Acuity Inc. (De) · Electric Lighting & Wiring Equipment

AYI

Low riskNext report: Around Jan 7, 2027 (est.)

View price ↗

The short version

A high-quality, profitable business with steady sales. Insiders and institutions are both adding.

Going well

Profitable every year for 10 years
Sales up 13% last year
Brings in more cash than it spends

Money moves

An insider bought $22K of shares with their own money in the last 30 days
Insiders sold $1.2M in the last 30 days
Institutions added 4.2% to their holdings in the quarter ending June 2026 (327 bought, 241 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$318.69+0.0% that day

Latest insider buy: A director bought at $302.32 on Oct 16. The stock is now $318.69, +5.4% since.

Company value: $9.5B; Share price times all shares
Price vs profit (P/E): 18.7x; You pay about $19 for each $1 of yearly profit
Price vs sales: 2.0x; Company value is 2.0 times a year of sales
Dividend yield: 0.2%; Yearly dividend as a share of today's price
Cash vs value: 7%; Cash as a share of company value
Debt vs value: 8%; Debt as a share of company value

From AYI's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Aug '26 (worked out from yearly totals)

$1.2B+2.9% vs a year earlier

Nov '23Tap a barAug '26

Last 12 months: $4.6B, up 6.8% from the 12 months before. Over 5 years, sales grew about 5.5% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of AYI. Starting points are the company's recent numbers.

Sales growth+7% a yearRecently: +6.8% a yearProfit margin11%Last 12 months: 11.4%P/E at the end19xToday: 18.7x. Many steady companies trade at 12x to 25xShare count change-1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$6.5B

Profit in 5 years$716M

Price these guesses point to$481.82+51% vs $318.69 todayAbout +8.6% a year, before dividends

What today's price needs: with a 11% margin and a 19x P/E, sales could shrink about 1.5% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

6/7Strong

PassReturn on equity 15%+Earns a lot on the money owners have in the business.15.1%
PassDebt under half of equityNot relying on borrowed money.0.29x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.9.1%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$533.0M
PassShare count not growingNot diluting owners. Falling means buybacks.-4.1% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.47.8%

Revenue: $4.3B; +13.1% vs prior year
5-year growth: +5.5%/yr; revenue, per year
Total debt: $797.0M; 0.29x equity
Current ratio: 2.07x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Aug 31, 2026

Reported Oct 1

Revenue: $1.2B; +2.9% YoY
EPS: $5.60; vs $3.61
Op. margin: 18.2%; +3.3 pts
Gross margin: 53.8%; +4.9 pts
Free cash flow: $286.2M
Share count: -3.0%; vs a year ago

Some values are worked out from year-to-date totals in the annual report.

Insider rating

Last 90 days

33Selling

1 insider bought $22K
1 insider sold $1.2M (not pre-planned)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

93/ 100

This week: 8
Normal week: 0.6
vs normal: 12.9x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+4.2%

Institutions added 4.2% to their holdings. 327 bought, 241 sold.

Shares held by institutions30.1M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-1.4%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.2x · $697.4M debt

Shares outstandingLatest reported

30M

Earnings reports

Last 12

Next reportAround Jan 7, 2027 (est.)Estimated from the same quarter last year

Results filedOct 1
Results filedJun 25
Results filedApr 2
Results filedJan 8
Results filedOct 1, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

Bought$22K1 insider

Sold$1.2M1 insider, 0 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Barry R GoldmanSVP & General Counsel	Sell	4K	$321.48	$1.2M	7K	Oct 27Filing ↗
-36.6% of their holdings Not a pre-planned sale Filed same day
Laura O'shaughnessyDirector	Buy	73	$302.32	$22K	3K	Oct 16Filing ↗
+2.3% of their holdings Filed 4 days after