Inside the research
Acuity Inc.
AYI Research profile · latest available data
Price overview
$319.42
▲ +9.97 (+3.2%)
| 52w hi | $376.44 |
|---|---|
| 52w lo | $257.46 |
| Vol | 478.00K |
| As of | 25 Sep 2026 |
The Verdict
Our score +2.34
| Short | +4.87 |
|---|---|
| Medium | +0.91 |
| Long | +0.16 |
computed 2026-09-27
Key fundamentals
Acuity Inc.
Industrials · Electrical Equipment & Parts
| Market cap | $9.56B |
|---|---|
| Enterprise value | $9.89B |
| Trailing P/E | 21.24x |
| Forward P/E | 14.72x |
| EV / EBITDA | 13.26x |
| P / S (ttm) | 2.08x |
| Profit margin | 10.3% |
| Return on equity | 17.4% |
| Revenue growth | +1.6% |
| Earnings growth | +46.2% |
| Debt / equity | 28.21 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.34 | |
| Sector | -0.01 | |
| Technical | -0.26 | |
| Earnings | +0.67 | |
| Sentiment | +0.65 |
macro × 1.00 · 2026-09-27
Business overview
Acuity Inc. provides lighting, lighting controls, building management system, and an audio, video, and control platform in the United States and internationally. It operates in two segments, Acuity Brands Lighting (ABL); and the Acuity Intelligent Spaces (AIS). The ABL segment provides lighting solutions and luminaires with advanced electronics under the Aculux, American Electric Lighting, Cyclone, Dark to Light, eldoLED, Eureka, Fresco, Gotham, Healthcare Lighting, Holophane, Hydrel, IOTA, Juno, Lithonia Lighting, Luminaire LED, Luminis, Mark Architectural Lighting, Nightingale, nLight, Peerless, RELOC Wiring Solutions, and SensorSwitch brand names. This segment serves electrical distributors, consumer retailers, large corporate accounts, and original equipment manufacturer customers. The AIS segment offers Distech Controls intelligent Building Management Systems (BMS), such as products for controlling heating, ventilation, air conditioning, lighting, shades, refrigeration, and building access that prioritize end-user outcomes; Q-SYS, a full-stack audio, video, and control platform, and QSC Audio, an audio technology for live entertainers and sound reinforcement professionals. This segment serves retail stores, airports, universities, enterprise campuses, sports venues, themed entertainment, and hospitality sectors through system integrators. It offers its products and solutions under the Atrius, Distech Controls, QSC, and KE2 Therm Solutions brands. Acuity Inc. was formerly known as Acuity Brands, Inc. and changed its name to Acuity Inc. in March 2025. Acuity Inc. was incorporated in 2001 and is headquartered in Atlanta, Georgia.
Risk Metrics
| Beta vs SPX | 1.25 |
|---|---|
| Corr SPX | 0.57 |
| Annual vol | 35.3% |
| Annual ret | +14.2% |
| Sharpe | 0.40 |
| Max DD | -33.7% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $352.50 |
|---|---|
| High / Low | $435.00 / $295.00 |
| Median | $342.50 |
| Analysts | 8 |
| Strong Buy | 2 | |
|---|---|---|
| Buy | 4 | |
| Hold | 3 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-06 | Goldman Sachs | → Neutral |
| 2026-04-06 | Baird | → Neutral |
| 2026-03-25 | Baird | → Neutral |
| 2026-03-03 | Wells Fargo | → Overweight |
| 2026-01-12 | Morgan Stanley | → Overweight |
| 2025-10-02 | Wells Fargo | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-06-25 | Earnings Release, Exhibits | read |
| 2026-05-13 | Material Agreement, Material Obligation… | read |
| 2026-04-02 | Earnings Release, Exhibits | read |
| 2026-01-23 | Shareholder Vote | read |
| 2026-01-08 | Earnings Release, Exhibits | read |
| 2025-10-01 | Earnings Release, Exhibits | read |
| 2025-06-26 | Earnings Release, Exhibits | read |
| 2025-04-03 | Earnings Release, Exhibits | read |
| 2025-03-12 | Bylaws Amendment, Reg FD Disclosure… | read |
| 2025-02-13 | Officer / Director Change | read |
| 2025-01-24 | Shareholder Vote | read |
| 2025-01-08 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-02 | GOLDMAN BARRY R | SVP & General Counsel | Sell | 1.20K | $438.78K |
| 2026-06-01 | HOLCOM KAREN J | SVP & Chief Financial Off | Sell | 2.08K | $629.32K |
| 2026-04-30 | Leibman Maya | Buy | 200 | $57.77K | |
| 2026-04-08 | O'Shaughnessy Laura | Buy | 1.00K | $282.98K | |
| 2026-01-28 | HOLCOM KAREN J | SVP & Chief Financial Off | Option exercise | 897 | $215.06K |
| 2026-01-28 | HOLCOM KAREN J | SVP & Chief Financial Off | Sell | 4.97K | $1.54M |
| 2026-01-21 | HANCE JAMES H JR | Grant | 546 | $175.04K |
Flow & Concentration
| Insider 180d net | -$727.35K |
|---|---|
| Insider buys / sells | 2 / 2 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 99.8% |
| HHI | 3,766 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Fidelity / FMR LLC | $1.36B | 3.60M |
| AQR Capital Management | $471.01M | 1.27M |
| State Street Corp | $363.85M | 966.02K |
| Capital Research / Capital World | $194.27M | 515.77K |
| Citadel Advisors | $46.80M | 124.25K |
| Bridgewater Associates | $2.91M | 7.73K |
| Millennium Management | $618.85K | 1.64K |
| T. Rowe Price Group | $203.95K | 541.46K |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.18% |
|---|---|
| $ / share (TTM) | $0.57 |
| 5y CAGR | +5.5% |
Annual dividend per share
| 2021 | $0.52 |
|---|---|
| 2022 | $0.52 |
| 2023 | $0.52 |
| 2024 | $0.60 |
| 2025 | $0.68 |
| 2026 | $0.40 |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $3.95B | +6.5% | |
| Gross profit | $1.71B | +6.3% | |
| Operating income | $563.90M | +8.1% | |
| Net income | $346.00M | +10.6% | |
| Cash from ops | $601.40M | +14.3% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $312.71 | $319.64 | $309.91 | $319.42 | 478.00K |
| Sep 24 | $303.18 | $314.63 | $303.18 | $309.45 | 368.30K |
| Sep 23 | $309.60 | $314.82 | $305.25 | $306.06 | 332.50K |
| Sep 22 | $310.09 | $313.51 | $307.70 | $310.77 | 254.70K |
| Sep 21 | $306.88 | $308.65 | $300.03 | $306.46 | 264.60K |
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