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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 Intelligent Spaces (AIS) is showing structural margin expansion and greater volatility versus Lighting: its steady mid‑teens run‑rate was punctuated by two large mid‑year spikes that are clearly anomalous (likely one‑offs/accounting or revenue‑denominator effects) and not sustainable. Management’s commentary that AIS is outgrowing the company and expanding margins (and is the priority for M&A) supports the positive secular view, while Acuity Brands Lighting (ABL) margins remain resilient in the mid‑teens but are exposed to sales softness, tariff adjustments, and backlog normalization risk.
Date | Acuity Brands Lighting | Acuity Intelligent Spaces |
|---|---|---|
Jun 30, 2026 | 19.70 | 21.70 |
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 |