AI-extracted from the 10-K filed 2026-10-23 — FY2026 (year ended August 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Acuity posted FY2026 net sales of $4.64B (+6.8% YoY) and diluted EPS of $17.05 (+36.1%), with AIS growth from the QSC acquisition offsetting a 1.0% decline in ABL.
Biggest Revenue Drivers
Acuity Brands Lighting (ABL)$3,576.4M-1.0% YoY
Lower net sales within the direct sales network and the OEM and other channel, partially offset by higher independent sales network and corporate accounts channel sales.
Increase due primarily to the acquisition of QSC as well as higher net sales of Distech products.
Biggest Revenue Drivers
Total revenue: $4.64B+6.8% YoY
Acuity Brands Lighting (ABL)$3,576.4M-1.0% YoY
Lower net sales within the direct sales network and the OEM and other channel, partially offset by higher independent sales network and corporate accounts channel sales.
Increase due primarily to the acquisition of QSC as well as higher net sales of Distech products.
Largest Expense Items
Selling, distribution, and administrative expenses$1,613.3M+8.6% YoY
Due primarily to QSC-related employee costs and higher amortization from acquired intangibles, partially offset by acquisition-related professional fees that did not recur.
Cost of products sold$2,291.1M+1.1% YoY
Gross margin expanded to 50.6% from 47.8% on QSC contributions, Distech net sales fall-through, and $51.3M of IEEPA tariff refunds.
Special charges$23.7M-$6.0M YoY
Related primarily to actions taken to improve productivity across product portfolio, supply chain, operating footprint, and labor cost reductions.
Margins: Gross margin rose to 50.6% from 47.8% and operating margin to 15.4% from 13.0%, driven by QSC acquisition contributions, higher Distech sales, and $51.3M in IEEPA tariff refunds, partially offset by lower ABL net sales.
Watch Items from the Filing
USMCA was not renewed by the U.S. on July 1, 2026; it now faces yearly reviews. Approximately 49% of finished products are manufactured in Mexico.
Mexico-based manufacturing accounts for roughly 49% of finished products, creating concentration exposure to Mexico-related trade policy and civil unrest risk.
No individual customer exceeded 10% of net sales in fiscal 2026, 2025, or 2024, limiting customer concentration risk.
Operating cash flow rose to $825.6M from $601.4M; cash of $636.3M against $697.4M debt, with $1.2B total liquidity including revolver capacity.
Collective bargaining agreements covering approximately 54% of the workforce expire within one year, primarily from annual Mexico union negotiations.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Avedon Marcia JDirectorGrant or award · Jan 21, 2026
Battle W. PatrickDirectorGrant or award · Jan 21, 2026
Bender Michael JDirectorGrant or award · Jan 21, 2026
Congress trading in AYI
2 transactions in AYI reported by 1 member of Congress under the STOCK Act, most recent trade Jan 31, 2018. Reported transactions, not recommendations.
About ACUITY INC. (DE) (AYI): stock profile, AI score and financials
ACUITY INC. (DE) (AYI) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores AYI at 68.9/100 on a composite quality score built from its SEC filings, placing it at rank #280 of 2,925 stocks — the top 10% of the AI-ranked universe. AYI scores in the top quartile across balance sheet strength (87.3), institutional flow (82.4), revenue scale (76.8). Based on the latest XBRL financial filings (Q4 2026), ACUITY INC. (DE) reports quarterly revenue of $1.2B, net income of $173.0M, an operating margin of 18.2%. Top institutional holders of AYI by reported 13-F value include FMR, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. AYI trades on the NYSE exchange and files with the SEC under CIK 1144215. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AYI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ACUITY INC. (DE) directly from SEC EDGAR.