Acuity Inc.

NYSE:AYI 株式レポート

時価総額：US$8.7b

Acuity 将来の成長

Future 基準チェック /16

Acuity利益と収益がそれぞれ年間10.9%と4.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.7% 10.5%なると予測されています。

主要情報

10.9%

収益成長率

10.52%

EPS成長率

Electrical 収益成長18.7%
収益成長率4.7%
将来の株主資本利益率14.74%
アナリストカバレッジ

Good

最終更新日24 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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.
新しいナラティブ • 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?
Seeking Alpha • Apr 02

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

Summary Acuity Inc. is upgraded from Hold to a very soft Buy after a 17% share price decline, making valuation more attractive. Despite Q2 revenue and earnings missing expectations, AYI delivered year-over-year growth in both, with notable strength in the Acuity Intelligent Spaces segment. Intelligent Spaces revenue surged 44.7% year-over-year, driven by the QSC acquisition and strong Distech product sales, offsetting weakness in the core lighting segment. AYI now trades at the low end of its historical valuation range and is cheaper than peers on P/E and EV/EBITDA metrics, supporting a cautious entry point. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • Jul 11

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

While Acuity Inc. ( NYSE:AYI ) might not have the largest market cap around , it led the NYSE gainers with a relatively...
分析記事 • Jun 15

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Acuity fair value estimate is US$341 Acuity is estimated to be...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha • Oct 09

Acuity Brands: Growth Is Finally Coming Back Online

Summary I reiterate my buy rating for Acuity Brands, Inc. due to expected near-term growth supported by strong data points and a solid balance sheet. AYI's 4Q24 results showed revenue of $1.03 billion, driven by growth in ABL and ISG segments, with strong gross and adj EBIT margins. Favorable macroeconomic trends and rising demand for data centers are expected to drive AYI's growth, supported by a robust cash position for strategic investments. Read the full article on Seeking Alpha
User avatar
新しいナラティブ • Oct 07

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.
Seeking Alpha • Sep 22

Acuity Brands: Inching Closer To An Upgrade As Earnings Near

Summary Acuity Brands' revenue continues to decline, but bottom line metrics like net income and EBITDA show improvement, driven by a strong net cash position. Despite better-than-expected earnings, the stock is down 2.3% while the S&P 500 is up 9.3%, and the firm offers limited upside potential at current valuations. The company is rewarding shareholders through dividends and significant stock buybacks, enhancing shareholder value. I maintain a 'hold' rating, but could upgrade if shares get cheaper or management provides strong guidance for the 2025 fiscal year. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:AYI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
8/31/20285,1236017328216
8/31/20274,8635486607659
8/31/20264,6264925676499
2/28/20264,587430558640N/A
11/30/20254,538410535610N/A
8/31/20254,346397533601N/A
5/31/20254,169402506573N/A
2/28/20253,958417455518N/A
11/30/20243,858429493561N/A
8/31/20243,841423555619N/A
5/31/20243,819387492552N/A
2/29/20243,851378504564N/A
11/30/20233,889372518582N/A
8/31/20233,952346511578N/A
5/31/20234,052379556622N/A
2/28/20234,112379427495N/A
11/30/20224,078371354419N/A
8/31/20224,006384260316N/A
5/31/20223,889367207258N/A
2/28/20223,728347277323N/A
11/30/20213,595334327369N/A
8/31/20213,461306365409N/A
5/31/20213,360282396443N/A
2/28/20213,236257452503N/A
11/30/20203,284251444499N/A
8/31/20203,326248450505N/A
5/31/20203,373271510561N/A
2/29/20203,545299468521N/A
11/30/20193,575308N/A493N/A
8/31/20193,673330N/A495N/A
5/31/20193,796343N/A364N/A
2/28/20193,792327N/A362N/A
11/30/20183,770358N/A344N/A
8/31/20183,680350N/A352N/A
5/31/20183,577332N/A438N/A
2/28/20183,524341N/A424N/A
11/30/20173,497312N/A421N/A
8/31/20173,505322N/A337N/A
5/31/20173,473314N/A300N/A
2/28/20173,433306N/A316N/A
11/30/20163,406304N/A350N/A
8/31/20163,291290N/A388N/A
5/31/20163,125267N/A375N/A
2/29/20162,958258N/A333N/A
11/30/20152,796239N/A293N/A
8/31/20152,707221N/A289N/A
5/31/20152,616216N/A263N/A

アナリストによる今後の成長予測

収入対貯蓄率: AYIの予測収益成長率 (年間10.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: AYIの収益 ( 10.9% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: AYIの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: AYIの収益 ( 4.7% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: AYIの収益 ( 4.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AYIの 自己資本利益率 は、3年後には低くなると予測されています ( 14.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/26 11:11
終値2026/05/22 00:00
収益2026/02/28
年間収益2025/08/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Acuity Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26

アナリスト機関
Timothy WojsBaird
John QuealyCanaccord Genuity
Joseph OshaCitizens JMP Securities, LLC