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]
Acuity Brands(AYI) - 2025 Q2 - Earnings Call Presentation