Acuity Résultats passés
Passé contrôle des critères 4/6
Acuity a connu une croissance annuelle moyenne de ses bénéfices de 6.5%, tandis que le secteur Electrical a vu ses bénéfices augmenter de en hausse à 16.9% par an. Les revenus ont augmenté de en hausse à un taux moyen de 4.4% par an. Le rendement des capitaux propres de Acuity est 16.6% et ses marges nettes sont de 10.3%.
Informations clés
6.47%
Taux de croissance des bénéfices
10.02%
Taux de croissance du BPA
| Electrical Croissance de l'industrie | 9.91% |
| Taux de croissance des recettes | 4.39% |
| Rendement des fonds propres | 16.56% |
| Marge nette | 10.25% |
| Dernière mise à jour des bénéfices | 31 May 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Jul 02
AYI: AIS And Data Center Focus Will Shape Balanced Near Term Outlook
The analyst fair value estimate for Acuity has been raised from $295 to $358 as analysts factor in updated Q3 earnings, stronger margins, and a more constructive 12-month outlook highlighted in recent Street research. Analyst Commentary Recent Street research on Acuity reflects a mix of optimism and caution, with higher fair value estimates sitting alongside reminders that execution and growth are still under scrutiny.Article d’analyse • Jun 29
Acuity Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Shareholders of Acuity Inc. ( NYSE:AYI ) will be pleased this week, given that the stock price is up 13% to US$362...Seeking Alpha • Jun 26
Acuity: Q3 Earnings Brighten The Company's Outlook
Summary Acuity Inc. surged 17.5% post-Q3 2026 earnings, driven by a double beat and robust Intelligent Spaces segment performance. AYI's Intelligent Spaces revenue jumped nearly 15%, with gross margins exceeding 60% and operating margin up over 800 basis points to 18.6%. Management guided FY2026 revenue to $4.8 billion and non-GAAP EPS to $19.75, both above consensus, signaling continued momentum. Despite strong results, AYI now trades at a moderate premium to fair value. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 17
AYI: Second Half Seasonality And Buybacks Will Support Future Upside
Acuity’s analyst price target has been reduced by a cluster of recent Street revisions, including cuts of $10, $5, $47, $60 and $55, as analysts reassess the stock using slightly lower discount rate and future P/E assumptions while keeping revenue growth and profit margin expectations broadly unchanged. Analyst Commentary Recent research on Acuity stock shows a cluster of lower price targets, but the reasoning behind these moves is more nuanced than a simple shift in sentiment.Mise à jour du récit • Jun 01
AYI: Nonresidential Recovery And Second Half Seasonality Will Support Future Upside
Acuity's analyst price targets have been trimmed by as much as $60 across several recent reports, as analysts factor in ongoing pressure in nonresidential activity and broader project uncertainty while keeping longer term assumptions, including fair value and P/E expectations, largely unchanged. Analyst Commentary Across recent research, analysts have been cutting price targets for Acuity, but the changes are framed more as recalibration to current project and nonresidential conditions than a reset of the longer term story.Mise à jour du récit • May 11
AYI: Nonresidential Recovery And Second Half Seasonality Will Drive Future Upside
Acuity's analyst price target has been trimmed by several firms, with cuts ranging from $5 to $60. Analysts cite ongoing pressure in nonresidential activity and broader project uncertainty, even as some still point to potential upside if conditions improve later in the year.Mise à jour du récit • Apr 22
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.Nouveau récit • Apr 18
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?Mise à jour du récit • Apr 08
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.
Nouveau récit • Apr 04
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?Mise à jour du récit • Mar 24
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.Mise à jour du récit • Mar 10
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.Mise à jour du récit • Feb 23
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.Mise à jour du récit • Feb 09
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.Mise à jour du récit • Jan 26
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.Mise à jour du récit • Jan 11
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.Article d’analyse • Jan 05
Here's What To Make Of Acuity's (NYSE:AYI) Decelerating Rates Of Return
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Mise à jour du récit • Dec 17
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.Mise à jour du récit • Dec 02
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.Mise à jour du récit • Nov 18
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.Article d’analyse • Nov 17
Why Acuity Inc. (NYSE:AYI) Could Be Worth Watching
Let's talk about the popular Acuity Inc. ( NYSE:AYI ). The company's shares saw a double-digit share price rise of over...Mise à jour du récit • Nov 01
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.Mise à jour du récit • Oct 18
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.Mise à jour du récit • Oct 03
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.Article d’analyse • Sep 24
Acuity (NYSE:AYI) Could Easily Take On More Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Sep 07
Investors Met With Slowing Returns on Capital At Acuity (NYSE:AYI)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Mise à jour du récit • Sep 03
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.Article d’analyse • Aug 01
Acuity Inc.'s (NYSE:AYI) Share Price Matching Investor Opinion
With a price-to-earnings (or "P/E") ratio of 23.5x Acuity Inc. ( NYSE:AYI ) may be sending bearish signals at the...Seeking Alpha • Apr 01
Acuity Brands: A Bright Spot In A Market Pullback
Summary Acuity Brands has improved margins and seen sound capital allocation, positioning it for growth in 2025. The acquisition of QSC LLC enhances Acuity's market position, with pro forma sales projected around $4.5 billion and earnings between $17-$18 per share. First quarter 2025 results show modest sales growth and improved margins, with full-year guidance aligning with expectations despite economic uncertainties. Current valuation multiples are attractive, trading at 15–16 times adjusted earnings, making Acuity shares compelling for cautious, small-stake investments. Read the full article on Seeking AlphaSeeking Alpha • Jan 12
Acuity Brands Inc.: Stay Bullish As Growth Should Turn Better
Summary I maintain a buy rating on Acuity Brands Inc. due to strong growth prospects in both ABL and ISG segments, supported by positive demand indicators. 1Q25 results showed 2% y/y revenue growth to $952 million, driven by ABL's stable performance and ISG's 15% y/y growth, with notable margin expansion. Easing interest rates and a robust non-residential construction pipeline, evidenced by the Dodge Momentum Index, bolster ABL's growth outlook for FY25. ISG's growth is fueled by escalating AI infrastructure demand, with significant investments from big tech, ensuring sustained revenue and margin improvements. Read the full article on Seeking AlphaSeeking Alpha • Dec 15
Acuity Brands: Putting Itself In The Spotlight
Summary Acuity Brands has shown strong margin growth and prudent capital allocation, despite modest sales growth. The company's core ABL segment has improved margins, while the smaller ISG segment is the main growth driver with doubled revenues in four years. The recent acquisition of QSC, LLC for $1.1 billion is expected to boost sales and EBITDA, making a forward earnings multiple of 17-18 times realistic. Despite a solid track record and potential earnings growth, I remain cautious due to past volatility and recent rapid share price increase. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Acuity gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 May 26 | 4,607 | 472 | 1,520 | 140 |
| 28 Feb 26 | 4,587 | 430 | 1,476 | 140 |
| 30 Nov 25 | 4,538 | 410 | 1,438 | 140 |
| 31 Aug 25 | 4,346 | 397 | 1,356 | 140 |
| 31 May 25 | 4,169 | 402 | 1,254 | 102 |
| 28 Feb 25 | 3,958 | 417 | 1,193 | 102 |
| 30 Nov 24 | 3,858 | 429 | 1,143 | 102 |
| 31 Aug 24 | 3,841 | 423 | 1,128 | 102 |
| 31 May 24 | 3,819 | 387 | 1,121 | 97 |
| 29 Feb 24 | 3,851 | 378 | 1,118 | 97 |
| 30 Nov 23 | 3,889 | 372 | 1,119 | 97 |
| 31 Aug 23 | 3,952 | 346 | 1,121 | 97 |
| 31 May 23 | 4,052 | 379 | 1,120 | 95 |
| 28 Feb 23 | 4,112 | 379 | 1,117 | 95 |
| 30 Nov 22 | 4,078 | 371 | 1,097 | 95 |
| 31 Aug 22 | 4,006 | 384 | 1,069 | 95 |
| 31 May 22 | 3,889 | 367 | 1,050 | 88 |
| 28 Feb 22 | 3,728 | 347 | 1,036 | 88 |
| 30 Nov 21 | 3,595 | 334 | 985 | 88 |
| 31 Aug 21 | 3,461 | 306 | 961 | 88 |
| 31 May 21 | 3,360 | 282 | 928 | 82 |
| 28 Feb 21 | 3,236 | 257 | 871 | 82 |
| 30 Nov 20 | 3,284 | 251 | 897 | 82 |
| 31 Aug 20 | 3,326 | 248 | 942 | 82 |
| 31 May 20 | 3,373 | 271 | 920 | 75 |
| 29 Feb 20 | 3,545 | 299 | 946 | 75 |
| 30 Nov 19 | 3,575 | 308 | 925 | 75 |
| 31 Aug 19 | 3,673 | 330 | 914 | 75 |
| 31 May 19 | 3,796 | 343 | 934 | 64 |
| 28 Feb 19 | 3,792 | 327 | 942 | 64 |
| 30 Nov 18 | 3,770 | 358 | 950 | 64 |
| 31 Aug 18 | 3,680 | 350 | 961 | 64 |
| 31 May 18 | 3,577 | 332 | 915 | 52 |
| 28 Feb 18 | 3,524 | 341 | 889 | 52 |
| 30 Nov 17 | 3,497 | 312 | 868 | 52 |
| 31 Aug 17 | 3,505 | 322 | 871 | 52 |
| 31 May 17 | 3,473 | 314 | 894 | 47 |
| 28 Feb 17 | 3,433 | 306 | 903 | 47 |
| 30 Nov 16 | 3,406 | 304 | 913 | 47 |
| 31 Aug 16 | 3,291 | 290 | 864 | 47 |
| 31 May 16 | 3,125 | 267 | 841 | 41 |
| 29 Feb 16 | 2,958 | 258 | 788 | 41 |
| 30 Nov 15 | 2,796 | 239 | 737 | 41 |
| 31 Aug 15 | 2,707 | 221 | 713 | 41 |
Des revenus de qualité: AYI a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de AYI sont plus élevées que l'année dernière AYI. (10.3%) sont plus élevées que l'année dernière (9.6%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de AYI ont augmenté de 6.5% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de AYI au cours de l'année écoulée ( 17.6% ) dépasse sa moyenne sur 5 ans ( 6.5% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices AYI au cours de l'année écoulée ( 17.6% ) n'a pas surpassé celle du secteur Electrical 23.1%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de AYI ( 16.6% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/13 07:40 |
| Cours de l'action en fin de journée | 2026/07/13 00:00 |
| Les revenus | 2026/05/31 |
| Revenus annuels | 2025/08/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 sur la façon d’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. 8 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.
| Analyste | Institution |
|---|---|
| Timothy Wojs | Baird |
| John Quealy | Canaccord Genuity |
| Joseph Osha | Citizens JMP Securities, LLC |