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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Acuity
Acuity (AYI) investor relations material
Acuity Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary1 Oct, 2026
Executive summary
Achieved 3% year-over-year net sales growth to $1.2B in Q4 2026, with adjusted operating profit up 3% to $233M and adjusted diluted EPS up 11% to $5.77, driven by strong AIS performance and resilient ABL margins.
Introduced new leadership in ABL and launched innovative products across lighting and controls, targeting growth verticals like data centers.
AIS scaled to a quarter of the business, with differentiated portfolios and strong sales and margin performance; full-year AIS net sales up 45%.
Embedded AI and agentic workflows across operations and products, enhancing productivity and customer value.
Generated $826M in cash flow from operations for FY26, supporting share repurchases and debt repayment.
Financial highlights
Q4 net sales reached $1.2B, up 3% year-over-year, with adjusted gross profit margin at 50.2% (+130 bps YoY) and adjusted operating profit margin at 18.7% (+10 bps YoY).
Adjusted diluted EPS was $5.77, up 11% year-over-year; full-year adjusted EPS was $19.90, up 11%.
AIS Q4 sales grew 17% to $297.6M, with adjusted operating profit up 36% to $74.1M and margin at 24.9% (+350 bps YoY).
ABL Q4 sales were $958.7M, down 0.4% YoY, with adjusted operating profit down 7% to $179.8M and margin at 18.8% (-130 bps YoY).
Free cash flow for the year was $747.9M, up 40% year-over-year.
Outlook and guidance
Fiscal 2027 net sales expected between $4.7–$4.9B; adjusted diluted EPS guidance of $20.50–$22.00.
ABL projected to deliver flat to low single-digit sales growth; AIS expected to achieve low to mid-teen sales growth.
Margin expansion in ABL to continue via structural improvements; AIS margins to be impacted by memory cost increases (~200 bps), with mitigation through SG&A leverage and productivity initiatives.
Management emphasizes ongoing growth through innovation, productivity, and capital deployment to expand into new verticals.
Forward-looking statements highlight expectations for continued operational and financial strength, but caution on risks and uncertainties.
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Latest events from Acuity
- Q3 FY26 saw higher sales, profit, and EPS, led by AIS growth and robust cash flow.AYI
Q3 2026 - Director elections and key proposals approved as company shifts toward industrial controls.AYIAGM 2026
- Q2 FY26 delivered 5% sales growth, double-digit EPS gains, and strong AIS-led performance.AYIQ2 2026
- Q1 FY26 delivered 20% sales growth, margin expansion, and strong AIS-driven performance.AYIQ1 2026
- Q4 sales up 17% and adjusted EPS up 21%, led by AIS growth and strong capital deployment.AYIQ4 2025
- Q3 FY25 sales and adjusted profit surged, but GAAP net income fell on special charges.AYIQ3 2025
- Q4 2024 delivered higher sales, margins, and EPS, with strong FY25 growth guidance.AYIQ4 2024
- Operating profit and EPS rose on margin gains, despite lower sales; ISG posted strong growth.AYIQ3 2024
- Sales and adjusted EPS rose, driven by Intelligent Spaces and the $1.2B QSC acquisition.AYIQ1 2025
Next Acuity earnings date
Q1 20277 Jan, 2027
Acuity
Next Acuity earnings date
Q1 20277 Jan, 2027
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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.