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AYI 1-star rating from Upturn Advisory
Acuity Brands Inc (AYI) company logo

Acuity Brands Inc (AYI)

Acuity Brands Inc (AYI) 1-star rating from Upturn Advisory
$325.55
Last Close (24-hour delay)
Profit since last BUY-12.48%
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BUY since 24 days
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Upturn Advisory Summary

01/09/2026: AYI (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

3 star rating from financial analysts

10 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $403

1 Year Target Price $403

Analysts Price Target For last 52 week
$403 Target price
52w Low $216.42
Current$325.55
52w High $380.17

Analysis of Past Performance

Type Stock
Historic Profit 39.91%
Avg. Invested days 52
Today’s Advisory WEAK BUY
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 01/09/2026

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 9.90B USD
Price to earnings Ratio 25.7
1Y Target Price 403
Price to earnings Ratio 25.7
1Y Target Price 403
Volume (30-day avg) 10
Beta 1.5
52 Weeks Range 216.42 - 380.17
Updated Date 01/8/2026
52 Weeks Range 216.42 - 380.17
Updated Date 01/8/2026
Dividends yield (FY) -
Basic EPS (TTM) 12.54

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2026-01-14
When -
Estimate 4.58
Actual 4.69

Profitability

Profit Margin 9.13%
Operating Margin (TTM) 12.51%

Management Effectiveness

Return on Assets (TTM) 8.5%
Return on Equity (TTM) 15.54%

Valuation

Trailing PE 25.7
Forward PE 18.87
Enterprise Value 11944688787
Price to Sales(TTM) 2.28
Enterprise Value 11944688787
Price to Sales(TTM) 2.28
Enterprise Value to Revenue 2.75
Enterprise Value to EBITDA 17.67
Shares Outstanding 30727680
Shares Floating 30214677
Shares Outstanding 30727680
Shares Floating 30214677
Percent Insiders 0.43
Percent Institutions 97.91

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Acuity Brands Inc

Acuity Brands Inc(AYI) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Acuity Brands Inc. was formed in December 2001 when National Service Industries (NSI) spun off its lighting and interiors businesses into a new, publicly traded company. Acuity Brands is a leading provider of lighting solutions, controls, and building management systems. Over the years, it has grown through organic development and strategic acquisitions, expanding its product portfolio and technological capabilities.

Company business area logo Core Business Areas

  • Acuity Brands Lighting: This segment designs, manufactures, and markets a broad range of indoor and outdoor lighting fixtures and controls for commercial, institutional, industrial, infrastructure, and residential applications. Products include luminaires, lamps, and integrated lighting control systems.
  • Acuity Brands Building Management: This segment focuses on providing advanced building management systems and services, including integrated lighting controls, energy management solutions, and smart building technologies that enhance comfort, safety, and efficiency.

leadership logo Leadership and Structure

Acuity Brands Inc. is led by a management team with deep industry expertise. The company operates through its two primary business segments, with a decentralized operational structure that allows for agility and responsiveness to market demands. Key leadership positions include CEO, CFO, and segment presidents.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Acuity Brands Luminaires (Indoor/Outdoor): A wide array of lighting fixtures for various applications. Market share data for specific product categories is proprietary, but Acuity Brands is a significant player in the overall commercial and industrial lighting market. Competitors include Signify (Philips Lighting), GE Lighting (Savanth), Current, an Daintree Networks, and Leviton.
  • Acuity Brands Controls: Integrated lighting control systems, sensors, and smart building technologies designed for energy efficiency and enhanced building management. Competitors include Lutron Electronics, Leviton, Legrand, and Schneider Electric.

Market Dynamics

industry overview logo Industry Overview

The lighting industry is undergoing a significant transformation driven by the shift to LED technology, increasing demand for smart lighting and connected building solutions, and a growing emphasis on energy efficiency and sustainability. The market is competitive, with a mix of large, established players and smaller, specialized companies.

Positioning

Acuity Brands is a market leader with a broad product portfolio, a strong brand reputation, and a significant installed base. Its competitive advantages include its extensive distribution network, technological innovation in LED and controls, and its ability to offer integrated solutions for intelligent buildings.

Total Addressable Market (TAM)

The global smart lighting market is estimated to be worth tens of billions of dollars and is projected to grow at a significant CAGR. Acuity Brands is well-positioned to capture a substantial portion of this market due to its existing market presence and its investment in smart technologies and IoT solutions.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition and reputation.
  • Broad product portfolio covering a wide range of lighting and controls solutions.
  • Extensive distribution network and customer relationships.
  • Technological innovation, particularly in LED and smart lighting.
  • Focus on energy efficiency and sustainability.

Weaknesses

  • Dependence on new construction and renovation cycles, which can be cyclical.
  • Potential for margin pressure due to competition.
  • Integration challenges with acquired companies.

Opportunities

  • Growing demand for smart building technologies and IoT integration.
  • Increased adoption of energy-efficient lighting solutions.
  • Expansion into new geographic markets.
  • Development of advanced software and data analytics for building management.
  • Government incentives and regulations promoting energy efficiency.

Threats

  • Intense competition from both established and new players.
  • Fluctuations in raw material costs.
  • Rapid technological advancements requiring continuous investment.
  • Economic downturns affecting construction and renovation spending.
  • Supply chain disruptions.

Competitors and Market Share

Key competitor logo Key Competitors

  • Signify N.V. (LIGHT)
  • Current, an Daintree Networks (private)
  • GE Lighting (part of Savant Systems, private)
  • Hubbell Incorporated (HUBB)
  • Lutron Electronics (private)
  • Leviton Manufacturing Co., Inc. (private)

Competitive Landscape

Acuity Brands holds a significant market share, but faces strong competition from global players like Signify and other established companies. Its advantages lie in its comprehensive product range and integrated solutions. Weaknesses might include the challenge of competing with highly specialized niche players or companies with lower cost structures in certain segments.

Major Acquisitions

Hinspergers-Reich

  • Year: 2003
  • Acquisition Price (USD millions):
  • Strategic Rationale: Expansion of product portfolio in commercial and industrial lighting.

Lumiu00e8re

  • Year: 2005
  • Acquisition Price (USD millions):
  • Strategic Rationale: Strengthened market position in decorative and architectural lighting.

Lithonia Lighting

  • Year: 2006
  • Acquisition Price (USD millions): 220
  • Strategic Rationale: Significantly expanded product offerings and market reach, particularly in the value segment.

eldoLED

  • Year: 2010
  • Acquisition Price (USD millions):
  • Strategic Rationale: Enhanced capabilities in LED drivers and intelligent lighting controls.

Strategic Technologies Inc.

  • Year: 2012
  • Acquisition Price (USD millions):
  • Strategic Rationale: Acquisition of a leader in smart lighting control systems.

SensorSwitch

  • Year: 2017
  • Acquisition Price (USD millions):
  • Strategic Rationale: Strengthened its intelligent buildings and controls portfolio.

nLIGHT, Inc.

  • Year: 2022
  • Acquisition Price (USD millions): 486
  • Strategic Rationale: Expansion into solid-state lighting and advanced optical technologies.

Growth Trajectory and Initiatives

Historical Growth: Acuity Brands has achieved consistent historical growth, driven by the transition to LED lighting, expansion of its controls business, and strategic acquisitions. The company has successfully navigated market shifts and maintained a leading position.

Future Projections: Analyst estimates for Acuity Brands' future growth are generally positive, anticipating continued expansion in smart lighting, connected building solutions, and the adoption of energy-efficient technologies. Projections will depend on market demand, economic conditions, and the company's ability to innovate and execute its strategy.

Recent Initiatives: Recent initiatives likely include investments in IoT capabilities, expansion of its smart building offerings, and potential acquisitions to strengthen its market position or technological base. The company has been actively focused on digital transformation and integrated solutions.

Summary

Acuity Brands Inc. is a well-established leader in the lighting and building management sector, benefiting from strong brand recognition, a broad product portfolio, and a focus on innovation in LED and smart technologies. Its ability to integrate solutions for intelligent buildings positions it well for future growth, although it faces intense competition and cyclical market dependence. Continued investment in R&D and strategic acquisitions will be key to maintaining its competitive edge.

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Sources and Disclaimers

Data Sources:

  • Acuity Brands Inc. Investor Relations
  • SEC Filings (10-K, 10-Q)
  • Industry Research Reports
  • Financial News Outlets

Disclaimers:

This information is for informational purposes only and does not constitute financial advice. Data and market share estimates are subject to change and may not be precise. Investors should conduct their own due diligence before making any investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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About Acuity Brands Inc

Exchange NYSE
Headquaters Atlanta, GA, United States
IPO Launch date 2001-12-03
Chairman, President & CEO Mr. Neil M. Ashe
Sector Industrials
Industry Electrical Equipment & Parts
Full time employees 13800
Full time employees 13800

Acuity Inc. provides lighting, lighting controls, building management system, and an audio, video, and control platform in the United States and internationally. It operates in two segments, Acuity Brands Lighting (ABL); and the Acuity Intelligent Spaces (AIS). The ABL segment provides lighting solutions and luminaires with advanced electronics under the Aculux, American Electric Lighting, Cyclone, Dark to Light, eldoLED, Eureka, Fresco, Gotham, Healthcare Lighting, Holophane, Hydrel, IOTA, Juno, Lithonia Lighting, Luminaire LED, Luminis, Mark Architectural Lighting, Nightingale, nLight, Peerless, RELOC Wiring Solutions, and SensorSwitch brand names. This segment serves electrical distributors, consumer retailers, large corporate accounts, and original equipment manufacturer customers. The AIS segment offers Distech Controls intelligent Building Management Systems (BMS), such as products for controlling heating, ventilation, air conditioning, lighting, shades, refrigeration, and building access that prioritize end-user outcomes; Q-SYS, a full-stack audio, video, and control platform, and QSC Audio, an audio technology for live entertainers and sound reinforcement professionals. This segment serves retail stores, airports, universities, enterprise campuses, sports venues, themed entertainment, and hospitality sectors through system integrators. It offers its products and solutions under the Atrius, Distech Controls, QSC, and KE2 Therm Solutions brands. Acuity Inc. was formerly known as Acuity Brands, Inc. and changed its name to Acuity Inc. in March 2025. Acuity Inc. was incorporated in 2001 and is headquartered in Atlanta, Georgia.