Acuity Inc. (AYI) Q4 2025 Financial Results Summary

ATLANTA, October 1, 2025 – Acuity Inc. (NYSE: AYI) released its fiscal 2025 fourth-quarter and full-year results today. The company reported significant progress in net sales and operating performance compared to the previous year.

Fourth Quarter Highlights:

• Net Sales:
• Increased by 17.1% to $1.2 billion compared to Q4 FY 2024.
• A growth of $176.8 million year-on-year.
• Earnings Per Share (EPS):
• Reported Diluted EPS: $3.61, down 4.2% from $3.77 in Q4 FY 2024.
• Adjusted Diluted EPS: $5.20, up 20.9% from $4.30 in Q4 FY 2024.
• Operating Profit:
• Company operating profit reached $180.6 million, an increase of 15.0% compared to Q4 FY 2024.
• As a percentage of net sales, operating profit declined to 14.9%, a decrease of 30 basis points from Q4 FY 2024.
• Adjusted operating profit rose to $225.3 million, up 26.2% year-on-year, achieving 18.6% of net sales (an increase of 130 basis points).
• Pension Settlement Charge:
• The quarter included a non-cash pension-settlement charge of $30.9 million and a one-time tax benefit of $8.2 million.

Full-Year 2025 Summary:

• Net Sales:
• Reached $4.3 billion, reflecting a 13.1% increase compared to $3.8 billion in FY 2024.
• Earnings Per Share (EPS):
• Reported Diluted EPS: $12.53, down 6.8% from FY 2024.
• Adjusted Diluted EPS: $18.01, up 15.7% from $15.56 in FY 2024.
• Operating Profit:
• For the full year, operating profit was $563.9 million, which is a 1.9% increase from $553.3 million in FY 2024.
• Operating profit as a percentage of net sales decreased to 13.0%, down 140 basis points from the prior year.
• The adjusted operating profit was $768.6 million, increasing by 20.2% year-over-year, achieving 17.7% of net sales (an increase of 100 basis points).

Segment Performance:

Acuity Brands Lighting (ABL)

• Q4 Results:
• Net sales were $962.4 million, a slight increase of 0.8%.
• Operating profit was $183.0 million, increasing by 13.3%.
• Full-Year Results:
• Achieved $3.6 billion in net sales, up 1.1%.
• Operating profit stood at $590.6 million, an increase of 1.3%.

Acuity Intelligent Spaces (AIS)

• Q4 Results:
• Net sales surged to $255.2 million, a growth of 204.2%.
• Operating profit was $28.0 million, increasing by 67.7%.
• Full-Year Results:
• Reported $764.3 million in net sales, representing a 161.8% increase.
• Operating profit reached $76.1 million, reflecting a 74.5% growth.

Cash Flow and Capital Allocation:

• Operating Cash Flow: Generated $601.4 million in FY 2025, down 2.9% from $619.2 million in FY 2024.
• Dividend: Increased dividend by 13% to $0.17 per share.
• Share Repurchase: Repurchased approximately 436,000 shares for a total of $118.5 million.
• Term Loan: Repaid $200 million of term-loan borrowings.

Acuity has successfully demonstrated growth across its segments, achieving better-than-expected results for Q4 and the full year. Future prospects will depend on continued operational efficiency and market expansion.

For additional information, the company will host a conference call at 8:00 a.m. (ET) today, which can be accessed through its Investor Relations website.