Acuity Brands

AYI

Market cap $9.99B

Acuity Brands remains a buy as business shifts toward higher-quality, software-led revenue and the balance sheet strengthens. Q1 2026 delivered 20.2% y/y net sales growth, Intelligent Spaces revenue up 250.2% y/y, and EPS up 18% y/y. The market overreacted to softer Q2 guidance; revenue timing, not structural weakness, underpins the current air pocket.

Acuity RM Group Plc (AIM:ACRM) shares moved sharply higher in Tuesday's deals after an upbeat year-end trading statement for the year ended 31 December 2025. The software group said revenue is expected to come in at around £2.1 million, unchanged from 2024, based on unaudited management accounts.

Acuity reported second-quarter earnings today and met analysts' expectations. Its sales grew by 20% and its adjusted earnings per share rose by 18%.

The headline numbers for Acuity (AYI) give insight into how the company performed in the quarter ended November 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Acuity Inc. (AYI) Q1 2026 Earnings Call Transcript

U.S. stocks traded lower this morning, with the Nasdaq Composite falling more than 100 points on Thursday.

Delivered Net Sales of $1.1B , an Increase of 20% Compared to the Prior Year Delivered Operating Profit of $160M , Up 20% Compared to the Prior Year; Grew Adjusted Operating Profit to $196M , Up 24% Compared to the Prior Year Delivered Diluted EPS of $3.82 , Up 14% Compared to the Prior Year; Grew Adjusted Diluted EPS to $4.69 , Up 18% Compared to the Prior Year ATLANTA, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI), ("Acuity"), a market-leading industrial technology company, delivered net sales of $1.1 billion in the first quarter of fiscal 2026 ended November 30, 2025, an increase of $192.1 million, or 20.2 percent, compared to the prior year. "We delivered strong performance in our first quarter of fiscal 2026," stated Neil Ashe, Chairman, President and Chief Executive Officer of Acuity Inc. "We grew net sales, we expanded our adjusted operating profit and adjusted operating profit margin, and we increased our adjusted diluted earnings per share.

AYI is set to report Q1 FY26 results on Jan. 8, with EPS seen up 12% and revenues up 19% YoY as innovation and pricing actions support growth.

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Acuity (AYI) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.