I reiterate my buy rating on Acuity Brands (AYI) due to robust demand, strong 3Q25 results, and expanding margins across both core and growth segments. Management's proactive actions — shifting supply chains and transferring pension liabilities — have de-risked the equity story and improved financial flexibility. While 4Q25 may show order timing volatility, I remain confident in AYI's long-term growth trajectory.
AYI surges on strong Q3 results as acquisitions and tech-driven segments power 23% EPS growth and margin gains.
Acuity Inc. (NYSE:AYI ) Q3 2025 Earnings Conference Call June 26, 2025 8:00 AM ET Company Participants Charlotte McLaughlin - Vice President of Investor Relations Karen J. Holcom - Senior VP & CFO Neil M.
Shares of Acuity (AYI) advanced Thursday after the lighting and building solutions provider beat quarterly profit and sales estimates as results were boosted by newly acquired audio-visual equipment firm QSC.
Although the revenue and EPS for Acuity (AYI) give a sense of how its business performed in the quarter ended May 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Acuity (AYI) came out with quarterly earnings of $5.12 per share, beating the Zacks Consensus Estimate of $4.42 per share. This compares to earnings of $4.15 per share a year ago.
Acuity (AYI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Commercial and industrial lighting firm Acuity (NYSE:AYI) is anticipated to announce its earnings on Thursday, June 26, 2025. According to consensus forecasts, revenue is projected to rise by 18% year-over-year to $1.15 billion, while earnings are expected to be around $4.39 per share, an increase from $4.15 in the same quarter last year.
Besides Wall Street's top -and-bottom-line estimates for Acuity (AYI), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended May 2025.
Acuity Brands (AYI) has shown steady revenue per share and margin growth, with improving return on invested capital since the pandemic. Dividend growth has been minimal but is finally picking up, supported by a very low payout ratio, suggesting room for future increases. Recent Q2 2025 earnings showed strong Non-GAAP EPS growth but a revenue miss, indicating mixed short-term performance.
Investors with an interest in Technology Services stocks have likely encountered both Acuity (AYI) and Amplitude, Inc. (AMPL). But which of these two stocks is more attractive to value investors?
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