AYI Industrials

Acuity Inc.

$331.26+0.49%

Price as of close on Nov 3, 2026 · Financials updated Oct 6, 2026

Basics

Sector: Industrials
Industry: Electrical Equipment & Parts
Country: United States
Market cap: 9.9B USD
Enterprise value: 9.4B USD
Full-time employees: 13,000

Overall health

Strength: growing faster than most peersgrowing faster than peers
Drawback: its share price swings more than most peers’ (beta 1.30 vs a peer median of 0.64)bigger price swings (beta 1.30 vs peers 0.64)
About average: valuation and risk (debt, liquidity and share-price swings)valuation and risk

Ranks #585 of 2,308 industrials companies (top 26%)

See how it ranks against its peers

Worth knowing

Borrowing rising faster than profit. Since FY Aug 2022: debt +75%, operating profit +11%.
Acuity's debt grew 75% since FY Aug 2022 while operating profit changed +11%.
Profit is backed by cash. Free cash flow is 135% of reported profit.
Acuity's free cash flow is 135% of its reported profit, so its earnings are turning into cash it can reinvest, pay out or use to reduce debt.
More volatile share price. Beta 1.30: tends to move more than the market.
Acuity's shares have swung more with the market than most peers' (beta 1.30, above the market's 1.0).

StockQuotient Score

63/ 100

Oct 5 64 → Nov 4 63 (-1)

Valuation

Is the price right?

59/100

Moderate▼ 1 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why it changed since the Oct 27, 2026 close: Score 60 → 59

Share price +2.5%-1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Helped by:

▲ FCF yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield4.8%

SEC filings · 12 months to May 2026Reported value30% base weight · Z-score 0.34Sector median: 0.0377 · MAD: 0.0294

EBITDA yield8.1%

SEC filings · 12 months to May 2026Reported value50% base weight · Z-score 0.28Sector median: 0.0695 · MAD: 0.0425

Free cash flow yield6.4%

SEC filings · 12 months to May 2026 · operating cash flow − capital spendingReported value20% base weight · Z-score 0.74Sector median: 0.0370 · MAD: 0.0370

Other data (not scored)

Book yield28.8%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5027 · MAD: 0.2823

Growth

Is it growing?

62/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ Revenue growth
▲ EPS growth

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth20.4%

SEC filings · 12 months to May 2026Reported value33% base weight · Z-score 0.54Sector median: 0.0709 · MAD: 0.2481

3-year revenue growth4.4%

SEC filings · 3 years to May 2026Reported value33% base weight · Z-score 0.03Sector median: 0.0421 · MAD: 0.0625

Revenue growth10.5%

SEC filings · 12 months to May 2026Reported value33% base weight · Z-score 0.80Sector median: 0.0439 · MAD: 0.0766

Profitability

Does it earn well?

88/100

Strong

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ ROA
▲ ROIC
▲ Operating margin

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin14.5%

SEC filings · 12 months to May 2026Reported value33% base weight · Z-score 1.33Sector median: 0.0773 · MAD: 0.0507

Return on assets10.2%

SEC filings · 12 months to May 2026Reported value33% base weight · Z-score 2.95Sector median: 0.0311 · MAD: 0.0241

Return on invested capital16.8%

SEC filings · 12 months to May 2026Reported value33% base weight · Z-score 1.73Sector median: 0.0715 · MAD: 0.0558

Other data (not scored)

Gross margin49.3%

SEC filings · 12 months to May 2026Reported valueInformational · 0% composite weightSector median: 0.2573 · MAD: 0.1038

Return on equity16.6%

SEC filings · 12 months to May 2026Reported valueInformational · 0% composite weightSector median: 0.0802 · MAD: 0.0639

Risk

Debt, liquidity, price swings

Moderate

Moderate relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why it changed since the Oct 27, 2026 close: Safety percentile 43 → 42

Peer companies moved-1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Mixed versus peers:

▲ Current ratio
▲ Debt / equity
▼ Beta

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta1.30

Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score -2.39Sector median: 0.6440 · MAD: 0.2745

Current ratio2.05×

SEC filings · latest balance sheetReported value33% base weight · Z-score 0.81Sector median: 1.6180 · MAD: 0.5360

Debt / equity0.24×

SEC filings · latest balance sheetReported value33% base weight · Z-score 0.47Sector median: 0.4019 · MAD: 0.3378

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Acuity

Is Acuity getting weaker?: Its latest SEC filing (Jun 25, 2026) showed no major changes. Its overall score is unchanged at 63/100 since Oct 28, 2026.
How is Acuity valued vs its peers?: Priced about in line with its peers. Valuation scores 59/100 against 2,459 industrials peers. Free cash flow yield 6.4% vs a peer median of 3.7% (stronger than 70% of peers).Free cash flow yield 6.4% vs peers 3.7% (stronger than 70% of peers).
Is Acuity growing?: Yes, faster than most of its peers. Growth scores 62/100 against 2,459 industrials peers. Revenue growth 10.5% vs a peer median of 4.4% (stronger than 71% of peers).Revenue growth 10.5% vs peers 4.4% (stronger than 71% of peers).
How profitable is Acuity?: More profitable than most of its peers. Profitability scores 88/100 against 2,459 industrials peers. Return on assets 10.2% vs a peer median of 3.1% (stronger than 93% of peers).Return on assets 10.2% vs peers 3.1% (stronger than 93% of peers).
How risky is Acuity?: Moderate risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Current ratio 2.05× vs a peer median of 1.62× (stronger than 67% of peers).Current ratio 2.05× vs peers 1.62× (stronger than 67% of peers). Beta 1.30 vs a peer median of 0.64 (weaker than 88% of peers).Beta 1.30 vs peers 0.64 (weaker than 88% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended May 31, 2026 · filed Jun 25, 2026 · compared with the quarter ended Feb 28, 2026

No major changes

	Previous quarter	Latest quarter	Change
Revenue (12 months)	4.6B USD	4.6B USD	+0.4%
Net income (12 months)	429.7M USD	472.3M USD	+9.9%
Operating margin	13.4%	14.5%	+1.1 pts
Free cash flow (12 months)	558.1M USD	639.4M USD	+14.6%
Debt	697.1M USD	697.3M USD	+0.0%
Cash	272.5M USD	411.9M USD	+51.2%
Shares outstanding	30.3M	29.9M	−1.3%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Industrials · 318 companies

Valuations in Industrials are near the top of their range since 2016.

85% of months since 2016 were valued lower than now.
41% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +20% and earnings +14% (medians): prices and earnings moved broadly together.
Median price-to-sales is −24% vs the whole market, against a usual −31%.

2016Shaded: most expensive fifth of its range2026

Shown for Industrials: too few Electrical Equipment & Parts companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY Aug 2021	FY Aug 2022	FY Aug 2023	FY Aug 2024	FY Aug 2025	Change
Gross margin	42.6%	41.8%	43.3%	46.4%	47.8%	▲ 1.4 pts
Operating margin	12.4%	12.7%	12.0%	14.4%	13.0%	▼ 1.4 pts
Net margin	8.9%	9.6%	8.8%	11.0%	9.1%	▼ 1.9 pts
Return on assets (ROA)	8.6%	11.0%	10.2%	11.1%	8.3%	▼ 2.7 pts
Return on equity (ROE)	15.0%	20.1%	17.2%	17.8%	14.6%	▼ 3.2 pts
Free cash flow margin	10.5%	6.5%	12.9%	14.5%	12.3%	▼ 2.2 pts
Current ratio	2.23×	2.00×	2.34×	2.72×	1.95×	▼ 28%
Quick ratio	1.66×	1.34×	1.72×	2.16×	1.33×	▼ 38%
Debt to equity	0.24×	0.27×	0.25×	0.21×	0.33×	▲ 58%
Interest coverage	17.67×	18.88×	16.97×	21.87×	13.27×	▼ 39%

AYI price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Strength: growing faster than most peersgrowing faster than peers

Drawback: its share price swings more than most peers’ (beta 1.30 vs a peer median of 0.64)bigger price swings (beta 1.30 vs peers 0.64)

About average: valuation and risk (debt, liquidity and share-price swings)valuation and risk

Ranks #585 of 2,308 industrials companies (top 26%)

See how it ranks against its peers

Worth knowing

Borrowing rising faster than profit. Since FY Aug 2022: debt +75%, operating profit +11%.

Acuity's debt grew 75% since FY Aug 2022 while operating profit changed +11%.

Profit is backed by cash. Free cash flow is 135% of reported profit.

Acuity's free cash flow is 135% of its reported profit, so its earnings are turning into cash it can reinvest, pay out or use to reduce debt.

More volatile share price. Beta 1.30: tends to move more than the market.

Acuity's shares have swung more with the market than most peers' (beta 1.30, above the market's 1.0).

Questions investors ask about Acuity

Is Acuity getting weaker?

Its latest SEC filing (Jun 25, 2026) showed no major changes. Its overall score is unchanged at 63/100 since Oct 28, 2026.

How is Acuity valued vs its peers?

Priced about in line with its peers. Valuation scores 59/100 against 2,459 industrials peers. Free cash flow yield 6.4% vs a peer median of 3.7% (stronger than 70% of peers).Free cash flow yield 6.4% vs peers 3.7% (stronger than 70% of peers).

Is Acuity growing?

Yes, faster than most of its peers. Growth scores 62/100 against 2,459 industrials peers. Revenue growth 10.5% vs a peer median of 4.4% (stronger than 71% of peers).Revenue growth 10.5% vs peers 4.4% (stronger than 71% of peers).

How profitable is Acuity?

More profitable than most of its peers. Profitability scores 88/100 against 2,459 industrials peers. Return on assets 10.2% vs a peer median of 3.1% (stronger than 93% of peers).Return on assets 10.2% vs peers 3.1% (stronger than 93% of peers).

How risky is Acuity?

Moderate risk relative to 2,459 industrials peers, judged on debt, liquidity and share-price swings. Current ratio 2.05× vs a peer median of 1.62× (stronger than 67% of peers).Current ratio 2.05× vs peers 1.62× (stronger than 67% of peers). Beta 1.30 vs a peer median of 0.64 (weaker than 88% of peers).Beta 1.30 vs peers 0.64 (weaker than 88% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

4.6B USD

4.6B USD

+0.4%

Net income (12 months)

429.7M USD

472.3M USD

+9.9%

Operating margin

13.4%

14.5%

+1.1 pts

Free cash flow (12 months)

558.1M USD

639.4M USD

+14.6%

Debt

697.1M USD

697.3M USD

+0.0%

Cash

272.5M USD

411.9M USD

+51.2%

Shares outstanding

30.3M

29.9M

−1.3%

Key ratios

FY Aug 2021

FY Aug 2022

FY Aug 2023

FY Aug 2024

FY Aug 2025

Change

Gross margin

42.6%

41.8%

43.3%

46.4%

47.8%

▲ 1.4 pts

Operating margin

12.4%

12.7%

12.0%

14.4%

13.0%

▼ 1.4 pts

Net margin

8.9%

9.6%

8.8%

11.0%

9.1%

▼ 1.9 pts

Return on assets (ROA)

8.6%

11.0%

10.2%

11.1%

8.3%

▼ 2.7 pts

Return on equity (ROE)

15.0%

20.1%

17.2%

17.8%

14.6%

▼ 3.2 pts

Free cash flow margin

10.5%

6.5%

12.9%

14.5%

12.3%

▼ 2.2 pts

Current ratio

2.23×

2.00×

2.34×

2.72×

1.95×

▼ 28%

Quick ratio

1.66×

1.34×

1.72×

2.16×

1.33×

▼ 38%

Debt to equity

0.24×

0.27×

0.25×

0.21×

0.33×

▲ 58%

Interest coverage

17.67×

18.88×

16.97×

21.87×

13.27×

▼ 39%