Acuity Brands, Inc.

Acuity Brands, Inc.

AYIยทNYSE

$312.84

+1.4%
IndustrialsElectrical Equipment & Parts

Acuity Brands, Inc. provides lighting and building management solutions in North America and internationally. The company operates through two segments, Acuity Brands Lighting and Lighting Controls (ABL); and the Intelligent Spaces Group (ISG). The ABL segment provides commercial, architectural, and specialty lighting solutions, as well as lighting controls and components for various indoor and outdoor applications under the Lithonia Lighting, Holophane, Peerless, Gotham, Mark Architectural Lighting, Winona Lighting, Juno, Indy, Aculux, Healthcare Lighting, Hydrel, American Electric Lighting, Sunoptics, eldoLED, nLight, Sensor Switch, IOTA, A-Light, Cyclone, Eureka, Lumniaire LED, Luminis, Dark to Light, and RELOC Wiring Solutions brands. This segment serves electrical distributors, retail home improvement centers, electric utilities, national accounts, digital retailers, lighting showrooms, and energy service companies. The ISG segment offers building management systems and location-aware applications under the Distech Controls, Atrius, and Rockpile Ventures brands. This segment serves system integrators, as well as retail stores, airports, and enterprise campuses. Acuity Brands, Inc. was incorporated in 2001 and is headquartered in Atlanta, Georgia.

At a Glance

Live Snapshot
Market Cap$9.48B
EPS12.8500
P/E Ratio25.40
Earnings Date06/25/2026
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Acuity Brands, Inc. Street Expectations Map

AYI ยท NYSE

Wall Street analysts project that AYI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 392.50, with estimates ranging from a low of 375.00 to a high of 410.00.

Lowest Target
375.00
19.87%
Consensus Target
392.50
25.46%
Highest Target
410.00
31.06%

The consensus 1-year price target stands at 392.50, with estimates ranging from a low of 375.00 to a high of 410.00.

Analyst Consensus Analysis

Upside Potential

+25.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

8.9% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Acuity Brands, Inc. Forward Estimates of Revenue

AYI ยท NYSE
Latest Revenue
4.35B
FY 2025
Avg Estimate
4.77B
FY 2026
Estimate Range
4.76B - 4.79B
Analyst Spread

Forward Growth Analysis

Projected Growth+9.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Acuity Brands, Inc. Forward Estimates of Net Income

AYI ยท NYSE
Latest Net Income
396.60M
FY 2025
Avg Estimate
630.85M
FY 2026
Estimate Range
615.34M - 646.36M
Analyst Spread

Forward Growth Analysis

Projected Growth+59.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Acuity Brands, Inc. Forward Estimates of EPS

AYI ยท NYSE
Latest EPS
12.85
FY 2025
Avg Estimate
$19.96
FY 2026
Estimate Range
$19.45 - $20.43
Analyst Spread

Forward Growth Analysis

Projected Growth+55.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Acuity Brands, Inc. Forward Estimates of EBIT

AYI ยท NYSE
Latest EBIT
522.20M
FY 2025
Avg Estimate
613.79M
FY 2026
Estimate Range
612.50M - 616.37M
Analyst Spread

Forward Growth Analysis

Projected Growth+17.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Acuity Brands, Inc. Forward Estimates of EBITDA

AYI ยท NYSE
Latest EBITDA
655.30M
FY 2025
Avg Estimate
738.32M
FY 2026
Estimate Range
736.77M - 741.43M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Acuity Brands, Inc. Forward Estimates of SG&A Expense

AYI ยท NYSE
Latest SG&A Expense
1.48B
FY 2025
Avg Estimate
1.42B
FY 2026
Estimate Range
1.41B - 1.42B
Analyst Spread

Forward Growth Analysis

Projected Growth-4.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Acuity Brands, Inc. Insider Positioning

AYI ยท NYSE

During the last 12 months, insiders have purchased $341K and sold $5.00M worth of AYI shares, resulting in $4.66M of net selling activity.

3 Months

Bought

1.2K

340.75K

Sold

0

0.00

Net Activity

+341K

+$341K

3-6 Months

Bought

0

0.00

Sold

5.0K

1.54M

Net Activity

-1.5M

-$1.54M

6-9 Months

Bought

0

0.00

Sold

3.0K

1.12M

Net Activity

-1.1M

-$1.12M

9-12 Months

Bought

0

0.00

Sold

7.8K

2.34M

Net Activity

-2.3M

-$2.34M

Top Buyers

1
OL

O'Shaughnessy Laura

Director

1.0K sharesโ€ข1 transactions

$283K

2
LM

Leibman Maya

Director

200 sharesโ€ข1 transactions

$58K

Top Sellers

1
HKJ

Holcom Karen J

Officer: Svp & Chief Financial Officer

11.0K sharesโ€ข2 transactions

$3.34M

2
GBR

Goldman Barry R

Officer: Svp & General Counsel

4.8K sharesโ€ข3 transactions

$1.66M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.66M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.07:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$341K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Balanced

2 insider buyers and 2 sellers. Equal participation suggests mixed or neutral insider views.