Financials · AYI

Acuity Inc. (AYI) financials

For fiscal 2026 (ended Aug 31, 2026), Acuity Inc. reported $4.64B of revenue and $531.30M of net income.

Revenue, FY2026
$4.64B
Revenue growth, YoY
+6.8%
Net income, FY2026
$531.30M
Net income growth, YoY
+34.0%
Net margin
11.4%
Free cash flow, FY2026
$747.90M
EPS, diluted, FY2026
$17.05
EPS growth, YoY
+36.1%
Cash
$636.30M
Total debt
$697.40M
P/E
18.06
P/S
2.07
Market cap
$9.59B
Annual revenue$4.64B
FY2017FY2026
Annual net income$531.30M
FY2017FY2026
Annual free cash flow$747.90M
FY2017FY2026

AYI revenue and earnings growth

AYI revenueQ4 2026$1.24B

Quarter YoY
+2.9%
QoQ
+3.9%
FY YoY
+6.8%
5Y CAGR
+6.0%
10Y CAGR
+3.5%

AYI revenue was $1.24B in fiscal Q4 2026 (ended Aug 31, 2026), up 2.9% from a year earlier and up 3.9% from the prior quarter. For the full fiscal 2026 it was $4.64B, up 6.8% from fiscal 2025. Compound annual growth was +6.0% over 5 years and +3.5% over 10 years. It rose in 6 of the last 10 fiscal years. Fiscal 2026 is the highest of the 11 fiscal years on file.

AYI net incomeQ4 2026$173.00M

Quarter YoY
+51.8%
QoQ
+22.7%
FY YoY
+34.0%
5Y CAGR
+11.6%
10Y CAGR
+6.2%

AYI net income was $173.00M in fiscal Q4 2026 (ended Aug 31, 2026), up 51.8% from a year earlier and up 22.7% from the prior quarter. For the full fiscal 2026 it was $531.30M, up 34.0% from fiscal 2025. Compound annual growth was +11.6% over 5 years and +6.2% over 10 years. It rose in 6 of the last 10 fiscal years. Fiscal 2026 is the highest of the 15 fiscal years on file.

AYI EPSQ4 2026$5.58

Quarter YoY
+54.6%
QoQ
+22.4%
FY YoY
+36.1%
5Y CAGR
+15.3%
10Y CAGR
+9.9%

AYI diluted EPS was $5.58 in fiscal Q4 2026 (ended Aug 31, 2026), up 54.6% from a year earlier and up 22.4% from the prior quarter. For the full fiscal 2026 it was $17.05, up 36.1% from fiscal 2025. Compound annual growth was +15.3% over 5 years and +9.9% over 10 years.

AYI free cash flowQ4 2026$286.20M

Quarter YoY
+61.1%
QoQ
+4.6%
FY YoY
+40.3%
5Y CAGR
+15.4%
10Y CAGR
+9.4%

AYI free cash flow was $286.20M in fiscal Q4 2026 (ended Aug 31, 2026), up 61.1% from a year earlier and up 4.6% from the prior quarter. For the full fiscal 2026 it was $747.90M, up 40.3% from fiscal 2025. Compound annual growth was +15.4% over 5 years and +9.4% over 10 years. It rose in 6 of the last 10 fiscal years. Fiscal 2026 is the highest of the 15 fiscal years on file.

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Income statement

Income statement
Line item
Aug 31, 2026
Aug 31, 2025
Aug 31, 2024
Aug 31, 2023
Aug 31, 2022
Aug 31, 2021
Aug 31, 2020
Aug 31, 2019
Aug 31, 2018
Aug 31, 2017
Revenue$4.64B$4.35B$3.84B$3.95B$4.01B$3.46B$3.33B$3.67B$3.68B$3.51B
Cost of revenue$2.29B$2.27B$2.06B$2.24B$2.33B$1.99B$1.92B$2.19B$2.19B$2.02B
Gross profit$2.35B$2.08B$1.78B$1.71B$1.67B$1.48B$1.40B$1.48B$1.49B$1.48B
Research and development$165.60M$140.20M$102.30M$97.10M$95.10M$88.30M$82.00M$74.70M$63.90M$52.00M
Selling, general and admin$1.61B$1.48B$1.23B$1.21B$1.16B$1.04B$1.03B$1.01B$1.02B$942.30M
Operating income$713.70M$563.90M$553.30M$473.40M$509.70M$427.60M$353.90M$462.90M$460.80M$527.50M
Interest expense$35.90M$42.50M$25.30M$27.90M$27.00M$24.20M$26.40M$36.40M$35.50M$34.10M
Pre-tax income$680.70M$500.20M$548.60M$446.70M$493.90M$396.20M$324.70M$424.90M$425.90M$492.60M
Income tax$149.40M$103.60M$126.00M$100.70M$109.90M$89.90M$76.40M$94.50M$76.30M$170.90M
Net income$531.30M$396.60M$422.60M$346.00M$384.00M$306.30M$248.30M$330.40M$349.60M$321.70M
EPS, basic$17.49$12.85$13.68$10.88$11.23$8.44$6.29$8.32$8.54$7.46
EPS, diluted$17.05$12.53$13.44$10.76$11.08$8.38$6.27$8.29$8.52$7.43
Diluted shares31.2M31.6M31.4M32.2M34.6M36.6M39.6M39.8M41.0M43.3M

Balance sheet

Balance sheet
Line item
Aug 31, 2026
Aug 31, 2025
Aug 31, 2024
Aug 31, 2023
Aug 31, 2022
Aug 31, 2021
Aug 31, 2020
Aug 31, 2019
Aug 31, 2018
Aug 31, 2017
Cash and equivalents$636.30M$422.50M$845.80M$397.90M$223.20M$491.30M$560.70M$461.00M$129.10M$311.10M
Receivables$632.10M$593.90M$563.00M$555.30M$665.90M$571.80M$500.30M$561.00M$637.90M$573.30M
Inventory$450.40M$526.70M$387.60M$368.50M$485.70M$398.70M$320.10M$340.80M$411.80M$328.60M
Current assets$1.86B$1.65B$1.87B$1.40B$1.47B$1.54B$1.44B$1.44B$1.21B$1.25B
Goodwill$1.49B$1.50B$1.10B$1.10B$1.08B$1.09B$1.08B$967.30M$970.60M$900.90M
Total assets$4.87B$4.76B$3.81B$3.41B$3.48B$3.58B$3.49B$3.17B$2.99B$2.90B
Current liabilities$1.10B$845.80M$687.90M$595.40M$733.60M$692.20M$617.60M$596.10M$682.70M$600.90M
Short-term debt$200.00M$0$0$0$18.00M$0$24.30M$9.10M$400.0K$400.0K
Long-term debt$497.40M$896.80M$496.20M$495.60M$495.00M$494.30M$376.80M$347.50M$356.40M$356.50M
Total debt$697.40M$896.80M$496.20M$495.60M$513.00M$494.30M$401.10M$356.60M$356.80M$356.90M
Total liabilities$1.90B$2.03B$1.44B$1.39B$1.57B$1.53B$1.36B$1.25B$1.27B$1.23B
Shareholders' equity$2.97B$2.72B$2.38B$2.02B$1.91B$2.04B$2.13B$1.92B$1.72B$1.67B

Cash flow

Cash flow
Line item
Aug 31, 2026
Aug 31, 2025
Aug 31, 2024
Aug 31, 2023
Aug 31, 2022
Aug 31, 2021
Aug 31, 2020
Aug 31, 2019
Aug 31, 2018
Aug 31, 2017
Operating cash flow$825.60M$601.40M$619.20M$578.10M$316.30M$408.70M$504.80M$494.70M$351.50M$336.60M
Capital expenditures$77.70M$68.40M$64.00M$66.70M$56.50M$43.80M$54.90M$53.00M$43.60M$67.30M
Free cash flow$747.90M$533.00M$555.20M$511.40M$259.80M$364.90M$449.90M$441.70M$307.90M$269.30M
Investing cash flow-$79.20M-$1.28B-$65.10M-$90.70M-$62.20M-$117.90M-$359.80M-$53.00M-$204.00M-$48.80M
Financing cash flow-$536.50M$255.40M-$104.50M-$312.90M-$512.40M-$362.60M-$50.30M-$108.20M-$326.70M-$391.80M
Dividends paid$23.80M$20.60M$18.20M$16.80M$18.10M$19.10M$20.80M$20.80M$21.40M$22.70M
Share repurchases$287.20M$118.50M$88.70M$266.60M$514.80M$434.90M$69.30M$81.60M$298.40M$357.90M
Stock-based compensation$49.50M$45.10M$46.60M$42.00M$37.40M$32.50M$38.20M$29.20M$32.30M$32.00M
Depreciation and amortization$156.40M$133.10M$91.10M$93.20M$94.80M$100.10M$101.10M$88.30M$80.30M$74.60M

Key ratios

Key ratios
Line item
Aug 31, 2026
Aug 31, 2025
Aug 31, 2024
Aug 31, 2023
Aug 31, 2022
Aug 31, 2021
Aug 31, 2020
Aug 31, 2019
Aug 31, 2018
Aug 31, 2017
Revenue growth, YoY6.8%13.1%-2.8%-1.3%15.7%4.0%-9.4%-0.2%5.0%6.5%
Net income growth, YoY34.0%-6.2%22.1%-9.9%25.4%23.4%-24.8%-5.5%8.7%10.6%
EPS growth, YoY36.1%-6.8%24.9%-2.9%32.2%33.7%-24.4%-2.7%14.7%12.1%
Gross margin50.6%47.8%46.4%43.3%41.8%42.6%42.2%40.3%40.4%42.3%
Operating margin15.4%13.0%14.4%12.0%12.7%12.4%10.6%12.6%12.5%15.0%
Net margin11.4%9.1%11.0%8.8%9.6%8.9%7.5%9.0%9.5%9.2%
Free cash flow margin16.1%12.3%14.5%12.9%6.5%10.5%13.5%12.0%8.4%7.7%
Return on equity17.9%14.6%17.8%17.2%20.1%15.0%11.7%17.2%20.4%19.3%
Return on assets10.9%8.3%11.1%10.2%11.0%8.6%7.1%10.4%11.7%11.1%
Current ratio1.691.952.722.342.002.232.332.421.772.07
Debt to equity0.230.330.210.250.270.240.190.190.210.21

Source: XBRL data Acuity Inc. files with the SEC, latest filing dated Oct 23, 2026 (see filings on SEC EDGAR). Provided for information only, not investment advice. Check the filing before relying on a number.

* Worked out from the filings rather than stated in them: Q4 is the full year less the first nine months.

Per-share figures are as filed. The filings show no stock split in these periods.

EPS growth is left out where the share count moved enough to suggest a split the filings do not show. Growth rates need a positive starting figure. CAGR is compound annual growth between fiscal years. The CSV holds every period on file, in full figures, from the same SEC filings.

AYI peers

CompanyRevenueGrowthNet incomeNet marginMarket cap
AYI$4.64B+6.8%$531.30M11.4%$9.59B
GFF$2.75B+26.9%$178.97M6.5%$4.58B
LYTS$689.40M+20.2%$22.58M3.3%$641.6M
JBI$901.80M+0.3%$33.20M3.7%$632.4M
BW$821.95M+42.6%-$18.35M-2.2%$484.1M
SKYX$96.20M+8.1%-$33.04M-34.3%$101.4M
PCLA¥544.69M-30.6%-¥626.31M-115.0%$58.6M
OESX$94.25M+17.9%-$190.0K-0.2%$51.2M
EFOI$6.50M+53.5%-$1.54M-23.8%$25.7M

AYI FAQ

9 questions
  • What is AYI revenue?
    Acuity Inc. (AYI) reported $4.64B of revenue for fiscal 2026 (ended Aug 31, 2026). That is up 6.8% from the year before.
  • Is AYI profitable?
    Yes. Acuity Inc. earned $531.30M in net income for fiscal 2026 (ended Aug 31, 2026), a net margin of 11.4%.
  • How much cash and debt does AYI have?
    Acuity Inc. reported $636.30M in cash and cash equivalents and $697.40M of debt on its most recent balance sheet in SEC filings.
  • How fast is AYI revenue growing?
    Acuity Inc.'s revenue changed +6.8% in fiscal 2026, to $4.64B. Its compound annual growth rate was +6.0% over 5 years and +3.5% over 10 years.
  • What is AYI gross margin?
    Acuity Inc.'s gross profit was $2.35B on $4.64B of revenue for fiscal 2026 (ended Aug 31, 2026), a gross margin of 50.6%.
  • What is AYI free cash flow?
    Acuity Inc. generated $747.90M of free cash flow for fiscal 2026 (ended Aug 31, 2026), which is operating cash flow of $825.60M less capital expenditures.
  • What is AYI earnings per share?
    Diluted earnings per share were $17.05 for fiscal 2026 (ended Aug 31, 2026), from SEC filings, restated for any stock split those filings show.
  • When did AYI last report financial results?
    The latest statements here come from Acuity Inc.'s 10-K filed on Oct 23, 2026, covering the period ended Aug 31, 2026.
  • Where does this AYI financial data come from?
    Quantisnow builds these statements from the structured XBRL data Acuity Inc. files with the SEC. It is provided for information only and is not investment advice.