(AYI) Acuity Brands - Overview

Sector: Industrials | Industry: Electrical Equipment & Parts | Exchange: NYSE (USA) | Market Cap: 8.538m USD | Total Return: 0.6% in 12m

Luminaires, Lighting Controls, Building Management, Audio Video
Total Rating 39
Safety 73
Buy Signal -0.84
Electrical Equipment & Parts
Industry Rotation: -14.4
Market Cap: 8.54B
Avg Turnover: 82.1M
Risk 3d forecast
Volatility33.6%
VaR 5th Pctl5.61%
VaR vs Median1.33%
Reward TTM
Sharpe Ratio0.05
Rel. Str. IBD17
Rel. Str. Peer Group7.6
Character TTM
Beta1.468
Beta Downside1.780
Hurst Exponent0.476
Drawdowns 3y
Max DD33.72%
CAGR/Max DD0.60
CAGR/Mean DD2.43
EPS (Earnings per Share) EPS (Earnings per Share) of AYI over the last years for every Quarter: "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: 2021-05: 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: -1

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: AYI Acuity Brands

Acuity Inc. (NYSE: AYI) is a diversified industrial technology company specializing in lighting solutions and building management systems. The company operates through two primary segments: Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS). ABL focuses on commercial and industrial luminaires and electronic components, while AIS provides building automation software, HVAC controls, and integrated audio-video platforms.

The business model relies on a multi-channel distribution strategy, selling through electrical distributors, retail chains, and specialized system integrators. In the current market, companies in the Electrical Components & Equipment sub-industry are increasingly shifting toward smart infrastructure, integrating Internet of Things (IoT) sensors into traditional lighting fixtures to improve energy efficiency for enterprise clients.

Headquartered in Atlanta, Georgia, the firm recently rebranded from Acuity Brands, Inc. to Acuity Inc. to reflect its expanding portfolio in digital building technologies and professional audio systems. You can further examine the companys valuation metrics and historical growth trends at ValueRay.

Headlines to Watch Out For
  • Non-residential construction spending cycles dictate volume for Acuity Brands Lighting segment
  • Expansion of Intelligent Spaces Group margins offsets cyclical lighting hardware volatility
  • Adoption of energy-efficient LED retrofits drives replacement demand in aging infrastructure
  • Input cost fluctuations in aluminum and electronics impact overall gross profit margins
  • Integration of Q-SYS platform expands high-margin software and control systems revenue streams
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 May 20, 2026, the stock is trading at USD 272.04 with a total of 259,909 shares traded.
Over the past week, the price has changed by -5.59%, over one month by -8.25%, over three months by -12.77% and over the past year by +0.61%.
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 352.5 29.6%
Acuity Brands (AYI) - Fundamental Data Overview as of 19 May 2026
P/E Trailing = 20.6625
P/E Forward = 13.8504
P/S = 1.8612
P/B = 3.1302
P/EG = 1.2199
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 = 9.07b USD (8.54b + Debt 808.2m - CCE 272.5m)
Interest Coverage Ratio = 10.61 (Ebit TTM 447.8m / Interest Expense TTM 42.2m)
EV/FCF = 16.26x (Enterprise Value 9.07b / FCF TTM 558.1m)
FCF Yield = 6.15% (FCF TTM 558.1m / Enterprise Value 9.07b)
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 = 1.99 (Enterprise Value 9.07b / 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 = 10.24% (E(8.54b)/V(9.35b) * Re(11.15%) + D(808.2m)/V(9.35b) * Rd(0.87%) * (1-Tc(0.21)))
Discount Rate = 11.15% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 20.0 | Cagr: -0.00%
[DCF] Terminal Value 71.94% ; FCFF base≈516.7m ; Y1≈555.7m ; Y5≈681.9m
[DCF] Fair Price = 255.3 (EV 8.27b - Net Debt 535.7m = Equity 7.74b / Shares 30.3m; r=10.24% [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: -1
EPS current Quarter (2026-05-31): EPS=5.16 | Chg30d=-2.52% | Revisions=-45% | Analysts=8
EPS current Year (2026-08-31): EPS=19.52 | Chg30d=-1.12% | Revisions=-67% | GrowthEPS=+8.4% | GrowthRev=+6.5%
EPS next Year (2027-08-31): EPS=21.28 | Chg30d=-1.69% | Revisions=-54% | GrowthEPS=+9.0% | GrowthRev=+5.1%
[Analyst] Revisions Ratio: -67%