Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

ACUITY INC. (DE)
Next earnings Jun 25, 2026 (before open) · consensus $5.21 EPS, $1.19B rev
Last earnings -7.5% on 2026-04-02
Lighting leader expanding margins (gross 47.8%) and scaling Intelligent Spaces; revenue +13.1% with 14.6% ROE at a fair 25.3x.
Sources: SEC EDGAR (CIK 0001144215, latest 10-Q filed 2026-04-02) · EODHD · analysis by claude-code · as of 6/21/2026, 8:51:08 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~46% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Acuity is the leading North American lighting and building-management company, increasingly weighting toward higher-margin Intelligent Spaces (building controls/software) alongside its core Lighting business. FY2025 revenue grew 13.1% to $4.35B and gross profit rose 16.7% to $2.08B, lifting gross margin to 47.8% — evidence the mix shift and pricing are working. Operating income edged up 1.9% to $564M and operating cash flow held at $601M, while return on equity remained a healthy 14.6%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.46B | $4.01B | $3.95B | $3.84B | $4.35B |
| Gross profit | $1.48B | $1.67B | $1.71B | $1.78B | $2.08B |
| Operating income | $428M | $510M | $473M | $553M | $564M |
| Net income | $306M | $384M | $346M | $423M | $397M |
| Diluted EPS | $8.38 | $11.08 | $10.76 | $13.44 | $12.53 |
| Net margin | 8.9% | 9.6% | 8.8% | 11.0% | 9.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 2 open-market buys · 1 sale
| 2026-06-01 | HOLCOM KAREN J SVP & Chief Financial Officer | Sell | 2.08K @ $303.14 | $629K |
| 2026-04-30 | Leibman Maya Director | Buy | 200.00 @ $288.83 | $57.8K |
| 2026-04-08 | O'Shaughnessy Laura Director | Buy | 1.00K @ $282.98 | $283K |
| 2026-01-28 | HOLCOM KAREN J SVP & Chief Financial Officer | Exercise | 897.00 @ $239.76 | $215K |
| 2026-01-28 | HOLCOM KAREN J SVP & Chief Financial Officer | Sell | 4.97K @ $309.23 | $1.54M |
| 2026-01-21 | HANCE JAMES H JR Director | Award | 546.00 @ $320.59 | $175K |