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/research/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 BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/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) ($2,617.7M, -1.2% YoY); Acuity Intelligent Spaces (AIS) ($809.0M, +58.9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/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

68.9/100

Rank #393 of 2,879 stocksTOP 25%

View Technology peers →

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

Revenue Growth

70.7/100

Profitability

67.1/100

Balance Sheet

85.9/100

Earnings Quality

50.1/100

Free Cash Flow

71.7/100

Institutional Flow

17.5/100

Revenue Scale

76.6/100

Dilution Risk

56.3/100

AYI Stock Analysis & AI Quality Score

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 68.9/100 on a 32-signal composite quality model, placing it at rank #393 of 2,879 stocks — the top 25% of the AI-ranked universe. AYI scores in the top quartile across balance sheet strength (85.9), revenue scale (76.6). Areas of concern include institutional flow (17.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 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 BlackRock,, FMR, 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 8 and 70 since 2024, currently 68.9 — a stable long-term trajectory across 43 quarterly and live scoring snapshots.

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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

✓ 23/23 datapoints verified

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

Acuity's net income grew 26.8% to $358.3M for nine months ended May 31, 2026, driven by QSC acquisition boost to AIS segment and higher gross margins.

Biggest Revenue Drivers

Total revenue: $3,397.4M+8.3% YoY

Acuity Brands Lighting (ABL)$2,617.7M-1.2% YoY

Lower direct sales network and project business, partially offset by higher independent sales network and corporate accounts.

Acuity Intelligent Spaces (AIS)$809.0M+58.9% YoY

QSC acquisition and higher net sales of Distech products drove growth.

Largest Expense Items

Cost of products sold$1,716.8M+4.1% YoY

Fiscal 2025 included $29.6M nonrecurring fair value adjustments to QSC inventory that did not recur.

Selling, distribution, and administrative expenses$1,188.0M+10.6% YoY

Higher employee-related costs and amortization from QSC acquired intangibles, offset by no recurring acquisition-related professional fees.

Interest expense, net$21.5M+43.3% YoY

Lower interest income partially offset decline in interest expense from lower outstanding borrowings.

Margins: Gross margin expanded 210 bps to 49.5% of net sales, driven primarily by QSC contribution and Distech higher sales, partially offset by lower ABL margins. Operating margin improved 210 bps to 14.3% despite higher SD&A, due to lower special charges and strong AIS operating leverage.

Watch Items from the Filing

ABL segment net sales declined 1.2% YoY to $2,617.7M; direct sales network down due to lower project business, indicating potential demand softness.
QSC acquisition ($1.2B, January 1, 2025) now comprises significant portion of AIS revenue; AIS operating profit surged 153.2% YoY but heavily dependent on acquisition integration success.
Outstanding debt of $697.3M ($500M unsecured notes + $200M revolver borrowings) with cash of $411.9M; additional $592.8M borrowing capacity available under May 2026 credit agreement.
Tariff refunds of $6.4M recorded in nine months; Supreme Court and International Trade Court rulings on IEEPA tariffs created gain contingency with uncertain timing and extent.

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

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

Revenue

Q3 2026

$1.2B

Net Income

Q3 2026

$141.0M

Free Cash Flow

Q3 2026

$273.6M

Operating Margin

Q3 2026

16.1%

D/E Ratio

Q3 2026

0.24

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+10.0% YoY

$4.35BFY 2025

FY21 $3.46BFY22 $4.01BFY23 $3.95BFY25 $4.35B

Net Income

+14.6% YoY

$396.6MFY 2025

FY21 $306.3MFY22 $384.0MFY23 $346.0MFY25 $396.6M

Operating Income

+19.1% YoY

$563.9MFY 2025

FY21 $427.6MFY22 $509.7MFY23 $473.4MFY25 $563.9M

EPS (Diluted)

+16.4% YoY

$12.53FY 2025

FY21 $8.38FY22 $11.08FY23 $10.76FY25 $12.53

Total Assets

+39.5% YoY

$4.76BFY 2025

FY21 $3.58BFY22 $3.48BFY23 $3.41BFY25 $4.76B

Total Debt

+81.0% YoY

$896.8MFY 2025

FY21 $494.3MFY22 $513.0MFY23 $495.6MFY25 $896.8M

Op. Cash Flow

+4.0% YoY

$601.4MFY 2025

FY21 $408.7MFY22 $316.3MFY23 $578.1MFY25 $601.4M

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$4.35B +10.0%	$3.95B -1.3%	$4.01B +15.7%	$3.46B +4.0%	$3.33B -9.4%	$3.67B
Net Income	$396.6M +14.6%	$346.0M -9.9%	$384.0M +25.4%	$306.3M +23.4%	$248.3M -24.8%	$330.4M
Operating Income	$563.9M +19.1%	$473.4M -7.1%	$509.7M +19.2%	$427.6M +20.8%	$353.9M -23.5%	$462.9M
EPS (Diluted)	$12.53 +16.4%	$10.76 -2.9%	$11.08 +32.2%	$8.38 +33.7%	$6.27 -24.4%	$8.29
Total Assets	$4.76B +39.5%	$3.41B -2.1%	$3.48B -2.7%	$3.58B +2.4%	$3.49B +10.1%	$3.17B
Total Debt	$896.8M +81.0%	$495.6M -3.4%	$513.0M +3.8%	$494.3M +16.2%	$425.4M +16.3%	$365.7M
Operating Cash Flow	$601.4M +4.0%	$578.1M +82.8%	$316.3M -22.6%	$408.7M -19.0%	$504.8M +2.0%	$494.7M

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

BlackRock, Inc.
$858.3M3,062,878 sh
FMR LLC
$660.1M2,355,608 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$396.5M1,414,787 sh
VANGUARD CAPITAL MANAGEMENT LLC
$385.5M1,375,687 sh
STATE STREET CORP
$265.3M946,597 sh
WELLINGTON MANAGEMENT GROUP LLP
$213.8M763,038 sh
AMERICAN CENTURY COMPANIES INC
$209.9M748,980 sh
DIMENSIONAL FUND ADVISORS LP
$178.0M635,160 sh
Boston Partners
$168.1M599,836 sh
GEODE CAPITAL MANAGEMENT, LLC
$161.6M576,447 sh

Fund	Value	Shares
BlackRock, Inc.	$858.3M	3,062,878
FMR LLC	$660.1M	2,355,608
VANGUARD PORTFOLIO MANAGEMENT LLC	$396.5M	1,414,787
VANGUARD CAPITAL MANAGEMENT LLC	$385.5M	1,375,687
STATE STREET CORP	$265.3M	946,597
WELLINGTON MANAGEMENT GROUP LLP	$213.8M	763,038
AMERICAN CENTURY COMPANIES INC	$209.9M	748,980
DIMENSIONAL FUND ADVISORS LP	$178.0M	635,160
Boston Partners	$168.1M	599,836
GEODE CAPITAL MANAGEMENT, LLC	$161.6M	576,447

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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.

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.