Every material Form 8-K Acuity Brands has filed with the SEC since April 03, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Acuity Inc. reported fourth-quarter and full-year fiscal 2026 results for the period ended August 31, 2026. Quarterly net sales rose 2.9% to $1.2 billion, and full-year net sales rose 6.8% to $4.6 billion. GAAP diluted EPS rose to $5.63 in the quarter, which includes $44.9 million in tariff refunds, while adjusted diluted EPS rose 11% to $5.77. The results are preliminary until the independent auditor completes its review in the company's Form 10-K.
Fiscal Q4 2026 net sales were $1.2 billion, up 2.9% from the prior year; GAAP diluted EPS was $5.63, up 56.0%, and adjusted diluted EPS was $5.77, up 11.0%.
Q4 results include $44.9 million in tariff refunds, excluded from adjusted measures, and $17.8 million in special charges.
Full-year fiscal 2026 net sales were $4.6 billion, up 6.8%; GAAP diluted EPS was $17.05, up 36.1%, and adjusted diluted EPS was $19.90, up 10.5%.
Operating cash flow for fiscal 2026 was $825.6 million; the company repurchased $287.2 million of common stock during the year.
Acuity Inc. increased its Board from nine to ten members and elected Nick Tzitzon as an independent director, effective September 24, 2026. Tzitzon was also appointed to the Audit and Governance Committees, which adds a new director with software and AI leadership experience to oversight roles.
Board size increased from nine to ten members; Tzitzon elected effective September 24, 2026
Tzitzon is Vice Chairman of ServiceNow, Inc. since January 2020 and leads its AI Institute
Previously Executive Vice President of SAP SE from October 2012 to January 2020
Joins Audit and Governance Committees; initial term expires at next annual meeting
Acuity reported fiscal third-quarter results for the quarter ended May 31, 2026, with net sales of $1.2 billion, up 1.6% from a year earlier. GAAP diluted EPS rose 46.2% to $4.56, and adjusted diluted EPS rose 3.7% to $5.31, while adjusted operating profit grew only 0.8%. The release does not include updated guidance.
Net sales were $1,198.0 million, up $19.4 million or 1.6% from $1,178.6 million in the prior-year quarter.
Diluted EPS was $4.56 versus $3.12 a year earlier; adjusted diluted EPS was $5.31 versus $5.12.
Adjusted operating profit was $223.5 million, up 0.8%, with an adjusted operating margin of 18.7%, down 10 basis points.
Net cash from operating activities was $520.2 million for the first nine months of fiscal 2026; the company repurchased about 766,000 shares for $230 million year to date.
Acuity Inc. entered into a new credit agreement on May 8, 2026, providing an unsecured revolving credit facility with an initial maximum availability of $800 million that matures in May 2031. The new agreement replaces the company's existing credit agreement dated June 30, 2022, and includes a maximum leverage ratio covenant of 3.75 to 1.00, which can temporarily rise to 4.25 to 1.00 in connection with certain material acquisitions.
Unsecured revolving credit facility with initial maximum availability of $800 million, maturing May 2031
Agreement dated May 8, 2026, with JPMorgan Chase Bank, N.A. as administrative agent
Maximum leverage ratio covenant of 3.75 to 1.00, temporarily increasable to 4.25 to 1.00 for certain material acquisitions
Replaces the existing credit agreement dated June 30, 2022
Acuity reported fiscal second-quarter 2026 results for the period ended February 28, 2026, with net sales of $1,055.7 million, up 4.9% from a year earlier, and GAAP diluted EPS of $3.09, up 26.1%. Adjusted diluted EPS was $4.14, up 11.0%, and the company raised its quarterly dividend 18% to $0.20 per share.
Net sales were $1,055.7 million, up $49.4 million or 4.9% year over year; Acuity Intelligent Spaces sales rose 44.7% to $248.1 million, while Acuity Brands Lighting sales fell 2.8% to $817.4 million.
GAAP operating profit was $133.0 million, up 20.7%, and included $5.9 million of special charges tied to ABL productivity actions, mainly labor cost reductions.
GAAP diluted EPS was $3.09 versus $2.45 a year earlier; adjusted diluted EPS was $4.14 versus $3.73.
Quarterly dividend increased 18% to $0.20 per share; year-to-date share repurchases totaled about $106 million.
Acuity Inc. reported fiscal first-quarter 2026 results for the quarter ended November 30, 2025. Net sales rose 20.2% to $1.14 billion, operating profit rose 20.3% to $160.4 million, and diluted EPS rose 14.0% to $3.82. The release does not include updated financial guidance, and part of the sales growth comes from three months of QSC performance within the Acuity Intelligent Spaces segment.
Net sales were $1,143.7 million versus $951.6 million a year earlier, an increase of $192.1 million or 20.2%.
Diluted EPS was $3.82 versus $3.35; adjusted diluted EPS was $4.69 versus $3.97.
Acuity Intelligent Spaces net sales were $257.4 million versus $73.5 million, including three months of QSC performance.
During the quarter the company repurchased about 77,000 shares for about $28 million and repaid $100.0 million of term-loan borrowings.
Acuity reported fiscal fourth-quarter 2025 net sales of $1.2 billion, up 17.1%, with Acuity Intelligent Spaces contributing most of the increase. GAAP diluted earnings per share fell 4.2% to $3.61, while adjusted diluted EPS rose 20.9% to $5.20. The results are preliminary until the company's audit is completed and its Form 10-K is filed.
Fiscal Q4 net sales were $1.2 billion, up $176.8 million (17.1%); Acuity Intelligent Spaces sales were $255.2 million, up $171.3 million.
Fiscal Q4 diluted EPS was $3.61, down $0.16 (4.2%); adjusted diluted EPS was $5.20, up $0.90 (20.9%).
Fiscal Q4 included a $30.9 million non-cash pension settlement charge and an $8.2 million one-time tax benefit.
Full-year fiscal 2025 net sales were $4.3 billion, up 13.1%, while diluted EPS was $12.53, down 6.8%.
Acuity reported fiscal third-quarter results for the period ended May 31, 2025, with net sales of $1.2 billion, up 21.7% from the prior year. GAAP operating profit fell 3.8% to $139.8 million and GAAP diluted EPS fell 13.8% to $3.12, after $29.7 million of special charges tied to productivity actions in its ABL segment. Adjusted diluted EPS rose 23.4% to $5.12, a non-GAAP measure the company emphasizes.
Net sales were $1.2 billion, up $210.5 million or 21.7%, with Acuity Intelligent Spaces contributing $172.8 million from three months of QSC performance.
GAAP operating profit was $139.8 million, down $5.5 million; adjusted operating profit was $221.7 million, up 32.7%.
GAAP diluted EPS was $3.12, down $0.50; adjusted diluted EPS was $5.12, up $0.97 from $4.15.
Nine-month operating cash flow was $398.9 million; the company repurchased about 344,000 shares for $91.3 million and raised its quarterly dividend to $0.17 per share.
Acuity Inc. reported fiscal 2025 second-quarter results for the quarter ended February 28, 2025. Net sales rose 11.1% to $1,006.3 million, helped by the QSC acquisition, while GAAP operating profit fell 6.7% to $110.2 million and GAAP diluted EPS fell 13.7% to $2.45. Adjusted diluted EPS rose 10.4% to $3.73, and the company raised its quarterly dividend 13% to $0.17 per share.
Net sales were $1,006.3 million, up $100.4 million or 11.1% from the prior-year quarter.
GAAP operating profit was $110.2 million, down 6.7%; adjusted operating profit was $162.9 million, up 16.3%.
GAAP diluted EPS was $2.45, down from $2.84; adjusted diluted EPS was $3.73, up from $3.38.
Acuity closed the QSC acquisition during the quarter, and two months of its results are included.
Acuity Brands said Senior Vice President and Chief Human Resources Officer Dianne S. Mills notified the company on February 10, 2025, of her plan to retire from that role effective December 31, 2025. She is expected to stay on as a strategic advisor for a period after retiring, and the company has not yet entered into any compensation arrangements with her.
Dianne S. Mills, SVP and Chief Human Resources Officer, gave notice on February 10, 2025
Retirement from the role is effective December 31, 2025
Mills is expected to continue as a strategic advisor for a period after retiring
No compensation arrangements had been entered into with Mills as of the filing
Acuity Brands reported fiscal first-quarter 2025 results for the quarter ended November 30, 2024, with net sales up 1.8% and diluted EPS up 4.4% from a year earlier. The company also said it completed its acquisition of QSC, LLC effective January 1, 2025, for a gross purchase price of $1.215 billion, which is a large deal relative to the company's size.
Net sales were $951.6 million, up $16.9 million or 1.8% from the prior year.
GAAP operating profit was $133.3 million, up 0.3%; adjusted operating profit was $158.7 million, up 3.1%.
Diluted EPS was $3.35, up $0.14 or 4.4%; adjusted diluted EPS was $3.97, up 6.7%.
QSC, LLC acquisition closed effective January 1, 2025, at a gross purchase price of $1.215 billion, or $1.1 billion net of about $100 million in present value of expected tax benefits.
Acuity Brands amended its existing credit agreement, adding a delayed draw term loan of up to $600 million that can be drawn through May 25, 2025. The company expects to draw the full amount to fund its acquisition of QSC, LLC, which means new borrowing that shareholders will carry until the loan matures on June 30, 2027.
Up to $600 million delayed draw term loan, drawable in a single borrowing through May 25, 2025, subject to conditions
Company expects to draw the full $600 million at closing of the QSC, LLC acquisition by subsidiary Acuity Brands Technology Services, Inc.
Loan matures June 30, 2027; interest at SOFR plus a margin of 0.875% to 1.375%, or base rate plus 0.0% to 0.375%
Undrawn commitments accrue a fee of 0.075% to 0.175% per year from February 24, 2025
Acuity Brands reported fiscal fourth-quarter 2024 net sales of $1.03 billion, up 2.2% from the prior year, and diluted EPS of $3.77, up 43.3%. For the full fiscal year, net sales fell 2.8% to $3.84 billion while diluted EPS rose 24.9% to $13.44. The results are preliminary because the independent auditor's report will not be issued until the company files its Form 10-K.
Fiscal Q4 2024 net sales were $1.03 billion, up $21.9 million, or 2.2%, from the prior year period.
Fiscal Q4 2024 diluted EPS was $3.77 versus $2.63 a year earlier; adjusted diluted EPS was $4.30 versus $3.97.
Fiscal 2024 net sales were $3.84 billion, down 2.8%; diluted EPS was $13.44, up 24.9%.
Net cash from operating activities was $619.2 million for fiscal 2024, and the company repurchased about 454,000 shares for approximately $89 million.
Acuity Brands reported fiscal third-quarter 2024 results for the quarter ended May 31, 2024. Net sales fell 3.2% from the prior year to $968.1 million, while diluted earnings per share rose 10.4% to $3.62 and operating profit rose 1.4%.
Net sales were $968.1 million, down $32.2 million or 3.2% from the prior-year quarter.
Diluted EPS was $3.62, up 10.4%; adjusted diluted EPS was $4.15, up 10.7% from $3.75.
Operating profit was $145.3 million, up 1.4%; adjusted operating profit was $167.1 million, up 2.6%.
Year-to-date operating cash flow was $445.1 million; the company repurchased about 454,000 shares for about $89 million.
Acuity Brands reported results for its fiscal 2024 second quarter ended February 29, 2024. Net sales fell 4.0% to $905.9 million, while GAAP diluted EPS rose 10.5% to $2.84 and operating profit rose 5.9% to $118.1 million. The mixed result of lower sales and higher per-share earnings is the key point for shareholders.
Net sales were $905.9 million, down $37.7 million or 4.0% from the prior year
Diluted EPS was $2.84, up $0.27 or 10.5% from $2.57; adjusted diluted EPS was $3.38, up from $3.06
Operating profit was $118.1 million, up 5.9%; operating margin was 13.0%, up 120 basis points
Year to date, the company repurchased about 370,000 shares for about $68 million
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