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NYSE: AYI ACUITY INC. (DE) 8-K

Acuity Inc. reports Q4 FY2026 results: sales up 2.9% to $1.2B, diluted EPS up 56% to $5.63

Filed October 1, 2026 · Period ending October 1, 2026 · ~1 min read

4 key changes 3 high relevance 1 section

Key Changes

  • high

    Q4 diluted EPS rose 56% to $5.63, boosted by $44.9M in tariff refunds; adjusted diluted EPS rose 11% to $5.77.

  • high

    Full-year diluted EPS increased 36.1% to $17.05; adjusted diluted EPS rose 10.5% to $19.90.

  • high

    Full-year operating cash flow was $825.6M, up 37.3%; company repaid $200M of term loan, raised dividend 18%, and repurchased over 940,000 shares for $287.2M.

  • medium

    Q4 net sales rose 2.9% to $1.2B; full-year net sales rose 6.8% to $4.6B, driven by 44.8% growth in Acuity Intelligent Spaces.

Summary

Acuity Inc. reported fiscal fourth-quarter and full-year 2026 results on October 1, 2026. Fourth-quarter net sales increased 2.9% to $1.2 billion, while full-year net sales grew 6.8% to $4.6 billion, led by the Acuity Intelligent Spaces segment. Diluted earnings per share jumped 56% to $5.63 in the quarter, aided by $44.9 million in tariff refunds; adjusted diluted EPS rose 11% to $5.77.

For the full year, diluted EPS increased 36.1% to $17.05, and adjusted diluted EPS rose 10.5% to $19.90. The company generated $825.6 million in operating cash flow, up 37.3% from the prior year. Acuity used this cash to repay $200 million of term loan debt, raise its dividend by 18%, and repurchase over 940,000 shares for $287.2 million.

The results reflect solid growth in the company's intelligent spaces business, offsetting a slight decline in lighting. For retail investors, the report shows strong profitability and cash generation, with management returning capital through dividends and buybacks. The tariff refunds provided a one-time boost to GAAP earnings, so adjusted figures offer a clearer view of underlying performance.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~100 words

Acuity Inc. issued a press release with results for its fiscal quarter and year ended August 31, 2026.

1 Added
Added Q4 and FY2026 earnings release high

Added in current filing · verify on EDGAR →

On October 1, 2026, Acuity Inc. (“we,” “our,” “us,” “the Company,” or similar references) issued a press release containing information about our results of operations for our fiscal quarter and year ended August 31, 2026.

The company announced its fiscal fourth quarter and full-year 2026 results via a press release dated October 1, 2026. The press release is attached as Exhibit 99.1 and incorporated by reference. The filing does not include the actual financial figures in the body of the 8-K; they are in the exhibit.

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Figures/quotes linked to EDGAR · Narrative written by AI · Oct 2, 2026 · How we verify