The strong EPS beat and accelerating AIS growth (16.6% sales, 35.7% adj. op. profit) signal the software/controls pivot is gaining traction. Watch the Q1 FY2027 call for any guidance on ABL stabilization and AIS margin trajectory — the 10-K audit completion is also pending.
Price Chart
Executive Summary
Acuity Inc. reported fiscal Q4 2026 net sales of $1.244B (+2.9% YoY) and GAAP diluted EPS of $5.63 (+56% YoY), beating consensus EPS of $5.09 by 13.4%. Adjusted diluted EPS of $5.77 (+11% YoY) also exceeded expectations. The AIS segment continued strong momentum (+16.6% sales, +35.7% adjusted operating profit), while ABL sales declined slightly (-0.4%). Full-year operating cash flow was $825.6M, and the company repurchased $287.2M in stock. No formal guidance was provided, but the solid beat and strong cash generation support a bullish read.
Key Financial Metrics
Key Facts
- Q4 net sales $1.244B, +2.9% YoY, vs consensus $1.17B
- GAAP diluted EPS $5.63, +56% YoY, vs consensus $5.09 (beat by 13.4%)
- Adjusted diluted EPS $5.77, +11% YoY
- AIS segment sales $297.6M, +16.6% YoY; adjusted operating profit $74.1M, +35.7%
- ABL segment sales $958.7M, -0.4% YoY; adjusted operating profit $179.8M, -7.1%
- Full-year operating cash flow $825.6M; free cash flow $747.9M
- Repurchased over 940,000 shares for $287.2M in FY2026; dividend increased 18%
- Special charges of $17.8M in Q4; tariff refunds of $44.9M
Financial Impact
EPS beat consensus by $0.68 (13.4%), revenue beat by ~$74M (6.3%)
Risk Factors
- ABL segment sales declined for the fourth consecutive quarter (-0.4% Q4, -1.0% FY)
- ABL adjusted operating profit fell 7.1% in Q4 and 2.5% for FY — core lighting profitability eroding
- Special charges of $17.8M and tariff refunds of $44.9M distort GAAP comparability
- Preliminary results pending audit completion — 10-K not yet filed
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001144215-26-000047 |
| Document: ayi-20261001.htm | 0001144215-26-000047 |
| Document: 0001144215-26-000047-index-headers.html | 0001144215-26-000047 |
| Document: 0001144215-26-000047-index.html | 0001144215-26-000047 |
| Document: 0001144215-26-000047.txt | 0001144215-26-000047 |
| 8-K Data (Synthetic) | 0001144215-26-000047 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 144 | $321.00 | awaiting T+1 | — | $323.11 (+0.66%) |
Oct 26, 2026 1d ago | Press Release | $318.72 $323.11 | ▲ +1.38% | ▲ +0.82% | $323.11 (+1.38%) |
Oct 1, 2026 26d ago | 8-K | $299.28 $308.76 | ▲ +3.17% | ▲ +2.43% | $323.11 (+7.96%) |
Oct 1, 2026 26d ago | Press Release | $299.28 $308.76 | ▲ +3.17% | ▲ +2.43% | $323.11 (+7.96%) |
Sep 24, 2026 4w ago | Press Release | $319.42 $305.91 | ▼ −4.23% | ▼ −3.49% | $323.11 (+1.16%) |
Aug 28, 2026 8w ago | Press Release | $331.79 | awaiting T+1 | — | $323.11 (−2.62%) |
Aug 21, 2026 9w ago | Institutional Cluster | $343.10 $336.59 | ▼ −1.90% | ▼ −1.60% | $323.11 (−5.83%) |
Jun 25, 2026 17w ago | Press Release | $359.39 $362.48 | ▲ +0.86% | ▲ +1.58% | $323.11 (−10.09%) |
Apr 2, 2026 29w ago | 8-K | $265.20 $268.01 | ▼ −1.06% | ▼ −0.58% | $323.11 (−21.84%) |
Apr 2, 2026 29w ago | Press Release | $265.20 $268.01 | ▲ +1.06% | ▲ +0.58% | $323.11 (+21.84%) |
US Market Status
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