Financial Performance - Acuity Brands (AYI) Consolidated - AYI's Q4 2025 net sales increased by 17% to $1.209 billion, compared to $1.032 billion in Q4 2024 [11] - Adjusted operating profit for Q4 2025 increased by 26% to $225 million, compared to $179 million in Q4 2024 [11] - Adjusted diluted EPS increased by 21% to $5.20 in Q4 2025, compared to $4.30 in Q4 2024 [11] - Year-to-date cash flow from operations decreased by 3% to $601 million, compared to $619 million [11] Segment Performance - Acuity Brands Lighting (ABL) - ABL's Q4 2025 net sales increased by 1% to $962 million, compared to $955 million in Q4 2024 [13] - ABL's adjusted operating profit increased by 13% to $194 million, compared to $172 million in Q4 2024 [13] - ABL's adjusted operating profit margin increased by 210 bps to 20.1%, compared to 18.0% in Q4 2024 [13] Segment Performance - Acuity Intelligent Spaces (AIS) - AIS's Q4 2025 net sales increased by 204% to $255 million, compared to $84 million in Q4 2024 [15] - AIS's adjusted operating profit increased by 154% to $55 million, compared to $22 million in Q4 2024 [15] - AIS's adjusted operating profit margin decreased by 420 bps to 21.4%, compared to 25.6% in Q4 2024 [15] Fiscal Year 2026 Outlook - AYI net sales are projected to be in the range of $4.7 billion to $4.9 billion [20] - ABL net sales are expected to increase by low-single digits [20] - AIS net sales are expected to increase by low to mid teens [20] - Adjusted diluted EPS is projected to be in the range of $19.00 to $20.50 [20]

BMS Software Suite 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 limited to, statements that describe or relate to the Company's plans, initiatives, projections, ...

Overall Performance - Acuity Brands Lighting (AYI) achieved net sales of $1006 million in Q2'25, an increase of 11% compared to $906 million in Q2'24 [13] - Adjusted diluted EPS increased by 10% from $3.38 in Q2'24 to $3.73 in Q2'25 [13] - Adjusted operating profit increased by 16% from $140 million in Q2'24 to $163 million in Q2'25, with adjusted operating profit margin increasing by 70 basis points [13] - Year-to-date cash flow from operations decreased by 35% from $293 million in Q2'24 to $192 million in Q2'25 [13] Segment Performance - Acuity Brands Lighting (ABL) reported net sales of $841 million in Q2'25, a slight decrease of 0% compared to $844 million in Q2'24 [15] - ABL's adjusted operating profit increased by 4% from $136 million in Q2'24 to $141 million in Q2'25, with adjusted operating profit margin increasing by 60 basis points from 162% to 168% [15] - Acuity Intelligent Spaces (AIS) saw a significant increase in net sales, growing by 152% from $68 million in Q2'24 to $172 million in Q2'25 [17] - AIS's adjusted operating profit increased by 124% from $14 million in Q2'24 to $32 million in Q2'25, but adjusted operating profit margin decreased by 230 basis points from 210% to 187% [17] Fiscal Year 2025 Outlook - The company projects net sales to be in the range of $43 billion to $45 billion for fiscal year 2025 [21] - Adjusted diluted EPS is expected to be in the range of $1650 to $1800 for fiscal year 2025 [22]