NYSE$AYI

Acuity Inc. · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Acuity Brands' performance declined due to lower sales volume and increased SD&A expenses, partially offset by acquisitions and favorable price/mix.

Acuity Brands reported a decrease in net sales and earnings per share for the second quarter of fiscal 2020. Net sales decreased by 3.5% compared to the prior-year period, while diluted earnings per share decreased by 13.8%. The company is managing the risks and opportunities presented by the COVID-19 pandemic and adapting the business to current market dynamics.

  • Second quarter net sales were $824 million, a decrease of 3.5% compared with the year-ago period.
  • Gross profit margin of 41.7% increased 260 basis points from the prior-year period.
  • Diluted earnings per share (EPS) of $1.44 declined 13.8% and adjusted diluted EPS of $1.84 declined 7.5% from the prior-year period.
  • Cash and cash equivalents at the end of the second quarter of fiscal 2020 totaled $381 million.

Headline financials

Total Revenue

$824M

Previous: $854M-3.5%
EPS (adj)

$1.84

Previous: $1.99-7.5%
Capital Expenditures

-$24.9M

Previous: -$24.9M+0.0%
Free Cash Flow

$32.3M

Previous: $41.4M-22.0%
Net Income

$57.2M

Previous: $66.3M-13.7%
Operating Income

$81.4M

Previous: $95.9M-15.1%
Gross Profit

$344M

Previous: $334M+3.0%
Cash & Equivalents

$381M

Previous: $232M+64.1%
Total Assets

$3.4B

Previous: $2.99B+13.5%
Stock-Based Comp

$8M

Previous: $7.5M+6.7%

Revenue & EPS history

Acuity Brands · Revenue · Quarterly

$824M

Q2 2020-3.5%vs Q2 2019
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Acuity Brands · $1.21B total across 2 segments · Q3 2026

  • Acuity Brands Lighting
    $905M
  • Acuity Intelligent Spaces
    $304M

Forward guidance

Due to demand and other uncertainties, the near-term economic impact of COVID-19 cannot be reliably quantified at this time, and the impacts on our full year fiscal 2020 results and beyond are therefore uncertain.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

-0.1%

Avg return

Earnings day

-1.4%

Avg return

5 days after

+0.5%

Avg return

30 days after

51%

34 / 67 earnings

Positive

+20.6%

Q1 2014

Best reaction

-16.5%

Q2 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026
Q2 2026-7.6%+4.2%
Q1 2026-12.9%-11.9%-11.2%
Q4 2025+5.2%+2.0%+6.0%
Q3 2025-2.0%-0.8%+8.4%
Q2 2025-3.4%-16.2%-5.1%
Q1 2025+0.5%+0.8%+6.5%
Q4 2024+9.0%+11.4%+9.2%
Q3 2024+0.7%+1.7%+3.6%
Q2 2024+1.0%+2.3%-2.8%
Q1 2024+12.4%+9.8%+18.2%
Q4 2023+6.9%+8.0%+1.9%
Q3 2023+1.5%+1.6%+3.4%
Q2 2023-11.8%-13.5%-15.5%
Q1 2023+3.6%+2.4%+12.9%
Q4 2022+6.1%-1.5%+11.3%
Q3 2022+1.3%+0.1%+17.1%
Q2 2022-9.2%-8.8%-6.8%
Q1 2022-2.9%-1.3%-11.0%
Q4 2021+13.0%+16.7%+22.3%
Q3 2021-4.4%-9.1%-6.2%
Q2 2021+16.0%+17.8%+27.4%
Q1 2021-9.6%-7.4%-5.6%
Q4 2020-12.0%-14.4%-15.8%
Q3 2020+3.1%+0.2%+13.1%
Q2 2020-7.0%+7.2%+2.0%
Q1 2020-15.3%-17.1%-17.8%
Q4 2019-7.2%-7.7%-2.7%
Q3 2019-4.1%-7.3%-7.1%
Q2 2019+10.5%+12.8%+17.1%
Q1 2019+1.3%+0.8%+4.2%
Q4 2018-12.9%-17.0%-15.7%
Q3 2018+7.7%+9.7%+15.9%
Q2 2018-1.2%-3.9%-16.8%
Q1 2018-14.4%-14.5%-21.7%
Q4 2017+3.6%+0.9%-4.5%
Q3 2017+13.1%+13.0%+13.6%
Q2 2017-16.5%-15.2%-11.9%
Q1 2017-12.0%-9.3%-11.9%
Q4 2016-4.3%-4.4%-11.2%
Q3 2016+1.3%+2.3%+7.3%
Q2 2016+10.4%
Q1 2016-7.8%
Q4 2015+11.1%
Q3 2015+5.0%
Q2 2015-0.9%
Q1 2015+7.8%
Q4 2014+13.0%
Q3 2014-13.6%
Q2 2014+0.1%
Q1 2014+20.6%
Q4 2013+2.2%
Q3 2013+7.8%
Q2 2013+6.6%
Q1 2013-4.6%
Q4 2012-5.1%
Q3 2012+17.1%
Q2 2012-11.3%
Q1 2012+15.1%
Q4 2009-6.2%
Q4 2011-6.2%
Q3 2010-0.2%
Q3 2011-0.2%
Q2 2010+4.7%
Q2 2011+4.7%
Q1 2011-7.6%
Q1 2010-7.6%
Q4 2010-7.6%

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