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Acuity
Acuity (AYI) investor relations material
Acuity Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary8 Jan, 2026
Executive summary
Net sales for Q1 FY26 increased 20% year-over-year to $1.14 billion, driven by both business segments and the QSC acquisition.
Adjusted operating profit rose 24% to $196 million, and adjusted diluted EPS increased 18% to $4.69.
Robust cash flow supported $28 million in share repurchases and $100 million in term-loan repayments.
The QSC acquisition expanded the AIS segment into audio, video, and control solutions, fueling segment growth.
Product innovation and multiple industry awards highlighted operational strength.
Financial highlights
Net sales reached $1,143.7 million, up 20.2% from $951.6 million in Q1 FY25.
Adjusted operating profit was $196.3 million, up 23.7% year-over-year; adjusted operating profit margin expanded to 17.2%, up 50 basis points.
Adjusted diluted EPS rose to $4.69, up 18% year-over-year.
Gross profit increased 23.3% to $553.8 million, with gross margin up 120 bps to 48.4%.
Operating cash flow was $141 million, up from $132 million in the prior year.
Outlook and guidance
Fiscal 2026 net sales are projected in the range of $4.7 billion to $4.9 billion.
Adjusted diluted EPS guidance is $19.00 to $20.50 for the year.
Q2 expected to reflect more typical seasonality, with potential for slightly lower growth as backlog normalizes.
Confident in long-term performance and margin improvement targets, aiming for 50-100 basis points of operating profit margin improvement per year.
Management expects to meet liquidity needs over the next 12 months with cash on hand, operating cash flow, and borrowing capacity.
QSC acquisition's impact on AIS segment growth
Reconcile ABL gross vs operating margin trends
Rationale for debt repayment and share repurchases
AIS portfolio gaps for future growth?
ABL gross margin outlook post-tariff changes?
Backlog normalization's effect on sales cycle?
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Next Acuity earnings date
AGM 202621 Jan, 2026
Acuity
Next Acuity earnings date
AGM 202621 Jan, 2026
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Frequently asked questions
Acuity Brands, Inc. provides lighting and building management solutions in North America and internationally. The company offers light emitting diode (LED) lamps and drivers; digital LED modules; LED channels; LED circuit boards; LED luminaires that are used in storefronts, displays, offices, interiors, schools, landscapes, parking lots, exteriors, and other architectural installations. It also offers lighting control solutions that include networked controls systems, centralized control systems, distributed control panels, power supplies and network routers, occupancy sensors, as well as lighting management software for control of indoor and outdoor applications. Acuity Brands, Inc. was incorporated in 2001 and is headquartered in Atlanta, Georgia.
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