Acuity Brands, Inc. (AYI)

Acuity Brands’ adjusted EPS of $5.77 topped the $5.57 estimate (+3.6%) as revenue rose 2.9% to about $1.2 billion in the fourth fiscal quarter of 2026, based on preliminary results reported October 1, 2026. The quarter’s sales performance was anchored by its Acuity Brands Lighting and Lighting Controls (ABL) segment alongside Intelligent Spaces Group (ISG), spanning lighting fixtures, controls, and intelligent-building software and services. Profitability was supported by a gross margin of roughly 54% and an operating margin near 18%, with gross profit of about $670 million and operating income of roughly $227 million. Net income climbed 51.8% to about $173 million, up from roughly $114 million a year ago, as the company converted modest top-line growth into higher earnings. Cash generation was notable, with operating cash flow of about $305 million, and Acuity returned capital through roughly $57 million of share repurchases and about $6 million in dividends. For the next period, consensus calls for EPS of $5.07 on revenue of $1.177 billion.