Acuity Inc.

NYSE:AYI 주식 리포트

시가총액: US$8.2b

Acuity 향후 성장

Future 기준 점검 1/6

Acuity (는) 각각 연간 10.9% 및 4.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.7% 로 예상됩니다.

핵심 정보

10.9%

이익 성장률

10.52%

EPS 성장률

Electrical 이익 성장18.5%
매출 성장률4.7%
향후 자기자본이익률14.74%
애널리스트 커버리지

Good

마지막 업데이트24 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
새로운 내러티브 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
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새로운 내러티브 • 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

이익 및 매출 성장 예측

NYSE:AYI - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: AYI 의 연간 예상 수익 증가율(10.9%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: AYI 의 연간 수익(10.9%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: AYI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: AYI 의 수익(연간 4.7%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: AYI 의 수익(연간 4.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AYI의 자본 수익률은 3년 후 14.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 00:51
종가2026/05/20 00:00
수익2026/02/28
연간 수익2025/08/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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분석가 소스

Acuity Inc.는 26명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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