Every material Form 8-K Acuity Brands filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Acuity Brands filing is on SEC EDGAR ↗. 8-K briefs of other companies →