Acuity Inc. reported stronger results for the quarter and nine months ended May 31, 2026, led by its Acuity Intelligent Spaces (AIS) segment and contributions from the QSC acquisition. Quarterly net sales rose to $1.20 billion and net income increased to $141.0 million, lifting diluted EPS to $4.56. AIS revenue grew on higher Distech and QSC sales, expanding its gross margin, while Acuity Brands Lighting (ABL) saw modest sales declines but higher operating margins after prior-year special charges. For the first nine months, net sales reached $3.40 billion and net income was $358.3 million, with diluted EPS of $11.45. The company generated $520.2 million of operating cash flow, continued repurchasing shares, refinanced into a new $800.0 million revolving Credit Agreement, and reduced term-loan borrowings to simplify its capital structure.
ACUITY INC. (DE) senior vice president and CFO Karen J. Holcom reported an open-market sale of 2,076 shares of Common Stock at $303.14 per share. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on October 29, 2025.
After the sale, she holds 19,447 shares directly and 302.3979 shares indirectly through a 401(k) plan. A Rule 10b5-1 plan is designed to allow insiders to trade on a scheduled basis, which can make the timing of transactions more routine.
AYI filer submitted a Form 144 notice of proposed sale of shares. The notice lists securities issued on 10/24/2024 and 10/25/2024 that vested as restricted stock units and performance share units, specifically 899, 553, and 624 shares. Shares outstanding were 30,315,168 as of 06/01/2026.
Acuity Inc. entered into a new unsecured revolving credit facility with maximum availability of $800 million that matures in May 2031. This Credit Agreement replaces the company’s prior June 2022 facility.
The revolving credit facility is provided by various lenders with JPMorgan Chase Bank, N.A. as administrative agent, and is guaranteed by Acuity’s material domestic subsidiaries, subject to exclusions. Loans bear interest at benchmark rates such as Term SOFR or EURIBOR plus a margin tied to the company’s leverage ratio or credit rating.
The agreement requires Acuity to maintain a maximum leverage ratio of 3.75 to 1.00, with the ability to temporarily increase this to 4.25 to 1.00 in connection with certain material acquisitions. It also includes customary covenants limiting mergers, major asset sales, liens, and additional subsidiary debt, and provides lenders with standard remedies if an event of default occurs.
ACUITY INC Schedule 13G/A amendment shows FMR LLC (and Abigail P. Johnson as related filer) reports beneficial ownership of 3,649,250.59 shares of common stock, representing 12.0% of the class as shown on the cover. The filing lists voting and dispositive powers attributed to FMR LLC and identifies Exhibit 99 and a power of attorney.
ACUITY INC reports an amended Schedule 13G filing showing FMR LLC beneficially owns 2,355,608.43 shares of common stock, representing 7.7% of the class as of 03/31/2026. The filing lists sole dispositive power of 2,355,608.43 shares and notes an exhibit regarding a 13d-1(k)(1) agreement and a power of attorney.
Acuity Inc. (AYI) director Maya Leibman reported an open-market purchase of 200 shares of common stock at $288.83 per share. The shares are held indirectly by the CDP Trust U/A, for which she is a co-trustee, bringing that trust’s holdings to 400 shares.
A separate holding entry shows she also owns 1,057 shares directly after the reported date, giving context to her overall position associated with Acuity stock.
Acuity Inc reported that Vanguard Capital Management beneficially owned 1,609,741 shares of Common Stock, representing 5.24% of the class as of 03/31/2026. The filing shows Vanguard has sole voting power over 234,054 shares and sole dispositive power over 1,609,741 shares, and states these holdings include securities held for Vanguard funds and managed accounts.
Acuity Inc. director Laura O'Shaughnessy reported an open-market purchase of 1,000 shares of Common Stock at $282.98 per share. After this transaction, she directly owns 3,111 shares of the company’s stock, indicating an increase in her personal equity stake.
Acuity Inc. reported a strong fiscal 2026 second quarter, highlighted by profit and EPS growth. Net sales were $1.0557 billion, up 4.9% from the prior year, while operating profit rose 20.7% to $133.0 million. Diluted EPS increased 26.1% to $3.09, and adjusted diluted EPS climbed 11.0% to $4.14.
The Acuity Intelligent Spaces segment drove growth, with net sales up 44.7% to $248.1 million and operating margin improving to 11.4%. Acuity Brands Lighting net sales slipped 2.8% to $817.4 million, but adjusted operating margin expanded to 17.3%. For the first six months, net sales grew 12.3% to $2.1994 billion and net income rose 18.0% to $217.3 million.
The company generated $229.9 million of net cash from operating activities in the first half and free cash flow of $188.1 million. It raised its quarterly dividend 18% to $0.20 per share and repurchased approximately 318,000 shares for $106 million, while reducing long-term debt to $697.1 million.