Acuity Inc.

NYSE:AYI Rapport sur les actions

Capitalisation boursière : US$8.7b

Acuity Gestion

Gestion contrôle des critères 3/4

Le PDG Acuity est Neil Ashe, nommé en Jan2020, a un mandat de 6.33 ans. La rémunération annuelle totale est $ 12.50M, composée du salaire de 8% et des bonus 92%, y compris les actions et options de la société. détient directement 0.19% des actions de la société, d'une valeur de $ 16.83M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5 ans et 6.1 ans.

Informations clés

Neil Ashe

Directeur général

US$12.5m

Rémunération totale

Pourcentage du salaire du PDG8.00%
Durée du mandat du directeur général6.3yrs
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction5yrs
Durée moyenne du mandat des membres du conseil d'administration6.1yrs

Mises à jour récentes de la gestion

Recent updates

AYI: Nonresidential Recovery And Seasonal Strength Will Support Future Upside

The updated analyst price target for Acuity reflects a modest reduction of about $1, as analysts factor in slightly higher discount rates and a higher assumed future P/E, along with relatively steady revenue growth and profit margin expectations. Analyst Commentary Recent research commentary on Acuity clusters around revised price targets and cautious tweaks to earnings assumptions, with most analysts citing project uncertainty and pressure in nonresidential activity as key inputs to their models.

Intelligent Building Automation Will Anchor Margins While Supply Constraints Limit Upside Potential

Catalysts About Acuity Acuity provides lighting solutions and intelligent building and AV control systems across commercial, infrastructure and entertainment spaces. What are the underlying business or industry changes driving this perspective?

AYI: Q1 Pullback Will Set Up Recovery As Nonresidential Activity Stabilizes

Analysts have trimmed the consolidated price target for Acuity to $353.75 from $389.38, reflecting updated views on slower revenue growth, a slightly lower discount rate, modestly higher profit margin assumptions, and reduced future P/E expectations after a series of recent target cuts across major research firms. Analyst Commentary Recent Street research on Acuity clusters around a series of price target cuts, with analysts recalibrating their models after Q1 results, shifting views on end markets, and updated assumptions on margins and valuation multiples.

Intelligent Building Platforms And Productivity Gains Will Drive Stronger Future Performance

Catalysts About Acuity Acuity develops lighting solutions and intelligent building and AV platforms through its Acuity Brands Lighting and Acuity Intelligent Spaces segments. What are the underlying business or industry changes driving this perspective?

Acuity's Loss Makes Buying A Bright Idea (Upgrade)

Apr 02

AYI: Q1 Pullback Will Set Up Recovery As Nonresidential Activity Improves

Narrative Update on Acuity Analysts have trimmed their average price target on Acuity by double digits in recent updates, with cuts such as $425 to $410, $408 to $375, and $385 to $370. These changes reflect softer margins in key segments, pressure in nonresidential activity, and lingering uncertainty around project timing and pricing power.

AYI: Q1 Execution And Share Pullback Will Support Future Upside Potential

Acuity's analyst price targets have pulled back modestly, with the average fair value estimate easing by about $1.88 to $389.38. Analysts are factoring in softer nonresidential activity, questions around ABL segment margins and pricing power, and slightly tempered near term expectations despite recent earnings upside.

AYI: Q1 Execution And Pullback Will Support Future Shareholder Returns

Narrative update on Acuity Analysts have trimmed their average price targets for Acuity, with recent revisions such as $425 to $410 and $408 to $375. These changes reflect concerns around softer ABL segment margins, potential Q1 pull forward, and pricing power, even as Q1 results came in ahead of expectations.

AYI: Q1 Execution And Pullback Will Support Future Dividend Upside

Narrative Update The analyst price target for Acuity has been trimmed by a double digit dollar amount, reflecting revised Street models after Q1 results that showed softer ABL margins and concerns around pull forward and pricing power, even as some analysts still view the recent 13% share pullback as an attractive entry point. Analyst Commentary Recent Street commentary on Acuity focuses on how to balance the Q1 headline EPS beat with weaker ABL margins, questions around demand timing, and the reset in price targets following the 13% share pullback.

AYI: Q1 Execution And Buybacks Will Support Future Dividend Upside

Narrative Update on Acuity The consolidated analyst price target for Acuity has been trimmed by $15 to $391, as analysts factor in softer ABL segment margins, concerns around Q1 pull forward and pricing power, and an unchanged forward earnings outlook following the recent 13% share move. Analyst Commentary Recent research updates on Acuity focus on how the latest fiscal Q1 results, margin trends in the ABL segment, and the post earnings share move relate to valuation and execution risk.

AYI: Q1 Execution And Ongoing Buybacks Will Support Future Upside Potential

Narrative Update on Acuity The analyst price target for Acuity has been reduced from US$399.25 to US$391.25, as analysts factor in more moderate revenue growth and profit margin assumptions alongside a slightly higher discount rate, consistent with recent Street research updates that trimmed targets following Q1 results. Analyst Commentary Recent Street research on Acuity points to a mixed but measured view, with analysts adjusting their models after Q1 results came in modestly ahead of expectations while overall sentiment stayed cautious.

Here's What To Make Of Acuity's (NYSE:AYI) Decelerating Rates Of Return

Jan 05
Here's What To Make Of Acuity's (NYSE:AYI) Decelerating Rates Of Return

AYI: Margin Strength And Pricing Power Will Support Upside Despite Volume Headwinds

Analysts have raised their blended price target for Acuity to a range of approximately $360 to $425 per share, citing stronger than expected margin performance, improved pricing power, and conservative growth assumptions that could benefit from potential interest rate cuts. Analyst Commentary Recent Street research reflects a generally constructive tone on Acuity, with multiple firms lifting price targets to align with stronger execution and margin performance.

AYI: Margin Leadership And Cost Controls Will Support Stability Despite Volume Risks

Analysts raised their price targets for Acuity by as much as $60 per share. They cited improved margins, ongoing pricing power, and better-than-expected cost management as key drivers behind the more bullish outlook.

AYI: Margin Expansion and Pricing Power Will Drive Upside Amid Market Volatility

Analyst price targets for Acuity have increased significantly, rising as much as $60. This is based on strong gross margin performance, improved productivity, and expectations that cost efficiencies and potential market tailwinds could drive further upside.

Why Acuity Inc. (NYSE:AYI) Could Be Worth Watching

Nov 17
Why Acuity Inc. (NYSE:AYI) Could Be Worth Watching

AYI: Margin Expansion And Operational Efficiencies Will Support Balanced Outlook

Acuity's analyst price target has risen significantly, as the consensus reflects improved margin performance and ongoing cost efficiencies. These factors have prompted analysts to raise estimates by as much as $60 per share based on recent strong quarterly results and expectations for continued productivity gains.

Electronics Investments And QSC Acquisition Will Expand Global Reach

Acuity’s analyst price target has increased from $385.50 to $399.25 as analysts cite strong margin performance, improved pricing power, and disciplined cost management as key drivers for this upward revision. Analyst Commentary Recent analyst commentary on Acuity highlights both positive momentum and areas of caution as the company continues to navigate changing market conditions.

Electronics Investments And QSC Acquisition Will Expand Global Reach

Acuity's analyst price target has increased significantly from $340.88 to $385.50 per share, as analysts cite strong margin performance and improved pricing power, which are driving heightened expectations for the company. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets for Acuity, reflecting greater confidence in the company’s valuation because of strong gross margin performance and cost management.

Acuity (NYSE:AYI) Could Easily Take On More Debt

Sep 24
Acuity (NYSE:AYI) Could Easily Take On More Debt

Investors Met With Slowing Returns on Capital At Acuity (NYSE:AYI)

Sep 07
Investors Met With Slowing Returns on Capital At Acuity (NYSE:AYI)

Electronics Investments And QSC Acquisition Will Expand Global Reach

Analysts have raised Acuity’s price target to $340.88, citing notably strong Q4 gross margin performance and improving Q3 lighting sales, though continued macroeconomic uncertainty keeps some ratings cautious. Analyst Commentary Q4 gross margin performance has been notably strong, though analysts note Q3 set a high comparative benchmark.

Acuity Inc.'s (NYSE:AYI) Share Price Matching Investor Opinion

Aug 01
Acuity Inc.'s (NYSE:AYI) Share Price Matching Investor Opinion

Is Now An Opportune Moment To Examine Acuity Inc. (NYSE:AYI)?

Jul 11
Is Now An Opportune Moment To Examine Acuity Inc. (NYSE:AYI)?

Is There An Opportunity With Acuity Inc.'s (NYSE:AYI) 22% Undervaluation?

Jun 15
Is There An Opportunity With Acuity Inc.'s (NYSE:AYI) 22% Undervaluation?

Does Acuity (NYSE:AYI) Have A Healthy Balance Sheet?

May 10
Does Acuity (NYSE:AYI) Have A Healthy Balance Sheet?

Acuity Brands: A Bright Spot In A Market Pullback

Apr 01

Acuity Brands Inc.: Stay Bullish As Growth Should Turn Better

Jan 12

Acuity Brands: Putting Itself In The Spotlight

Dec 15

Acuity Brands: Growth Is Finally Coming Back Online

Oct 09
User avatar

Elevating Service And Expanding Verticals Poised To Boost Growth And Margins

Acuity Brands' focus on technology and operational streamlining is poised to enhance revenue growth and operational margins across sectors.

Acuity Brands: Inching Closer To An Upgrade As Earnings Near

Sep 22

Analyse de la rémunération des PDG

Comment la rémunération de Neil Ashe a-t-elle évolué par rapport aux bénéfices de Acuity?
DateRémunération totaleSalaireBénéfices de l'entreprise
Feb 28 2026n/an/a

US$430m

Nov 30 2025n/an/a

US$410m

Aug 31 2025US$13mUS$1m

US$397m

May 31 2025n/an/a

US$402m

Feb 28 2025n/an/a

US$417m

Nov 30 2024n/an/a

US$429m

Aug 31 2024US$11mUS$1m

US$423m

May 31 2024n/an/a

US$387m

Feb 29 2024n/an/a

US$378m

Nov 30 2023n/an/a

US$372m

Aug 31 2023US$9mUS$1m

US$346m

May 31 2023n/an/a

US$379m

Feb 28 2023n/an/a

US$379m

Nov 30 2022n/an/a

US$371m

Aug 31 2022US$8mUS$1m

US$384m

May 31 2022n/an/a

US$367m

Feb 28 2022n/an/a

US$347m

Nov 30 2021n/an/a

US$334m

Aug 31 2021US$15mUS$1m

US$306m

May 31 2021n/an/a

US$282m

Feb 28 2021n/an/a

US$257m

Nov 30 2020n/an/a

US$251m

Aug 31 2020US$21mUS$649k

US$248m

Rémunération vs marché: La rémunération totale de Neil ($USD 12.50M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.73M ).

Rémunération et revenus: La rémunération de Neil a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Neil Ashe (57 yo)

6.3yrs
Titularisation
US$12,500,683
Compensation

Mr. Neil M. Ashe has been President, Chief Executive Officer and Director of Acuity Brands, Inc. since January 31, 2020 and serves as its Chairman since January 06, 2021. He joined Acuity Brands, Inc on Ja...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Neil Ashe
Chairman6.3yrsUS$12.50m0.19%
$ 16.8m
Karen Holcom
Senior VP & CFO6.7yrsUS$3.78m0.055%
$ 4.8m
Barry Goldman
Senior VP & General Counsel11.3yrsUS$2.61m0.010%
$ 867.7k
Charlotte McLaughlin
Vice President of Investor Relations5.3yrspas de donnéespas de données
April Appling
Senior Vice President of Corporate Marketing & Communications2.8yrspas de donnéespas de données
Philippe Brzusczak
Senior Vice President of Corporate Development & Strategy3.7yrspas de donnéespas de données
Peter Han
President of Acuity Intelligent Spaces5yrspas de donnéespas de données
Martin Villeneuve
Senior Vice President of Distributed Building Technologiesno datapas de donnéespas de données
Sachin Sankpal
President of Acuity Brands Lighting & Lighting Controls4.1yrspas de donnéespas de données
Bhavani Amirthalingam
Senior VP and Chief Growth & Transformation Officerno datapas de donnéespas de données
Sara Dadyar
Senior VP & Global Head of Human Resourcesless than a yearpas de donnéespas de données
Chanda Kirchner
VP & Corporate Secretaryno datapas de donnéespas de données
5.0yrs
Durée moyenne de l'emploi
56.5yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de AYI est chevronnée et expérimentée (5 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Neil Ashe
Chairman6.3yrsUS$12.50m0.19%
$ 16.8m
Mark Sachleben
Independent Director4.8yrsUS$314.36k0.00037%
$ 32.2k
Marcia Avedon
Independent Director3.9yrsUS$284.98kpas de données
Michael Bender
Independent Director3.7yrsUS$284.96kpas de données
George Dillard
Independent Director8.7yrsUS$285.64k0.036%
$ 3.1m
Maya Leibman
Independent Director6.3yrsUS$305.23k0.0042%
$ 363.3k
Laura O'Shaughnessy
Independent Director5.9yrsUS$285.27k0.0070%
$ 610.7k
W. Battle
Independent Director11.7yrsUS$286.04k0.011%
$ 936.5k
6.1yrs
Durée moyenne de l'emploi
59yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de AYI sont considérés comme expérimentés (ancienneté moyenne 6.1 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/03 01:42
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2026/02/28
Revenus annuels2025/08/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Acuity Inc. est couverte par 26 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Timothy WojsBaird
John QuealyCanaccord Genuity
Joseph OshaCitizens JMP Securities, LLC