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AYAYI

Acuity Brands, Inc.

$AYI·$10.0B·Electrical Equipment & Parts·Industrials
$340.25+1.7%YTD-6.3%1Y+18.5%
Mentions · last 7 days
2026-07-10: 1 posts2026-07-11: 1 posts2026-07-12: 0 posts2026-07-13: 0 posts2026-07-14: 0 posts2026-07-15: 0 posts2026-07-16: 0 posts3-17%
Price updated 10m ago·X counts updated 15h ago
AYAYI
$AYIAcuity Brands, Inc.
$340.25+1.71%3 posts-17%
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 numbersAcceleratingAI verdict · as of 2026-07-17

The move is getting stronger, with heavier trading behind it.

Commercial lighting + intelligent buildings compounder: revenue reaccelerated to 20%+, up 18% t12m.

Acuity Brands (branded Acuity Inc.) is the leading North American commercial lighting company plus a growing intelligent buildings platform (building-management software and controls).

  • Fundamentals are solid: Q2 fiscal 2026 (Feb 28) revenue $1.06B (+5% YoY); Q1 fiscal 2026 (Nov 30) revenue $1.14B (+20%); Q4 fiscal 2025 (Aug 31) revenue $1.21B (+17%); Q3 fiscal 2025 (May 31) revenue $1.18B (+22%). Growth is real and durable.
  • Margins are healthy and improving: gross margin ~49%, operating margin ~13%, FCF yield ~6.1%.
  • Consensus for next FY: $4.65B revenue, EPS $19.81 (seven analysts).
  • Zacks momentum/growth/value coverage stacked in July (four separate positive notes) — quant coverage sees continued momentum.
  • Zacks (June 29) framed the specific story: 'Riding Smart Building Trends as Lighting Demand Lags' — the intelligent-buildings segment is the growth engine while pure lighting is flatter.
  • Balance sheet: debt/equity 0.28 — modest.
  • Valuation: PE ~22, P/S ~2.0 — reasonable for the growth profile.
  • Price: $340.25 (+1.7% today); YTD -6%, twelve-month +19%; sits at 68% of the 52-week range.

Close: The trajectory is accelerating on intelligent-buildings mix shift; the specific downside is a broader non-residential construction slowdown that hits the core lighting segment.

What to watch: October 7 Q4 fiscal 2026 earnings for full-year revenue growth and intelligent-buildings segment margins; specific customer/vertical mix (education, healthcare, warehousing); commentary on non-res construction demand.

On the calendar: 2026-10-07 — Q4 fiscal 2026 earnings; consensus EPS $5.63

no sentiment data

Read the AI verdict + X sentiment for $AYI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $AYI

Neutral — Makes commercial LED lighting fixtures and intelligent building controls for construction, retrofit, and infrastructure markets; this business's revenue is largely decoupled from the hyperscaler rack power acceleration and grid electrification capex.

Industry benchmark

32-name peer basket
+13.9%YTD
+76.0%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 earningsWed, Oct 7·consensus EPS $5.63

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$19.18 – $20.227
FY27$4.9B$4.8B – $4.9B$21.77$20.87 – $22.317
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.0.6×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.68%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.+9.2%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.+5.5%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 today0.9% 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.β1.275-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$283KSellJan 28Karen J HolcomCFO5.0K sh$1.5M
+ 9 other (8 awards · 1 exempt) in window

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.

8-KShareholder voteJan 238-K — Item 5.07: Shareholder vote
+ 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.

Why Acuity (AYI) is a Top Growth Stock for the Long-Termzacks.com·1d agoAcuity (AYI) is a Top-Ranked Value Stock: Should You Buy?zacks.com·4d agoHere's Why Acuity (AYI) is a Strong Momentum Stockzacks.com·14d agoHere's Why Acuity (AYI) is a Strong Growth Stockzacks.com·17d agoAcuity Is Riding Smart Building Trends as Lighting Demand Lagszacks.com·18d ago

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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