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Acuity Brands AYI

Acuity Brands scores good on business quality (6.7 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$298.34Oct 10, 2026
Business qualityGood
Next earningsJan 6, 2027
Insiders, 90 daysQuiet

Why it matters

  1. What Acuity Brands does

    Acuity Inc designs and manufactures lighting and building management systems, selling fixtures, controls, and software to commercial and industrial customers.

  2. What it does best

    Acuity delivers exceptional gross margins of 49.2%, significantly outperforming peer HUBB at 35.3%. This edge stems from proprietary lighting control software and entrenched distributor relationships that protect pricing power against pure hardware rivals.

  3. The main risk

    Mixed top-line results and volatile segment demand threaten volume growth. If hardware sales stall further, the recent margin expansion pace will struggle to offset declining unit shipments.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin stands at 14.5% alongside a net margin of 10.2%. Margin expansion is currently outpacing revenue growth, proving the business scales efficiently.

MoatStrong

Acuity secures enterprise customers through integrated lighting software systems, landing in the top quartile of its sector with a gross margin ranking of 81st percentile.

GrowthSteady

Revenue grew 13.1% to $4.6B, accelerating past its historical range. Segment demand remains mixed as the company pushes higher-margin software solutions.

Financial healthStrong

With interest coverage at 18.0x, debt servicing costs are manageable. Free cash flow reached $640.0M backed by strong cash conversion, keeping the balance sheet on solid ground.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on AYI

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is AYI a good business?

Acuity Brands scores good on the Cluenex quality check (6.7 of 10), measured against its own industry. Profitability is fair, moat strong, growth steady and financial health strong.

Are insiders buying AYI?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does AYI report earnings?

Jan 6, 2027.

For members

See AYI today

  • Today's verdict on AYI, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Acuity Brands (AYI)”, https://cluenex.com/stocks/ayi/, data as of Oct 10, 2026.