Stocks Consumer discretionary AYI
NYSE · Consumer discretionaryAcuity Inc. (DE) (AYI)
Acuity Inc. (DE) reported revenue of $4.6B in fiscal 2026, up 6.8% from a year earlier. Net income was $531.3M, a net margin of 11.4%. Operating cash flow minus capital spending left $747.9M of free cash flow in fiscal 2026. At August 31, 2026 it held $636.3M in cash against $697.4M of debt. Its latest periodic report to the SEC is the annual report (10-K) filed on October 23, 2026.
Key facts about Acuity Inc. (DE)
- Net worth
- Acuity Inc. (DE) has a market value (market cap) of $10B at the latest share price, and shareholders' equity of $3B on its balance sheet at August 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $4.6B (+6.8% year on year), with net income of $531.3M.
- Cash flow
- In fiscal 2026 operations brought in $825.6M of cash; after $77.7M of capital spending, free cash flow was $747.9M.
- Latest report
- The latest periodic report (annual report, 10-K) was filed with the SEC on October 23, 2026 and covers the period to August 31, 2026. Open on SEC EDGAR
- Next earnings report
- Acuity Inc. (DE)'s next report is expected around January 7, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Acuity Inc. (DE) declared dividends of $0.77 per share in fiscal 2026, a yield of 0.23% at the current price.
What Acuity Inc. (DE) does
Acuity Inc. (DE) is registered with the SEC under industry code SIC 3640 (Electric Lighting & Wiring Equipment). Its shares trade on NYSE under the ticker AYI.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $4.6B | $531.3M | $17.05 | $747.9M |
| 2025 | $4.3B | $396.6M | $12.53 | $533M |
| 2024 | $3.8B | $422.6M | $13.44 | $555.2M |
| 2023 | $4B | $346M | $10.76 | $511.4M |
| 2022 | $4B | $384M | $11.08 | $259.8M |
| 2021 | $3.5B | $306.3M | $8.38 | $364.9M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where AYI ranks in Consumer discretionary
Dividends
Acuity Inc. (DE) declared $0.77 per share in fiscal 2026. At the current price that is a yield of 0.23%. It paid out $23.8M in cash dividends, 4% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2026 | $0.77 | $23.8M | 4% |
| 2025 | $0.66 | $20.6M | 5% |
| 2024 | $0.58 | $18.2M | 4% |
| 2023 | $0.52 | $16.8M | 5% |
| 2022 | $0.52 | $18.1M | 5% |
| 2021 | $0.52 | $19.1M | 6% |
Latest SEC filings
What Acuity Inc. (DE) has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 23, 2026
- October 23, 2026Annual report 10-K · period to August 31, 2026Revenue rose 6.8% to $4.6B versus the prior year; diluted EPS $17.05 versus $12.53.
- October 21, 2026
- October 21, 2026
- October 1, 2026Quarterly results8-KAcuity reported higher sales and profit for the fourth quarter and full fiscal year 2026.
- September 29, 2026Executive or director change8-KAcuity Inc. expanded its board of directors from nine to ten members and appointed Nick Tzitzon as an independent director.
- June 26, 2026
- June 25, 2026
- June 25, 2026Quarterly report 10-Q · period to May 31, 2026Revenue rose 1.6% to $1.2B versus the same quarter last year; diluted EPS $4.56 versus $3.12.
- May 28, 2026
What is AYI worth? A DCF from its reported cash flow
Insider trades
What the people running Acuity Inc. (DE) did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders bought $22.1K and sold $15.8M worth of shares in the last 90 days. Most of the selling (92%) was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 2, 2026 | Ashe NeilPresident & CEO, Director | Soldpre-planned (10b5-1) | 3,000 | $970.4K |
| November 2, 2026 | Ashe NeilPresident & CEO, Director | Soldpre-planned (10b5-1) | 1,000 | $325K |
| October 30, 2026 | Ashe NeilPresident & CEO, Director | Soldpre-planned (10b5-1) | 760 | $238.6K |
| October 30, 2026 | Ashe NeilPresident & CEO, Director | Soldpre-planned (10b5-1) | 1,040 | $327.6K |
| October 30, 2026 | Ashe NeilPresident & CEO, Director | Soldpre-planned (10b5-1) | 817 | $258.2K |
| October 30, 2026 | Ashe NeilPresident & CEO, Director | Soldpre-planned (10b5-1) | 560 | $177.7K |
| October 30, 2026 | Ashe NeilPresident & CEO, Director | Soldpre-planned (10b5-1) | 2,640 | $840.9K |
| October 30, 2026 | Ashe NeilPresident & CEO, Director | Soldpre-planned (10b5-1) | 800 | $255.4K |
Who owns AYI
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 12% | May 7, 2026 |
| Vanguard Capital Management13G, passive | 5.24% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 636 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 3,604,071 | +1,248,463 |
| BlackRock, Inc. | 2,978,769 | -84,109 |
| Vanguard Portfolio Management LLC | 1,436,715 | +21,928 |
| Vanguard Capital Management LLC | 1,369,435 | -6,252 |
| Aqr Capital Management LLC | 1,274,516 | +838,610 |
| State Street Corp | 966,017 | +19,420 |
| Fuller & Thaler Asset Management, Inc. | 772,130 | +222,485 |
| Geode Capital Management, LLC | 768,419 | +191,972 |
| Dimensional Fund Advisors LP | 766,536 | +131,376 |
| American Century Companies Inc | 743,411 | -5,569 |
| Jpmorgan Chase & Co | 713,050 | -58,166 |
| Wellington Management Group Llp | 658,213 | -104,825 |
| Boston Partners | 535,556 | -64,280 |
| UBS Group AG | 515,771 | +291,113 |
| First Trust Advisors LP | 434,229 | +56,223 |
| FIL Ltd | 423,762 | -852 |
| Goldman Sachs Group Inc | 382,232 | +180,467 |
| Morgan Stanley | 363,273 | +99,064 |
| Allen Operations LLC | 344,100 | 0 |
| Fisher Asset Management, LLC | 325,619 | -7,869 |
Insiders
7 insiders reported holding 122,616 shares in total, about $40.8M at the last price.
| Holder | Shares |
|---|---|
| Ashe NeilPresident & CEO, Director | 64,858 |
| Holcom Karen JSVP & Chief Financial Officer | 26,004 |
| Hance James H JrDirector | 18,618 |
| Goldman Barry RSVP & General Counsel | 6,580 |
| O'Shaughnessy LauraDirector | 3,184 |
| Dadyar SaraSVP, Global Head HR | 2,972 |
| Leibman MayaDirector | 400400 held indirectly |
Questions about AYI
What does Acuity Inc. (DE) do?
Acuity Inc. (DE) is a company in the Consumer discretionary sector, listed on NYSE as AYI. Its shares trade on NYSE under the ticker AYI.
What is Acuity Inc. (DE)'s net worth?
Acuity Inc. (DE) has a market value (market cap) of $10B at the latest share price, and shareholders' equity of $3B on its balance sheet at August 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Acuity Inc. (DE) profitable?
Yes. In fiscal 2026 it reported net income of $531.3M on revenue of $4.6B, a net margin of 11.4%.
How much revenue does Acuity Inc. (DE) make?
In fiscal 2026 Acuity Inc. (DE) reported revenue of $4.6B. That is 6.8% more than a year earlier.
When did Acuity Inc. (DE) last report?
Its most recent periodic report is the annual report (10-K) filed on October 23, 2026. It covers the period to August 31, 2026. Its newest filing of any kind is the insider trade from November 3, 2026.
When is Acuity Inc. (DE)'s next earnings report?
Acuity Inc. (DE)'s next report is expected around January 7, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Acuity Inc. (DE) pay a dividend?
Yes. Acuity Inc. (DE) declared dividends of $0.77 per share in fiscal 2026, a yield of 0.23% at the current price.
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Where the numbers come from
Financial figures are the values Acuity Inc. (DE) tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.