Acuity Brands(AYI) - 2025 Q4 - Earnings Call Presentation

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]