(AYI) Acuity Brands - Overview

Sector: Industrials | Industry: Electrical Equipment & Parts | Exchange: NYSE (USA) | Market Cap: 8.084m USD | Total Return: 19% in 12m

Lighting, Controls, Building Management, Audio Video
Total Rating 43
Safety 89
Buy Signal 0.17
Electrical Equipment & Parts
Industry Rotation: +14.7
Market Cap: 8.08B
Avg Turnover: 130M USD
ATR: 3.88%
Peers RS (IBD): 4.4
Risk 5d forecast
Volatility42.2%
Rel. Tail Risk-9.51%
Reward TTM
Sharpe Ratio0.48
Alpha-30.98
Character TTM
Beta1.597
Beta Downside2.074
Drawdowns 3y
Max DD33.72%
CAGR/Max DD0.59
EPS (Earnings per Share) EPS (Earnings per Share) of AYI over the last years for every Quarter: "2021-02": 2.12, "2021-05": 2.77, "2021-08": 3.27, "2021-11": 2.85, "2022-02": 2.57, "2022-05": 3.52, "2022-08": 3.95, "2022-11": 3.29, "2023-02": 3.06, "2023-05": 3.75, "2023-08": 3.97, "2023-11": 3.72, "2024-02": 3.38, "2024-05": 4.15, "2024-08": 4.3, "2024-11": 3.97, "2025-02": 3.73, "2025-05": 5.12, "2025-08": 5.2, "2025-11": 4.69, "2026-02": 4.14,
EPS CAGR: 4.42%
EPS Trend: 70.3%
Last SUE: 0.27
Qual. Beats: 0
Revenue Revenue of AYI over the last years for every Quarter: 2021-02: 776.6, 2021-05: 899.7, 2021-08: 992.7, 2021-11: 926.1, 2022-02: 909.1, 2022-05: 1060.6, 2022-08: 1110.3, 2022-11: 997.9, 2023-02: 943.6, 2023-05: 1000.3, 2023-08: 1010.4, 2023-11: 934.7, 2024-02: 905.9, 2024-05: 968.1, 2024-08: 1032.3, 2024-11: 951.6, 2025-02: 1006.3, 2025-05: 1178.6, 2025-08: 1209.1, 2025-11: 1143.7, 2026-02: 1055.7,
Rev. CAGR: -0.12%
Rev. Trend: 37.2%
Last SUE: -1.34
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: AYI Acuity Brands

Ac​uity Inc. (NYSE: AYI) delivers integrated lighting, controls, and building-management solutions through two primary segments: Acuity Brands Lighting (ABL), which offers a broad portfolio of luminaires and advanced electronics under brands such as Lithonia, Holophane and ElcoLED; and Acuity Intelligent Spaces (AIS), which provides Distech Controls BMS, Q-SC audio/video platforms and related services for commercial, institutional and entertainment venues.

In FY 2024 the company generated approximately $4.1 billion in revenue, up about 6 % year-over-year, with an adjusted EPS of $2.05 and an operating margin near 12 %. ABL contributed roughly 65 % of total sales, while AIS accounted for the remaining 35 %.

Key drivers for AYI include the continued rollout of LED lighting-projected to grow at a 10 % CAGR through 2028-and accelerating demand for smart-building technologies as ESG mandates and energy-cost pressures push commercial real-estate owners toward integrated BMS solutions. Overall U.S. construction spending, a macro-economic tailwind, rose about 4 % YoY in the latest quarter, supporting demand for both lighting and control systems.

For a deeper dive into AYI’s valuation metrics, you might explore the analysis on ValueRay.

Headlines to Watch Out For
  • Commercial construction spending dictates lighting demand
  • Energy efficiency regulations boost LED adoption
  • Input costs for electronic components impact margins
  • Interest rate hikes slow renovation projects
  • Supply chain disruptions affect product availability
Piotroski VR‑10 (Strict) 9.5
Net Income: 429.7m TTM > 0 and > 6% of Revenue
FCF/TA: 0.12 > 0.02 and ΔFCF/TA 2.32 > 1.0
NWC/Revenue: 16.94% < 20% (prev 19.14%; Δ -2.20% < -1%)
CFO/TA 0.14 > 3% & CFO 639.7m > Net Income 429.7m
Net Debt (535.7m) to EBITDA (697.0m): 0.77 < 3
Current Ratio: 2.07 > 1.5 & < 3
Outstanding Shares: last quarter (31.4m) vs 12m ago -1.07% < -2%
Gross Margin: 48.73% > 18% (prev 0.47%; Δ 4.83k% > 0.5%)
Asset Turnover: 100.4% > 50% (prev 86.39%; Δ 13.98% > 0%)
Interest Coverage Ratio: 10.61 > 6 (EBITDA TTM 697.0m / Interest Expense TTM 42.2m)
Altman Z'' 7.70
A: 0.17 (Total Current Assets 1.51b - Total Current Liabilities 728.1m) / Total Assets 4.56b
B: 0.99 (Retained Earnings 4.49b / Total Assets 4.56b)
C: 0.10 (EBIT TTM 447.8m / Avg Total Assets 4.57b)
D: 2.58 (Book Value of Equity 4.43b / Total Liabilities 1.72b)
Altman-Z'' Score: 7.70 = AAA
Beneish M -3.10
DSRI: 0.87 (Receivables 579.0m/577.6m, Revenue 4.59b/3.96b)
GMI: 0.96 (GM 48.73% / 46.94%)
AQI: 1.00 (AQ_t 0.57 / AQ_t-1 0.57)
SGI: 1.16 (Revenue 4.59b / 3.96b)
TATA: -0.05 (NI 429.7m - CFO 639.7m) / TA 4.56b)
Beneish M-Score: -3.10 (Cap -4..+1) = AA
What is the price of AYI shares? As of April 08, 2026, the stock is trading at USD 269.97 with a total of 273,048 shares traded.
Over the past week, the price has changed by -3.66%, over one month by -1.64%, over three months by -26.95% and over the past year by +19.03%.
Is AYI a buy, sell or hold? Acuity Brands has received a consensus analysts rating of 3.80. Therefor, it is recommend to hold AYI.
  • StrongBuy: 3
  • Buy: 2
  • Hold: 5
  • Sell: 0
  • StrongSell: 0
What are the forecasts/targets for the AYI price?
Analysts Target Price 360.3 33.4%
Acuity Brands (AYI) - Fundamental Data Overview as of 07 April 2026
P/E Trailing = 19.4567
P/E Forward = 13.6986
P/S = 1.7624
P/B = 2.8458
P/EG = 1.1862
Revenue TTM = 4.59b USD
EBIT TTM = 447.8m USD
EBITDA TTM = 697.0m USD
Long Term Debt = 697.1m USD (from longTermDebt, last quarter)
Short Term Debt = 26.3m USD (from shortTermDebt, last quarter)
Debt = 808.2m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 535.7m USD (from netDebt column, last quarter)
Enterprise Value = 8.62b USD (8.08b + Debt 808.2m - CCE 272.5m)
Interest Coverage Ratio = 10.61 (Ebit TTM 447.8m / Interest Expense TTM 42.2m)
EV/FCF = 15.45x (Enterprise Value 8.62b / FCF TTM 558.1m)
FCF Yield = 6.47% (FCF TTM 558.1m / Enterprise Value 8.62b)
FCF Margin = 12.17% (FCF TTM 558.1m / Revenue TTM 4.59b)
Net Margin = 9.37% (Net Income TTM 429.7m / Revenue TTM 4.59b)
Gross Margin = 48.73% ((Revenue TTM 4.59b - Cost of Revenue TTM 2.35b) / Revenue TTM)
Gross Margin QoQ = 49.29% (prev 48.42%)
Tobins Q-Ratio = 1.89 (Enterprise Value 8.62b / Total Assets 4.56b)
Interest Expense / Debt = 0.87% (Interest Expense 7.00m / Debt 808.2m)
Taxrate = 21.24% (26.1m / 122.9m)
NOPAT = 352.7m (EBIT 447.8m * (1 - 21.24%))
Current Ratio = 2.07 (Total Current Assets 1.51b / Total Current Liabilities 728.1m)
Debt / Equity = 0.28 (Debt 808.2m / totalStockholderEquity, last quarter 2.84b)
Debt / EBITDA = 0.77 (Net Debt 535.7m / EBITDA 697.0m)
Debt / FCF = 0.96 (Net Debt 535.7m / FCF TTM 558.1m)
Total Stockholder Equity = 2.74b (last 4 quarters mean from totalStockholderEquity)
RoA = 9.40% (Net Income 429.7m / Total Assets 4.56b)
RoE = 15.71% (Net Income TTM 429.7m / Total Stockholder Equity 2.74b)
RoCE = 13.04% (EBIT 447.8m / Capital Employed (Equity 2.74b + L.T.Debt 697.1m))
RoIC = 9.84% (NOPAT 352.7m / Invested Capital 3.58b)
WACC = 10.61% (E(8.08b)/V(8.89b) * Re(11.60%) + D(808.2m)/V(8.89b) * Rd(0.87%) * (1-Tc(0.21)))
Discount Rate = 11.60% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.69%
[DCF] Terminal Value 70.80% ; FCFF base≈516.7m ; Y1≈555.7m ; Y5≈681.9m
[DCF] Fair Price = 241.0 (EV 7.88b - Net Debt 535.7m = Equity 7.34b / Shares 30.5m; r=10.61% [WACC]; 5y FCF grow 8.48% → 3.0% )
EPS Correlation: 70.28 | EPS CAGR: 4.42% | SUE: 0.27 | # QB: 0
Revenue Correlation: 37.21 | Revenue CAGR: -0.12% | SUE: -1.34 | # QB: 0
EPS next Quarter (2026-05-31): EPS=5.12 | Chg7d=-0.146 | Chg30d=-0.173 | Revisions Net=-2 | Analysts=6
EPS current Year (2026-08-31): EPS=19.38 | Chg7d=-0.359 | Chg30d=-0.397 | Revisions Net=-2 | Growth EPS=+7.6% | Growth Revenue=+6.4%
EPS next Year (2027-08-31): EPS=21.46 | Chg7d=-0.180 | Chg30d=-0.218 | Revisions Net=-2 | Growth EPS=+10.8% | Growth Revenue=+5.9%
[Analyst] Revisions Ratio: -1.00 (0 Up / 2 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 6.5% (Discount Rate 11.6% - Earnings Yield 5.1%)
[Growth] Growth Spread = -6.8% (Analyst -0.4% - Implied 6.5%)
External Resources
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