Acuity (AYI)
Combines commercial lighting with building management and audio, video, and control systems.
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Sells luminaires, components, and lighting controls through Acuity Brands Lighting, while Acuity Intelligent Spaces provides building management, software, and audio/video/control platforms. The larger lighting business uses agency, distribution, direct, retail, and OEM channels; demand follows non-residential construction, renovation, retrofit, and maintenance.
Builds lighting and intelligent-space systems through Acuity Brands Lighting and Acuity Intelligent Spaces. The lighting segment supplies luminaires, components, and controls; Intelligent Spaces combines Distech Controls building management, Atrius software, and QSC audio, video, and control platforms.
Sells through independent agencies, electrical distributors, direct accounts, retailers, system integrators, and OEM relationships. The two segments connect lighting, building systems, and cloud-managed experiences, while much of manufacturing is based in Mexico.
Demand follows non-residential construction, renovation, retrofit, and maintenance. Production depends on materials, electronic components, freight, tariffs, and third-party finished goods. Intelligent Spaces also depends on integrating acquired businesses, including QSC.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 26, 2026 | Oppenheimer | Target | Target: $380 | Target: $465 |
| Jun 26, 2026 | Robert W. Baird | Target | Target: $375 | Target: $390 |
| Jun 26, 2026 | Goldman Sachs | Reiterate | Rating: —Target: — | Target: $358 |
| Jan 12, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $425 | Target: $410 |
| Jan 9, 2026 | Robert W. Baird | Target | Target: $360 | Target: $375 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, May 31, 2026Cash & short-term investments $411.9M · Total debt $804.3M · Total assets $4.64B · Shareholders' equity $2.85B
- Revenue
- $1.20B
- Operating income
- $193.3M
- Net income
- $141.0M
HistoryDividendAnnual yield
| Institutions | ≈ 102.27% | 30.62M shares | |
|---|---|---|---|
| 654 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.44% | 131.9K shares | |
| 7 holders · as of Sep 3, 2026 | |||
| Adds to | 102.71% | ||
29.94M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 102.71%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 12.04% | 3.60M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.95% | 2.98M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.80% | 1.44M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.57% | 1.37M | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 4.26% | 1.27M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Karen J. Holcom | officer: SVP & Chief Financial Officer | −2,000 | $329.62 |
| Jul 2, 2026 | Barry R. Goldman | officer: SVP & General Counsel | −1,200 | $365.65 |
| Apr 30, 2026 | Maya Leibman | director | +200 | $288.83 |
| Apr 8, 2026 | Laura O'Shaughnessy | director | +1,000 | $282.98 |
| Jan 28, 2026 | Karen J. Holcom | officer: SVP & Chief Financial Officer | −4,974 | $309.23 |
- Johnson Controls
Competes in enterprise building automation and lifecycle services
- Honeywell Technologies
Automation peer in building controls, software, and connected services
- LSI Industries
Direct fixture rival in North American commercial and outdoor lighting
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Acuity | $309.87 | +1.11% | $9.17B | 20.3 | 14.6 | 2.0 | +1.7% |
| Johnson Controls | $145.64 | +0.31% | $87.94B | 25.3 | 24.9 | 3.5 | +9.3% |
| Honeywell Technologies | $211.56 | +2.46% | $65.44B | 8.0 | 22.9 | 1.8 | −49.9% |
| LSI Industries | $20.55 | −0.67% | $759.6M | — | 15.7 | — | +51.3% |
| Median | 16.7 | 22.9 | 2.7 | +9.3% |