Core Viewpoint - Acuity (AYI) reported quarterly earnings of $5.2 per share, exceeding the Zacks Consensus Estimate of $4.7 per share, and showing an increase from $4.3 per share a year ago, indicating a strong performance in the current quarter [1][2] Financial Performance - The company achieved revenues of $1.21 billion for the quarter ended August 2025, which was slightly below the Zacks Consensus Estimate by 0.27%, but an increase from $1.03 billion year-over-year [2] - Acuity has surpassed consensus EPS estimates in all four of the last quarters, while it has only topped revenue estimates once during the same period [2] Stock Performance - Acuity shares have increased approximately 17.9% since the beginning of the year, outperforming the S&P 500's gain of 13.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for continued outperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $4.51, with expected revenues of $1.14 billion, and for the current fiscal year, the EPS estimate is $19.08 on revenues of $4.76 billion [7] - The trend of estimate revisions for Acuity was favorable ahead of the earnings release, suggesting potential positive adjustments in the future [6] Industry Context - The Technology Services industry, to which Acuity belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable environment for stock performance [8]

BMS Software Suite FISCAL 2025 FOURTH-QUARTER AND FULL-YEAR RESULTS OCTOBER 1, 2025 FORWARD LOOKING STATEMENTS This presentation and related conference call and webcast contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 (the "Act"). Forward-looking statements include, but are not limit ...

[Executive Summary & Financial Highlights](index=1&type=section&id=1.%20Executive%20Summary%20%26%20Financial%20Highlights) [Fiscal Q4 2025 Performance Overview](index=1&type=section&id=1.1.%20Fiscal%20Q4%202025%20Performance%20Overview) Acuity Inc. reported strong Q4 FY2025 net sales and adjusted profit growth, with **GAAP EPS** declining due to special items | Metric | Q4 FY2025 | Q4 FY2024 | Change | % Change | | :-------------------------- | :-------- | :-------- | :------- | :------- | | Net Sales | $1.2 billion | $1.0323 billion | $176.8 million | 17.1 % | | Operating Profit (GAAP) | $180.6 million | $157.0 million | $23.6 million | 15.0 % | | Operating Profit Margin (GAAP) | 14.9 % | 15.2 % | (30) bps | | | Adjusted Operating Profit | $225.3 million | $178.5 million | $46.8 million | 26.2 % | | Adjusted Operating Profit Margin | 18.6 % | 17.3 % | 130 bps | | | Diluted EPS (GAAP) | $3.61 | $3.77 | $(0.16) | (4.2)% | | Adjusted Diluted EPS | $5.20 | $4.30 | $0.90 | 20.9 % | - Incurred a **non-cash pension-settlement charge** of **$30.9 million** and recognized a **one-time tax benefit** of **$8.2 million** during the fourth quarter[4](index=4&type=chunk) [Fiscal Full-Year 2025 Performance Overview](index=2&type=section&id=1.2.%20Fiscal%20Full-Year%202025%20Performance%20Overview) Acuity Inc. achieved substantial FY2025 net sales and adjusted profit growth, despite a **GAAP EPS** decline | Metric | FY2025 | FY2024 | Change | % Change | | :-------------------------- | :------- | :------- | :------- | :------- | | Net Sales | $4.3 billion | $3.8 billion | $504.6 million | 13.1 % | | Operating Profit (GAAP) | $563.9 million | $553.3 million | $10.6 million | 1.9 % | | Operating Profit Margin (GAAP) | 13.0 % | 14.4 % | (140) bps | | | Adjusted Operating Profit | $768.6 million | $639.6 million | $129.0 million | 20.2 % | | Adjusted Operating Profit Margin | 17.7 % | 16.7 % | 100 bps | | | Diluted EPS (GAAP) | $12.53 | $13.44 | $(0.91) | (6.8)% | | Adjusted Diluted EPS | $18.01 | $15.56 | $2.45 | 15.7 % | - Generated **$601 million** in cash flow from operations in Fiscal 2025[3](index=3&type=chunk) [Segment Performance Analysis](index=2&type=section&id=2.%20Segment%20Performance%20Analysis) [Acuity Brands Lighting (ABL)](index=2&type=section&id=2.1.%20Acuity%20Brands%20Lighting%20(ABL)) ABL reported modest Q4 and FY2025 net sales growth, improving **GAAP** and **adjusted operating profit** margins [ABL Fourth-Quarter Results](index=2&type=section&id=2.1.1.%20ABL%20Fourth-Quarter%20Results) | Metric | Q4 FY2025 | Q4 FY2024 | Change | % Change | | :-------------------------- | :-------- | :-------- | :------- | :------- | | Net Sales | $962.4 million | $955.0 million | $7.4 million | 0.8 % | | Operating Profit (GAAP) | $183.0 million | $161.5 million | $21.5 million | 13.3 % | | Operating Profit Margin (GAAP) | 19.0 % | 16.9 % | 210 bps | | | Adjusted Operating Profit | $193.6 million | $171.9 million | $21.7 million | 12.6 % | | Adjusted Operating Profit Margin | 20.1 % | 18.0 % | 210 bps | | [ABL Full-Year Results](index=3&type=section&id=2.1.2.%20ABL%20Full-Year%20Results) | Metric | FY2025 | FY2024 | Change | % Change | | :-------------------------- | :------- | :------- | :------- | :------- | | Net Sales | $3.6 billion | $3.5734 billion | $38.8 million | 1.1 % | | Operating Profit (GAAP) | $590.6 million | $582.8 million | $7.8 million | 1.3 % | | Operating Profit Margin (GAAP) | 16.4 % | 16.3 % | 10 bps | | | Adjusted Operating Profit | $662.3 million | $624.2 million | $38.1 million | 6.1 % | | Adjusted Operating Profit Margin | 18.3 % | 17.5 % | 80 bps | | [Acuity Intelligent Spaces (AIS)](index=3&type=section&id=2.2.%20Acuity%20Intelligent%20Spaces%20(AIS)) AIS showed exceptional Q4 and FY2025 growth, with net sales doubling and substantial profit increases [AIS Fourth-Quarter Results](index=3&type=section&id=2.2.1.%20AIS%20Fourth-Quarter%20Results) | Metric | Q4 FY2025 | Q4 FY2024 | Change | % Change | | :-------------------------- | :-------- | :-------- | :------- | :------- | | Net Sales | $255.2 million | $83.9 million | $171.3 million | 204.2 % | | Operating Profit (GAAP) | $28.0 million | $16.7 million | $11.3 million | 67.7 % | | Operating Profit Margin (GAAP) | 11.0 % | 19.9 % | (890) bps | | | Adjusted Operating Profit | $54.6 million | $21.5 million | $33.1 million | 154.0 % | | Adjusted Operating Profit Margin | 21.4 % | 25.6 % | (420) bps | | [AIS Full-Year Results](index=3&type=section&id=2.2.2.%20AIS%20Full-Year%20Results) | Metric | FY2025 | FY2024 | Change | % Change | | :-------------------------- | :------- | :------- | :------- | :------- |\n| Net Sales | $764.3 million | $291.9 million | $472.4 million | 161.8 % | | Operating Profit (GAAP) | $76.1 million | $43.6 million | $32.5 million | 74.5 % | | Operating Profit Margin (GAAP) | 10.0 % | 14.9 % | (490) bps | | | Adjusted Operating Profit | $164.3 million | $63.4 million | $100.9 million | 159.1 % | | Adjusted Operating Profit Margin | 21.5 % | 21.7 % | (20) bps | | [Consolidated Financial Statements](index=7&type=section&id=3.%20Consolidated%20Financial%20Statements) [Condensed Consolidated Balance Sheets](index=7&type=section&id=3.1.%20Condensed%20Consolidated%20Balance%20Sheets) Total assets increased, driven by long-term assets, with corresponding increases in liabilities and equity | ASSETS (in millions) | Aug 31, 2025 | Aug 31, 2024 | Change | | :-------------------------------- | :----------- | :----------- | :----- | | Cash and cash equivalents | $422.5 | $845.8 | $(423.3) | | Accounts receivable, net | $593.9 | $563.0 | $30.9 | | Inventories | $526.7 | $387.6 | $139.1 | | Prepayments and other current assets | $108.4 | $75.1 | $33.3 | | **Total current assets** | **$1,651.5** | **$1,871.5** | **$(220.0)** | | Property, plant, and equipment, net | $343.2 | $303.9 | $39.3 | | Other long-term assets | $2,760.5 | $1,639.2 | $1,121.3 | | **Total assets** | **$4,755.2** | **$3,814.6** | **$940.6** | | LIABILITIES AND STOCKHOLDERS' EQUITY (in millions) | | | | | Accounts payable | $454.5 | $352.3 | $102.2 | | Other current liabilities | $391.3 | $335.6 | $55.7 | | **Total current liabilities** | **$845.8** | **$687.9** | **$157.9** | | Long-term debt | $896.8 | $496.2 | $400.6 | | Other long-term liabilities | $287.7 | $251.7 | $36.0 | | Total stockholders' equity | $2,724.9 | $2,378.8 | $346.1 | | **Total liabilities and stockholders' equity** | **$4,755.2** | **$3,814.6** | **$940.6** | [Condensed Statements of Income](index=8&type=section&id=3.2.%20Condensed%20Statements%20of%20Income) FY2025 net sales and gross profit rose, but net income fell due to higher expenses and special charges | (In millions, except per-share data) | Q4 FY2025 | Q4 FY2024 | FY2025 | FY2024 | | :--------------------------------- | :-------- | :-------- | :----- | :----- | | Net sales | $1,209.1 | $1,032.3 | $4,345.6 | $3,841.0 | | Cost of products sold | $618.1 | $543.6 | $2,267.1 | $2,059.3 | | Gross profit | $591.0 | $488.7 | $2,078.5 | $1,781.7 | | Selling, distribution, and administrative expenses | $410.4 | $331.7 | $1,484.9 | $1,228.4 | | Special charges | — | — | $29.7 | — | | Operating profit | $180.6 | $157.0 | $563.9 | $553.3 | | Other expense: Interest expense (income), net | $7.0 | $(3.5) | $22.0 | $(4.5) | | Other expense: Miscellaneous expense, net | $35.9 | $8.0 | $41.7 | $9.2 | | Total other expense | $42.9 | $4.5 | $63.7 | $4.7 | | Income before income taxes | $137.7 | $152.5 | $500.2 | $548.6 | | Income tax expense | $23.7 | $33.6 | $103.6 | $126.0 | | Net income | $114.0 | $118.9 | $396.6 | $422.6 | | Diluted earnings per share | $3.61 | $3.77 | $12.53 | $13.44 | | Dividends declared per share | $0.17 | $0.15 | $0.66 | $0.58 | [Condensed Consolidated Statements of Cash Flows](index=9&type=section&id=3.3.%20Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) FY2025 net cash from operations decreased, investing activities rose due to acquisitions, and financing shifted | (In millions) | FY2025 | FY2024 | | :------------------------------------------ | :----- | :----- | | Net cash provided by operating activities | $601.4 | $619.2 | | Net cash used for investing activities | $(1,280.7) | $(65.1) | | Net cash provided by (used for) financing activities | $255.4 | $(104.5) | | Net change in cash and cash equivalents | $(423.3) | $447.9 | | Cash and cash equivalents at end of year | $422.5 | $845.8 | - Capital allocation activities included closing the QSC acquisition, acquiring M3 Innovation, increasing the dividend by **13%** to **$0.17** per share, repurchasing approximately **$118.5 million** of common stock, and repaying **$200.0 million** of term-loan borrowings[17](index=17&type=chunk) [Disaggregated Net Sales by Channel](index=10&type=section&id=4.%20Disaggregated%20Net%20Sales%20by%20Channel) AIS drove Q4 and FY2025 net sales growth with triple-digit increases; ABL channels showed mixed modest growth | Net Sales by Channel (in millions) | Q4 FY2025 | Q4 FY2024 | Increase (Decrease) | Percent Change | | :--------------------------------- | :-------- | :-------- | :------------------ | :------------- | | **Acuity Brands Lighting:** | | | | | | Independent sales network | $702.4 | $677.1 | $25.3 | 3.7 % | | Direct sales network | $105.3 | $109.6 | $(4.3) | (3.9)% | | Retail sales | $43.4 | $42.6 | $0.8 | 1.9 % | | Corporate accounts | $52.9 | $65.8 | $(12.9) | (19.6)% | | Original equipment manufacturer and other | $58.4 | $59.9 | $(1.5) | (2.5)% | | **Total Acuity Brands Lighting** | **$962.4** | **$955.0** | **$7.4** | **0.8 %** | | **Acuity Intelligent Spaces** | **$255.2** | **$83.9** | **$171.3** | **204.2 %** | | Eliminations | $(8.5) | $(6.6) | $(1.9) | 28.8 % | | **Total** | **$1,209.1** | **$1,032.3** | **$176.8** | **17.1 %** | | Net Sales by Channel (in millions) | FY2025 | FY2024 | Increase (Decrease) | Percent Change | | :--------------------------------- | :----- | :----- | :------------------ | :------------- | | **Acuity Brands Lighting:** | | | | | | Independent sales network | $2,646.8 | $2,551.7 | $95.1 | 3.7 % | | Direct sales network | $411.4 | $397.0 | $14.4 | 3.6 % | | Retail sales | $170.7 | $190.3 | $(19.6) | (10.3)% | | Corporate accounts | $156.7 | $205.9 | $(49.2) | (23.9)% | | Original equipment manufacturer and other | $226.6 | $228.5 | $(1.9) | (0.8)% | | **Total Acuity Brands Lighting** | **$3,612.2** | **$3,573.4** | **$38.8** | **1.1 %** | | **Acuity Intelligent Spaces** | **$764.3** | **$291.9** | **$472.4** | **161.8 %** | | Eliminations | $(30.9) | $(24.3) | $(6.6) | 27.2 % | | **Total** | **$4,345.6** | **$3,841.0** | **$504.6** | **13.1 %** | [Non-GAAP Financial Measures & Reconciliations](index=4&type=section&id=5.%20Non-GAAP%20Financial%20Measures%20%26%20Reconciliations) [Non-GAAP Measures Explanation](index=4&type=section&id=5.1.%20Non-GAAP%20Measures%20Explanation) Acuity Inc. uses non-GAAP measures (**adjusted profit**, **EPS**, **FCF**) to clarify performance, excluding specific items - Non-GAAP financial measures include **adjusted gross profit**/margin, **adjusted operating profit**/margin, **adjusted net income**, **adjusted diluted EPS**, **EBITDA**/margin, and **adjusted EBITDA**/margin[23](index=23&type=chunk) - Adjustments typically exclude amortization of acquired intangible assets, share-based payment expense, acquired profit in inventory, and acquisition-related items[23](index=23&type=chunk) - **Free cash flow (FCF)** is defined as **net cash provided by operating activities** less **purchases of property, plant, and equipment**[24](index=24&type=chunk)[27](index=27&type=chunk) - These measures are used for internal performance reviews, comparative operational analysis, and decision-making, aiming for greater comparability with peers, especially technology and software companies. They should be considered in addition to, not as a substitute for, **GAAP results**[25](index=25&type=chunk)[28](index=28&type=chunk) [Company-wide Reconciliation (Q4 Fiscal 2025)](index=11&type=section&id=5.2.%20Company-wide%20Reconciliation%20(Q4%20Fiscal%202025)) This section reconciles **GAAP** to non-GAAP Q4 FY2025 financial measures, detailing adjustments for special items | (In millions except per share data) | Q4 FY2025 | Q4 FY2024 | Increase (Decrease) | Percent Change | | :---------------------------------- | :-------- | :-------- | :------------------ | :------------- | | Operating profit (GAAP) | $180.6 | $157.0 | $23.6 | 15.0 % | | Adjusted operating profit (Non-GAAP) | $225.3 | $178.5 | $46.8 | 26.2 % | | Net income (GAAP) | $114.0 | $118.9 | $(4.9) | (4.1)% | | Adjusted net income (Non-GAAP) | $164.0 | $135.5 | $28.5 | 21.0 % | | Diluted earnings per share (GAAP) | $3.61 | $3.77 | $(0.16) | (4.2)% | | Adjusted diluted earnings per share (Non-GAAP) | $5.20 | $4.30 | $0.90 | 20.9 % | | EBITDA (Non-GAAP) | $191.1 | $171.6 | $19.5 | 11.4 % | | Adjusted EBITDA (Non-GAAP) | $240.7 | $191.3 | $49.4 | 25.8 % | [Segment Reconciliation (Q4 Fiscal 2025)](index=12&type=section&id=5.3.%20Segment%20Reconciliation%20(Q4%20Fiscal%202025)) This section reconciles **GAAP** to non-GAAP operating and gross profit for ABL and AIS in Q4 FY2025 | (In millions) | ABL Q4 FY2025 | ABL Q4 FY2024 | Increase (Decrease) | Percent Change | | :-------------------------- | :------------- | :------------- | :------------------ | :------------- | | Operating profit (GAAP) | $183.0 | $161.5 | $21.5 | 13.3 % | | Adjusted operating profit (Non-GAAP) | $193.6 | $171.9 | $21.7 | 12.6 % | | (In millions) | AIS Q4 FY2025 | AIS Q4 FY2024 | Increase (Decrease) | Percent Change | | :-------------------------- | :------------- | :------------- | :------------------ | :------------- | | Operating profit (GAAP) | $28.0 | $16.7 | $11.3 | 67.7 % | | Adjusted operating profit (Non-GAAP) | $54.6 | $21.5 | $33.1 | 154.0 % | [Company-wide Reconciliation (Full-Year Fiscal 2025)](index=13&type=section&id=5.4.%20Company-wide%20Reconciliation%20(Full-Year%20Fiscal%202025)) This section reconciles **GAAP** to non-GAAP FY2025 financial measures, detailing various adjustments | (In millions, except per share data) | FY2025 | FY2024 | Increase (Decrease) | Percent Change | | :----------------------------------- | :----- | :----- | :------------------ | :------------- | | Gross profit (GAAP) | $2,078.5 | $1,781.7 | $296.8 | 16.7 % | | Adjusted gross profit (Non-GAAP) | $2,108.1 | $1,781.7 | $326.4 | 18.3 % | | Operating profit (GAAP) | $563.9 | $553.3 | $10.6 | 1.9 % | | Adjusted operating profit (Non-GAAP) | $768.6 | $639.6 | $129.0 | 20.2 % | | Net income (GAAP) | $396.6 | $422.6 | $(26.0) | (6.2)% | | Adjusted net income (Non-GAAP) | $569.8 | $489.1 | $80.7 | 16.5 % | | Diluted earnings per share (GAAP) | $12.53 | $13.44 | $(0.91) | (6.8)% | | Adjusted diluted earnings per share (Non-GAAP) | $18.01 | $15.56 | $2.45 | 15.7 % | | EBITDA (Non-GAAP) | $655.3 | $635.2 | $20.1 | 3.2 % | | Adjusted EBITDA (Non-GAAP) | $825.2 | $691.0 | $134.2 | 19.4 % | [Segment Reconciliation (Full-Year Fiscal 2025)](index=14&type=section&id=5.5.%20Segment%20Reconciliation%20(Full-Year%20Fiscal%202025)) This section reconciles **GAAP** to non-GAAP FY2025 gross and operating profit for ABL and AIS | (In millions) | ABL FY2025 | ABL FY2024 | Increase (Decrease) | Percent Change | | :-------------------------- | :--------- | :--------- | :------------------ | :------------- | | Gross profit (GAAP) | $1,654.5 | $1,612.5 | $42.0 | 2.6 % | | Operating profit (GAAP) | $590.6 | $582.8 | $7.8 | 1.3 % | | Adjusted operating profit (Non-GAAP) | $662.3 | $624.2 | $38.1 | 6.1 % | | (In millions) | AIS FY2025 | AIS FY2024 | Increase (Decrease) | Percent Change | | :-------------------------- | :--------- | :--------- | :------------------ | :------------- | | Gross profit (GAAP) | $424.0 | $169.2 | $254.8 | 150.6 % | | Adjusted gross profit (Non-GAAP) | $453.6 | $169.2 | $284.4 | 168.1 % | | Operating profit (GAAP) | $76.1 | $43.6 | $32.5 | 74.5 % | | Adjusted operating profit (Non-GAAP) | $164.3 | $63.4 | $100.9 | 159.1 % | [Free Cash Flow Reconciliation (Full-Year Fiscal 2025)](index=14&type=section&id=5.6.%20Free%20Cash%20Flow%20Reconciliation%20(Full-Year%20Fiscal%202025)) **Free cash flow** for FY2025 decreased slightly, primarily due to lower **net cash provided by operating activities** | (In millions) | FY2025 | FY2024 | Increase (Decrease) | Percent Change | | :------------------------------------------ | :----- | :----- | :------------------ | :------------- | | Net cash provided by operating activities (GAAP) | $601.4 | $619.2 | $(17.8) | (2.9)% | | Less: Purchases of property, plant, and equipment | $(68.4) | $(64.0) | | | | **Free cash flow (Non-GAAP)** | **$533.0** | **$555.2** | **$(22.2)** | **(4.0)%** | [Company Information & Legal Disclosures](index=4&type=section&id=6.%20Company%20Information%20%26%20Legal%20Disclosures) [About Acuity Inc.](index=4&type=section&id=6.1.%20About%20Acuity%20Inc.) Acuity Inc. is a market-leading industrial technology company focused on solving problems in spaces and light - Acuity Inc. is a market-leading industrial technology company that uses technology to solve problems in spaces, light, and more[20](index=20&type=chunk) - Operates through two business segments: Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS)[20](index=20&type=chunk) - Strategy focuses on developing innovative new products and services, customer outcomes, driving growth and productivity to increase market share, delivering superior returns, and aggressively deploying capital[21](index=21&type=chunk) - Headquartered in Atlanta, Georgia, with operations across North America, Europe, and Asia, powered by approximately **13,000** associates[22](index=22&type=chunk) [Form 10-K Filing Status](index=4&type=section&id=6.2.%20Form%2010-K%20Filing%20Status) The financial results in this earnings release are preliminary, pending audit completion and Form 10-K filing - Financial results reported in this earnings release are preliminary[18](index=18&type=chunk) - The independent registered public accounting firm's audit report will be issued upon the filing of the annual report on Form 10-K[18](index=18&type=chunk) [Investor Conference Call Details](index=4&type=section&id=6.3.%20Investor%20Conference%20Call%20Details) Acuity Inc. hosted a conference call on October 1, 2025, to discuss results, available on its Investor Relations website - A conference call was hosted on October 1, 2025, at **8:00 a.m. (ET)** by Neil Ashe, Chairman, President and CEO[19](index=19&type=chunk) - The conference call and earnings release are accessible via the Investor Relations section of www.investors.acuityinc.com, with a replay available for a limited time[19](index=19&type=chunk) [Forward-Looking Information Disclaimer](index=5&type=section&id=6.4.%20Forward-Looking%20Information%20Disclaimer) This press release contains forward-looking statements subject to risks, and actual results may differ materially - This press release contains "forward-looking statements" under the safe harbor provisions of the Private Securities Litigation Reform Act of 1995[29](index=29&type=chunk) - Forward-looking statements describe plans, initiatives, projections, expectations, and financial outlook, identified by words like "expect," "believe," "intend," etc[29](index=29&type=chunk)[30](index=30&type=chunk) - These statements are not guarantees of future performance and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially[30](index=30&type=chunk) - Readers are cautioned not to place undue reliance on forward-looking statements, and the company undertakes no obligation to publicly update or revise them[30](index=30&type=chunk)

Core Viewpoint - Acuity Inc. reported strong financial performance in the fourth quarter of fiscal 2025, with significant increases in net sales and adjusted operating profit, demonstrating the company's ability to deliver growth and create shareholder value [1][2][9]. Financial Performance - Net sales for Q4 fiscal 2025 reached $1.2 billion, an increase of $176.8 million, or 17.1% compared to the previous year [1][9]. - Operating profit for Q4 was $180.6 million, up $23.6 million from the prior year, with an operating profit margin of 14.9%, a decrease of approximately 30 basis points [2][9]. - Adjusted operating profit was $225.3 million, an increase of $46.8 million, with an adjusted operating profit margin of 18.6%, an increase of approximately 130 basis points [2][9]. Earnings Per Share - Diluted earnings per share (EPS) for Q4 was $3.61, down $0.16 or 4.2% from the previous year, while adjusted diluted EPS was $5.20, an increase of $0.90 or 20.9% [4][9]. Full-Year Summary - For the full year of fiscal 2025, net sales totaled $4.3 billion, an increase of $504.6 million or 13.1% from $3.8 billion in fiscal 2024 [5][9]. - Operating profit for the full year was $563.9 million, an increase of $10.6 million, with an operating profit margin of 13.0%, a decrease of approximately 140 basis points [6][9]. - Adjusted diluted EPS for the full year was $18.01, an increase of $2.45 or 15.7% from $15.56 in the prior year [7][9]. Segment Performance - Acuity Brands Lighting (ABL) generated net sales of $962.4 million in Q4, an increase of $7.4 million or 0.8% compared to the prior year [8][10]. - Acuity Intelligent Spaces (AIS) reported net sales of $255.2 million in Q4, a significant increase of $171.3 million or 204.2% compared to the previous year [13][14]. Cash Flow and Capital Allocation - The company generated $601 million in cash flow from operations for fiscal 2025, a decrease of $17.8 million compared to the prior year [9][17]. - Acuity Inc. increased its dividend by 13% to $0.17 per share and repurchased approximately 436,000 shares of common stock for about $118.5 million [17][9].

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With U.S. stock futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Conagra Brands Inc. (NYSE:CAG) to report quarterly earnings at 33 cents per share on revenue of $2.62 billion before the opening bell, according to data from Benzinga Pro. Conagra shares gained 0.2% to $18.35 in after-hours trading.Nike Inc. (NYSE:NKE) reported better-than-expected first-quarter financial results. Nike reported quarterly earnings of 49 cen ...

Core Insights - Acuity (AYI) is positioned to potentially continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates by an average of 8.87% in the last two quarters [1][5]. Earnings Performance - For the most recent quarter, Acuity reported earnings of $4.42 per share, missing the expected $5.12 per share by 15.84%. In the previous quarter, it reported $3.73 per share against an estimate of $3.66 per share, resulting in a surprise of 1.91% [2]. Earnings Estimates and Predictions - Recent estimates for Acuity have been trending upward, with a positive Earnings ESP of +6.69%, indicating increased analyst optimism regarding the company's earnings prospects. This is coupled with a Zacks Rank of 2 (Buy), suggesting a strong possibility of another earnings beat [5][8]. Earnings ESP and Consensus - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the premise that analysts revising their estimates close to the earnings release have the most current information [7]. Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6].

Investors interested in stocks from the Technology Services sector have probably already heard of Acuity (AYI) and Amplitude, Inc. (AMPL) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings ...

Acuity Inc. (NYSE:AYI) will release earnings results for the fourth quarter, before the opening bell on Wednesday, Oct. 1.Analysts expect the Atlanta, Georgia-based company to report quarterly earnings at $4.84 per share, up from $4.30 per share in the year-ago period. Acuity projects to report quarterly revenue at $1.23 billion, compared to $1.03 billion a year earlier, according to data from Benzinga Pro.On June 26, Acuity reported better-than-expected third-quarter financial results.Shares of Acuity rose ...

Analysts estimate EPS of $4.60, a 7% increase year over year, with revenue projected at approximately $1.23 billion, marking a 16.8% rise.Acuity Brands has consistently outperformed expectations, with adjusted earnings surpassing the Zacks Consensus Estimate by 15.8% in the previous quarter.The company faces challenges such as tariffs and shifts in demand, but its moderate debt-to-equity ratio of 0.42 and strong current ratio of 1.99 suggest resilience.Acuity Brands, Inc. (NYSE:AYI) is a leading provider of ...