Acuity Brands
About: Acuity is a leading industrial technology company that offers lighting, lighting controls, and intelligent building solutions. Acuity Brands designs, manufactures, and brings to market products and services relating to these and other offerings. Acuity Brands has two reportable segments: Acuity Brands Lighting and the Intelligent Spaces Group. ABL sells commercial, architectural, and specialty lighting, including components and control systems. ISG offers building management and audio/visual solutions to help make buildings intelligent.
Employees: 13,200
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
197% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 35
14% more funds holding
Funds holding: 469 [Q3] → 533 (+64) [Q4]
9% more capital invested
Capital invested by funds: $8.07B [Q3] → $8.82B (+$754M) [Q4]
2.29% more ownership
Funds ownership: 95.15% [Q3] → 97.43% (+2.29%) [Q4]
4% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 170
0% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 7 (+0) [Q4]
31% less call options, than puts
Call options by funds: $15.2M | Put options by funds: $22M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$275
20%
upside
Avg. target
$285
24%
upside
High target
$295
29%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
Wells Fargo Joseph O'Dea 43% 1-year accuracy 15 / 35 met price target | 20%upside $275 | Equal-Weight Maintained | 4 Apr 2025 |
Baird Timothy Wojs 26% 1-year accuracy 10 / 39 met price target | 29%upside $295 | Neutral Maintained | 4 Apr 2025 |
Financial journalist opinion
Based on 13 articles about AYI published over the past 30 days
Positive
Zacks Investment Research
1 week ago
Why Acuity Brands (AYI) is a Top Value Stock for the Long-Term
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Positive
Zacks Investment Research
2 weeks ago
Acuity Q2 Earnings Beat Estimates, Sales Miss, Stock Down
AYI's fiscal second-quarter results reflect solid Intelligent Spaces contributions, better cost management and operational efficiency.
Neutral
Investopedia
2 weeks ago
Industrial Tech Firm Acuity's Stock Sinks on Soft Results, 'Uncertainty' Warning
Shares of Acuity (AYI), which rebranded from Acuity Brands last week, dropped Thursday after the industrial technology company's fiscal second-quarter revenue and profit came up short of analysts' estimates.
Neutral
Seeking Alpha
2 weeks ago
Acuity Inc. (AYI) Q2 2025 Earnings Call Transcript
Acuity Inc. (NYSE:AYI ) Q2 2025 Earnings Conference Call April 3, 2025 8:00 AM ET Company Participants Charlotte McLaughlin - VP, IR Neil Ashe - Chairman, President & CEO Karen Holcom - SVP & CFO Conference Call Participants Chris Snyder - Morgan Stanley Ryan Merkel - William Blair Joe O'Dea - Wells Fargo Brian Lee - Goldman Sachs Tim Wojs - Baird Christopher Glynn - Oppenheimer Jeffrey Sprague - Vertical Research Operator Good morning and welcome to the Acuity Fiscal 2025 Second Quarter Earnings Call. At this time all participants are in a listen-only mode.
Neutral
Zacks Investment Research
2 weeks ago
Acuity Brands (AYI) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Acuity Brands (AYI) give a sense of how the business performed in the quarter ended February 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
2 weeks ago
Acuity Brands (AYI) Beats Q2 Earnings Estimates
Acuity Brands (AYI) came out with quarterly earnings of $3.73 per share, beating the Zacks Consensus Estimate of $3.66 per share. This compares to earnings of $3.38 per share a year ago.
Neutral
GlobeNewsWire
2 weeks ago
Acuity Reports Fiscal 2025 Second-Quarter Results
Delivered Net Sales of $1B , an Increase of 11% Compared to the Prior Year Delivered Operating Profit of $110M , Down 7 % Compared to the Prior Year; Grew Adjusted Operating Profit to $163M , Up 16% Compared to the Prior Year Delivered Diluted EPS of $2.45 , Down 14% Compared to the Prior Year; Grew Adjusted Diluted EPS to $3.73 , Up 10% Compared to the Prior Year Closed QSC Acquisition During the Quarter ATLANTA, April 03, 2025 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI), ("Acuity"), a market-leading industrial technology company, delivered net sales of $1.0 billion in the second quarter of fiscal 2025 ended February 28, 2025, an increase of $100.4 million, or 11.1 percent, compared to the prior year. "We delivered steady performance in the second quarter of fiscal 2025," stated Neil Ashe, Chairman, President and Chief Executive Officer of Acuity Inc. "We grew net sales, expanded our adjusted operating profit and adjusted operating profit margin, and we increased our adjusted diluted earnings per share.
Positive
Zacks Investment Research
2 weeks ago
Acuity Brands to Report Q2 Earnings: Factors to Consider
AYI's second-quarter fiscal 2025 results are likely to reflect the benefits of the QSC acquisition, product innovations, enhanced service levels and expanded market presence.
Positive
Seeking Alpha
2 weeks ago
Acuity Brands: Despite A Major Acquisition, The Picture Hasn't Changed Enough
Acuity Brands remains a 'hold' due to fair valuation despite recent growth and the acquisition of QSC, which adds promising technology assets. The company's Q1 2025 results showed revenue and profit growth, with management expecting higher revenue this year, bolstered by the QSC acquisition. QSC, acquired for $1.115 billion on a net basis, enhances Acuity's portfolio with a cloud-first platform for audio, video, and control technologies, boosting future cash flow.
Neutral
Seeking Alpha
2 weeks ago
Acuity Brands: A Bright Spot In A Market Pullback
Acuity Brands has improved margins and seen sound capital allocation, positioning it for growth in 2025. The acquisition of QSC LLC enhances Acuity's market position, with pro forma sales projected around $4.5 billion and earnings between $17-$18 per share. First quarter 2025 results show modest sales growth and improved margins, with full-year guidance aligning with expectations despite economic uncertainties.
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