AYI 8-K SEC Filing Analysis

Latest settled — T+20d ⚠ clustered

AYI ▲ +9.26% at T+20d

SHORT call ✗ call lost -9.26% · α vs SPY +0.61% · entry $265.20 → $289.77

Next anchor: T+60d in 17d

Currently $297.24 · -12.08% from $265.20 entry (call sign-flipped)

Entry anchored
Apr 1, 03:59 PM ET
via Databento tick

T+1d

+1.06%

call -1.06% · α -0.58%

$268.01

settled 2mo ago

T+5d

+4.92%

call -4.92% · α -1.30%

$278.25

settled 2mo ago

T+20d

+9.26%

call -9.26% · α +0.61%

$289.77

settled 6w ago

T+60d

—

call — · α —

—

in 17d

Price Chart

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Executive Summary

Acuity Inc. reported Q2 fiscal 2026 results with $1.06B in revenue (4.9% YoY growth) and GAAP diluted EPS of $3.09 (26.1% YoY growth), missing consensus EPS of $5.16 by 19.8%. Adjusted EPS grew 11% to $4.14, driven by strong performance in the Acuity Intelligent Spaces segment, though Lighting segment sales declined 2.8%.

Key Financial Metrics

Free Cash Flow

$188.1M

Gross Margin

49.3%

Actionable Insight

Despite strong adjusted EPS growth and segment margin expansion, the significant miss against consensus EPS expectations and declining Lighting segment revenue will likely pressure the stock. Monitor guidance for the second half and any commentary on Lighting segment challenges during the earnings call.

Key Facts

Q2 revenue of $1.056B, up 4.9% YoY, missed consensus of $1.18B
GAAP diluted EPS of $3.09, up 26.1% YoY, but missed consensus of $5.16 by 19.8%
Adjusted EPS of $4.14, up 11% YoY, included $6M in special charges from productivity improvements
Acuity Intelligent Spaces revenue grew 44.7% YoY to $248.1M, while Acuity Brands Lighting revenue declined 2.8% to $817.4M
Company increased quarterly dividend by 18% to $0.20 per share and repurchased $106M in stock year-to-date

Financial Impact

EPS miss of $1.07 (19.8%) vs consensus, revenue miss of $124M (10.5%)

epsrevenuedilution

Risk Factors

Continued decline in core Lighting segment sales (-2.8% YoY)
Market may react negatively to the large consensus miss despite YoY growth

Market Snapshot

Exchange

NYSE

Sector

Electric Lighting & Wiring Equipment

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001144215-26-000023
Document: ayi-20260402.htm	0001144215-26-000023
Document: 0001144215-26-000023-index-headers.html	0001144215-26-000023
Document: 0001144215-26-000023-index.html	0001144215-26-000023
Document: 0001144215-26-000023.txt	0001144215-26-000023
8-K Data (Synthetic)	0001144215-26-000023

3 reports for AYI

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for AYI — sortable, filterable
	Type				Now
Apr 2, 2026 10w ago	8-K BEARISH ★ 7/10	$265.20 $289.77	▼ −9.26%	▲ +0.61%	$297.24 (−12.08%)
Apr 2, 2026 10w ago	Press Release BULLISH ★ 7/10	$265.20 $289.77	▲ +9.26%	▼ −0.61%	$297.24 (+12.08%)
Mar 26, 2026 11w ago	Press Release NEUTRAL ★ 3/10	$269.50 $291.85	▲ +8.29%	▼ −4.45%	$297.24 (+10.29%)

US Market Status

Market Closed — Opens Mon (48h 54m)

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