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AYI

Acuity Brands, Inc.

AYI

NYSE·Industrials·Electrical Equipment & Parts·Mkt cap $10.0B

$334.05

+1.70%

P/E

21.62

Mkt Cap

$10.0B

52-Wk Range

$257.04–$380.17

52-Week Range

$257.04 - $380.17

P/E

21.62

Fwd P/E

15.35

Beta

1.29

Div Yield

0.23%

Avg Vol

335.0K

Shares Out

30.3M

Mkt Cap

$10.0B

Price action

Price chart

Down 1.0% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Diversified portfolio of 12+ recognized brands with strong market presence
  • Integrated solutions spanning lighting hardware, controls, and building management software
  • Extensive distribution network through electrical distributors, retailers, and national accounts
  • Innovation in smart lighting and IoT-enabled building automation technologies

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Accelerating LED adoption and replacement cycle in commercial buildings

Value

Undervalued - trading well below Electrical Equipment peers

Momentum

Strong

+12.8% over 3m

Quality

Strong

Strong fundamentals

Dividend

Token

0.23% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 1, 2026

Q2 26 RECAP

JUN 25, 2026

Reported EPS of $5.31 vs $5.17 consensus (+2.7% surprise). Revenue of $1.2B vs $1.2B expected (+1.8%). Beat on both top and bottom lines.

EPS beat +2.7%
Rev beat +1.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q2 26

+2.7%

Revenue trend · last 8Q

+22%

+17%

+20%

+5%

+2%

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

Q2 26

Q3 26

$1.0B

$951.6M

$1.0B

$1.2B

$1.2B

$1.1B

$1.1B

$1.2B

Margins · last 8Q

Gross

50.6%

Operating

16.1%

Profit

11.8%

Wall Street consensus

4 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

50%

Hold

2

50%

Sell

0%

Median Price Target

Latest: Morgan Stanley · Jul 1, 2026

vs Industry

How AYI stacks vs Electrical Equipment & Parts

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.