Acuity Inc. (AYI) Q4 FY2026 earnings

Reported results

• Fiscal Q4 2026 net sales of $1.2 billion, up 3% (or $35.3 million) compared to prior year; full-year fiscal 2026 net sales of $4.6 billion, up 7% (or $296.2 million) compared to prior year.
• Fiscal Q4 2026 GAAP diluted EPS of $5.63, up 56% compared to prior year; non-GAAP adjusted diluted EPS of $5.77, up 11% compared to prior year.
• Full-year fiscal 2026 GAAP diluted EPS of $17.05, up 36% compared to prior year; non-GAAP adjusted diluted EPS of $19.90, up 11% compared to prior year.
• Fiscal Q4 2026 GAAP operating profit of $227.0 million (18.2% of net sales); non-GAAP adjusted operating profit of $232.9 million (18.7% of net sales).
• Full-year fiscal 2026 GAAP operating profit of $713.7 million (15.4% of net sales); non-GAAP adjusted operating profit of $828.7 million (17.9% of net sales).
• Generated $825.6 million in net cash from operating activities in fiscal 2026; repaid $200 million of term loan, increased dividend by 18%, and repurchased 940,000+ shares for $287.2 million.

Notes

The release notes receipt of $44.9 million in tariff refunds in Q4 2026, reflected as a non-GAAP adjustment. Special charges of $17.8 million were recorded in Q4 2026 ($14.7 million in Acuity Brands Lighting segment and $3.1 million facility impairment in Acuity Intelligent Spaces). Financial results are preliminary pending completion of the audit for the Form 10-K filing.

Price and volatility reaction

The stock moved -3.4% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -12.5 vol points across the event (constant-maturity series — not the front-week crush).

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-01 (8-K, Item 2.02). Read the original filing on sec.gov.