NYSE$AYI

Acuity Inc. · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

Acuity Inc. reported Q3 2026 net sales of $1.20 billion and net income of $141 million.

Acuity Inc. achieved net sales of $1.198 billion in Q3 2026, up 1.6% year-over-year, driven by growth in the Acuity Intelligent Spaces segment. Operating profit rose 38% to $193 million, reflecting improved gross margins and the absence of prior-year special charges. Diluted EPS increased 46% to $4.56.

  • Q3 net sales reached $1.198 billion with AIS segment sales up 15% to $304 million.
  • Gross margin expanded to 50.6% from 48.4% due to favorable product mix and absence of QSC inventory fair value adjustments.
  • Operating profit margin improved to 16.1% as special charges of $30 million in the prior year did not recur.
  • Cash and cash equivalents stood at $412 million with $593 million of additional borrowing capacity under the new credit facility.

Headline financials

Total Revenue

$1.2B

Previous: $1.18B+1.6%
EPS (adj)

$4.56

Previous: $8.92-48.9%
Operating Profit Margin

16.1%

No prior period
Capital Expenditures

-$58.5M

Previous: -$43.6M-34.2%
Free Cash Flow

$462M

Previous: $54.8M+742.5%
Net Income

$141M

Previous: $98.4M+43.3%
Operating Income

$193M

Previous: $140M+38.3%
Gross Profit

$606M

Previous: $570M+6.3%
Cash & Equivalents

$412M

Previous: $372M+10.8%
Total Assets

$4.64B

Previous: $4.65B-0.2%

Revenue & EPS history

Acuity Brands · Revenue · Quarterly

$1.2B

Q3 2026+1.6%vs Q3 2025
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

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

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

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-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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