Acuity
Combines commercial lighting with building management and audio, video, and control systems.
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Profile
Sells luminaires, components, and lighting controls through Acuity Brands Lighting, while Acuity Intelligent Spaces provides building management, software, and audio/video/control platforms. The larger lighting business uses agency, distribution, direct, retail, and OEM channels; demand follows non-residential construction, renovation, retrofit, and maintenance.
Builds lighting and intelligent-space systems through Acuity Brands Lighting and Acuity Intelligent Spaces. The lighting segment supplies luminaires, components, and controls; Intelligent Spaces combines Distech Controls building management, Atrius software, and QSC audio, video, and control platforms.
Sells through independent agencies, electrical distributors, direct accounts, retailers, system integrators, and OEM relationships. The two segments connect lighting, building systems, and cloud-managed experiences, while much of manufacturing is based in Mexico.
Demand follows non-residential construction, renovation, retrofit, and maintenance. Production depends on materials, electronic components, freight, tariffs, and third-party finished goods. Intelligent Spaces also depends on integrating acquired businesses, including QSC.
Company facts
Key statistics
Year to date −10.2% · Average volume (30d) 245.5K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 26, 2026 | Oppenheimer | Target | $380 | $465 | ||
| Jun 26, 2026 | Robert W. Baird | Target | $375 | $390 | ||
| Jun 26, 2026 | Goldman Sachs | Reiterate | Neutral | $358 | ||
| Jan 12, 2026 | Morgan Stanley | Reiterate | Overweight | $425 | $410 | |
| Jan 9, 2026 | Robert W. Baird | Target | $360 | $375 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 25, 2026Q3 FY26 | $5.17 | $5.31 | +2.7% | $1.18B | $1.20B | +1.8% | +0.86% |
| Apr 2, 2026Q2 FY26 | $4.01 | $4.14 | +3.2% | $1.08B | $1.06B | −2.3% | +1.06% |
| Jan 8, 2026Q1 FY26 | $4.52 | $4.69 | +3.8% | $1.14B | $1.14B | −0.1% | +1.02% |
| Oct 1, 2025Q4 FY25 | $4.83 | $5.20 | +7.7% | $1.23B | $1.21B | −1.6% | −1.89% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.01B | $1.18B | $1.21B | $1.14B | $1.06B | $1.20B | |
| Gross profit | $468.0M | $570.2M | $591.0M | $553.8M | $520.4M | $606.4M | |
| Operating income | $110.2M | $139.8M | $180.6M | $160.4M | $133.0M | $193.3M | |
| Net income | $77.5M | $98.4M | $114.0M | $120.5M | $96.8M | $141.0M | |
| Diluted EPS | $2.44 | $3.12 | $3.61 | $3.82 | $3.09 | $4.56 | |
| Gross margin | 46.5% | 48.4% | 48.9% | 48.4% | 49.3% | 50.6% | |
| Operating margin | 11.0% | 11.9% | 14.9% | 14.0% | 12.6% | 16.1% |
Fiscal years (4-quarter sums)FY21 $3.46B · FY22 $4.01B · FY23 $3.95B · FY24 $3.84B · FY25 $4.35B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, May 31, 2026Cash & short-term investments $411.9M · Total debt $804.3M · Total assets $4.64B · Shareholders' equity $2.85B
Dividends
Raised for 17 straight years — most recently to $0.20 from $0.17 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 17, 2026 | Jul 17 | Aug 3 | $0.20 | |
| Apr 17, 2026 | Apr 17 | May 1 | $0.20 | |
| Feb 2, 2026 | Feb 2 | Feb 13 | $0.20 | raised from $0.17 |
| Oct 17, 2025 | Oct 17 | Nov 3 | $0.17 | |
| Jul 18, 2025 | Jul 18 | Aug 1 | $0.17 | |
| Apr 17, 2025 | Apr 18 | May 1 | $0.17 | |
| Feb 3, 2025 | Feb 3 | Feb 14 | $0.17 | raised from $0.15 |
| Oct 18, 2024 | Oct 18 | Nov 1 | $0.15 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 29.94M · Float 29.54M · 98.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 3.60M | 12.04% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 2.98M | 9.95% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 1.44M | 4.80% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.37M | 4.57% | 13F | Aug 13, 2026 |
| AQR Capital Management LLC | 1.27M | 4.26% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 2, 2026 | Barry R. Goldman | officer: SVP & General Counsel | −1,200 | $365.65 |
| Apr 30, 2026 | Maya Leibman | director | +200 | $288.83 |
| Apr 8, 2026 | Laura O'Shaughnessy | director | +1,000 | $282.98 |
| Jan 28, 2026 | Karen J. Holcom | officer: SVP & Chief Financial Officer | −4,974 | $309.23 |
| Oct 28, 2025 | Barry R. Goldman | officer: SVP & General Counsel | −4,489 | $365.11 |
Peers
- Johnson Controls
Competes in enterprise building automation and lifecycle services
- Honeywell Technologies
Automation peer in building controls, software, and connected services
- LSI Industries
Direct fixture rival in North American commercial and outdoor lighting
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Acuity | $335.16 | −0.01% | $10.03B | 22.2 | 15.8 | 2.2 | +1.7% |
| Johnson Controls | $139.59 | +0.01% | $84.56B | 24.3 | 24.2 | 3.4 | +9.3% |
| Honeywell Technologies | $217.85 | +0.18% | $68.91B | 8.4 | 23.7 | 1.9 | −49.9% |
| LSI Industries | $19.71 | 0.00% | $723.6M | 29.3 | 14.7 | 1.0 | +51.3% |
| Median | 24.3 | 23.7 | 1.9 | +9.3% |