secwatch.observer — SEC 8-K summary
======================================

Issuer:     ACUITY INC. (DE) (AYI)
CIK:        0001144215
Form:       8-K
Filed at:   2026-10-01T11:20:55+00:00
Accession:  0001144215-26-000047
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Acuity Q4 net sales $1.2B up 3%, adjusted EPS $5.77 up 11%; FY26 sales $4.6B up 7%
--------------------------------------------------------------------------------

- Q4 FY2026 net sales $1.2B, up 2.9% YoY; diluted EPS $5.63 (+56%); adjusted diluted EPS $5.77 (+11%); operating profit $227.0M (+25.7%).
- Full-year FY2026 net sales $4.6B (+6.8%); diluted EPS $17.05 (+36.1%); adjusted diluted EPS $19.90 (+10.5%); operating profit $713.7M (+26.6%).
- Acuity Intelligent Spaces Q4 net sales $297.6M (+16.6%), adjusted operating profit $74.1M (+35.7%); FY AIS sales $1.1B (+44.8%).
- Acuity Brands Lighting Q4 net sales $958.7M (-0.4%), adjusted operating profit $179.8M (-7.1%); FY ABL sales $3.6B (-1.0%).
- Q4 included $44.9M tariff refunds and $17.8M special charges ($14.7M ABL, $3.1M AIS impairment); FY26 operating cash flow $825.6M; dividend +18%, $287.2M buybacks, $200M term loan repaid.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1144215/000114421526000047/0001144215-26-000047-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1144215/000114421526000047/ayi-20261001.htm
  HTML page:      https://secwatch.observer/filing/0001144215-26-000047

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer