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AYAYI

Acuity Brands, Inc.

$AYI·$11B·Electrical Equipment & Parts·Industrials
$335.16-1.9%YTD-4.0%1Y+1.7%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts0
Price updated 3d ago·X counts updated 7d ago
AYAYI
$AYIAcuity Brands, Inc.
$335.16-1.93%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $AYI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-28

Catching its breath after a run — could pick back up or fade from here.

Four straight beats and 12.7% ROIC, but revenue growth has decelerated from 22% to 5% in three quarters.

Acuity Brands makes commercial and architectural lighting under Lithonia, Holophane and a dozen other brands, plus building-management systems through the Intelligent Spaces Group. The quality of the business is solid: 48.7% gross margin, 13.4% operating margin, 12.7% ROIC, 15.7% ROE and debt-to-equity of 0.28, with a 6.1% FCF yield and free cash flow of $73-192M per quarter. All four recent results beat estimates, though by modest and shrinking margins — 2.7%, 3.5%, 3.8% and 7.7%. The concern is the growth trajectory. Revenue grew 21.7% and 17.1% YoY in the two mid-2025 quarters, then 20.2%, then just 4.9% in the February quarter, with sequential declines in each of the last three quarters. That deceleration matters because the earlier growth was substantially acquisition-driven, and as those contributions anniversary the organic rate shows through. Analysts model revenue rising only 5% annually from $4.65B in fiscal 2026 to $5.13B in fiscal 2028, so consensus has already marked the slowdown. The valuation at 21.5x earnings is reasonable but not cheap for mid-single-digit growth. The stock is down 4.0% YTD and up just 2.4% over twelve months, sitting mid-range in its 52-week band and essentially flat against its 50-day — the market has already de-rated the growth. BlackRock added nearly 3M shares in August. No insider transactions reported. The 29.5M-share float is modest for a $10.8B company.

Differs from X sentimentNo X sentiment snapshot is available. Coverage is four separate Zacks screen pieces labelling it simultaneously a top growth, top momentum and strong value stock — which says more about screen construction than about the business, and does not engage with the revenue deceleration.

What to watch: Fiscal Q4 on 2026-10-07 against a $5.67 estimate, and specifically whether revenue growth stabilises above the 4.9% low or keeps decelerating. Non-residential construction activity and data-centre lighting demand are the demand drivers; the Intelligent Spaces segment growth rate is the higher-multiple part of the story.

On the calendar: Fiscal Q4 earnings, 2026-10-07

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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes commercial LED lighting fixtures and intelligent building controls for construction, retrofit, and infrastructure markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $AYI.

Electrical Equipment & Parts · Industrials

Grid modernization — driven by electrification, EV charging infrastructure, and AI data center power demand — is the central capex cycle pulling electrical equipment volumes. Backlog visibility is strong; execution risk is the near-term constraint, not demand.

What this means for $AYI

Partial — consumer discretionary / retail performance tracks consumer spending trends; Acuity Brands, Inc.

Industry benchmark

36-name peer basket
+23.8%YTD
+59.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
21.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
48.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 25, 2026$5.31$5.17+2.7%
Q1 2026Apr 2, 2026$4.14$4.00+3.5%
Q4 2025Jan 8, 2026$4.69$4.52+3.8%
Q3 2025Oct 1, 2025$5.20$4.83+7.7%
Next earningsThu, Oct 1·consensus EPS $5.67

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.1B+4.9%49.3%12.6%$3.16$73.3M
Q1 FY26$1.1B+20.2%48.4%14.0%$3.92$114.8M
Q4 FY25$1.2B+17.1%48.9%14.9%$3.71$177.7M
Q3 FY25$1.2B+21.7%48.4%11.9%$3.19$192.3M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.7B$4.6B – $4.7B$19.81$19.57 – $20.087
FY27$4.9B$4.8B – $4.9B$21.77$21.22 – $22.217
FY28$5.1B$5.1B – $5.1B$23.95$23.58 – $24.326

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+4.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 2Barry R GoldmanSVP & General Counsel1.2K sh$439KBuyApr 30Maya LeibmanDirector200 sh$58KBuyApr 8Laura O'shaughnessyDirector1.0K sh$283K

See when $AYI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementMay 138-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

AYI entered into a credit agreement (8-K Item 1.01, dated 2026-05-13). Counterparty: Company, the subsidiary borrowers from time to time party thereto, the various l. Size: approximately $800 million. Matures in may 2031. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 10 other (4 13Gs · 2 earnings 8-Ks · 2 10-Qs · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Canada Pension Plan Investment Board Acquires Shares of 29,260 Acuity, Inc. $AYIdefenseworld.net·1d agoAcuity to Announce Fiscal 2026 Fourth-Quarter and Full-Year Results on October 1, 2026globenewswire.com·3d agoWhy Acuity (AYI) is a Top Growth Stock for the Long-Termzacks.com·4d ago2,978,769 Shares in Acuity, Inc. $AYI Bought by BlackRock Inc.defenseworld.net·9d agoWhy Acuity (AYI) is a Top Momentum Stock for the Long-Termzacks.com·11d ago

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Voices on X · last 7 days

No standout posts about $AYI on X in the last 7 days.

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