Acuity Inc. (NYSE: AYI) Q3 2025 Earnings | 6/26/2025

29 days ago

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Inside Ticker

Earnings Calls

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Acuity Inc. (NYSE: AYI) reported strong Q3 2025 results on June 26, 2025, delivering net sales of $1.2 billion—a 22% increase year-over-year—driven by robust growth in both the Lighting and Intelligent Spaces segments. Adjusted operating profit surged 33% to $222 million, with adjusted diluted EPS up 23% to $5.12, handily beating analyst expectations. The company’s Intelligent Spaces segment was a standout, with sales soaring 249% to $264.1 million, fueled by the full-quarter impact of the QSC acquisition. The Lighting segment also posted steady growth, with sales up 2.7% to $923.2 million. Despite $29.7 million in special charges related to brand eliminations, severance, and facility reorganization, Acuity expanded its adjusted operating profit margin to 18.8%. GAAP operating profit was $139.8 million, down 3.8% year-over-year, and GAAP diluted EPS fell 14% to $3.12 due to these one-time charges. Net cash from operating activities for the first nine months reached $398.9 million, supporting a 13% dividend increase and $91 million in share repurchases. CEO Neil Ashe highlighted the company’s strong cash flow, effective capital allocation, and continued transformation into a diversified industrial technology leader. Acuity reaffirmed its full-year guidance, projecting net sales of $4.3–$4.5 billion and adjusted diluted EPS of $16.50–$18.00. Outlook: Fiscal 2025: Net sales guidance of $4.3–$4.5 billion; adjusted diluted EPS of $16.50–$18.00 Continued focus on innovation, strategic acquisitions, and operational efficiency Ongoing investment in growth platforms and shareholder returns About Inside Ticker: For more expert analysis and real-time updates on Acuity Inc. (NYSE: AYI) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #Acuity #AYI #Q32025 #Earnings #Lighting #IntelligentSpaces #QSC #FinancialResults #Dividend #Innovation #InvestorUpdate #InsideTicker

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