What is the 13F Pro Quality Score for AYI?

13F Pro ranks ACUITY INC. (DE) (AYI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View AYI's current score at https://13fpro.ai/company/AYI (free sign-up required for the full ranking).

Which hedge funds own the most AYI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of AYI include FMR, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/AYI as soon as new 13F filings post.

Where does 13F Pro source AYI data?

All ACUITY INC. (DE) fundamentals and ownership data come directly from SEC EDGAR. ACUITY INC. (DE) files with the SEC under CIK 1144215. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is AYI in?

ACUITY INC. (DE) (AYI) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives AYI's revenue?

Per ACUITY INC. (DE)'s latest 10-Q filed with the SEC on 2026-06-25, the biggest revenue drivers are: Acuity Brands Lighting (ABL) ($905.2M, -1.9% YoY); Acuity Intelligent Spaces (AIS) ($303.5M, +14.9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/AYI.

How often is AYI research updated on 13F Pro?

AYI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ACUITY INC. (DE)(AYI)Stock Analysis

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13F Pro Quality Score

66.9/100

Rank #391 of 2,961 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

59.4/100

Profitability

65.5/100

Balance Sheet

85.8/100

Earnings Quality

58.6/100

Free Cash Flow

63.7/100

Institutional Flow

82.3/100

Revenue Scale

76.7/100

Dilution Risk

56.2/100

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Why AYI Scores 67/100

exact factor attribution · 2026-09-11

AYI's composite is driven by scale and capital efficiency. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+4.0 pts

77th pct

Capital efficiency

+3.6 pts

86th pct

Profitability

+2.3 pts

66th pct

Free cash flow

+2.1 pts

64th pct

Revenue growth

+1.9 pts

59th pct

Institutional flow

+1.6 pts

82th pct

Earnings quality

+0.9 pts

59th pct

Shareholder dilution

+0.3 pts

56th pct

Earnings growth

+0.3 pts

56th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

AYI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for ACUITY INC. (DE) (AYI), a Technology sector company. 13F Pro's AI-powered ranking engine scores AYI at 66.9/100 on a 32-signal composite quality model, placing it at rank #391 of 2,961 stocks — the top 25% of the AI-ranked universe. AYI scores in the top quartile across balance sheet strength (85.8), institutional flow (82.3), revenue scale (76.7). Based on the latest XBRL financial filings (Q2 2026), ACUITY INC. (DE) reports quarterly revenue of $1.2B, net income of $141.0M, an operating margin of 16.1%. 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. ACUITY INC. (DE)'s 13F Pro composite quality score has ranged between 59 and 68 since 2024, currently 66.9 — a stable long-term trajectory across 54 quarterly and live scoring snapshots.

✦

Fun facts about ACUITY INC. (DE)

Quirks, history, and lore behind AYI — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · mid-cap · listed on the NYSE · headquartered in Georgia.
2
The Numbers
Annual revenue in the range of $3–4 billion, with operating margins that would make a pure software company jealous — not bad for a business that sells light fixtures.
3
The History
Traces its roots back over a century in the lighting industry, eventually spinning out of a larger conglomerate to become a focused, publicly traded pure-play in the early 2000s.
4
The Secret
It doesn't just sell bulbs — it sells intelligent lighting systems and building controls, blurring the line between electrician territory and Silicon Valley ambition.
5
The Lore
Its brands include Lithonia Lighting, one of the most recognized names in commercial fixtures, found in warehouses, schools, and parking garages across North America.
6
The Giveaway
The largest lighting and lighting controls manufacturer in North America, trading under a ticker that literally means brightness — this Atlanta-based company keeps the lights on, literally.

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What's Driving AYI's Business? Latest 10-Q Breakdown

AI-extracted from ACUITY INC. (DE)'s 10-Q filed 2026-06-25 — Q3 FY2026 (quarter ended May 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net sales rose only 1.6% YoY to $1.20B as AIS surged 14.9% on Distech and QSC strength while ABL declined 1.9%, but net income jumped 43.3% to $141.0M on margin expansion and the absence of prior-year special charges.

Biggest Revenue Drivers

Acuity Brands Lighting (ABL)$905.2M-1.9% YoY

Decrease due primarily to lower net sales within the direct sales network amid lower project business, partially offset by higher net sales within the corporate accounts channel

Acuity Intelligent Spaces (AIS)$303.5M+14.9% YoY

Increase due primarily to higher sales of Distech and QSC products

Biggest Revenue Drivers

Total revenue: $1,198.0M+1.6% YoY

Acuity Brands Lighting (ABL)$905.2M-1.9% YoY

Decrease due primarily to lower net sales within the direct sales network amid lower project business, partially offset by higher net sales within the corporate accounts channel

Acuity Intelligent Spaces (AIS)$303.5M+14.9% YoY

Increase due primarily to higher sales of Distech and QSC products

Largest Expense Items

Cost of products sold$591.6M-2.8% YoY

Prior year included $19.2M in acquisition-date fair value adjustments to QSC inventory that did not recur; current quarter includes $6.4M of IEEPA tariff refunds recorded in COGS

Selling, distribution, and administrative expenses$413.1M+3.1% YoY

Increase due primarily to higher employee-related costs

Income tax expense$44.2M+63.7% YoY

Effective tax rate rose to 23.9% from 21.5% reflecting favorable discrete items recognized in the prior-year quarter that did not recur

Margins: Gross margin expanded 220bps to 50.6% on AIS fall-through from higher Distech/QSC sales and the absence of a prior-year QSC inventory step-up charge, partly offset by lower ABL margin from higher tariff, labor, and overhead costs. Operating margin rose 420bps to 16.1%, helped by no special charges versus $29.7M in the prior-year quarter.

Watch Items from the Filing

ABL net sales fell 1.9% YoY driven by weaker direct sales network and project business, signaling softness in the core lighting segment even as AIS masks it at the consolidated level.
Company recorded $6.4M of IEEPA tariff refunds in COGS as a gain contingency following Supreme Court and Court of International Trade rulings; timing and amount of further refunds remain uncertain.
Effective tax rate increased to 23.9% from 21.5% due to favorable discrete items in the prior-year quarter that did not recur, a headwind to net income growth versus operating profit growth.
Share repurchases accelerated to $127.2M in the quarter alone (vs $229.9M for the full nine months), reducing shares outstanding to 30.1M; only 2.6M shares remain under the authorization.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.2B

Net Income

Q2 2026

$141.0M

Free Cash Flow

Q2 2026

$273.6M

Operating Margin

Q2 2026

16.1%

ROIC

Q2 2026

21.8%

D/E Ratio

Q2 2026

0.24

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+13.1% YoY

$4.35BFY 2025

FY22 $4.01BFY23 $3.95BFY24 $3.84BFY25 $4.35B

Net Income

-6.2% YoY

$396.6MFY 2025

FY22 $384.0MFY23 $346.0MFY24 $422.6MFY25 $396.6M

Operating Income

+1.9% YoY

$563.9MFY 2025

FY22 $509.7MFY23 $473.4MFY24 $553.3MFY25 $563.9M

EPS (Diluted)

-6.8% YoY

$12.53FY 2025

FY22 $11.08FY23 $10.76FY24 $13.44FY25 $12.53

Total Assets

+24.7% YoY

$4.76BFY 2025

FY22 $3.48BFY23 $3.41BFY24 $3.81BFY25 $4.76B

Total Debt

+80.7% YoY

$896.8MFY 2025

FY22 $513.0MFY23 $495.6MFY24 $496.2MFY25 $896.8M

Op. Cash Flow

-2.9% YoY

$601.4MFY 2025

FY22 $316.3MFY23 $578.1MFY24 $619.2MFY25 $601.4M

Free Cash Flow

-4.0% YoY

$533.0MFY 2025

FY22 $259.8MFY23 $511.4MFY24 $555.2MFY25 $533.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$4.35B +13.1%	$3.84B -2.8%	$3.95B -1.3%	$4.01B +15.7%	$3.46B +4.0%	$3.33B
Net Income	$396.6M -6.2%	$422.6M +22.1%	$346.0M -9.9%	$384.0M +25.4%	$306.3M +23.4%	$248.3M
Operating Income	$563.9M +1.9%	$553.3M +16.9%	$473.4M -7.1%	$509.7M +19.2%	$427.6M +20.8%	$353.9M
EPS (Diluted)	$12.53 -6.8%	$13.44 +24.9%	$10.76 -2.9%	$11.08 +32.2%	$8.38 +33.7%	$6.27
Total Assets	$4.76B +24.7%	$3.81B +11.9%	$3.41B -2.1%	$3.48B -2.7%	$3.58B +2.4%	$3.49B
Total Debt	$896.8M +80.7%	$496.2M +0.1%	$495.6M -3.4%	$513.0M +3.8%	$494.3M +16.2%	$425.4M
Operating Cash Flow	$601.4M -2.9%	$619.2M +7.1%	$578.1M +82.8%	$316.3M -22.6%	$408.7M -19.0%	$504.8M
Free Cash Flow	$533.0M -4.0%	$555.2M +8.6%	$511.4M +96.8%	$259.8M -28.8%	$364.9M -18.9%	$449.9M

AI Insight: AYI Financial Trends

Revenue stabilized above $1.05B while net income rebounded to $141M in Q2 2026; debt reduction accelerated to $697M, the lowest level in two years.

• Operating income climbed from $110M in Q1 2025 to $193M in Q2 2026, a 75% increase over 15 months.

• Total debt fell from $1,096M in Q1 2025 to $697M in Q2 2026, a 36% reduction; leverage improving steadily.

• Operating cash flow rebounded to $290M in Q2 2026 from $59M low in Q1 2025; five of last six quarters exceed $130M.

⚠ Revenue remains volatile quarter-to-quarter ($952M–$1,209M range); no sustained uptrend visible in latest two quarters.

⚠ Operating cash flow dipped to $89M in Q1 2026, suggesting seasonality or working-capital headwind in early calendar year.

AI Insight: AYI Ratio Trends

Q2 2026 marks a sharp profitability recovery, with operating margin jumping to 16.1% and ROIC rebounding to 21.8%—matching peak 2024 levels.

• Operating margin surged from 12.6% in Q1 2026 to 16.1% in Q2 2026; NPM expanded to 11.8%, highest since Q3 2024.

• ROIC recovered to 21.8% in Q2 2026, up 680 bps from Q1 2026 low of 15.0%, driven by both margin and capital efficiency gains.

• Leverage ratio improved steadily: D/E fell from 0.43 in Q1 2025 to 0.24 in Q2 2026, lowest in the dataset.

⚠ Q1 2026 showed significant margin and return compression (OpMargin 12.6%, ROIC 15.0%). Q2 recovery suggests seasonality; confirm sustainability.

⚠ TTM NPM at 10.2% trails Q2 2026 at 11.8%, signaling recent quarters weighted down legacy underperformance; monitor near-term momentum.

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Available Research

13F Pro tracks comprehensive data for ACUITY INC. (DE) including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of AYI

FMR LLC
$1.4B3,604,071 sh
BlackRock, Inc.
$1.1B2,978,769 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$541.2M1,436,715 sh
VANGUARD CAPITAL MANAGEMENT LLC
$515.8M1,369,435 sh
AQR CAPITAL MANAGEMENT LLC
$471.0M1,274,516 sh
STATE STREET CORP
$363.8M966,017 sh
FULLER & THALER ASSET MANAGEMENT, INC.
$290.8M772,130 sh
GEODE CAPITAL MANAGEMENT, LLC
$289.5M768,419 sh
DIMENSIONAL FUND ADVISORS LP
$288.7M766,536 sh
AMERICAN CENTURY COMPANIES INC
$280.0M743,411 sh

Fund	Value	Shares
FMR LLC	$1.4B	3,604,071
BlackRock, Inc.	$1.1B	2,978,769
VANGUARD PORTFOLIO MANAGEMENT LLC	$541.2M	1,436,715
VANGUARD CAPITAL MANAGEMENT LLC	$515.8M	1,369,435
AQR CAPITAL MANAGEMENT LLC	$471.0M	1,274,516
STATE STREET CORP	$363.8M	966,017
FULLER & THALER ASSET MANAGEMENT, INC.	$290.8M	772,130
GEODE CAPITAL MANAGEMENT, LLC	$289.5M	768,419
DIMENSIONAL FUND ADVISORS LP	$288.7M	766,536
AMERICAN CENTURY COMPANIES INC	$280.0M	743,411

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Is AYI a good stock to buy?

13F Pro's AI-powered analysis of ACUITY INC. (DE) (AYI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AYI are available on the AYI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AYI is classified as a mid company.

Which hedge funds own AYI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AYI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ACUITY INC. (DE)'s investment landscape.