Acuity Q4 EPS Jumps 56% to $5.63; Full-Year Cash Flow Hits $826M
AYI sits 19% above its 52-week low of $257.04 on elevated volume (2.2× avg).
Summary
Acuity reported strong fiscal Q4 and full-year 2026 results, with diluted EPS up 56% in the quarter and operating cash flow of $825.6 million for the year.
Updates
· Benzinga — Acuity shares fell 3.99% to $297.45 in premarket trading after Q4 revenue of $1.244 billion missed the $1.254 billion consensus.
Key Events · Earnings and Guidance · AYI
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Q4 EPS Up 56%
Diluted EPS of $5.63 for fiscal Q4 2026, up from $3.61 a year earlier; adjusted diluted EPS of $5.77, up 11%.
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Full-Year Cash Flow Strong
Operating cash flow of $825.6 million and free cash flow of $747.9 million for fiscal 2026, up 37% and 40% respectively.
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Capital Return Accelerates
Repurchased over 940,000 shares for $287.2 million, repaid $200 million of term loan, and raised the dividend 18%.
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AIS Segment Drives Growth
Acuity Intelligent Spaces net sales rose 44.8% to $1.1 billion for the year; Acuity Brands Lighting sales declined 1.0% to $3.6 billion.
Analysis · AYI · Manufacturing
Acuity closed fiscal 2026 with accelerating profitability: Q4 diluted EPS of $5.63 was up 56% year-over-year, and full-year EPS of $17.05 rose 36%. The company generated $825.6 million in operating cash flow and $747.9 million in free cash flow, funding $287.2 million in buybacks, a $200 million term loan repayment, and an 18% dividend increase. The Acuity Intelligent Spaces segment grew sales 44.8% to $1.1 billion, while the legacy lighting business was roughly flat. Results include $44.9 million in tariff refunds and $17.8 million in special charges, both treated as non-GAAP adjustments.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 29.9% of the 1656 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, AYI was trading at $305.43 on NYSE in the Manufacturing sector, with a market capitalization of approximately $9.3B. The 52-week trading range was $257.04 to $380.17. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.