.70-
Sector ETF (XLI)49.1%17.9%2.0860.4%
Equity (SPY)31.2%17.3%1.4761.8%
Gold (GLD)60.1%27.8%1.694.2%
Commodities (DBC)29.8%16.6%1.586.1%
Real Estate (VNQ)21.3%15.2%1.0731.9%
Bitcoin (BTCUSD)-5.7%43.7%-0.0134.0%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AYI
AYI10.5%31.7%0.36-
Sector ETF (XLI)13.1%17.3%0.5966.8%
Equity (SPY)11.1%17.0%0.5059.2%
Gold (GLD)22.1%17.8%1.027.2%
Commodities (DBC)11.8%18.8%0.5215.7%
Real Estate (VNQ)3.7%18.8%0.1045.5%
Bitcoin (BTCUSD)4.0%56.5%0.2923.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AYI
AYI2.6%37.0%0.18-
Sector ETF (XLI)13.8%19.9%0.6163.0%
Equity (SPY)13.8%17.9%0.6656.3%
Gold (GLD)14.2%15.9%0.742.2%
Commodities (DBC)8.6%17.6%0.4120.9%
Real Estate (VNQ)5.1%20.7%0.2246.5%
Bitcoin (BTCUSD)67.4%66.9%1.0713.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity0.8 Mil
Short Interest: % Change Since 31520269.0%
Average Daily Volume0.4 Mil
Days-to-Cover Short Interest1.7 days
Basic Shares Quantity30.6 Mil
Short % of Basic Shares2.5%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/2/2026-7.5%-3.6% 
1/8/2026-12.9%-13.7%-11.1%
10/1/20255.4%0.7%5.0%
6/26/20255.8%6.4%8.8%
4/3/2025-3.4%-7.7%-5.1%
1/8/20253.2%7.3%6.6%
10/1/20248.7%11.8%10.3%
6/27/20241.1%1.5%3.6%
...
SUMMARY STATS   
# Positive151514
# Negative101010
Median Positive5.4%6.4%12.6%
Median Negative-6.6%-8.9%-6.1%
Max Positive13.3%17.5%31.8%
Max Negative-12.9%-14.5%-15.9%

SEC Filings

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Report DateFiling DateFiling
02/28/202604/02/202610-Q
11/30/202501/08/202610-Q
08/31/202510/27/202510-K
05/31/202506/26/202510-Q
02/28/202504/03/202510-Q
11/30/202401/08/202510-Q
08/31/202410/28/202410-K
05/31/202406/27/202410-Q
02/29/202404/03/202410-Q
11/30/202301/09/202410-Q
08/31/202310/26/202310-K
05/31/202306/29/202310-Q
02/28/202304/04/202310-Q
11/30/202201/09/202310-Q
08/31/202210/26/202210-K
05/31/202206/30/202210-Q

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Goldman, Barry RSVP & General CounselDirectSell10302025365.114,4891,638,9892,211,120Form
2Goldman, Barry RSVP & General CounselDirectSell10272025368.014,6871,724,8813,880,707Form
3Goldman, Barry RSVP & General CounselDirectSell7032025298.304,1251,230,5041,980,142Form
4Holcom, Karen JSVP & Chief Financial OfficerDirectSell7012025301.046,0001,806,2405,628,244Form
5Holcom, Karen JSVP & Chief Financial OfficerDirectSell1302026309.234,9741,538,1106,655,557Form