Acuity (AYI) Hisse Özeti
Acuity Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda aydınlatma, aydınlatma kontrolleri, bina yönetim sistemi ve ses, video ve kontrol platformu sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 6/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
AYI risk kontrollerimizi geçti.
AYI Community Fair Values
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Analyst Price Targets
Acuity Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$281.63 |
| 52 Haftanın En Yüksek Seviyesi | US$380.17 |
| 52 Haftanın En Düşük Seviyesi | US$253.03 |
| Beta | 1.32 |
| 1 Aylık Değişim | -3.76% |
| 3 Aylık Değişim | -7.81% |
| 1 Yıllık Değişim | 3.11% |
| 3 Yıllık Değişim | 76.94% |
| 5 Yıllık Değişim | 58.86% |
| Halka arzdan bu yana değişim | 2,066.38% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.
Yeni Anlatı • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 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 AlphaSeeking 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
Yeni Anlatı • 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 AlphaHissedar Getirileri
| AYI | US Electrical | US Pazar | |
|---|---|---|---|
| 7D | -4.0% | 1.2% | -0.3% |
| 1Y | 3.1% | 89.5% | 24.0% |
Getiri vs. Endüstri: AYI geçen yıl % 89.5 oranında getiri sağlayan US Electrical sektörünün gerisinde kaldı.
Getiri vs Piyasa: AYI geçen yıl % 24 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| AYI volatility | |
|---|---|
| AYI Average Weekly Movement | 4.8% |
| Electrical Industry Average Movement | 12.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: AYI son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: AYI 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2001 | 13,800 | Neil Ashe | www.acuityinc.com |
Acuity Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda aydınlatma, aydınlatma kontrolleri, bina yönetim sistemi ve ses, video ve kontrol platformu sağlamaktadır. Acuity Brands Lighting (ABL) ve Acuity Intelligent Spaces (AIS) olmak üzere iki segmentte faaliyet göstermektedir. ABL segmenti, Aculux, American Electric Lighting, Cyclone, Dark to Light, eldoLED, Eureka, Fresco, Gotham, Healthcare Lighting, Holophane, Hydrel, IOTA, Juno, Lithonia Lighting, Luminaire LED, Luminis, Mark Architectural Lighting, Nightingale, nLight, Peerless, RELOC Wiring Solutions ve SensorSwitch markaları altında gelişmiş elektroniklere sahip aydınlatma çözümleri ve armatürler sağlar.
Acuity Inc. Temel Bilgiler Özeti
| AYI temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$8.48b |
| Kazançlar(TTM) | US$429.70m |
| Gelir(TTM) | US$4.59b |
19.7x
F/K Oranı1.8x
P/S OranıAYI aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| AYI gelir tablosu (TTM) | |
|---|---|
| Gelir | US$4.59b |
| Gelir Maliyeti | US$2.36b |
| Brüt Kâr | US$2.23b |
| Diğer Giderler | US$1.80b |
| Kazançlar | US$429.70m |
Son Raporlanan Kazançlar
Feb 28, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 14.27 |
| Brüt Marj | 48.51% |
| Net Kâr Marjı | 9.37% |
| Borç/Özkaynak Oranı | 24.5% |
AYI uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.3%
Mevcut Temettü Verimi5%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/17 16:31 |
| Gün Sonu Hisse Fiyatı | 2026/05/15 00:00 |
| Kazançlar | 2026/02/28 |
| Yıllık Kazançlar | 2025/08/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Acuity Inc. 26 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Timothy Wojs | Baird |
| John Quealy | Canaccord Genuity |
| Joseph Osha | Citizens JMP Securities, LLC |