Acuity Inc. Common Stock (AYI)

FairStock Score: 61/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a value investor, I want a durable business at a sensible price. Acuity sells lighting, controls, and intelligent building products, with brands and specification-driven sales that can create some stickiness. In the latest filed quarter, fiscal Q3 2026 ended 2026-05-31, revenue was $1.2B, net income $141.0M, and diluted EPS $4.56. That was a sharp profit improvement from fiscal Q3 2025, when revenue was $1.2B, net income $98.4M, and EPS $3.12. But annual results are uneven: in fiscal 2025, the year ended 2025-08-31, revenue was $4.3B, net income $396.6M, and EPS $12.53, down from fiscal 2024 net income $422.6M and EPS $13.44 despite higher revenue. So the top line is steady, not fast, and margins can swing. Financial health is better than average. FairStock shows a Piotroski F-Score of 8/9, Altman Z-Score of 5.04, debt-to-equity of 0.28, ROE of 17.38%, and trailing free cash flow of $639.4M, a 7.1% FCF yield at the $301.12 close on 2026-10-13. The Lynch category is STALWART, based on 9.8% annual profit growth and 5.5% revenue growth over five years. Yet ROCE is only 7.83%, which suggests returns on capital are not exceptional. Valuation is mixed: FairStock calculations at the $301.12 close on 2026-10-13 show P/E 19.99, PEG 0.46, and EV/EBITDA 11.76, but the Graham Number is $179.16, leaving a negative 68.07% margin of safety. I see a decent cash-generative industrial trading near fair value, not a clear bargain.

In plain English: Acuity makes lighting, lighting controls, building management systems, and audio/video/control products. The business is profitable, carries manageable debt, and generates solid cash, but recent sales have been flat and yearly profits have moved around. The stock looks somewhat expensive on a strict old-school value test, though its cash profits make the price look closer to fair than a bargain.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-05-31) · fiscal Q2 2026 10-Q (period ended 2026-02-28) · fiscal Q1 2026 10-Q (period ended 2025-11-30) · fiscal Q3 2025 10-Q (period ended 2025-05-31) · FY2025 10-K (period ended 2025-08-31) · FY2024 10-K (period ended 2024-08-31) · FY2023 10-K (period ended 2023-08-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer