NYSE$AYI

Acuity Inc. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Acuity reported Q4 2025, revenue of $1.20B, net income of $114M, diluted EPS of $3.61.

For Q4 2025, Acuity reported revenue of $1.20B, net income of $114M, diluted EPS was $3.61. The filing highlights segment trends, liquidity, and management commentary on the period.

  • Revenue $1.20B.
  • Net income $114M.
  • Diluted EPS $3.61.

Headline financials

Total Revenue

$1.2B

Previous: $1.03B+16.3%
EPS (adj)

$5.20

Previous: $4.30+20.9%
Adj. Operating Margin

18.6%

Previous: 17.3%+7.5%
Adjusted EBITDA

$241M

Previous: $191M+25.8%
Adjusted Net Income

$164M

Previous: $136M+21.0%
Operating Profit Margin

14.9%

Previous: 15.2%-2.0%
Net Income

$114M

Previous: $119M-4.1%
Operating Income

$181M

Previous: $157M+15.0%
Gross Profit

$591M

Previous: $489M+20.9%

Revenue & EPS history

Acuity Brands · Revenue · Quarterly

$1.2B

Q4 2025+16.3%vs Q4 2024
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

Forward guidance

Management discusses operating priorities, capital allocation, and sector-specific risks in the quarterly filing.

Tailwinds

  • Headline results and segment commentary anchor the quarter.
  • Balance sheet and liquidity support ongoing operations.
  • Strategic initiatives cited in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.
  • Execution risk on guidance or restructuring plans.

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 Q4 2025

Historical avgQ4 2025

-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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