ACUITY BRANDS INC (AYI) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does ACUITY BRANDS INC Do?
Acuity Brands, Inc. provides lighting and building management solutions in North America and internationally. The company operates through two segments, Acuity Brands Lighting and Lighting Controls (ABL); and the Intelligent Spaces Group (ISG). The ABL segment provides commercial, architectural, and specialty lighting solutions, as well as lighting controls and components for various indoor and outdoor applications under the Lithonia Lighting, Holophane, Peerless, Gotham, Mark Architectural Lighting, Winona Lighting, Juno, Indy, Aculux, Healthcare Lighting, Hydrel, American Electric Lighting, Sunoptics, eldoLED, nLight, Sensor Switch, IOTA, A-Light, Cyclone, Eureka, Lumniaire LED, Luminis, Dark to Light, and RELOC Wiring Solutions brands. This segment serves electrical distributors, retail home improvement centers, electric utilities, national accounts, digital retailers, lighting showrooms, and energy service companies. The ISG segment offers building management systems and location-aware applications under the Distech Controls, Atrius, and Rockpile Ventures brands. This segment serves system integrators, as well as retail stores, airports, and enterprise campuses. Acuity Brands, Inc. was incorporated in 2001 and is headquartered in Atlanta, Georgia. ACUITY BRANDS INC (AYI) is classified as a mid-cap stock in the Industrials sector, specifically within the Electrical Equipment industry. The company is led by CEO Neil M. Ashe and employs approximately 13,200 people, headquartered in ATLANTA, Georgia. With a market capitalization of $8.8B, AYI is one of the notable companies in the Industrials sector.
ACUITY BRANDS INC (AYI) Stock Rating — Reduce (April 2026)
As of April 2026, ACUITY BRANDS INC receives a Reduce rating with a composite score of 42.5/100 and 2 out of 5 stars from the Blank Capital Research quantitative model.AYI ranks #3,017 out of 4,446 stocks in our coverage universe. Within the Industrials sector, ACUITY BRANDS INC ranks #505 of 752 stocks, placing it in the lower half of its Industrials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
AYI Stock Price and 52-Week Range
ACUITY BRANDS INC (AYI) currently trades at $278.45. The stock gained $1.66 (0.6%) in the most recent trading session. The 52-week high for AYI is $380.17, which means the stock is currently trading -26.8% from its annual peak. The 52-week low is $216.81, putting the stock 28.4% above its annual trough. Recent trading volume was 355K shares, suggesting relatively thin trading activity.
Is AYI Overvalued or Undervalued? — Valuation Analysis
ACUITY BRANDS INC (AYI) carries a value factor score of 45/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 20.81x, compared to the Industrials sector average of 28.33x — a discount of 27%. The price-to-book ratio stands at 2.88x, versus the sector average of 2.23x. The price-to-sales ratio is 1.87x, compared to 0.50x for the average Industrials stock. On an enterprise value basis, AYI trades at 15.06x EV/EBITDA, versus 5.70x for the sector.
Overall, AYI's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.
ACUITY BRANDS INC Profitability — ROE, Margins, and Quality Score
ACUITY BRANDS INC (AYI) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 13.8%, compared to the Industrials sector average of 8.9%, which is within a healthy range. Return on assets (ROA) comes in at 8.6% versus the sector average of 3.3%.
On a margin basis, ACUITY BRANDS INC reports gross margins of 48.1%, compared to 35.8% for the sector. The operating margin is 12.4% (sector: 6.2%). Net profit margin stands at 8.9%, versus 3.9% for the average Industrials stock. Revenue growth is running at 10.9% on a trailing basis, compared to 6.4% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
AYI Debt, Balance Sheet, and Financial Health
ACUITY BRANDS INC has a debt-to-equity ratio of 60.0%, compared to the Industrials sector average of 70.0%. Leverage is within a manageable range for the industry, though investors should monitor debt trends over time. The current ratio is 2.07x, indicating strong short-term liquidity.
AYI has a beta of 1.20, meaning it is roughly in line with the broader market in terms of price volatility. The stability factor score for ACUITY BRANDS INC is 59/100, reflecting average volatility within the normal range for its sector.
ACUITY BRANDS INC Revenue and Earnings History — Quarterly Trend
In TTM 2026, ACUITY BRANDS INC reported revenue of $4.38B and earnings per share (EPS) of $3.16. Net income for the quarter was $393M. Gross margin was 48.1%. Operating income came in at $543M.
In Q2 2026, ACUITY BRANDS INC reported revenue of $1.06B and earnings per share (EPS) of $3.16. Net income for the quarter was $97M. Gross margin was 49.3%. Revenue grew 4.9% year-over-year compared to Q2 2025. Operating income came in at $133M.
In Q1 2026, ACUITY BRANDS INC reported revenue of $1.14B and earnings per share (EPS) of $3.92. Net income for the quarter was $121M. Gross margin was 48.4%. Revenue grew 20.2% year-over-year compared to Q1 2025. Operating income came in at $160M.
In FY 2025, ACUITY BRANDS INC reported revenue of $4.35B and earnings per share (EPS) of $12.85. Net income for the quarter was $397M. Gross margin was 47.8%. Revenue grew 13.1% year-over-year compared to FY 2024. Operating income came in at $564M.
Over the past 8 quarters, ACUITY BRANDS INC has demonstrated a growth trajectory, with revenue expanding from $3.84B to $4.38B. Investors analyzing AYI stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
AYI Dividend Yield and Income Analysis
ACUITY BRANDS INC (AYI) does not currently pay a dividend. This is common among smaller companies in the Electrical Equipment industry that prefer to reinvest cash flows into business expansion rather than returning capital to shareholders. Income-focused investors looking for Industrials dividend stocks may want to explore other Industrials stocks or use the stock screener to filter by dividend yield.
AYI Momentum and Technical Analysis Profile
ACUITY BRANDS INC (AYI) has a momentum factor score of 35/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 29/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 32/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
AYI vs Competitors — Industrials Sector Ranking and Peer Comparison
Within the Industrials sector, ACUITY BRANDS INC (AYI) ranks #505 out of 752 stocks based on the Blank Capital composite score. This places AYI in the lower half of all Industrials stocks in our coverage universe. Key competitors and sector peers include South Bow Corp (SOBO) with a score of 56.5/100, TSAKOS ENERGY NAVIGATION LTD (TEN) with a score of 61.4/100, Great Lakes Dredge & Dock CORP (GLDD) with a score of 56.7/100, Tri Pointe Homes, Inc. (TPH) with a score of 57.3/100, and Clear Channel Outdoor Holdings, Inc. (CCO) with a score of 52.2/100.
Comparing AYI against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full AYI vs S&P 500 (SPY) comparison to assess how ACUITY BRANDS INC stacks up against the broader market across all factor dimensions.
AYI Next Earnings Date
No upcoming earnings date has been announced for ACUITY BRANDS INC (AYI) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy AYI? — Investment Thesis Summary
The quantitative profile for ACUITY BRANDS INC suggests caution. Momentum is weak at 35/100, a headwind for near-term performance.
In summary, ACUITY BRANDS INC (AYI) earns a Reduce rating with a composite score of 42.5/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on AYI stock.
Related Resources for AYI Investors
Explore more research and tools: AYI vs S&P 500 comparison, top Industrials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare AYI head-to-head with peers: AYI vs SOBO, AYI vs TEN, AYI vs GLDD.