Acuity Brands Inc (AYI)

$AYI's Q3 earnings surprise — but is the rally sustainable? 🚀 Acuity blew past EPS estimates by 15.8% and surged 23% YoY, thanks to the QSC acquisition and strong growth in Intelligent Spaces. Net sales also jumped 21.7% from the prior-year quarter's level. 📊 Find out if AYI's momentum can continue 👉 https://www.zacks.com/commentary/2556135/acuitys-stock-rises-on-q3-earnings-sales-beat-margins-up-yy?cid=sm-stocktwits-2-2556135-body-343&ADID=SYND_STOCKTWITS_TWEET_2_2556135_BODY_343

Wells Fargo updates rating for Acuity ( $AYI ) to Equal-Weight, target set at 285 → 320.

💡 Acuity Brands $AYI | +5.8% Lighting up the tape: A solid earnings beat sent shares higher. The market rewarded its quiet consistency.

Acuity Inc. (NYSE: $AYI) saw its stock surge after reporting strong Q3 results, boosted by the recent QSC acquisition. Revenue reached $1.18 billion, up 21.7% year-over-year, surpassing expectations. EPS came in at $5.12, ahead of estimates. The Intelligent Spaces segment generated $264 million in sales, a 248.9% increase, with adjusted operating profit of $62.3 million. The Lighting division also performed well with $923.2 million in revenue. These strong results, driven by the QSC deal, pushed AYI shares up over 6% on the day.

$AYI and me group didnt even bother mentioning acuity dropped from pyb level!!!! smh

$AYI this going red …..

$AYI 🔬

$AYI (+8.5% pre) Acuity Non-GAAP EPS of $5.12 beats by $0.68, revenue of $1.18B beats by $30M https://ooc.bz/l/68779

Gapping Up: $KEQU +18.5% $WS +14.6% $MLKN +9.8% $AYI +7.6% $FUL +6.3%

🚨EARNINGS ALERT🚨 Notable earnings released for today: McCormick & Company Incorporated $MKC: $0.69 EPS vs $0.65 est. / $1.66B Revenue vs $1.66B est. Walgreens Boots Alliance Inc $WBA: $0.38 EPS vs $0.34 est. / $39B Revenue vs $36.6B est. Acuity Brands Inc $AYI: $5.12 EPS vs $4.42 est. / $1.2B Revenue vs $1.14B est.

$AYI Acuity Brands reports Q3 adjusted EPS $5.12, consensus $4.44 Reports Q3 revenue $1.18B, consensus $1.15B. "We delivered strong performance in the third quarter of fiscal 2025," stated Neil Ashe, Chairman, President and Chief Executive Officer of Acuity Inc. "We grew net sales, expanded our adjusted operating profit and adjusted operating profit margin and we increased our adjusted diluted earnings per share. We generated strong cash flow and allocated capital effectively."

$AYI reported - EPS and - revenue for Q3. http://www.estimize.com/intro/ayi?chart=historical&metric_name=eps&utm_content=AYI&utm_medium=act

Earnings After Bell so Place ur Bets: $MU 115 or 140 $MLKN $14S-$15 or $20-$21 Before Bell: $AYI 250-$260 or $310 ($320?) $MKC 66s-$67 or $81-$82S $WBA already taken private 😅

$AYI $300+ tmr

#earnings after the close on Wednesday, June 25, 2025 and before the open on Thursday, June 26, 2025 https://www.earningswhispers.com/calendar $MU $AYI $JEF $WBA $FUL

$AYI what is the expected move @Olddrache

$AYI Heads up alert! upcoming earnings on Thursday, 6/26/2025 for $AYI Bearish (2.5) Acuity Brands (NYSE: AYI) has recently garnered attention within the electrical systems sector, particularly following its disappointing Q1 earnings report, which led to a 16.5% decline in its stock price over the last six months, contrasting sharply with the S&P 500's flat performance. Currently, AYI is trading at approximately $272.08, which analysts suggest is a significant 27% discount to its estimated fair value of $355 derived from a two-stage free cash flow model. This valuation reflects concerns over the company’s recent performance metrics, including a P/E ratio that seems elevated compared to industry peers and subdued EPS growth rates, which may be indicative of underlying operational challenges. With revenue forecasts suggesting muted growth, investors appear cautious, particularly as AYI navigates a competitive landscape populated by stronger performers like Kimball Electronics. The electrical systems sector has shown mixed performance in Q1, with several companies outperforming while AYI has struggled to regain footing. Competitive pressures and market volatility have contributed to a challenging environment for AYI, and potential investors may weigh these factors heavily against the company’s defensive stock appeal highlighted by its inclusion in lists targeting value-oriented investors. --- Acuity Brands is scheduled to report its fiscal 2025 third-quarter results on June 26, 2025, with expectations running high despite recent challenges. The historical performance of AYI suggests variability in quarterly results, which have been affected by broader economic conditions and sector-specific headwinds. Analyst consensus estimates will be crucial in shaping market sentiment ahead of the earnings report, particularly as investors look for signs of recovery or further deterioration in performance metrics. The upcoming earnings call, led by CEO Neil Ashe, is anticipated to provide clarity on strategic initiatives and operational adjustments aimed at bolstering growth, which could significantly impact investor confidence and stock performance moving forward. In the broader context, the electrical systems sector has experienced fluctuating performance, reflecting both technological advancements and economic uncertainties. As the sector navigates these dynamics, AYI's performance will be closely scrutinized relative to its peers, particularly as it seeks to align itself with more robust growth trajectories seen in other companies within the industry. - Funds were net buyers of $AYI during the previous reporting quarter. - Top 4 funds with large holdings in $AYI: - Canada Pension , MV: $14MM. Fund Rank: 81% - Value Holdings Management Company LLC, MV: $6MM. Fund Rank: 72% - Holocene Advisors LP, MV: $2MM. New position. Fund Rank: 83% www.holoceneadvisors.com - Picton Mahoney Asset Management, MV: $1MM. Fund Rank: 68% www.pictonmahoney.com - Last 10 days performance: -1% - Last 30 days performance: 4% - Last 90 days performance: 3% Some of the latest news articles: - Title: Q1 Earnings Highlights: Verra Mobility (NASDAQ:VRRM) Vs The Rest Of The Electrical Systems Stocks Publication Date: 6/6/2025 3:31:18 AM, Source: yahoo URL: https://finance.yahoo.com/news/q1-earnings-highlights-verra-mobility-033118692.html?.tsrc=rss - Title: Is Acuity Inc. (NYSE:AYI) Trading At A 27% Discount? Publication Date: 6/1/2025 1:46:39 PM, Source: yahoo URL: https://finance.yahoo.com/news/acuity-inc-nyse-ayi-trading-134639263.html?.tsrc=rss - Title: Acuity to Announce Fiscal 2025 Third-Quarter Results on June 26, 2025 Publication Date: 5/29/2025 8:30:00 PM, Source: yahoo URL: https://finance.yahoo.com/news/acuity-announce-fiscal-2025-third-203000120.html?.tsrc=rss - Title: Spotting Winners: Acuity Brands (NYSE:AYI) And Electrical Systems Stocks In Q1 Publication Date: 5/26/2025 3:31:21 AM, Source: yahoo URL: https://finance.yahoo.com/news/spotting-winners-acuity-brands-nyse-033121768.html?.tsrc=rss Follow us on stocktwits.com and Substack (chessgmstocks.substack.com). Not a financial advice. Not a trading signal.

$FELV $VFC $AYI $RNG https://wallstreetwaves.com/felv-projected-to-reach-34-according-to-analysts/

Wall St is expecting 4.30 EPS for $AYI Q3 [Reporting 06/26 BMO] http://www.estimize.com/intro/ayi?chart=historical&metric_name=eps&utm_cont

$AYI could be a good bet, but M...🤫 this isn’t your usual “maybe it’ll move” setup. This is a full-blown storm. 💬 Reddit, Twitter, Discord — all buzzing. 📰 Major news sites dropped promo pieces overnight. 📢 Ad blitz across Stocktwits, YouTube, TikTok — it’s in your face. 📈 TradingView flipped HARD to STRONG BUY with a $16 target (+400%). Pre-market’s already flashing green: +4.3%, sitting at $3.33 after a $3.20 close. Volume’s rising — someone’s front-running open. 📲 Four different apps pushed STOCK ALERTS on this one. Load up — big moves are expected next week. Word is, if Petra Stark says anything today or tomorrow — it’s launch time. Not “maybe.” Guaranteed. 💥 There’s even talk of Japanese whales or hacker groups behind it — and yeah, they’ve pulled this off before. They don’t miss. 🎯 Everything’s screaming early entry. You’re either in now… or watching it gap $6+ while refreshing your regret. No one can say you weren’t warned👇⁩

Wells Fargo has adjusted their stance on Acuity ( $AYI ), setting the rating to Equal-Weight with a target price of 290 → 275.

Baird has updated their rating for Acuity ( $AYI ) to Neutral with a price target of 295.