The AIS segment's 16.6% revenue growth and 350 bps adjusted operating margin expansion signal accelerating adoption of building management and audio/video solutions. Monitor the Q1 fiscal 2027 outlook for continued AIS momentum and any stabilization in ABL's independent sales network (+3.8% this quarter).
Price Chart
Executive Summary
Acuity Inc. reported fiscal Q4 2026 adjusted diluted EPS of $5.77, beating consensus of $5.56 by 3.8%, on net sales of $1.24B (up 2.9% YoY) vs $1.24B consensus. The Acuity Intelligent Spaces segment grew 16.6% YoY, while the larger Acuity Brands Lighting segment declined 0.4% YoY. No formal guidance was provided, but the company highlighted strong cash flow and capital allocation, including a 18% dividend increase and $287M in share repurchases.
Key Financial Metrics
Key Facts
- Adjusted diluted EPS of $5.77 beat consensus of $5.56 by 3.8%
- Net sales of $1.24B increased 2.9% YoY, in line with consensus of $1.24B
- Acuity Intelligent Spaces (AIS) segment sales grew 16.6% YoY to $297.6M
- Acuity Brands Lighting (ABL) segment sales declined 0.4% YoY to $958.7M
- Adjusted operating profit margin expanded 10 bps YoY to 18.7%
- Full-year cash flow from operations was $825.6M; free cash flow was $747.9M
- Repurchased over 940,000 shares for $287.2M during fiscal 2026
- Dividend increased 18% YoY to $0.20 per share
Financial Impact
EPS beat of $0.21 (3.8%) vs consensus; revenue in line; AIS segment growth of 16.6% YoY is the key growth driver
Risk Factors
- ABL segment sales declined 0.4% YoY, with direct sales network down 24.2%
- Preliminary results pending completion of audit and Form 10-K filing
- Special charges of $17.8M in Q4 related to product portfolio and supply chain actions
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3372686 |
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%) |
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