CoverageForm 410-K10-Q8-K13D13G13F

AYI · Acuity Inc. (De) - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · AYI

Income Statement

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Revenue$1.06B$1.14B$1.18B$1.01B$951.60M$968.10M$905.90M$934.70M$1.00B$943.60M
Cost of Revenue$535.30M$589.90M$608.40M$538.30M$502.30M$515.90M$493.50M$506.30M$553.00M$536.90M
Gross Profit$520.40M$553.80M$570.20M$468.00M$449.30M$452.20M$412.40M$428.40M$447.30M$406.70M
R&D----------
SG&A$381.50M$393.40M$400.70M$357.80M$316.00M$306.90M$294.30M$295.50M$304.00M$295.20M
Total Operating Expenses----------
D&A$30.50M$38.30M--$21.60M--$22.70M$21.90M$22.00M
Operating Income$133.00M$160.40M$139.80M$110.20M$133.30M$145.30M$118.10M$132.90M$143.30M$111.50M
Interest Expense$8.70M$10.50M$14.60M$6.50M$6.10M$6.30M$6.50M$6.40M$6.30M$7.60M
Income Tax$26.10M$32.10M$27.00M$24.80M$28.10M$33.70M$28.40M$30.30M$33.70M$26.30M
Net Income$96.80M$120.50M$98.40M$77.50M$106.70M$113.90M$89.20M$100.60M$105.00M$83.20M
EPS - Basic$3.16$3.92$3.19$2.89$3.45$3.70----
EPS - Diluted$3.09$3.82$3.12$2.84$3.21$3.62----

Balance Sheet

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Cash & Equivalents$272.50M$376.10M$422.50M$397.90M$935.60M$845.80M$578.90M$513.30M$397.90M$339.00M
Accounts Receivable$579.00M$565.30M$593.90M$577.60M$534.70M$563.00M$494.90M$517.10M$555.30M$523.10M
Inventory$515.20M$518.10M$526.70M$471.90M$391.10M$387.60M$375.80M$365.30M$368.50M$436.40M
Accounts Payable$354.60M$396.20M$454.50M$352.60M$331.50M$352.30M$322.40M$311.80M$285.70M$324.80M
Current Assets$1.51B$1.58B$1.65B$1.56B$1.94B$1.87B$1.55B$1.47B$1.40B$1.39B
Total Assets$4.56B$4.65B$4.76B$4.58B$3.86B$3.81B$3.53B$3.46B$3.41B$3.38B
Current Liabilities$728.10M$762.40M$845.80M$801.10M$650.60M$687.90M$597.90M$600.60M$595.40M$596.30M
Long-term Debt$697.10M$797.00M$896.80M$996.50M$496.30M$496.20M$495.90M$495.70M$495.60M$495.30M
Total Liabilities$1.72B$1.86B$2.03B$2.06B$1.40B$1.44B$1.38B$1.40B$1.39B$1.44B
Stockholders' Equity$2.84B$2.79B$2.72B$2.52B$2.46B$2.38B$2.15B$2.06B$2.02B$1.95B
Retained Earnings$4.49B$4.40B$4.29B$4.08B$4.01B$3.91B$3.69B$3.60B$3.51B$3.33B

Cash Flow

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Operating Cash Flow-$140.80M--$132.20M--$190.00M--
Investing Cash Flow-($26.30M)--($18.40M)--($14.50M)--
Financing Cash Flow-($160.70M)--($18.70M)--($59.70M)--
CapEx-$26.00M--$18.90M--$14.60M--
Free Cash Flow-$114.80M--$113.30M--$175.40M--

Ratios

MetricQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Profitability
Gross margin49.3%48.4%48.4%46.5%47.2%46.7%45.5%45.8%44.7%43.1%
Operating margin12.6%14.0%11.9%11.0%14.0%15.0%13.0%14.2%14.3%11.8%
EBITDA margin15.5%17.4%--16.3%--16.6%16.5%14.1%
Net margin9.2%10.5%8.3%7.7%11.2%11.8%9.8%10.8%10.5%8.8%
Free cash flow margin-10.0%--11.9%--18.8%--
FCF / Net income-0.95--1.06--1.74--
R&D / Revenue----------
SG&A / Revenue36.1%34.4%34.0%35.6%33.2%31.7%32.5%31.6%30.4%31.3%
Effective tax rate21.2%21.0%21.5%24.2%20.8%22.8%24.1%23.1%24.3%24.0%
Return on assets2.1%2.6%2.1%1.7%2.8%3.0%2.5%2.9%3.1%2.5%
Return on equity3.4%4.3%3.6%3.1%4.3%4.8%4.1%4.9%5.2%4.3%
Return on invested capital3.0%3.5%3.0%2.4%3.6%3.9%3.4%4.0%4.3%3.5%
Liquidity
Current ratio2.072.071.951.952.982.722.592.452.342.34
Quick ratio1.361.391.331.362.382.161.961.851.721.61
Cash ratio0.370.490.500.501.441.230.970.850.670.57
Leverage
Debt / Equity0.250.290.330.400.200.210.230.240.250.25
Debt / Assets0.150.170.190.220.130.130.140.140.150.15
Debt / EBITDA4.264.01--3.20--3.193.003.71
Interest coverage15.3x15.3x9.6x17.0x21.9x23.1x18.2x20.8x22.7x14.7x
Equity multiplier1.601.671.751.821.571.601.641.681.691.74
Liabilities / Assets0.380.400.430.450.360.380.390.400.410.42
Efficiency
Asset turnover0.230.250.250.220.250.250.260.270.290.28
Inventory turnover1.041.141.161.141.281.331.311.391.501.23
Days sales outstanding200d180d184d210d205d212d199d202d203d202d
Days inventory outstanding351d321d316d320d284d274d278d263d243d297d
Days payable outstanding242d245d273d239d241d249d238d225d189d221d
Cash conversion cycle310d256d227d290d248d237d239d240d257d278d
Valuation
P / E97.6x95.9x104.6x104.6x99.9x70.4x----
P / B3.3x4.1x3.8x3.7x4.1x3.4x3.7x2.7x2.6x3.2x
P / S9.0x10.1x8.7x9.4x10.7x8.3x8.7x6.0x5.2x6.7x
EV / EBITDA60.4x60.3x--63.0x--36.0x31.8x48.2x
Growth
Revenue growth (YoY)4.9%20.2%21.7%11.1%1.8%-3.2%-4.0%-6.3%-5.7%3.8%
Revenue CAGR (3y)3.8%4.7%3.6%3.4%0.9%2.5%5.3%5.7%8.8%4.6%
Revenue CAGR (5y)6.3%7.6%8.7%4.1%2.7%0.5%1.2%0.0%--
Gross profit growth (YoY)11.2%23.3%26.1%13.5%4.9%1.1%1.4%2.9%0.5%7.2%
Operating income growth (YoY)20.7%20.3%-3.8%-6.7%0.3%1.4%5.9%22.0%0.4%9.0%
Net income growth (YoY)24.9%12.9%-13.6%-13.1%6.1%8.5%7.2%34.3%-0.7%10.5%
EPS growth (YoY)8.8%19.0%-13.8%-------
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-1.3%---35.4%--4.2%--
FCF CAGR (5y)-0.4%---0.8%--8.3%--
Book value growth (YoY)12.7%13.4%14.5%17.2%19.3%18.0%10.4%8.4%5.4%-7.4%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-08-31.

Business segments

$4.38B total
Acuity Brands Lighting$3.61B · 82.5%
Acuity Intelligent Spaces$764.30M · 17.5%

Geographic

$4.35B total
Domestic Country$3.76B · 86.4%
Non Us$588.90M · 13.6%

Peer comparison

Same SIC group: Electric Lighting & Wiring Equipment

CompanyRevenue (last FY)Net marginROE
LYTS$573.38M4.3%10.6%
SKYX$92.01M-36.3%728.3%
OESX$79.72M-14.8%-99.3%
CCF$404.01M8.2%8.1%
EFOI$3.56M-28.8%-25.0%

Comparing ACUITY INC. (DE) against the 5 most active filers in the same SIC group.

Dividends

$0.74/share trailing 12 months · +15.6% YoY

Ex-datePer share
Apr 17, 2026$0.2000
Feb 2, 2026$0.2000
Oct 17, 2025$0.1700
Jul 18, 2025$0.1700
Apr 17, 2025$0.1700
Feb 3, 2025$0.1700
Oct 18, 2024$0.1500
Jul 18, 2024$0.1500
Apr 16, 2024$0.1500
Feb 2, 2024$0.1500
Oct 17, 2023$0.1300
Jul 17, 2023$0.1300
Apr 14, 2023$0.1300
Feb 3, 2023$0.1300
Oct 14, 2022$0.1300
Jul 14, 2022$0.1300
Apr 14, 2022$0.1300
Jan 19, 2022$0.1300
Oct 14, 2021$0.1300
Jul 15, 2021$0.1300
Apr 15, 2021$0.1300
Jan 19, 2021$0.1300
Oct 16, 2020$0.1300
Jul 16, 2020$0.1300