Acuity Brands Inc
AYI
$371.99 -0.73%
Exchange: NYSE | Sector: Industrials | Industry: Electrical Equipment Parts
Q3 2025
Published: Jun 26, 2025

Earnings Highlights

  • Revenue of $1.18B up 21.7% year-over-year
  • EPS of $3.12 decreased by 13.6% from previous year
  • Gross margin of 48.4%
  • Net income of 98.40M
  • "We delivered strong performance in the third quarter of fiscal 2025. We grew net sales, expanded our adjusted operating profit and adjusted operating profit margin, and we increased our adjusted diluted earnings per share." - Neil M. Ashe
AYI
Company AYI

Executive Summary

Acuity Brands delivered a solid Q3 2025 with revenue of $1.1786 billion, up 21.7% year over year and 17.1% quarter over quarter, supported by strength in both Acuity Brands Lighting (ABL) and Intelligent Spaces (AIS), including three months of QSC sales. GAAP gross margin stood at 48.38% (management commentary pointed to a roughly 50% level in practice), and adjusted operating profit rose to $222 million with an 18.8% adjusted operating margin, driven by ABL gross profit gains, AIS strength, and the early benefits of the QSC integration. Net income of $98.4 million declined year over year by 13.6%, while GAAP diluted EPS was $3.12 and unadjusted EPS was $3.19, reflecting growth initiatives and one-time effects being managed through the period. Free cash flow yielded $192.3 million for the quarter as operating cash flow reached $207.3 million, underpinning a strong balance sheet and disciplined capital allocation (dividends up 13% and ~344k shares repurchased YoY).

Key Performance Indicators

Revenue
Increasing
1.18B
QoQ: 17.12% | YoY: 21.74%
Gross Profit
Increasing
570.20M
48.38% margin
QoQ: 21.84% | YoY: 28.95%
Operating Income
Decreasing
139.80M
QoQ: 26.86% | YoY: -3.79%
Net Income
Decreasing
98.40M
QoQ: 26.97% | YoY: -13.61%
EPS
Decreasing
3.19
QoQ: 27.60% | YoY: -13.55%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2025 1,178.60 3.12 +21.7% View
Q2 2025 1,006.30 2.44 +11.1% View
Q1 2025 951.60 3.36 +1.8% View
Q4 2024 1,032.30 3.77 +2.2% View
Q3 2024 968.10 3.62 -3.2% View