Acuity Brands

AYI

Market cap $11.1B

APP, SKIL, AYI, BYRN and MAX are poised to shine as the thriving Technology Services industry heads into Q4.

OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--After generating nearly $33 billion in underwriting gains in the most recent four-year period, the Managed Medicaid segment posted a $3 billion underwriting loss in 2024 due to rising utilization and declining enrollment. According to a new AM Best report, a return to profitability for this segment may take longer than expected given increased acuity and medical cost trends. Managed Medicaid has been a steady profitability driver for decades, and the public healt.

Does Acuity (AYI) have what it takes to be a top stock pick for momentum investors? Let's find out.

Acuity Inc. (NYSE:AYI) posted better-than-expected fourth-quarter earnings on Wednesday.

Acuity Inc. reported strong Q4 results, with revenue up 17.1% and adjusted EPS beating expectations, driven by the QSC acquisition. AYI's management projects further growth in 2026, with revenue guidance of $4.7–$4.9 billion and adjusted EPS of $19–$20.50. Despite operational strength and a positive outlook, AYI is not considered cheap, trading at fair value multiples compared to peers.

Acuity Inc. (NYSE:AYI ) Q4 2025 Earnings Call October 1, 2025 8:00 AM EDT Company Participants Charlotte McLaughlin - Vice President of Investor Relations Neil Ashe - Chairman, President & CEO Karen Holcom - Senior VP & CFO Conference Call Participants Christopher Snyder - Morgan Stanley, Research Division Timothy Wojs - Robert W. Baird & Co. Incorporated, Research Division Ryan Merkel - William Blair & Company L.L.C.

While the top- and bottom-line numbers for Acuity (AYI) give a sense of how the business performed in the quarter ended August 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Acuity (AYI) came out with quarterly earnings of $5.2 per share, beating the Zacks Consensus Estimate of $4.7 per share. This compares to earnings of $4.3 per share a year ago.

Strong Execution in the Fourth-Quarter Delivered Net Sales Growth and Improved Operating Performance Increased Fiscal Q4 2025 Net Sales 17% to $1.2B Compared to the Prior Year Reported Fiscal Q4 2025 Diluted EPS of $3.61 , down 4% Over the Prior Year; Adjusted Diluted EPS of $5.20 , up 21% Over the Prior Year Delivered Fiscal 2025 Net Sales of $4.3B , a 13% Increase Compared to the Prior Year Reported Fiscal 2025 Diluted EPS of $12.53 , down 7% Over the Prior Year; Adjusted Diluted EPS of $18.01 , up 16% Over the Prior Year Generated $601M in Cash Flow from Operations in Fiscal 2025 ATLANTA, Oct. 01, 2025 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI) (the "Company"), a market-leading industrial technology company, delivered net sales of $1.2 billion in the fourth quarter of fiscal 2025 ended August 31, 2025, an increase of $176.8 million, or 17.1 percent, compared to the prior year. “Our fiscal 2025 fourth quarter performance was strong.

Atlanta, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI) will pay a quarterly dividend of 17 cents per share. The dividend is payable on November 3, 2025, to shareholders of record on October 17, 2025.