Acuity Brands, Inc. · AYI · Next earnings

Acuity Brands, Inc. reports Thursday, Jan 14, 2027

AYI reports before market open with consensus EPS at $5.09 and revenue at $1.17B. Last quarter: Acuity’s Intelligent Spaces growth offsets a tougher FY2027 margin setup

Reports Before market open70 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $5.09 Calendar consensus
Consensus revenue $1.17B Calendar consensus
Report date Jan 14, 2027 Thursday, date estimated
Session Before market open 70 days away

Where AYI left off: FY2026 Q4

Full report

Acuity’s Intelligent Spaces growth offsets a tougher FY2027 margin setup

EPS surprise +3.6% Reported $5.77 vs $5.57
Revenue surprise +0.0% Reported $1.24B vs $1.24B
Stock move -3.4% Event window
Subsequent drift +9.4% Up to 20 sessions

Management outlined FY2027 net sales of $4.7–$4.9 billion and adjusted EPS of $20.50–$22. The outlook includes an expected memory-cost headwind to AIS gross margin; management expects pricing and productivity actions to help offset it.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Memory-cost inflation could pressure AIS margins beyond the expected impact or offset actions.
  • Flat-to-low lighting-market growth and competitive pricing could constrain ABL sales and profitability.
  • Supply-chain disruption and commodity inflation may raise ABL costs.
  • Future acquisitions carry execution and integration risk.

Questions analysts left open

  • Magnitude and timing of memory-cost pressure on AIS margins.
  • Whether ABL margin improvement can meet expectations amid inflation and tariffs.
  • How the acquisition pipeline will progress and how capital will be allocated after debt repayment.

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Recent AYI quarters

All AYI earnings
-3.4%FY2026 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.