Core Viewpoint - Acuity Inc. is set to release its fiscal 2025 fourth-quarter and full-year results on October 1, 2025, with a conference call led by CEO Neil Ashe [1]. Company Overview - Acuity Inc. (NYSE: AYI) is a leading industrial technology company focused on solving problems related to spaces, light, and more through its two business segments: Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS) [3]. - The company emphasizes the development of innovative products and services, including lighting, lighting controls, building management solutions, and an audio, video, and control platform [4]. - Acuity Inc. operates globally, with a presence in North America, Europe, and Asia, supported by approximately 13,000 associates [5].

Core Insights - The Zacks Premium service provides tools for investors to enhance their stock market engagement and confidence [1][2] Zacks Style Scores - Zacks Style Scores are indicators that help investors select stocks likely to outperform the market in the next 30 days, rated from A to F based on value, growth, and momentum characteristics [3] - The Style Scores consist of four categories: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [4][5][6][7] Value Score - The Value Score identifies attractive and discounted stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow [4] Growth Score - The Growth Score assesses a company's financial strength and future outlook based on projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Score helps investors capitalize on price or earnings trends, utilizing factors like one-week price change and monthly earnings estimate changes [6] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for evaluating stocks based on value, growth, and momentum [7] Zacks Rank - The Zacks Rank is a proprietary stock-rating model that leverages earnings estimate revisions to guide investors in portfolio creation, with 1 (Strong Buy) stocks averaging a +23.75% annual return since 1988, outperforming the S&P 500 [8] - There are over 800 top-rated stocks available, making it essential to use Style Scores to narrow down choices [9] Stock to Watch: Acuity, Inc. (AYI) - Acuity, Inc. is headquartered in Atlanta, GA, and manufactures lighting fixtures and related components [12] - AYI holds a 3 (Hold) Zacks Rank with a VGM Score of A and a Value Style Score of B, featuring a forward P/E ratio of 17.5 [13] - Recent earnings estimates for fiscal 2025 have been revised higher, with the Zacks Consensus Estimate increasing by $0.38 to $17.41 per share, and an average earnings surprise of +5.6% [13] - With a solid Zacks Rank and strong Value and VGM Style Scores, AYI is recommended for investors [14]

Company Overview - Acuity, Inc. is headquartered in Atlanta, GA, and is the parent company of Acuity Brands Lighting, Inc. It manufactures and distributes lighting fixtures and related components, including luminaries, lighting controls, and integrated systems designed for energy efficiency and comfort in various applications [11]. Investment Ratings - Acuity, Inc. currently holds a 3 (Hold) rating on the Zacks Rank, with a VGM Score of A. This indicates a solid position in the market, although it is not classified as a strong buy [12]. - The company has a Momentum Style Score of B, reflecting positive price movement, with shares increasing by 1.7% over the past four weeks [12]. Earnings Estimates - In the last 60 days, five analysts have revised their earnings estimates upwards for fiscal 2025, leading to an increase in the Zacks Consensus Estimate by $0.38 to $17.41 per share [12]. - Acuity, Inc. has demonstrated an average earnings surprise of +5.6%, indicating a history of exceeding earnings expectations [12]. Investment Considerations - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, Acuity, Inc. is recommended to be on investors' short lists for potential investment opportunities [13].

Core Insights - Zacks Premium provides tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators designed to help investors select stocks likely to outperform the market within 30 days, rated from A to F based on value, growth, and momentum [3] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E and Price/Sales [4] - The Growth Score assesses a company's financial health and future outlook through projected earnings and sales [5] - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes [6] - The VGM Score combines all three Style Scores, providing a comprehensive evaluation of stocks based on value, growth, and momentum [7] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors, with 1 (Strong Buy) stocks achieving an average annual return of +23.62% since 1988, significantly outperforming the S&P 500 [8] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down choices [9] - To maximize returns, investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [10] Stock to Watch: Acuity, Inc. - Acuity, Inc., based in Atlanta, GA, manufactures and distributes lighting fixtures and related components, focusing on energy efficiency and comfort [12] - Acuity is rated 3 (Hold) with a VGM Score of A and a Growth Style Score of B, indicating potential for growth with an 11.9% year-over-year earnings growth forecast [13] - Recent earnings estimates for Acuity have been revised upward, with the Zacks Consensus Estimate increasing by $0.38 to $17.41 per share, alongside an average earnings surprise of +5.6% [13][14]

Group 1: Zacks Premium and Style Scores - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, Equity Research reports, and Premium stock screens [1] - The Zacks Style Scores are complementary indicators that rate stocks based on value, growth, and momentum characteristics, helping investors identify stocks likely to outperform the market in the next 30 days [2][3] Group 2: Value, Growth, and Momentum Scores - The Value Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales, appealing to value investors [3] - The Growth Score assesses a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow to find sustainable growth stocks [4] - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes, catering to momentum traders [5] Group 3: VGM Score and Zacks Rank - The VGM Score combines Value, Growth, and Momentum Scores, providing a comprehensive indicator for investors seeking a balanced approach [6] - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to guide investors, with 1 (Strong Buy) stocks achieving an average annual return of +23.62% since 1988, significantly outperforming the S&P 500 [7][8] Group 4: Stock Analysis - Acuity, Inc. - Acuity, Inc., headquartered in Atlanta, GA, manufactures and distributes lighting fixtures and related components, focusing on energy efficiency and comfort for various applications [11] - Acuity has a Zacks Rank of 3 (Hold) and a VGM Score of A, with a Value Style Score of B, supported by a forward P/E ratio of 17.61, making it attractive for value investors [12] - Recent upward revisions in earnings estimates and a Zacks Consensus Estimate increase of $0.31 to $17.34 per share indicate positive momentum for Acuity [12][13]

Company Overview - Acuity, Inc. is headquartered in Atlanta, GA, and is the parent company of Acuity Brands Lighting, Inc. It manufactures and distributes lighting fixtures and related components, including luminaries, lighting controls, and integrated systems designed for energy efficiency and comfort in various applications [11]. Investment Ratings - Acuity, Inc. currently holds a Zacks Rank of 3 (Hold) with a VGM Score of A, indicating a solid overall performance [12]. - The company has a Momentum Style Score of B, with shares increasing by 16% over the past four weeks [12]. Earnings Estimates - In the last 60 days, four analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate rising by $0.31 to $17.34 per share [12]. - Acuity, Inc. has an average earnings surprise of 5.6%, suggesting a positive trend in earnings performance [12]. Investment Considerations - With a strong Zacks Rank and high Momentum and VGM Style Scores, Acuity, Inc. is recommended for investors looking for potential opportunities [13].

Company Overview - Acuity, Inc. is headquartered in Atlanta, GA, and is the parent company of Acuity Brands Lighting, Inc. It manufactures and distributes lighting fixtures and related components, including luminaries, lighting controls, and integrated systems designed for energy efficiency and comfort in various applications [11]. Investment Ratings - Acuity, Inc. currently holds a Zacks Rank of 3 (Hold) and has a VGM Score of B, indicating a solid position in the market [12]. - The company is considered a potential top pick for growth investors, with a Growth Style Score of B, forecasting a year-over-year earnings growth of 9.7% for the current fiscal year [12]. Earnings Estimates - In the last 60 days, two analysts have revised their earnings estimates upwards for Acuity, leading to an increase in the Zacks Consensus Estimate by $0.04 to $17.07 per share [12]. - Acuity has demonstrated an average earnings surprise of 5.6%, suggesting a positive trend in earnings performance [12]. Investment Considerations - With a solid Zacks Rank and top-tier Growth and VGM Style Scores, Acuity, Inc. is recommended to be on investors' short lists for potential investment opportunities [13].

Group 1 - The core viewpoint is a reiteration of a buy rating for Acuity Brands Inc. (NYSE: AYI) due to strong demand outlook across its operating segments [1] - The investment approach focuses on long-term investments while also incorporating short-term shorts to uncover alpha opportunities [1] - The analysis emphasizes a bottom-up approach, assessing the fundamental strengths and weaknesses of individual companies [1] Group 2 - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]

Core Insights - Acuity Inc. (AYI) reported strong third-quarter results for fiscal 2025, with adjusted earnings and net sales exceeding expectations and showing year-over-year growth [1][3][9] Financial Performance - Adjusted earnings per share (EPS) reached $5.12, surpassing the Zacks Consensus Estimate of $4.42 by 15.8% and increasing 23% from the previous year's EPS of $4.15 [3][9] - Net sales totaled $1.18 billion, exceeding the consensus estimate of $1.14 billion by 3% and improving 21.7% from the prior-year quarter [3][9] Segment Performance - The Acuity Brands Lighting segment, which accounts for the majority of sales, saw a 2.7% increase in quarterly sales to $923.2 million, above the estimate of $912.6 million [3] - Acuity Intelligent Spaces generated net sales of $264.1 million, a significant increase of 248.9% year over year, exceeding the estimate of $233.5 million [5][9] - Adjusted operating profit for Acuity Intelligent Spaces was $62.3 million, up 260.1% from the year-ago period [6] Operating Highlights - Adjusted operating profit increased 32.7% year over year to $221.7 million, with an adjusted operating margin of 18.8%, up 150 basis points [7] - Adjusted EBITDA rose 31.3% to $236.3 million, with an adjusted EBITDA margin expanding 140 basis points to 20% [7] Cash Flow and Shareholder Returns - As of the fiscal third quarter, cash and cash equivalents were $371.8 million, down from $845.8 million at the end of fiscal 2024 [10] - The company repurchased nearly 0.3 million shares for $90 million during the first nine months of fiscal 2025, with 3.4 million shares remaining in the repurchase program [11] - The quarterly dividend was increased by 13% to 17 cents per share, equating to 68 cents annually [11] Guidance - Acuity reaffirmed its fiscal 2025 guidance, expecting net sales between $4.3 billion and $4.5 billion and adjusted EPS in the range of $16.50-$18.00, indicating growth from fiscal 2024 [12]

Core Insights - Acuity reported revenue of $1.18 billion for the quarter ended May 2025, reflecting a year-over-year increase of 21.7% and surpassing the Zacks Consensus Estimate by 3.02% [1] - Earnings per share (EPS) for the quarter was $5.12, up from $4.15 in the same quarter last year, resulting in an EPS surprise of 15.84% compared to the consensus estimate of $4.42 [1] Financial Performance Metrics - Acuity Intelligent Spaces net sales reached $264.10 million, exceeding the average analyst estimate of $240.34 million, and showing a significant year-over-year increase of 248.9% [4] - Acuity Brands Lighting (ABL) net sales were reported at $923.20 million, slightly above the average estimate of $910.77 million, with a year-over-year growth of 2.8% [4] - Adjusted operating profit for Acuity Intelligent Spaces was $62.30 million, surpassing the average estimate of $44.69 million [4] - Adjusted operating profit for Acuity Brands Lighting was $173.90 million, compared to the average estimate of $164.07 million [4] Stock Performance - Acuity's shares have returned +9.9% over the past month, outperforming the Zacks S&P 500 composite's +5.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]