Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Michael Bender was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 공시 • Mar 27
Acuity Inc. Declares Quarterly Dividend, Payable on May 1, 2026 Acuity Inc. will pay a quarterly dividend of 20 cents per share. The dividend is payable on May 1, 2026, to shareholders of record on April 17, 2026. 공시 • Feb 28
Acuity Inc. to Report Q2, 2026 Results on Apr 02, 2026 Acuity Inc. announced that they will report Q2, 2026 results at 6:00 AM, US Eastern Standard Time on Apr 02, 2026 공시 • Jan 23
Acuity Inc. Announces Increase in Quarterly Dividend, Payable on February 13, 2026 Acuity Inc. Board of Directors increased the quarterly dividend by 17% to 20 cents per share from 17 cents per share. The dividend is payable on February 13, 2026, to shareholders of record on February 2, 2026. 공시 • Dec 12
Acuity Inc., Annual General Meeting, Jan 21, 2026 Acuity Inc., Annual General Meeting, Jan 21, 2026. 공시 • Dec 02
Acuity Inc. to Report Q1, 2026 Results on Jan 08, 2026 Acuity Inc. announced that they will report Q1, 2026 results at 6:00 AM, US Eastern Standard Time on Jan 08, 2026 공시 • Oct 01
Acuity Inc. Declares Quarterly Dividend, Payable on November 3, 2025 Acuity Inc. will pay a quarterly dividend of 17 cents per share. The dividend is payable on November 3, 2025, to shareholders of record on October 17, 2025. 공시 • Aug 29
Acuity Inc. to Report Q4, 2025 Results on Oct 01, 2025 Acuity Inc. announced that they will report Q4, 2025 results at 6:00 AM, US Eastern Standard Time on Oct 01, 2025 공시 • Jun 26
Acuity Inc. Declares Quarterly Dividend, Payable on August 1, 2025 Acuity Inc. will pay a quarterly dividend of 17 cents per share. The dividend is payable on?August 1, 2025, to shareholders of record on?July 18, 2025. 공시 • May 30
Acuity Inc. to Report Q3, 2025 Results on Jun 26, 2025 Acuity Inc. announced that they will report Q3, 2025 results at 6:00 AM, US Eastern Standard Time on Jun 26, 2025 공시 • Mar 28
Acuity Inc. Declares Quarterly Dividend, Payable on May 1, 2025 Acuity Inc.?will pay a quarterly dividend of 17 cents per share. The dividend is payable on?May 1, 2025, to shareholders of record on?April 18, 2025. 공시 • Mar 04
Acuity Brands, Inc. to Report Q2, 2025 Results on Apr 03, 2025 Acuity Brands, Inc. announced that they will report Q2, 2025 results at 6:00 AM, US Eastern Standard Time on Apr 03, 2025 공시 • Feb 15
Acuity Brands, Inc. Announces Dianne S. Mills Intention to Retire as Senior Vice President and Chief Human Resources Officer On February 10, 2025, Dianne S. Mills, Senior Vice President and Chief Human Resources Officer, notified Acuity Brands, Inc. of her intent to retire from her current role with the Company effective December 31, 2025. It is currently expected that Ms. Mills will continue to serve as a strategic advisor to the Company for a period of time following her retirement as Senior Vice President and Chief Human Resources Officer. 공시 • Jan 24
Acuity Brands, Inc. Declares Quarterly Dividend, Payable on February 14, 2025 Acuity Brands, Inc. announced that its Board of Directors (the “Board”) increased its quarterly dividend by 13% to?17 cents?per share from?15 cents?per share. The dividend is payable on?February 14, 2025, to shareholders of record on?February 3, 2025. 공시 • Jan 09
Acuity Brands, Inc. Provides Earnings Guidance for the Fiscal Year 2025 Acuity Brands, Inc. provided earnings guidance for the fiscal year 2025. For the year, the company's expectations for full year fiscal 2025 is that net sales will be within the range of $4.3 billion and $4.5 billion for total AYI. 공시 • Dec 13
Acuity Brands, Inc., Annual General Meeting, Jan 22, 2025 Acuity Brands, Inc., Annual General Meeting, Jan 22, 2025. 공시 • Dec 05
Acuity Brands, Inc. to Report Q1, 2025 Results on Jan 09, 2025 Acuity Brands, Inc. announced that they will report Q1, 2025 results at 6:00 AM, US Eastern Standard Time on Jan 09, 2025 Buy Or Sell Opportunity • Nov 16
Now 20% undervalued Over the last 90 days, the stock has risen 45% to €310. The fair value is estimated to be €388, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period. Recent Insider Transactions • Oct 30
Senior VP & General Counsel recently sold €838k worth of stock On the 28th of October, Barry Goldman sold around 3k shares on-market at roughly €282 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.5m more than they bought in the last 12 months. Upcoming Dividend • Oct 14
Upcoming dividend of US$0.15 per share Eligible shareholders must have bought the stock before 18 October 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 4.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.7%). Buy Or Sell Opportunity • Oct 12
Now 24% undervalued Over the last 90 days, the stock has risen 13% to €254. The fair value is estimated to be €333, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 8.6% in 2 years. Earnings are forecast to grow by 14% in the next 2 years. Reported Earnings • Oct 01
Full year 2024 earnings released: EPS: US$13.68 (vs US$10.88 in FY 2023) Full year 2024 results: EPS: US$13.68 (up from US$10.88 in FY 2023). Revenue: US$3.84b (down 2.8% from FY 2023). Net income: US$422.6m (up 22% from FY 2023). Profit margin: 11% (up from 8.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Sep 30
Third quarter dividend of US$0.15 announced Shareholders will receive a dividend of US$0.15. Ex-date: 18th October 2024 Payment date: 1st November 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 4%. 공시 • Sep 27
Acuity Brands, Inc. Declares Quarterly Dividend, Payable on November 1, 2024 The Board of Directors of Acuity Brands, Inc. declared a quarterly dividend of 15 cents per share. The dividend is payable on November 1, 2024, to shareholders of record on October 18, 2024. 공시 • Sep 17
Acuity Brands, Inc. to Report Q4, 2024 Results on Oct 01, 2024 Acuity Brands, Inc. announced that they will report Q4, 2024 results at 6:00 AM, Eastern Standard Time on Oct 01, 2024 공시 • Jul 31
Acuity Brands, Inc. Appoints Sach Sankpal as President of Acuity Brands Lighting and Lighting Controls Acuity Brands, Inc. announced that Sach Sankpal, SVP and Chief Growth and Transformation Officer, has been appointed as President of Acuity Brands Lighting and Lighting Controls. Trevor Palmer, the current President of the ABL business, has made many positive contributions to the business, leading ABL through several years of transformation that positions the company for future success. He will be leaving the Company after a successful tenure. Declared Dividend • Jul 01
Third quarter dividend of US$0.15 announced Shareholders will receive a dividend of US$0.15. Ex-date: 18th July 2024 Payment date: 1st August 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 4%. Reported Earnings • Jun 28
Third quarter 2024 earnings released: EPS: US$3.70 (vs US$3.31 in 3Q 2023) Third quarter 2024 results: EPS: US$3.70 (up from US$3.31 in 3Q 2023). Revenue: US$968.1m (down 3.2% from 3Q 2023). Net income: US$113.9m (up 8.5% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year. 공시 • Jun 27
Acuity Brands Declares Quarterly Dividend, Payable on August 1, 2024 The Board of Directors of Acuity Brands, Inc. declared a quarterly dividend of 15 cents per share. The dividend is payable on August 1, 2024, to shareholders of record on July 18, 2024. 공시 • Jun 02
Acuity Brands, Inc. to Report Q3, 2024 Results on Jun 27, 2024 Acuity Brands, Inc. announced that they will report Q3, 2024 results at 6:00 AM, US Eastern Standard Time on Jun 27, 2024 Buy Or Sell Opportunity • May 20
Now 21% undervalued Over the last 90 days, the stock has risen 7.2% to €238. The fair value is estimated to be €301, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 20% in the next 2 years. Recent Insider Transactions • Apr 07
Senior VP & CFO recently sold €1.0m worth of stock On the 4th of April, Karen Holcom sold around 4k shares on-market at roughly €241 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. This was Karen's only on-market trade for the last 12 months. Reported Earnings • Apr 03
Second quarter 2024 earnings released: EPS: US$2.89 (vs US$2.60 in 2Q 2023) Second quarter 2024 results: EPS: US$2.89 (up from US$2.60 in 2Q 2023). Revenue: US$905.9m (down 4.0% from 2Q 2023). Net income: US$89.2m (up 7.2% from 2Q 2023). Profit margin: 9.8% (up from 8.8% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 20% per year. Declared Dividend • Mar 31
First quarter dividend of US$0.15 announced Shareholders will receive a dividend of US$0.15. Ex-date: 16th April 2024 Payment date: 1st May 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 4%. 공시 • Mar 29
Acuity Brands, Inc. Declares Quarterly Dividend, Payable on May 1, 2024 The Board of Directors of Acuity Brands, Inc. declared a quarterly dividend of 15 cents per share. The dividend is payable on May 1, 2024, to shareholders of record on April 17, 2024. 공시 • Mar 07
Acuity Brands, Inc. to Report Q2, 2024 Results on Apr 03, 2024 Acuity Brands, Inc. announced that they will report Q2, 2024 results at 6:00 AM, US Eastern Standard Time on Apr 03, 2024 Buy Or Sell Opportunity • Mar 05
Now 21% undervalued Over the last 90 days, the stock has risen 36% to €230. The fair value is estimated to be €290, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 3.6% in 2 years. Earnings are forecast to grow by 11% in the next 2 years. Declared Dividend • Jan 29
First quarter dividend of US$0.15 announced Shareholders will receive a dividend of US$0.15. Ex-date: 2nd February 2024 Payment date: 14th February 2024 Dividend yield will be 0.2%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 3%. 공시 • Jan 26
Acuity Brands, Inc. Increases Quarterly Dividend, Payable on February 14, 2024 Acuity Brands, Inc. announced that its Board of Directors increased its quarterly dividend by 15% to 15 cents per share from 13 cents per share. The dividend is payable on February 14, 2024, to shareholders of record on February 5, 2024. Buy Or Sell Opportunity • Jan 26
Now 20% undervalued Over the last 90 days, the stock has risen 39% to €210. The fair value is estimated to be €264, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 3.6% in 2 years. Earnings are forecast to grow by 11% in the next 2 years. Recent Insider Transactions • Jan 21
Insider recently sold €1.2m worth of stock On the 18th of January, Dianne Mills sold around 6k shares on-market at roughly €207 per share. This transaction amounted to 73% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months. Recent Insider Transactions • Jan 12
Senior VP & General Counsel recently sold €392k worth of stock On the 10th of January, Barry Goldman sold around 2k shares on-market at roughly €206 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €300k more than they bought in the last 12 months. Reported Earnings • Jan 10
First quarter 2024 earnings released: EPS: US$3.25 (vs US$2.32 in 1Q 2023) First quarter 2024 results: EPS: US$3.25 (up from US$2.32 in 1Q 2023). Revenue: US$934.7m (down 6.3% from 1Q 2023). Net income: US$100.6m (up 34% from 1Q 2023). Profit margin: 11% (up from 7.5% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 24% per year. Buying Opportunity • Dec 23
Now 21% undervalued Over the last 90 days, the stock is up 18%. The fair value is estimated to be €230, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 0.8% per annum. Earnings is also forecast to grow by 4.4% per annum over the same time period. 공시 • Dec 17
Acuity Brands, Inc., Annual General Meeting, Jan 24, 2024 Acuity Brands, Inc., Annual General Meeting, Jan 24, 2024, at 13:00 Eastern Standard Time. 공시 • Dec 02
Acuity Brands, Inc. to Report Q1, 2024 Results on Jan 09, 2024 Acuity Brands, Inc. announced that they will report Q1, 2024 results at 6:00 AM, US Eastern Standard Time on Jan 09, 2024 Reported Earnings • Oct 05
Full year 2023 earnings released: EPS: US$10.88 (vs US$11.23 in FY 2022) Full year 2023 results: EPS: US$10.88 (down from US$11.23 in FY 2022). Revenue: US$3.95b (down 1.3% from FY 2022). Net income: US$346.0m (down 9.9% from FY 2022). Profit margin: 8.8% (in line with FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 8.5% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 20% per year. 공시 • Sep 29
Acuity Brands, Inc. Declares Quarterly Dividend, Payable on November 1, 2023 Acuity Brands, Inc. declared a quarterly dividend of 13 cents per share. The dividend is payable on November 1, 2023, to shareholders of record on October 18, 2023. 공시 • Sep 01
Acuity Brands, Inc. to Report Q4, 2023 Results on Oct 04, 2023 Acuity Brands, Inc. announced that they will report Q4, 2023 results at 6:00 AM, US Eastern Standard Time on Oct 04, 2023 Upcoming Dividend • Jul 10
Upcoming dividend of US$0.13 per share at 0.3% yield Eligible shareholders must have bought the stock before 17 July 2023. Payment date: 01 August 2023. Payout ratio is a comfortable 4.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.1%). New Risk • Jul 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Reported Earnings • Jun 30
Third quarter 2023 earnings released: EPS: US$3.31 (vs US$3.10 in 3Q 2022) Third quarter 2023 results: EPS: US$3.31. Revenue: US$1.00b (down 5.7% from 3Q 2022). Net income: US$105.0m (flat on 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electrical industry in Germany. 공시 • May 26
Acuity Brands, Inc. to Report Q3, 2023 Results on Jun 29, 2023 Acuity Brands, Inc. announced that they will report Q3, 2023 results at 6:00 AM, US Eastern Standard Time on Jun 29, 2023 Recent Insider Transactions • Apr 14
Independent Director recently bought €92k worth of stock On the 11th of April, Laura O'Shaughnessy bought around 632 shares on-market at roughly €145 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €631k more in shares than they bought in the last 12 months. Upcoming Dividend • Apr 08
Upcoming dividend of US$0.13 per share at 0.3% yield Eligible shareholders must have bought the stock before 14 April 2023. Payment date: 01 May 2023. Payout ratio is a comfortable 4.5% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.1%). Reported Earnings • Apr 06
Second quarter 2023 earnings released: EPS: US$2.60 (vs US$2.15 in 2Q 2022) Second quarter 2023 results: EPS: US$2.60 (up from US$2.15 in 2Q 2022). Revenue: US$943.6m (up 3.8% from 2Q 2022). Net income: US$83.2m (up 11% from 2Q 2022). Profit margin: 8.8% (up from 8.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 22% per year. Buying Opportunity • Mar 03
Now 21% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €227, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 4.8% in 2 years. Earnings is forecast to grow by 5.9% in the next 2 years. 공시 • Jan 27
Acuity Brands, Inc. Declares Quarterly Dividend, Payable on February 14, 2023 The Board of Directors of Acuity Brands, Inc. declared a quarterly dividend of 13 cents per share. The dividend is payable on February 14, 2023, to shareholders of record on February 6, 2023. Recent Insider Transactions • Jan 15
Senior VP & CFO recently sold €463k worth of stock On the 11th of January, Karen Holcom sold around 3k shares on-market at roughly €162 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Karen's only on-market trade for the last 12 months. Reported Earnings • Jan 10
First quarter 2023 earnings released: EPS: US$2.32 (vs US$2.50 in 1Q 2022) First quarter 2023 results: EPS: US$2.32 (down from US$2.50 in 1Q 2022). Revenue: US$997.9m (up 7.8% from 1Q 2022). Net income: US$74.9m (down 14% from 1Q 2022). Profit margin: 7.5% (down from 9.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year. 공시 • Dec 07
Acuity Brands, Inc. to Report Q1, 2023 Results on Jan 09, 2023 Acuity Brands, Inc. announced that they will report Q1, 2023 results at 6:00 AM, Eastern Standard Time on Jan 09, 2023 공시 • Nov 19
Acuity Brands, Inc., Annual General Meeting, Jan 25, 2023 Acuity Brands, Inc., Annual General Meeting, Jan 25, 2023. 공시 • Nov 18
Acuity Brands, Inc. Announces Upcoming Retirement of Dominic J. Pileggi and Ray M. Robinson from the Board of Directors The Board of Directors (the “Board”) of?Acuity Brands, Inc. announced the retirement of Dominic J. Pileggi and Ray M. Robinson from the Board at the end of their current terms, effective January 25, 2023. As a result, Mr. Pileggi and Mr. Robinson will not stand for reelection at the Company’s upcoming 2023 Annual Meeting. Mr. Pileggi joined the Company’s Board in September 2012. During his tenure, he has served on each of the Board's committees, most recently as the Chair of the Compensation and Management Development Committee and a member of the Governance Committee. He served as Chair of the Audit Committee from January 2018 to March 2020. Mr. Robinson?joined the Company’s founding Board in December 2001. During his tenure, he served on each of the Board's committees, most recently as a member of the Audit Committee and Governance Committee. He served as Chair of the Compensation and Management Development Committee from December 2001 to March 2020. Board Change • Nov 16
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Michael Bender was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 공시 • Oct 18
AES Industries, Inc. entered into an agreement to acquire Washoe Equipment, Inc. from Acuity Brands Lighting, Inc. AES Industries, Inc. entered into an agreement to acquire Washoe Equipment, Inc. from Acuity Brands Lighting, Inc. on October 17, 2022. The transaction is expected to close on November 10, 2022 Upcoming Dividend • Oct 07
Upcoming dividend of US$0.13 per share Eligible shareholders must have bought the stock before 14 October 2022. Payment date: 01 November 2022. Payout ratio is a comfortable 4.6% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (5.3%). Lower than average of industry peers (1.5%). Reported Earnings • Oct 05
Full year 2022 earnings released: EPS: US$11.23 (vs US$8.44 in FY 2021) Full year 2022 results: EPS: US$11.23 (up from US$8.44 in FY 2021). Revenue: US$4.01b (up 16% from FY 2021). Net income: US$384.0m (up 25% from FY 2021). Profit margin: 9.6% (in line with FY 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 16% per year. 공시 • Sep 09
Acuity Brands, Inc. to Report Q4, 2022 Results on Oct 04, 2022 Acuity Brands, Inc. announced that they will report Q4, 2022 results at 6:00 AM, Eastern Daylight on Oct 04, 2022 공시 • Sep 08
Acuity Brands Appoints Philippe Brzusczak as Senior Vice President, Corporate Development and Strategy Acuity Brands, Inc. announced the appointment of Philippe Brzusczak, Senior Vice President, Corporate Development and Strategy, to its executive leadership team. Philippe will be responsible for evaluating mergers and acquisitions (M&A) opportunities, conducting ongoing assessments of the industry and competitive landscape, and building strategic industry relationships that align with the Company's strategy and growth goals.? Brzusczak is a proven leader and global corporate finance expert with a successful record of identifying investments and M&A opportunities for global organizations. Before joining Acuity, he was Vice President at J.P. Morgan's Investment Bank, serving in the Diversified Industries Group. He announced and executed more than $20B worth of M&A transactions, including some landmark deals in the industry. Before his role at J.P. Morgan, he served as Manager of the Corporate Advisory Group at Deloitte Luxembourg, where he led M&A, financial due diligence, and business valuation projects across Europe. He earned his Master of Business Administration degree from The Wharton School at the University of Pennsylvania and a Master and Bachelor degree in Business Engineering from the Solvay Brussels School of Economics and Management. Board Change • Aug 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Marcia Avedon was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Jul 30
Independent Director recently bought €99k worth of stock On the 28th of July, Laura O'Shaughnessy bought around 575 shares on-market at roughly €172 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Upcoming Dividend • Jul 07
Upcoming dividend of US$0.13 per share Eligible shareholders must have bought the stock before 14 July 2022. Payment date: 01 August 2022. Payout ratio is a comfortable 5.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (1.2%). Board Change • Jul 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Marcia Avedon was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jul 01
Third quarter 2022 earnings released: EPS: US$3.10 (vs US$2.40 in 3Q 2021) Third quarter 2022 results: EPS: US$3.10 (up from US$2.40 in 3Q 2021). Revenue: US$1.06b (up 18% from 3Q 2021). Net income: US$105.7m (up 23% from 3Q 2021). Profit margin: 10.0% (in line with 3Q 2021). Over the next year, revenue is forecast to grow 3.6%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 9% per year. 공시 • Jul 01
Acuity Brands, Inc. Appoints Marcia J. Avedon as an Independent Director Acuity Brands, Inc. announced that, effective June 29, 2022, the Board of Directors approved an increase in the size of the Board from 10 to 11 members and elected Marcia J. Avedon, Ph.D. as an Independent Director. Dr. Avedon will serve on the Governance and Compensation and Management Development Committees. She will serve for a term that will expire at the Company’s next annual meeting of stockholders. Dr. Avedon most recently served as Executive Vice President, Chief Human Resources, Marketing and Communications Officer for Trane Technologies PLC, where she was responsible for all global human resource and reputation management strategies and functions. Dr. Avedon has over two decades of expertise in leadership development, talent and succession management, executive compensation, brand building, organizational development, corporate governance, Environmental, Social and Governance strategies, and large-scale organization and culture changes. 공시 • Jun 30
Acuity Brands, Inc. Declares Quarterly Dividend, Payable on August 1, 2022 The Board of Directors of Acuity Brands, Inc. declared a quarterly dividend of 13 cents per share. The dividend is payable on August 1, 2022, to shareholders of record on July 15, 2022. 공시 • Jun 03
Acuity Brands, Inc. to Report Q3, 2022 Results on Jun 30, 2022 Acuity Brands, Inc. announced that they will report Q3, 2022 results at 6:00 AM, Eastern Daylight on Jun 30, 2022 공시 • Apr 08
Acuity Brands, Inc. Appoints Senior Vice President, Growth and Transformation Acuity Brands, Inc. announced the appointment of Sach Sankpal as Senior Vice President, Growth and Transformation, and a member of the executive leadership team. Sankpal will lead the technology organization, deploy the Company’s Better,Smarter,Faster. operating system, and direct integration efforts for future Acuity mergers and acquisitions. Before joining Acuity, Sankpal was the President of Product & Solutions at Resideo, Inc. Upcoming Dividend • Apr 07
Upcoming dividend of US$0.13 per share Eligible shareholders must have bought the stock before 14 April 2022. Payment date: 02 May 2022. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (0.9%). 공시 • Apr 01
Acuity Brands, Inc. Declares Quarterly Dividend, Payable on May 2, 2022 The Board of Directors of Acuity Brands, Inc. declared quarterly dividend of 13 cents per share. The dividend is payable on May 2, 2022, to shareholders of record on April 18, 2022. Buying Opportunity • Jan 25
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 3.4%. The fair value is estimated to be US$220, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% per annum over the last 3 years. Earnings per share has been flat over the last 3 years. Upcoming Dividend • Jan 12
Upcoming dividend of US$0.13 per share Eligible shareholders must have bought the stock before 19 January 2022. Payment date: 01 February 2022. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (0.8%). Reported Earnings • Jan 08
First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat First quarter 2022 results: EPS: US$2.50 (up from US$1.59 in 1Q 2021). Revenue: US$926.1m (up 17% from 1Q 2021). Net income: US$87.6m (up 47% from 1Q 2021). Profit margin: 9.5% (up from 7.5% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 7.6%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Executive Departure • Dec 01
Executive Vice President Richard Reece has left the company On the 30th of November, Richard Reece's tenure as Executive Vice President ended. We don't have any record of a personal shareholding under Richard's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model. Board Change • Nov 27
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Mark Sachleben was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 08
Full year 2021 earnings released: EPS US$8.44 (vs US$6.29 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$3.46b (up 4.0% from FY 2020). Net income: US$306.3m (up 23% from FY 2020). Profit margin: 8.9% (up from 7.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Upcoming Dividend • Oct 07
Upcoming dividend of US$0.13 per share Eligible shareholders must have bought the stock before 14 October 2021. Payment date: 01 November 2021. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.9%). Executive Departure • Aug 11
Independent Director Peter Browning has left the company On the 6th of August, Peter Browning's tenure as Independent Director ended after 19.7 years in the role. As of March 2021, Peter still personally held 1.15k shares (€90k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.58 years, which is considered inexperienced in the Simply Wall St Risk Model. Upcoming Dividend • Jul 08
Upcoming dividend of US$0.13 per share Eligible shareholders must have bought the stock before 15 July 2021. Payment date: 02 August 2021. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.6%). Reported Earnings • Jul 04
Third quarter 2021 earnings released: EPS US$2.40 (vs US$1.53 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$899.7m (up 16% from 3Q 2020). Net income: US$85.7m (up 42% from 3Q 2020). Profit margin: 9.5% (up from 7.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. 공시 • Jun 22
Acuity Brands Announces the Launch of Acuity Anywhere Acuity Brands, Inc. announced the launch of Acuity Anywhere, a hybrid work model with all jobs either classified as Onsite, Flexible, or Remote. Onsite associates work within Acuity facilities, Flexible associates split their time between an Acuity facility and a home office, and Remote associates primarily work from home. Acuity Anywhere allows associates to contribute, grow professionally and achieve results whether they work onsite or remotely. 공시 • May 19
Acuity Brands, Inc. (NYSE:AYI) acquired Rockpile Ventures. Acuity Brands, Inc. (NYSE:AYI) acquired Rockpile Ventures on May 18, 2021.
Acuity Brands, Inc. (NYSE:AYI) completed the acquisition of Rockpile Ventures on May 18, 2021. Recent Insider Transactions • May 13
Independent Director recently sold €157k worth of stock On the 10th of May, Peter Browning sold around 1k shares on-market at roughly €156 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €155k more than they bought in the last 12 months. Upcoming Dividend • Apr 08
Upcoming dividend of US$0.13 per share Eligible shareholders must have bought the stock before 15 April 2021. Payment date: 03 May 2021. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.7%). Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment improved over the past week After last week's 19% share price gain to US$145, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 30x in the Electrical industry in Germany. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €135 per share. Reported Earnings • Apr 02
Second quarter 2021 earnings released: EPS US$1.75 (vs US$1.45 in 2Q 2020) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: US$776.6m (down 5.8% from 2Q 2020). Net income: US$62.9m (up 10.0% from 2Q 2020). Profit margin: 8.1% (up from 6.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Mar 16
New 90-day high: €117 The company is up 25% from a price of €93.50 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Exceeded the Electrical industry, which is up 16% over the same period. Simply Wall St's valuation model estimates the intrinsic value at €134 per share. 
