Acuity Inc. (NYSE:AYI) is looking for acquisitions. During the Acuity Fiscal 2026 Third Quarter Earnings Call, Karen Holcom, Senior Vice President and Chief Financial Officer, said "So our capital allocation framework has not changed. We continue to invest in the business for growth. We've increased our dividend this year, and we will evaluate acquisition opportunities".
Neil Ashe, Chairman, President and Chief Executive Officer, said, "We can invest in our current businesses for growth. We can invest in acquisitions. We can increase our dividend, and we can repurchase shares, which we've demonstrated we do very effectively. So as we look forward on the acquisition front, we are enthusiastic about the opportunities that are ahead of us in AIS. There are multiple areas that we have identified that are attractive for us to continue to add to the portfolio. So we can expand Distech, we can expand QSC and their footprint, and we can add additional things. So -- but I balance that by saying our view on acquisitions is really quality and not quantity. So we're focused on ensuring that we buy the right assets". "So in summary, we believe from a capital allocation perspective, we have the ability to do all of the above to grow our current businesses, to acquire businesses, to pay our dividend and to repurchase stock. And we're looking forward to additional acquisitions, which will build out AIS as our first priority".
Acuity Inc. is an industrial technology company. The Company uses technology to solve problems in space and light. The Company offers products and services, including lighting, lighting controls, building management solutions, and an audio, video, and control platform. The Company's segments include Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS). The ABL segment includes portfolio of products includes, but is not limited to the following brands: AculuxTM, American Electric Lighting, CycloneTM, Dark to Light, eldoLED, Eureka, FrescoTM, Gotham, Healthcare Lighting, Holophane, Hydrel, IOTA, Juno, Lithonia Lighting, Luminaire LEDTM, Luminis, Mark Architectural LightingTM, NightingaleTM, nLight, Peerless, RELOC Wiring Solutions, and SensorSwitchTM. The AIS segment through Atrius, Distech Controls, and QSC, offers technologies used by people in spaces and by those who manage those spaces.
This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite) and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be carried out. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of rankings based on the following ratings: Returns (Composite), Profitability (Composite) and Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully read the associated descriptions.
ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.