Electric Lighting & Wiring Equipment · SIC 3640

ACUITY INC. (DE)

AYI

Watch

Latest revenue

$1.06B

as of 2026-02-28

Latest net income

$96.8M

as of 2026-02-28

Net margin

9.2%

as of 2026-02-28

Price · 5Y

+9.5% / yr 4.3 pts / yr vs S&P 500 56.9% total
Compare:

Live market

delayed ≤15 min
$287.59
2.30%
Market cap
$8.72B
Enterprise value
$8.72B
P/E (trailing)
22.0×
Forward P/E
P/B
Dividend yield
0.3%
52-wk high
$380.17
52-wk low
$253.03
Beta
Shares out
30.3M

5-year trend

What this company does

AI

Item 1.Business. Overview Acuity Inc. (referred to herein as “we,” “our,” “us,” the “Company,” or similar references) is a market-leading industrial technology company. We use technology to solve problems in spaces, light, and more things to come. Through our two business segments, Acuity Brands Lighting (“ABL”) and Acuity Intelligent Spaces (“AIS”), we design, manufacture, and bring to market products and services that make a valuable difference in people’s lives. We achieve growth through the development of innovative new products and services, including lighting, lighting controls, building management solutions, and an audio, video, and control platform. We focus on customer outcomes and…

AI summary unavailable — showing raw filing excerpt

Generated from AYI's filing dated 2025-10-27

Key risks

AI

Table of Contents Item 1A.Risk Factors. This filing contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. A variety of risks and uncertainties could cause our actual results to differ materially from the anticipated results or other expectations expressed in our forward-looking statements. See Cautionary Statement Regarding Forward-Looking Information included in Management's Discussion and Analysis of Financial Condition and Results of Operations. These risks could adversely impact our financial position, results of operations, cash flows, and financial expectations and could cause the market price of our securities to decrease.…

AI summary unavailable — showing raw filing excerpt

Generated from AYI's filing dated 2025-10-27

Profitability

Gross margin

47.8%

3.1%

Operating margin

13.0%

9.9%

Net margin

9.1%

17.0%

Return on equity

14.6%

18.1%

Return on assets

8.3%

24.7%

Leverage

Debt / equity

0.75×

23.4%

Long-term debt / equity

0.33×

57.8%

Debt / assets

42.7%

13.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-02-28

$1.06B+4.9%$96.8M+24.9%9.2%

Q4 2025

2025-11-30

$1.14B+20.2%$120.5M+12.9%10.5%

Q3 2025

2025-08-31

$1.21B+17.1%$114.0M-4.1%9.4%

Q2 2025

2025-05-31

$1.18B+21.7%$98.4M-13.6%8.3%

Q1 2025

2025-02-28

$1.01B+11.1%$77.5M-13.1%7.7%

Q4 2024

2024-11-30

$951.6M+1.8%$106.7M+6.1%11.2%

Q3 2024

2024-08-31

$1.03B$118.9M11.5%

Q2 2024

2024-05-31

$968.1M-3.2%$113.9M+8.5%11.8%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Electric Lighting & Wiring Equipment · SIC 3640

No data yet for industry average

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Insider activity

Insider buying

$340.7K

Insider selling

$7.9M

Net activity

−$7.6M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-04-30

Maya Leibman

Director

Purchase200$288.83$57.8K
2026-04-08

Laura O'Shaughnessy

Director

Purchase1,000$282.98$283.0K
2026-01-28

Karen J Holcom

SVP & Chief Financial Officer

Sale4,974$309.23$1.5M
2025-10-28

Barry R Goldman

SVP & General Counsel

Sale1,007$362.80$365.3K
2025-10-28

Barry R Goldman

SVP & General Counsel

Sale378$363.79$137.5K
2025-10-28

Barry R Goldman

SVP & General Counsel

Sale1,839$364.94$671.1K
2025-10-28

Barry R Goldman

SVP & General Counsel

Sale470$365.75$171.9K
2025-10-28

Barry R Goldman

SVP & General Counsel

Sale102$366.65$37.4K
2025-10-28

Barry R Goldman

SVP & General Counsel

Sale493$368.49$181.7K
2025-10-28

Barry R Goldman

SVP & General Counsel

Sale200$370.23$74.0K
2025-10-24

Barry R Goldman

SVP & General Counsel

Sale1,839$367.54$675.9K
2025-10-24

Barry R Goldman

SVP & General Counsel

Sale2,848$368.32$1.0M
2025-07-01

Barry R Goldman

SVP & General Counsel

Sale2,325$298.64$694.3K
2025-07-01

Barry R Goldman

SVP & General Counsel

Sale1,800$297.87$536.2K
2025-06-27

Karen J Holcom

SVP & Chief Financial Officer

Sale6,000$301.04$1.8M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AYI

Institutional value

$3.96B

Total shares held

15.2M

Distinct holders

398

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.3.1M$858.3MNew
2VANGUARD PORTFOLIO MANAGEMENT LLC1.4M$396.5MNew
3VANGUARD CAPITAL MANAGEMENT LLC1.4M$385.5MNew
4JPMORGAN CHASE & CO771.2K$210.1MNew
5DIMENSIONAL FUND ADVISORS LP635.2K$178.0MNew
6Boston Partners599.8K$168.1MNew
7FIRST TRUST ADVISORS LP378.0K$105.9MNew
8ALLEN OPERATIONS LLC344.1K$96.4MNew
9Fisher Asset Management, LLC333.5K$93.5MNew
10Allianz Asset Management GmbH295.8K$82.9MNew
11Boston Trust Walden Corp252.7K$70.8MNew
12Bank of New York Mellon Corp229.5K$64.3MNew
13UBS Group AG224.7K$63.0MNew
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC211.5K$59.3MNew
15VANGUARD FIDUCIARY TRUST CO189.4K$53.1MNew
16SEIZERT CAPITAL PARTNERS, LLC170.8K$47.9MNew
17JUPITER ASSET MANAGEMENT LTD136.1K$38.1MNew
18STOREBRAND ASSET MANAGEMENT AS123.4K$34.6MNew
19Invesco Ltd.118.1K$33.1MNew
20COOKE & BIELER LP116.5K$32.6MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once AYI's latest filing finishes processing.