Acuity Inc. (AYI)

From the record

Acuity Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Acuity Inc.'s 10 filed years say what it did: revenue went from $3.5 billion in fiscal 2017 to $4.6 billion in fiscal 2026, up 3.2% a year; it rose in 5 of 9 years; the deepest fall was 10% from fiscal 2018 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-08-31, Acuity Inc.'s diluted share count shrank about 1.1% a year, and dividends and buybacks returned about 27% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 33 sales (31 under scheduled 10b5-1 plans) and 3 purchases of their own stock on the open market in the year to 2026-11-03, buying about $363 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-08-31, Acuity Inc. earned about 18 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 48 cents per dollar of everything the company owns. Leverage: it owed about 39 cents per dollar of assets, and net share issuance: its share count shrank 1.5% over the year (the filed statements).

From the record

Acuity Inc.'s standing among 42 graded names in its industry family: revenue of $4.6 billion in fiscal 2026 ranks in the top 24% by size; a net margin of 11.4% ranks in the top 25%; revenue growth of 5.5% a year over the last 3 filed years ranks in the top 35% (its annual reports).

From the record

Acuity Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Ashe, Neil (President & CEO, as filed), filing under that title since 2020-02-04, 6.8 years (top 37% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 6.7 years (top 29%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 12%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Acuity Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $636 million against debt of $497 million leaves 2.9% of its assets as net cash, top 43% of its family; cash from operations less capital spending is 16.1% of revenue (top 8%); a gross margin of 50.6% (top 9%); research spending of 3.6% of revenue (bottom 40%) (its annual report).

From the record

Acuity Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 5.5% a year over the last three filed years against 3.2% over all 10, speeding up (top 30% of its family); the newest year grew 6.8% (top 42%); research spending grew 19.5% a year (top 21%); capital spending grew 5.2% a year (bottom 49%) (its annual reports). Acuity Inc. reported 2 lines of business in fiscal 2025: Acuity Brands Lighting at $3.6 billion, Acuity Intelligent Spaces at $764 million. 2 of 2 grew in the latest filed year, and the largest line is 83% of revenue (its annual report).

From the record

Acuity Inc.'s newest year against its own record: revenue of $4.6 billion in fiscal 2026 came in 1.9% above the $4.6 billion its prior three years' pace pointed to (top 44% of its family); net income of $531 million against a prior three-year average of $388 million (top 39%); a net margin of 11.4% against 9.6% before (top 49%) (its annual reports).