Acuity Inc.

NYSE:AYI Stok Raporu

Piyasa değeri: US$8.7b

Acuity Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 2/6

Acuity yıllık ortalama 7% oranında kazançlarını artırırken, Electrical sektöründe kazançlar growing at 19.7% annual. Gelirler growing yılda ortalama 4.5% oranında artmaktadır. Acuity'in özkaynak karlılığı 15.1% ve net marjı 9.4%'dir.

Anahtar bilgiler

7.00%

Kazanç büyüme oranı

10.89%

EPS büyüme oranı

Electrical Sektör Büyümesi9.91%
Gelir büyüme oranı4.55%
Özkaynak getirisi15.13%
Net Marj9.37%
Son Kazanç Güncellemesi28 Feb 2026

Yakın geçmiş performans güncellemeleri

Recent updates

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.

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?

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.

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?

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

Apr 02

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.

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.

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.

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.

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.

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.

Here's What To Make Of Acuity's (NYSE:AYI) Decelerating Rates Of Return

Jan 05
Here's What To Make Of Acuity's (NYSE:AYI) Decelerating Rates Of Return

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.

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.

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.

Why Acuity Inc. (NYSE:AYI) Could Be Worth Watching

Nov 17
Why Acuity Inc. (NYSE:AYI) Could Be Worth Watching

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.

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.

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.

Acuity (NYSE:AYI) Could Easily Take On More Debt

Sep 24
Acuity (NYSE:AYI) Could Easily Take On More Debt

Investors Met With Slowing Returns on Capital At Acuity (NYSE:AYI)

Sep 07
Investors Met With Slowing Returns on Capital At Acuity (NYSE:AYI)

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.

Acuity Inc.'s (NYSE:AYI) Share Price Matching Investor Opinion

Aug 01
Acuity Inc.'s (NYSE:AYI) Share Price Matching Investor Opinion

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

Jul 11
Is Now An Opportune Moment To Examine Acuity Inc. (NYSE:AYI)?

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

Jun 15
Is There An Opportunity With Acuity Inc.'s (NYSE:AYI) 22% Undervaluation?

Does Acuity (NYSE:AYI) Have A Healthy Balance Sheet?

May 10
Does Acuity (NYSE:AYI) Have A Healthy Balance Sheet?

Acuity Brands: A Bright Spot In A Market Pullback

Apr 01

Acuity Brands Inc.: Stay Bullish As Growth Should Turn Better

Jan 12

Acuity Brands: Putting Itself In The Spotlight

Dec 15

Acuity Brands: Growth Is Finally Coming Back Online

Oct 09
User avatar

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.

Acuity Brands: Inching Closer To An Upgrade As Earnings Near

Sep 22

Gelir ve Gider Dağılımı

Acuity nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NYSE:AYI Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
28 Feb 264,5874301,476140
30 Nov 254,5384101,438140
31 Aug 254,3463971,356140
31 May 254,1694021,284102
28 Feb 253,9584171,193102
30 Nov 243,8584291,143102
31 Aug 243,8414231,128102
31 May 243,8193871,12197
29 Feb 243,8513781,11897
30 Nov 233,8893721,11997
31 Aug 233,9523461,12197
31 May 234,0523791,12095
28 Feb 234,1123791,11795
30 Nov 224,0783711,09795
31 Aug 224,0063841,06995
31 May 223,8893671,05088
28 Feb 223,7283471,03688
30 Nov 213,59533498588
31 Aug 213,46130696188
31 May 213,36028292882
28 Feb 213,23625787182
30 Nov 203,28425189782
31 Aug 203,32624894282
31 May 203,37327192075
29 Feb 203,54529994675
30 Nov 193,57530892575
31 Aug 193,67333091475
31 May 193,79634393464
28 Feb 193,79232794264
30 Nov 183,77035895064
31 Aug 183,68035096164
31 May 183,57733291552
28 Feb 183,52434188952
30 Nov 173,49731286852
31 Aug 173,50532287152
31 May 173,47331489447
28 Feb 173,43330690347
30 Nov 163,40630491347
31 Aug 163,29129086447
31 May 163,12526784141
29 Feb 162,95825878841
30 Nov 152,79623973741
31 Aug 152,70722171341
31 May 152,61621670635

Kaliteli Kazançlar: AYI yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: AYI 'nin mevcut net kar marjları (9.4%) geçen yılın (10.5%) değerinden daha düşüktür.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: AYI şirketinin kazancı son 5 yılda yılda 7% oranında arttı.

Büyüme Hızlandırma: AYI 'un son bir yıldaki kazanç büyümesi ( 3% ) 5 yıllık ortalamasının ( 7% /yıl) altındadır.

Kazançlar vs. Sektör: AYI geçen yılki kazanç büyümesi ( 3% ) Electrical sektörünün 26.1% performansını geride bırakmadı.


Özkaynak Getirisi

Yüksek ROE: AYI 'nin Özsermaye Getirisi ( 15.1% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/01 11:08
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2026/02/28
Yıllık Kazançlar2025/08/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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.

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