SequelSEC

ACUITY INC. (DE) AYI

Electric Lighting & Wiring Equipment · CIK 0001144215 · Fiscal year ends 0831

Revenue
$4.64B
Fiscal year ended 2026-08-31
Operating income
$713.70M
Fiscal year ended 2026-08-31
Free cash flow
$747.90M
Fiscal year ended 2026-08-31

Valuation, from the filing

Public float$8.90BMarket value of stock held by non-affiliates, as stated on the cover page for 2025-02-28
Float per share$290.73Float divided by shares outstanding in the same filing. A floor under the share price on that date, not the price itself.
Float / net income22.4×A lower bound on the multiple, because affiliate holdings are excluded.
Float / revenue2.0×A lower bound on the multiple, because affiliate holdings are excluded.
Float / equity3.3×A lower bound on the multiple, because affiliate holdings are excluded.

Every figure here is drawn from the 10-K cover page and the statements behind it, so each one traces to a filing. Public float counts only stock held by non-affiliates, which makes these floors rather than estimates: a high multiple is conclusive, a low one may mean cheap or may mean closely held. The float was measured on 2025-02-28, not today, and each multiple below it uses the figures for the fiscal year ending 2025-08-31 — the year that filing covered.

Valuation over time

22.4× earnings today, against a median of 14.3× across 10 years on record. Above its own history.

Float measuredPublic floatFloat / net income
2025-02-28$8.90B22.4×
2024-02-29$7.60B18.0×
2023-02-28$4.10B11.8×
2022-02-28$5.40B14.1×
2021-02-28$4.37B14.3×
2020-02-29$3.57B14.4×
2019-02-28$4.55B13.8×
2018-02-28$4.11B11.8×
2017-02-28$9.26B28.8×
2016-02-29$9.11B31.3×

Each float is paired with the fiscal year the filing that stated it covers. Only years where the company reported positive net income appear, because a multiple against a loss is not a multiple.

How this compares in its industry

Percentile among the Electric Lighting & Wiring Equipment filers on this site, highest value first. A high percentile means a large figure, which is good for a margin and not for leverage — the ranking says where the company sits, not whether that is where it should be.

MeasureReportedPercentile
Net margin11.4%100th
Operating margin15.4%100th
Gross margin50.6%80th
Revenue YoY growth6.8%80th
Current ratio1.69x60th
R&D / revenue3.6%50th
SBC / revenue1.1%50th

ACUITY INC. (DE) (AYI) reported revenue of $4.64B and net income of $531.30M for the fiscal year ended 2026-08-31. This page shows 1 annual period of income statement, balance sheet and cash flow figures normalized from ACUITY INC. (DE)’s SEC filings, each linked to the filing it came from. It is classified by the SEC under Electric Lighting & Wiring Equipment.

Income

ACUITY INC. (DE) income by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-08-31
Revenue$4.64B
Cost of revenue$2.29B
Gross profit$2.35B
Operating income$713.70M
Net income$531.30M
Research & developmentUnavailable
Weighted-average diluted sharesUnavailable
Pretax income$680.70M
Income tax expense$149.40M
Diluted EPSUnavailable
Selling, general & administrative$1.61B
General & administrativeUnavailable
Selling & marketingUnavailable

Balance

ACUITY INC. (DE) balance by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-08-31
Cash & equivalents$636.30M
Total assets$4.87B
Current assets$1.86B
Total liabilities$1.90B
Current liabilities$1.10B
Total equity incl. NCI$2.97B
Temporary (mezzanine) equityUnavailable
Inventory$450.40M
Accounts receivable$632.10M
Goodwill$1.49B
Long-term debt$497.40M
Accounts payable$443.80M

Cash flow

ACUITY INC. (DE) cash flow by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-08-31
Operating cash flow$825.60M
Capital expenditures$77.70M
Investing cash flow-$79.20M
Financing cash flow-$536.50M
Net change in cash$213.80M
Stock-based compensation$49.50M
Common dividends paid$23.80M
Common share repurchases$287.20M
Depreciation & amortization$156.40M

Derived

ACUITY INC. (DE) derived by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-08-31
Free cash flow$747.90M
Gross margin50.6%
Operating margin15.4%
FCF margin16.1%
SBC / revenue1.1%
Current ratio1.69x
Revenue YoY growth6.8%
Net margin11.4%
R&D / revenueUnavailable
CapEx / revenue1.7%
Long-term debt / equity0.17x
Effective tax rate21.9%

Amounts are abbreviated; the exact reported value is carried in each cell. — means unavailable, not zero. Open AYI in the interactive workspace to inspect any figure back to its filing.

Source filings

10-K · Filed 2026-10-23View SEC filing
10-Q · Filed 2026-06-25View SEC filing
10-Q · Filed 2026-04-02View SEC filing
10-Q · Filed 2026-01-08View SEC filing
10-K · Filed 2025-10-27View SEC filing
10-Q · Filed 2025-06-26View SEC filing

Companies in the same industry

Every accounting identity this site checks — the balance sheet, the gross profit bridge and the cash flow statement — reconciles in every period shown.