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Operating Margin by Segment
Measures profitability relative to revenue in each segment, providing insight into cost management and pricing power across different parts of the business.Acuity’s baseline lighting margins sit in the mid‑teens while Intelligent Spaces has climbed from negative to mid‑teens profitability, with both showing dramatic June‑quarter spikes that reflect QSC timing/one‑offs rather than sustainable run‑rate improvements. Management is deliberately defending margins in ABL via pricing, productivity and a $6M labor charge even as ABL sales face softness, while AIS—bolstered by QSC/Distech integration and cross‑sell—remains the higher‑growth, higher‑margin driver for future EPS and cash‑return potential.
Date | Acuity Brands Lighting | Acuity Intelligent Spaces |
|---|---|---|
Mar 31, 2026 | 17.70 | 18.60 |
Dec 31, 2025 | 15.30 | 11.41 |
Sep 30, 2025 | 16.60 | 14.40 |
Jun 30, 2025 | 45.70 | 59.20 |
Mar 31, 2025 | 14.50 | 10.40 |
Dec 31, 2024 | 15.50 | 5.80 |
Sep 30, 2024 | 16.20 | 14.70 |
Jun 30, 2024 | 46.00 | 59.40 |
Mar 31, 2024 | 16.90 | 16.50 |
Dec 31, 2023 | 14.90 | 13.40 |