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AYI ACUITY INC. (DE)

Trailing twelve months to 2026-05-31 · as filed 2026-06-25, not restated
Industrials

Scale

Market cap
$10.2bn
Revenue TTM
$4.6bn
Net income TTM
$472m
Free cash flow
$639m
Composite score
66.4
Sector rank
#704

Valuation

P / E
21.6
EV / EBITDA
12.6
EV / sales
2.3
FCF yield
6.26%
Earnings yield vs 10-yr
-0.11pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
10.2%
EBITDA margin
18.1%
ROE
16.6%
ROIC
21.3%
Revenue growth
10.5%

Insider activity, last 90 days

Net open-market
$-1.07m
Buyers
0
Sellers
2

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Historically, with certain exceptions, we have experienced our highest sales in the last two quarters of each fiscal year due to these factors. Net Sales Net sales for the third quarter of fiscal 2026 increased $19.4 million, or 1.6%, to $1.20 billion, compared with $1.18 billion in the prior-year period due primarily to an increase in net sales in our AIS segment, partially offset by a decrease in net sales in our ABL segment. Gross Profit Gross profit for the third quarter of fiscal 2026 was $606.4 million (50.6% of net sales), compared with $570.2 million (48.4% of net sales) for the prior-year period, an increase of $36.2 million, or 6.3%. …ACUITY INC. (DE), 10-Q, period ended 2026-05-31, filed 2026-06-25

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