earnings
confidence high
sentiment positive
materiality 0.75
Acuity Q3 FY2026: EPS $4.56 (+46%), adjusted EPS $5.31 (+4%), sales $1.2B (+2%)
ACUITY INC. (DE)
2026-Q3 EPS reported
$11.45
revenue$3,397,400,000
- Net sales of $1.2B (+1.6% YoY); lighting segment ABL down 1.9%, intelligent spaces AIS up 14.9%.
- Operating profit $193M (+38%); adjusted operating profit $224M (+1%); tariff refunds of $6.4M in ABL.
- Diluted EPS $4.56 (+46%); adjusted diluted EPS $5.31 (+4%).
- First nine months cash from operations $520M; YTD share repurchases 766k shares for $230M.
- AIS adjusted operating margin 25.1% (+150 bps); solid execution cited by CEO Neil Ashe.