Core Insights - Acuity Inc. reported net sales of $1.1 billion for the first quarter of fiscal 2026, marking a 20.2% increase compared to the previous year [1][10] - The company achieved an operating profit of $160.4 million, up 20.3% year-over-year, with an adjusted operating profit of $196.3 million, reflecting a 23.7% increase [2][10] - Diluted earnings per share rose to $3.82, a 14.0% increase, while adjusted diluted earnings per share reached $4.69, up 18.1% [3][10] Financial Performance - Net sales for Acuity Brands Lighting (ABL) were $895.1 million, a 1.0% increase from the prior year [4][10] - ABL's operating profit was $149.0 million, a 4.0% increase, with an operating profit margin of 16.6% [5][10] - Acuity Intelligent Spaces (AIS) generated net sales of $257.4 million, a significant increase of 250.2% compared to the previous year [6][10] Cash Flow and Capital Allocation - The company reported net cash from operating activities of $140.8 million for the first three months of fiscal 2026 [8][10] - Acuity repurchased approximately 77,000 shares for around $28 million and repaid $100 million of term-loan borrowings during the quarter [8][10] Segment Performance - ABL's adjusted operating profit was $159.8 million, up 4.1%, with an adjusted operating profit margin of 17.9% [5][10] - AIS's adjusted operating profit reached $56.6 million, a substantial increase of 267.5%, with an adjusted operating profit margin of 22.0% [7][10] Overall Company Strategy - Acuity Inc. focuses on innovative product development and effective capital allocation to drive growth and enhance market share [12][13]

Core Viewpoint - Acuity Inc. is set to release its fiscal 2026 first-quarter results on January 8, 2026, 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 and lighting through innovative products and services [3]. - The company operates through two main segments: Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS) [3]. Growth Strategy - Acuity aims to achieve growth by developing innovative products and services, including lighting, lighting controls, building management solutions, and an audio, video, and control platform [4]. - The company emphasizes customer outcomes to drive growth and productivity, aiming to increase market share and deliver superior returns [4]. - Acuity plans to aggressively deploy capital to expand its business and enter attractive new verticals [4]. Operational Footprint - Acuity Inc. is headquartered in Atlanta, Georgia, and has operations across North America, Europe, and Asia, supported by approximately 13,000 associates [5].

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 - Acuity Inc. reported net sales of $1.2 billion for Q3 fiscal 2025, marking a 21.7% increase year-over-year, driven by strong performance across its segments [1][9][36] - The company experienced a decrease in operating profit to $139.8 million, down 3.8% from the previous year, while adjusted operating profit rose to $221.7 million, an increase of 32.7% [3][9][36] - Diluted earnings per share (EPS) decreased to $3.12, a 13.8% decline, while adjusted diluted EPS increased to $5.12, up 23.4% from the prior year [4][9][36] Financial Performance - Net sales for Acuity Brands Lighting (ABL) reached $923.2 million, a 2.7% increase compared to the prior year [5][36] - Acuity Intelligent Spaces (AIS) saw significant growth, with net sales of $264.1 million, representing a 248.9% increase year-over-year [7][36] - Operating profit for ABL was $134.0 million, down 11.6%, while adjusted operating profit increased to $173.9 million, up 7.3% [6][36] Earnings and Cash Flow - The company generated strong cash flow with net cash from operating activities amounting to $398.9 million for the first nine months of fiscal 2025 [10] - Acuity increased its dividend by 13% to $0.17 per share and repurchased approximately 344,000 shares for a total of $91.3 million [10] Segment Analysis - ABL's operating profit margin decreased to 14.5%, down 240 basis points, while AIS's operating profit margin was 10.4%, a decrease of 610 basis points [6][8][36] - Adjusted operating profit margin for ABL improved to 18.8%, an increase of 80 basis points, while AIS's adjusted operating profit margin rose to 23.6%, up 70 basis points [6][8][36] Market Position and Strategy - Acuity Inc. continues to focus on innovative product development and effective capital allocation to drive growth and enhance market share [12][13] - The company aims to enter attractive new verticals and leverage technology to solve industry challenges [12][13]

Company Overview - Acuity Inc. is a market-leading industrial technology company focused on solving problems in spaces, light, and more through its two business segments: Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS) [3] - The company is headquartered in Atlanta, Georgia, and operates across North America, Europe, and Asia, employing approximately 13,000 associates [5] Financial Information - Acuity Inc. will release its fiscal 2025 third quarter results on June 26, 2025, at 6:00 a.m. ET, followed by a conference call at 8:00 a.m. ET led by CEO Neil Ashe [1] Investor Relations - The webcast, earnings release, and supplemental presentation will be accessible via the Investor Relations section of the company's website on June 26, 2025, with an online replay available for a limited time [2] Growth Strategy - The company achieves growth through the development of innovative products and services, including lighting, lighting controls, building management solutions, and an audio, video, and control platform [4] - Acuity focuses on customer outcomes to drive growth and productivity, aiming to increase market share and deliver superior returns while aggressively deploying capital to enter attractive new verticals [4]