AYI Acuity Inc. Common Stock

NYSE · Electrical Equipment · 在 SEC EDGAR 上查看 ↗
$348.92
价格 · 八月 19, 2026
截至...的财报数据 六月 25, 2026

关于 Acuity Inc. Common Stock 公司概况(来自维基百科)

Acuity Inc. is an industrial technology company headquartered in Atlanta, Georgia, with operations throughout North America and in Europe and Asia. As of 2024 the company has approximately 12,000 employees and recorded net sales of $3.84 billion for the fiscal year. In terms of market share, Acuity Brands is the largest lighting manufacturer in North America.

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Acuity Inc. is an industrial technology company headquartered in Atlanta, Georgia, with operations throughout North America and in Europe and Asia. As of 2024 the company has approximately 12,000 employees and recorded net sales of $3.84 billion for the fiscal year. In terms of market share, Acuity Brands is the largest lighting manufacturer in North America.

History

The roots of Acuity Brands date back to 1919 when Isadore M. Weinstein founded the Atlanta Linen Supply company. Weinstein had previously been employed in the towel supply business in Cleveland, and after serving in World War I, he started his own business renting towels, uniforms, and linens. He opened several locations throughout the south, changing the name to the Southern Linen Service Corporation in 1920. The company went public in 1928 as National Linen Service Corporation and continued to grow, eventually expanding to markets in the southwest and west coast. By 1944, the company was listed on the New York Stock Exchange.

Following World War II, Weinstein's son, Milton, had taken over the company. In the 1950s, National Linen faced an antitrust suit due to its dominance in the otherwise fragmented linens industry. The suit was settled in 1956, and in an effort to assuage future antitrust concerns, the company began to diversify. National Linen's first acquisition outside of linens and uniforms was Zep Manufacturing Company, an Atlanta-based chemical and janitorial supply manufacturer, in 1962. Zep became synonymous with NSI's chemical division, acquiring Selig Chemical Industries in 1968 and several smaller acquisitions throughout the 1970s and 1980s. To better reflect its new variety of business units, National Linen became National Service Industries (NSI) in 1964. Zep co-founder Erwin Zaban, who had stayed on following the company's acquisition and was also Weinstein's neighbor, took over NSI's operation in 1966.

In 1969, NSI acquired Lithonia Lighting Inc., a light fixture manufacturer founded in Georgia in 1946, and established a lighting division. Along with the chemical division that grew out of the Zep acquisition, the lighting division that grew out of the Lithonia Lighting acquisition formed the foundation for what would eventually become Acuity Brands. NSI acquired several other lighting manufacturers over the next 30 years, the largest of which occurred in 1999, when Ohio-based Holophane Corporation, a large outdoor and industrial lighting manufacturer, was purchased. Zaban continued NSI's new expansion strategy of acquiring profitable companies without much consideration for synergy among the company's increasing number of business units throughout the 1970s and 1980s. Six business units remained at the core of NSI's operations: linens, chemicals, lighting, insulation, envelopes, and printing. However, the total number of business units ebbed and flowed throughout this period as Zaban acquired companies in a variety of other industries and divested as soon as they became unprofitable.

By the 1990s, NSI's lighting and chemical divisions made up more than half of the company's revenues and operating incomes combined, and both divisions were still rapidly growing. In 1992, NSI added Graham Group, Europe's second-largest specialty chemical manufacturer at the time, and Kleen Canada to its chemical division. NSI added outdoor lighting company Infranor Canada in 1995 and invested in a fluorescent lighting manufacturing facility in Monterrey, Mexico that would serve the entire North American market. The chemical division expanded further in 1997 with the acquisition of Enforcer Products and Pure Corporation.

In 2001, National Service Industries announced it would combine the lighting and chemical divisions and spin off that combined entity as a separate, publicly traded company. Initially incorporated as L&C Spinco in June 2001, it was renamed Acuity Brands in November of the same year.

James S. Balloun, who had taken over as CEO of NSI in the mid-1990s, moved with the spinoff to serve as the president, CEO, and chairman of the board. Balloun retired in September 2004 and was replaced by Vernon J. Nagel, who had joined the firm as executive vice president and chief financial officer in December 2001.

Effective July 2007, the company's chemical division, Acuity Specialty Products, spun off as Zep, Inc. and included the Zep, Enforcer, and Selig brands. The remaining Acuity Brands, Inc. became the holding company for Acuity Brands Lighting, which included the Lithonia Lighting, Holophane, Peerless, and Mark Architectural brands, among others.

Nagel's tenure as CEO saw the transition of the lighting industry to LED lighting as well as the rise of smart lighting and the internet of things. Acuity grew with these changes in technology, launching the Atrius IoT brand in 2017 after the acquisitions of Sensor Switch and organic creation of brands such as nLight and ROAM. In January 2020, after 16 years as president and CEO, Nagel stepped aside to become executive chairman, and Neil Ashe was named the new head of the company. In July 2024, Sach Sankpal was named president of Acuity Brands Lighting and Lighting Controls (ABL).

Products

The firm's products include luminaires, lighting controls, building system controllers, prismatic skylights, drivers, power supplies and integrated systems for indoor and outdoor applications in commercial, industrial, institutional, infrastructure and residential spaces.

They include recessed, surface, suspended, downlight, decorative, track and emergency indoor luminaires as well as outdoor lighting for street and roadway, parking, flood, landscape, site, area and underwater applications. It also provides digital networked lighting, building management and IoT. modular wiring, LED drivers, photo controls, occupancy sensors, dimming panels, relay panels, integrated lighting control systems, and products and services related to networked technology, building automation and building analytics.

The firm markets its products and services under a variety of brand names including Aculux, Eureka, Holophane, Juno, nLight, Pathway, and Distech.

== Acquisitions ==

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

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AYI 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$348.92
市值
$10.64B
P/E (TTM)
27.7
每股收益 (TTM)
$12.53
营收 (TTM)
$4.35B
股息收益率
0.20%
ROE
15.1%
负债/权益
0.3
52周区间
$257 – $380

AYI 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $4.35B
7-point trend, +18.3%
2019-08-31 2025-08-31
EPS $12.53
7-point trend, +51.1%
2019-08-31 2025-08-31
自由现金流 $533M
7-point trend, +20.7%
2019-08-31 2025-08-31
利润率 9.1%
7-point trend, +18.7%
2019-08-31 2025-08-31

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标
5年趋势
AYI
同行中位数
P/E (TTM)
5-point trend, +18.3%
27.7
37.5
P/S (TTM) (市销率 (TTM))
5-point trend, +22.9%
2.4
2.2
P/B (市净率)
5-point trend, +15.8%
3.9
2.9
EV / EBITDA (企业价值 / EBITDA)
5-point trend, +22.3%
15.9
Price / FCF (股价/自由现金流)
5-point trend, +5.6%
20.0

盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
AYI
同行中位数
Gross Margin (毛利率)
5-point trend, +12.2%
47.8%
30.8%
Operating Margin (营业利润率)
5-point trend, +5.1%
13.0%
Net Profit Margin (净利润率)
5-point trend, +3.2%
9.1%
6.3%
ROA
5-point trend, -2.0%
8.5%
3.0%
ROE
5-point trend, +0.8%
15.1%
11.4%
ROIC
5-point trend, -5.1%
12.3%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
AYI
同行中位数
Debt / Equity (负债/股东权益比率)
5-point trend, +36.1%
0.3
0.0
Current Ratio (流动比率)
5-point trend, -12.5%
2.0
2.3
Quick Ratio (速动比率)
5-point trend, -21.8%
1.2

成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
AYI
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +25.6%
13.1%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +25.6%
2.8%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +25.6%
5.5%
EPS YoY
5-point trend, +49.5%
-6.8%
Net Income YoY (净利润同比增长)
5-point trend, +29.5%
-6.2%

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
AYI
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +49.5%
$12.53

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
AYI
同行中位数
Payout Ratio (派息率)
5-point trend, -16.8%
5.2%

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
0.20%
派息率
5.2%
5年股息复合年增长率 (CAGR)
除息日金额
2026年7月17日$0.2000
2026年4月17日$0.2000
2026年2月2日$0.2000
2025年10月17日$0.1700
2025年7月18日$0.1700
2025年4月17日$0.1700
2025年2月3日$0.1700
2024年10月18日$0.1500
2024年7月18日$0.1500
2024年4月16日$0.1500
2024年2月2日$0.1500
2023年10月17日$0.1300
2023年7月17日$0.1300
2023年4月14日$0.1300
2023年2月3日$0.1300
2022年10月14日$0.1300
2022年7月14日$0.1300
2022年4月14日$0.1300
2022年1月19日$0.1300
2021年10月14日$0.1300

AYI 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 12 位分析师
  • 强烈买入 3 25.0%
  • 买入 5 41.7%
  • 持有 4 33.3%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

7 位分析师 · 2026-08-16
中位数目标 $390.00 +11.8%
平均目标 $398.29 +14.1%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

平均惊喜
0.24%
下次报告
九月 29, 2026
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $5.31 $5.24 0.07%
2026年3月31日 $4.14 $4.04 0.10%
2025年12月31日 $4.69 $4.64 0.05%
2025年9月30日 $5.20 $4.89 0.31%
2025年6月30日 $5.12 $4.47 0.65%

同行比较(GICS 子行业) 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
AYI $10.02B 26.1 13.1% 9.1% 15.1% 47.8%
HUBB $23.65B 26.9 3.8% 15.2% 24.5% 35.3%
NXT 31.4 20.3% 16.5% 27.1% 32.6%
GNRC 50.7 -2.0% 3.8% 6.2% 38.3%
RRX $9.32B 33.4 -1.7% 4.7% 4.3% 37.4%
VICR 42.0 26.1% 26.2% 18.5% 57.3%
POWL $3.68B 20.5 9.1% 16.4% 30.6% 29.4%
ENS $6.33B 22.6 3.7% 7.8% 15.4% 29.3%
ST 158.5 -5.8% 0.84% 1.1%
ATKR $2.11B -139.4 -11.0% -0.53% -1.1% 23.7%
PLUG -1.4 12.9% -229.8% -120.3% -34.1%

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 17
AYI 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +81.6% $4.35B $3.84B $3.95B $4.01B $3.46B $3.33B $3.67B $3.68B $3.51B $3.29B $2.71B $2.39B
Cost of Revenue 12-point trend, +60.3% $2.27B $2.06B $2.24B $2.33B $1.99B $1.92B $2.19B $2.19B $2.02B $1.86B $1.56B $1.41B
Gross Profit 12-point trend, +112.3% $2.08B $1.78B $1.71B $1.67B $1.48B $1.40B $1.48B $1.49B $1.48B $1.44B $1.15B $979M
R&D Expense 11-point trend, +241.1% $140M $102M $97M $95M $88M $82M $75M $64M $52M $47M $41M ·
SG&A Expense 12-point trend, +118.3% $1.48B $1.23B $1.21B $1.16B $1.04B $1.03B $1.01B $1.02B $942M $946M $757M $680M
Operating Income 12-point trend, +88.5% $564M $553M $473M $510M $428M $354M $463M $461M $528M $475M $376M $299M
Interest Expense 10-point trend, -14.4% · · $28M $27M $24M $26M $36M $36M $34M $33M $33M $33M
Interest Income 12-point trend, +4000.0% $20M $30M $9M $2M $1M $3M $3M $2M $2M $1M $1M $500.0K
Other Non-op 12-point trend, -3107.7% $-42M $-9M $-8M $9M $-8M $-6M $-5M $-1M $-2M $2M $-1M $-1M
Pretax Income 12-point trend, +88.3% $500M $549M $447M $494M $396M $325M $425M $426M $493M $445M $344M $266M
Income Tax 12-point trend, +15.2% $104M $126M $101M $110M $90M $76M $94M $76M $171M $154M $122M $90M
Net Income 12-point trend, +125.6% $397M $423M $346M $384M $306M $248M $330M $350M $322M $291M $222M $176M
EPS (Basic) 12-point trend, +215.7% $12.85 $13.68 $10.88 $11.23 $8.44 $6.29 $8.32 $8.54 $7.46 $6.67 $5.13 $4.07
EPS (Diluted) 12-point trend, +209.4% $12.53 $13.44 $10.76 $11.08 $8.38 $6.27 $8.29 $8.52 $7.43 $6.63 $5.09 $4.05
Shares (Basic) 12-point trend, -27.9% 30,859,000 30,885,000 31,806,000 34,182,000 36,284,000 39,453,000 39,700,000 40,900,000 43,100,000 43,500,000 43,100,000 42,800,000
Shares (Diluted) 12-point trend, -26.4% 31,641,000 31,445,000 32,164,000 34,645,000 36,554,000 39,601,000 39,800,000 41,000,000 43,300,000 43,800,000 43,400,000 43,000,000
EBITDA 12-point trend, +103.5% $697M $644M $567M $604M $528M $455M $551M $535M $593M $538M $422M $342M
资产负债表 29
AYI 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -23.5% $422M $846M $398M $223M $491M $561M $461M $129M $311M $413M $757M $552M
Receivables 12-point trend, +59.1% $594M $563M $555M $666M $572M $500M $561M $638M $573M $573M $412M $373M
Inventory 12-point trend, +148.4% $527M $388M $368M $486M $399M $320M $341M $412M $329M $295M $225M $212M
Prepaid Expense 12-point trend, +301.5% $108M $75M $74M $91M $82M $59M $79M $32M $33M $42M $20M $27M
Other Current Assets 5-point trend, -33.4% · · · · · · · $32M $33M $42M $20M $48M
Current Assets 12-point trend, +39.2% $1.65B $1.87B $1.40B $1.47B $1.54B $1.44B $1.44B $1.21B $1.25B $1.32B $1.41B $1.19B
PP&E (Net) 12-point trend, +125.0% $343M $304M $298M $276M $269M $270M $277M $287M $288M $268M $175M $152M
PP&E (Gross) 12-point trend, +119.6% $1.10B $1000M $962M $892M $845M $803M $758M $729M $688M $646M $527M $500M
Accum. Depreciation 12-point trend, +117.1% $754M $696M $664M $615M $576M $532M $480M $442M $400M $378M $352M $347M
Goodwill 12-point trend, +162.6% $1.50B $1.10B $1.10B $1.08B $1.09B $1.08B $967M $971M $901M $948M $565M $569M
Intangibles 12-point trend, +374.5% $1.10B $440M $481M $529M $573M $606M $466M $499M $449M $381M $223M $232M
Other Non-current Assets 9-point trend, +242.4% $45M $32M $50M $48M $34M $30M $18M $19M $13M · · ·
Total Assets 12-point trend, +119.5% $4.76B $3.81B $3.41B $3.48B $3.58B $3.49B $3.17B $2.99B $2.90B $2.95B $2.41B $2.17B
Accounts Payable 12-point trend, +58.1% $454M $352M $286M $398M $392M $326M $339M $451M $395M $401M $311M $287M
Short-term Debt 4-point trend, +0.00 · $0 $0 $18M $0 · · · · · · ·
Current Liabilities 12-point trend, +79.8% $846M $688M $595M $734M $692M $618M $596M $683M $601M $672M $521M $470M
Capital Leases 6-point trend, +48.4% $84M $58M $76M $67M $47M $57M · · · · · ·
Deferred Tax 12-point trend, -57.4% $25M $26M $59M $102M $101M $95M $93M $92M $108M $75M $32M $58M
Other Non-current Liabilities 12-point trend, +1483.0% $139M $130M $129M $800.0K $9M $2M $5M $8M $6M $11M $9M $9M
Total Liabilities 12-point trend, +102.4% $2.03B $1.44B $1.39B $1.57B $1.53B $1.36B $1.25B $1.27B $1.23B $1.29B $1.05B $1.00B
Long-term Debt 8-point trend, +40.5% · · · · $494M $401M $357M $357M $357M $355M $352M $352M
Total Debt 12-point trend, +153.6% $897M $496M $496M $513M $494M $401M $357M $357M $357M $355M $352M $354M
Common Stock Flat — no change across 12 periods $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K $500.0K
Retained Earnings 12-point trend, +379.6% $4.29B $3.91B $3.51B $3.18B $2.81B $2.52B $2.30B $2.00B $1.66B $1.36B $1.09B $894M
Treasury Stock 12-point trend, +530.6% $2.65B $2.53B $2.44B $2.18B $1.66B $1.23B $1.16B $1.07B $776M $419M $420M $420M
AOCI 12-point trend, -6.4% $-76M $-115M $-113M $-126M $-98M $-133M $-151M $-115M $-100M $-139M $-110M $-72M
Stockholders' Equity 12-point trend, +134.2% $2.72B $2.38B $2.02B $1.91B $2.04B $2.13B $1.92B $1.72B $1.67B $1.66B $1.36B $1.16B
Liabilities + Equity 12-point trend, +119.5% $4.76B $3.81B $3.41B $3.48B $3.58B $3.49B $3.17B $2.99B $2.90B $2.95B $2.41B $2.17B
Shares Outstanding 12-point trend, -28.4% 30,700,000 30,800,000 31,100,000 32,500,000 35,200,000 38,900,000 39,500,000 40,000,000 41,800,000 43,700,000 43,300,000 42,862,662
现金流 18
AYI 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, +206.7% $133M $91M $93M $95M $100M $101M $88M $80M $75M $63M $46M $43M
Stock-based Comp 12-point trend, +154.8% $45M $47M $42M $37M $32M $38M $29M $32M $32M $28M $18M $18M
Deferred Tax 12-point trend, -8900.0% $-45M $-34M $-48M $600.0K $-3M $-7M $9M $-38M $-8M $-8M $3M $-500.0K
Amort. of Intangibles 12-point trend, +583.0% $76M $40M $42M $41M $41M $42M $31M $28M $28M $21M $11M $11M
Restructuring 12-point trend, +14950.0% $30M $0 $27M $0 $3M $20M $2M $6M $11M $15M $12M $-200.0K
Other Non-cash 12-point trend, +2269.7% $72M $92M $145M $-200M $-28M $124M $38M $-71M $-104M $-27M $200.0K $-3M
Operating Cash Flow 12-point trend, +158.0% $601M $619M $578M $316M $409M $505M $495M $352M $337M $388M $289M $233M
CapEx 12-point trend, +93.8% $68M $64M $67M $56M $44M $55M $53M $44M $67M $84M $56M $35M
Investing Cash Flow 12-point trend, -3633.8% $-1.28B $-65M $-91M $-62M $-118M $-360M $-53M $-204M $-49M $-705M $-72M $-34M
Debt Issued 11-point trend, +600000000.00 $600M $0 $0 $0 $494M $400M $86M · $1M $2M $0 $0
Net Debt Issued 9-point trend, +15900.0% $400M · $0 $0 $93M $-351M $-400.0K $-400.0K $1M $2M · ·
Stock Repurchased 12-point trend, +118500000.00 $118M $89M $267M $515M $435M $69M $82M $298M $358M $0 $0 $0
Net Stock Activity 11-point trend, -118500000.00 $-118M $-89M $-267M $-515M $-435M $-69M $-82M $-298M $-358M $0 · $0
Dividends Paid 12-point trend, -8.4% $21M $18M $17M $18M $19M $21M $21M $21M $23M $23M $23M $22M
Financing Cash Flow 12-point trend, +4154.0% $255M $-104M $-313M $-512M $-363M $-50M $-108M $-327M $-392M $-23M $-4M $-6M
Net Change in Cash 12-point trend, -318.9% $-423M $448M $175M $-268M $-69M $100M $332M $-182M $-102M $-344M $204M $193M
Free Cash Flow 12-point trend, +169.5% $533M $555M $511M $260M $365M $450M $442M $310M $249M $262M $232M $198M
Levered FCF 10-point trend, +177.9% · · $490M $239M $346M $430M $413M $280M $227M $240M $211M $176M
盈利能力 8
AYI 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +16.9% 47.8% 46.4% 43.4% 41.8% 42.6% 42.2% 40.3% 40.4% 42.3% 43.6% 42.3% 40.9%
Operating Margin 12-point trend, +3.8% 13.0% 14.4% 12.0% 12.7% 12.3% 10.6% 12.6% 12.3% 14.8% 14.4% 13.9% 12.5%
Net Margin 12-point trend, +24.4% 9.1% 11.0% 8.8% 9.6% 8.8% 7.5% 9.0% 9.5% 9.2% 8.8% 8.2% 7.3%
Pretax Margin 12-point trend, +3.7% 11.5% 14.3% 11.3% 12.3% 11.5% 9.8% 11.6% 11.6% 14.1% 13.5% 12.7% 11.1%
EBITDA Margin 12-point trend, +12.1% 16.0% 16.8% 14.3% 15.1% 15.2% 13.7% 15.0% 14.5% 16.9% 16.3% 15.6% 14.3%
ROA 12-point trend, -1.5% 8.5% 11.7% 10.1% 10.9% 8.7% 7.4% 10.7% 11.9% 11.0% 10.9% 9.7% 8.6%
ROE 12-point trend, -7.2% 15.1% 18.2% 17.4% 20.1% 15.0% 11.8% 17.4% 21.1% 19.4% 19.3% 17.6% 16.3%
ROIC 12-point trend, -5.3% 12.3% 14.8% 14.6% 16.3% 13.0% 10.7% 15.8% 18.0% 16.8% 15.4% 14.2% 13.0%
流动性与偿付能力 5
AYI 的年度流动性与偿付能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -22.6% 2.0 2.7 2.3 2.0 2.2 2.3 2.4 1.8 2.1 2.0 2.8 2.5
Quick Ratio 12-point trend, -38.9% 1.2 2.0 1.6 1.2 1.5 1.7 1.7 1.1 1.5 1.5 2.2 2.0
Debt / Equity 12-point trend, +8.3% 0.3 0.2 0.2 0.3 0.2 0.2 0.2 0.2 0.2 0.2 0.3 0.3
LT Debt / Equity 12-point trend, +8.3% 0.3 0.2 0.2 0.3 0.2 0.2 0.2 0.2 0.2 0.2 0.3 0.3
Interest Coverage 10-point trend, +84.9% · · 17.0 18.9 17.7 13.4 12.7 12.8 15.2 14.3 11.5 9.2
效率 3
AYI 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -20.8% 0.9 1.1 1.1 1.1 1.0 1.0 1.2 1.2 1.2 1.2 1.2 1.2
Inventory Turnover 12-point trend, -27.2% 5.0 5.4 5.2 5.3 5.5 5.8 5.8 5.9 6.5 7.1 7.1 6.8
Receivables Turnover 12-point trend, +8.6% 7.5 6.9 6.5 6.5 6.5 6.3 6.1 6.1 6.1 6.7 6.9 6.9
每股 7
AYI 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, +227.0% $88.76 $77.23 $64.80 $58.82 $58.08 $54.69 $48.58 $42.92 · $37.91 $31.41 $27.14
Revenue / Share 12-point trend, +146.7% $137.34 $122.15 $122.88 $115.63 $94.56 $84.00 $92.28 $89.76 $80.95 $75.14 $62.37 $55.66
Cash Flow / Share 12-point trend, +250.6% $19.01 $19.69 $17.97 $9.13 $11.17 $12.75 $12.43 $8.61 $7.30 $7.89 $6.66 $5.42
Cash / Share 11-point trend, +6.8% $13.76 $27.46 $12.79 $6.87 $13.96 $14.41 $11.67 $3.23 · $9.44 $17.48 $12.89
Dividend / Share 12-point trend, +26.9% $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
Dividend Paid / Share Flat — no change across 10 periods · · $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +209.4% $12.53 $13.44 $10.76 $11.08 $8.38 $6.27 $8.29 $8.52 $7.43 $6.63 $5.09 $4.05
增长率 10
AYI 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +224.4% 13.1% -2.8% -1.4% 15.8% 4.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -53.5% 2.8% 3.5% 5.9% · · · · · · · · ·
Revenue CAGR 5Y 5.5% · · · · · · · · · · ·
EPS YoY 5-point trend, -120.1% -6.8% 24.9% -2.9% 32.2% 33.7% · · · · · · ·
EPS CAGR 3Y 3-point trend, -78.8% 4.2% 17.1% 19.7% · · · · · · · · ·
EPS CAGR 5Y 14.8% · · · · · · · · · · ·
Net Income YoY 5-point trend, -126.3% -6.2% 22.1% -9.9% 25.4% 23.4% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -90.8% 1.1% 11.3% 11.7% · · · · · · · · ·
Net Income CAGR 5Y 9.8% · · · · · · · · · · ·
Dividend CAGR 5Y -0.19% · · · · · · · · · · ·
估值 (TTM) 17
AYI 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +81.6% $4.35B $3.84B $3.95B $4.01B $3.46B $3.33B $3.67B $3.68B $3.51B $3.29B $2.71B $2.39B
Net Income TTM 12-point trend, +125.6% $397M $423M $346M $384M $306M $248M $330M $350M $322M $291M $222M $176M
Market Cap 11-point trend, +88.8% $10.02B $7.84B $5.02B $5.33B $6.50B $4.25B $4.95B $6.11B · $12.05B $8.44B $5.31B
Enterprise Value 11-point trend, +105.4% $10.50B $7.50B $5.11B $5.62B $6.50B $4.09B $4.85B $6.34B · $11.99B $8.03B $5.11B
P/E 12-point trend, -14.8% 26.1 19.0 15.0 14.8 22.0 17.4 15.1 17.9 23.8 41.5 38.3 30.6
P/S 11-point trend, +4.0% 2.3 2.0 1.3 1.3 1.9 1.3 1.3 1.7 · 3.7 3.1 2.2
P/B 11-point trend, -19.4% 3.7 3.3 2.5 2.8 3.2 2.0 2.6 3.6 · 7.3 6.2 4.6
P / Tangible Book 6-point trend, +698.4% 76.9 9.3 11.5 17.9 17.2 9.6 · · · · · ·
P / Cash Flow 11-point trend, -26.8% 16.7 12.7 8.7 16.8 15.9 8.4 10.0 17.3 · 34.8 29.2 22.8
P / FCF 11-point trend, -30.0% 18.8 14.1 9.8 20.5 17.8 9.4 11.2 19.7 · 46.0 36.3 26.8
EV / EBITDA 11-point trend, +0.9% 15.1 11.6 9.0 9.3 12.3 9.0 8.8 11.9 · 22.3 19.0 14.9
EV / FCF 11-point trend, -23.8% 19.7 13.5 10.0 21.6 17.8 9.1 11.0 20.5 · 45.8 34.6 25.8
EV / Revenue 11-point trend, +13.1% 2.4 2.0 1.3 1.4 1.9 1.2 1.3 1.7 · 3.6 3.0 2.1
Dividend Yield 11-point trend, -50.0% 0.21% 0.23% 0.33% 0.34% 0.29% 0.49% 0.42% 0.35% · 0.19% 0.27% 0.42%
Earnings Yield 12-point trend, +17.4% 3.8% 5.3% 6.7% 6.8% 4.5% 5.7% 6.6% 5.6% 4.2% 2.4% 2.6% 3.3%
Payout Ratio 12-point trend, -59.5% 5.2% 4.3% 4.9% 4.7% 6.2% 8.4% 6.3% 6.1% 7.1% 7.9% 10.2% 12.8%
Annual Payout 12-point trend, -8.4% $21M $18M $17M $18M $19M $21M $21M $21M $23M $23M $23M $22M

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

损益表
2025-08-312025-05-312025-02-282024-11-302024-08-31
收入 $4.35B$3.84B
毛利率 % 47.8%46.4%
营业利润率 % 13.0%14.4%
净收入 $397M$423M
稀释后每股收益 (EPS) $12.53$13.44
资产负债表
2025-08-312025-05-312025-02-282024-11-302024-08-31
负债/股东权益比率 0.30.2
流动比率 2.02.7
速动比率 1.22.0
现金流
2025-08-312025-05-312025-02-282024-11-302024-08-31
自由现金流 $533M$555M

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机构持有人 (13F) 694 家申报者 · $6.8B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
118 (+30 与上一季度对比) 52 (-44 与上一季度对比) 203 (-3 与上一季度对比) 189 (+6 与上一季度对比) +2.3M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
FMR LLC $842608393 2237053 12.40% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $541153072 1436715 7.96% 股份
VANGUARD CAPITAL MANAGEMENT LLC $515811387 1369435 7.59% 股份
STATE STREET CORP $363849902 966017 5.35% 股份
FULLER & THALER ASSET MANAGEMENT, INC. $290830600 772130 4.28% 股份
AMERICAN CENTURY COMPANIES INC $280013188 743411 4.12% 股份
DIMENSIONAL FUND ADVISORS LP $261617972 694574 3.85% 股份
GEODE CAPITAL MANAGEMENT, LLC $244472088 648913 3.60% 股份
WELLINGTON MANAGEMENT GROUP LLP $236753786 628561 3.48% 股份
FIRST TRUST ADVISORS LP $163556248 434229 2.41% 股份
ALLEN OPERATIONS LLC $129608706 344100 1.91% 股份
Fisher Asset Management, LLC $122647874 325619 1.80% 股份
NORGES BANK $119390674 316972 1.76% 股份
GOLDMAN SACHS GROUP INC $116789567 310066 1.72% 股份
Allianz Asset Management GmbH $103947990 275973 1.53% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $97637429 259219 1.44% 股份
EARNEST PARTNERS LLC $79537032 211164 1.17% 股份
VANGUARD FIDUCIARY TRUST CO $71848272 190751 1.06% 股份
Greenstone Partners & Co., LLC $67689569 179710 1.00% 股份
Greenstone Partners, L.P. $66425943 192880 0.98% 股份
Boston Trust Walden Corp $59358603 157592 0.87% 股份
SEIZERT CAPITAL PARTNERS, LLC $56021395 148732 0.82% 股份
VOLORIDGE INVESTMENT MANAGEMENT, LLC $51377931 136404 0.76% 股份
STOREBRAND ASSET MANAGEMENT AS $47052744 124921 0.69% 股份
Quantinno Capital Management LP $46293182 122904 0.68% 股份
Gotham Asset Management, LLC $46188686 122627 0.68% 股份
BANK OF AMERICA CORP /DE/ $41406611 109931 0.61% 股份
NEW YORK STATE COMMON RETIREMENT FUND $40040465 106304 0.59% 股份
MORGAN STANLEY $39090089 103780 0.58% 股份
Alyeska Investment Group, L.P. $38648329 102608 0.57% 股份
ASR Vermogensbeheer N.V. $38039600 100996 0.56% 股份
Triodos Investment Management BV $35029380 93000 0.52% 股份
Arbejdsmarkedets Tillaegspension $33296744 88400 0.49% 股份
CAPTRUST FINANCIAL ADVISORS $31997735 84951 0.47% 股份
Robeco Institutional Asset Management B.V. $30264253 80349 0.45% 股份
ENVESTNET ASSET MANAGEMENT INC $29935976 79477 0.44% 股份
RHUMBLINE ADVISERS $29348916 77919 0.43% 股份
California Public Employees Retirement System $28287543 75101 0.42% 股份
SCHWERIN BOYLE CAPITAL MANAGEMENT INC $27378662 72688 0.40% 股份
BlackRock, Inc. $26156024 69442 0.38% 股份
Durable Capital Partners LP $25856202 68646 0.38% 股份
PRINCIPAL FINANCIAL GROUP INC $25631713 68050 0.38% 股份
JANE STREET GROUP, LLC $21959278 58300 0.32% 买入期权
Swiss National Bank $21770948 57800 0.32% 股份
Trexquant Investment LP $21081284 55969 0.31% 股份
SYSTEMATIC FINANCIAL MANAGEMENT LP $19060879 50605 0.28% 股份
CITADEL ADVISORS LLC $18914359 50216 0.28% 股份
ASHFORD CAPITAL MANAGEMENT INC $17804899 63539 0.26% 股份
Lightrock Netherlands B.V. $17628817 46803 0.26% 股份
JANE STREET GROUP, LLC $17139537 45504 0.25% 股份
AMERIPRISE FINANCIAL INC $16496576 43797 0.24% 股份
RAYMOND JAMES FINANCIAL INC $16119733 42797 0.24% 股份
ALLIANCEBERNSTEIN L.P. $14471401 51643 0.21% 股份
STATE OF WISCONSIN INVESTMENT BOARD $14438131 38332 0.21% 股份
Swedbank AB $14163922 37604 0.21% 股份
VOYA INVESTMENT MANAGEMENT LLC $13768053 36553 0.20% 股份
Distillate Capital Partners LLC $13398550 35572 0.20% 股份
TWO SIGMA INVESTMENTS, LP $13166904 34957 0.19% 股份
Point72 Europe (London) LLP $12835988 37272 0.19% 股份
Copeland Capital Management, LLC $12757474 33870 0.19% 股份
Retirement Systems of Alabama $11731829 31147 0.17% 股份
MERCER GLOBAL ADVISORS INC /ADV $11342531 30113 0.17% 股份
Illinois Municipal Retirement Fund $11277954 29942 0.17% 股份
CAPITAL FUND MANAGEMENT S.A. $11250457 29869 0.17% 股份
IEQ CAPITAL, LLC $11218817 29785 0.17% 股份
WEDGE CAPITAL MANAGEMENT L L P/NC $11059163 39466 0.16% 股份
CANADA PENSION PLAN INVESTMENT BOARD $11021072 29260 0.16% 股份
Montanaro Asset Management Ltd $10904307 28950 0.16% 股份
VANGUARD ASSET MANAGEMENT, Ltd $10799972 28673 0.16% 股份
Holocene Advisors, LP $10269635 27265 0.15% 股份
MARTINGALE ASSET MANAGEMENT L P $10189030 27051 0.15% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9949772 35507 0.15% 股份
KLP KAPITALFORVALTNING AS $9740427 25860 0.14% 股份
ABN AMRO Bank N.V. $9735824 25807 0.14% 股份
KENNEDY CAPITAL MANAGEMENT LLC $9652289 25626 0.14% 股份
UBS Group AG $9540421 25329 0.14% 股份
TEACHER RETIREMENT SYSTEM OF TEXAS $9416124 24999 0.14% 股份
MERITAGE PORTFOLIO MANAGEMENT $9264909 25733 0.14% 股份
Quadrature Capital Ltd $9119315 24211 0.13% 股份
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $8842847 23477 0.13% 股份
CITADEL ADVISORS LLC $8738512 23200 0.13% 卖出期权
Vest Financial, LLC $8518919 22617 0.13% 股份
FRANKLIN RESOURCES INC $8416091 22344 0.12% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $8059017 21396 0.12% 股份
D. E. Shaw & Co., Inc. $7918900 21024 0.12% 股份
Squarepoint Ops LLC $7750156 20576 0.11% 股份
OPPENHEIMER & CO INC $7650341 20311 0.11% 股份
JANE STREET GROUP, LLC $7570866 20100 0.11% 卖出期权
Brandywine Global Investment Management, LLC $7542478 20949 0.11% 股份
Hedeker Wealth, LLC $7500054 19912 0.11% 股份
MACKENZIE FINANCIAL CORP $7455985 19795 0.11% 股份
REINHART PARTNERS, LLC. $7410578 19674 0.11% 股份
CITADEL ADVISORS LLC $7382536 19600 0.11% 买入期权
Livforsakringsbolaget Skandia, Omsesidigt $7079328 18800 0.10% 股份
Moran Wealth Management, LLC $6836002 18149 0.10% 股份
INTECH INVESTMENT MANAGEMENT LLC $6708691 17811 0.10% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $6687598 17755 0.10% 股份
Legal & General Group Plc $6648426 17651 0.10% 股份
Corient Private Wealth LP $6646705 17646 0.10% 股份
WELLS FARGO & COMPANY/MN $6634113 17613 0.10% 股份

公司内部人士 42 位内幕人士 · 20 位高管 · 23 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Neil Ashe President & CEO 2025年10月24日 F 72202 0 0 $0
James S Balloun Chairman & CEO 2004年1月20日 A 46173 0 0 $0
Karen J Holcom SVP & Chief Financial Officer 2026年6月1日 S 19447 0 2 $-2167429
Jeremy M Quick EVP & CFO 2010年11月8日 S 31024 0 0 $0
Edward H Bastian Former SVP & CFO 2005年7月20日 D 0 0 0 $0
Barry R Goldman SVP & General Counsel 2026年7月2日 S 4856 0 1 $-438780
Dianne S Mills SVP & Chief HR Officer 2024年10月26日 F 11857 0 0 $0
Richard K Reece Executive Vice President 2021年10月26日 F 93483 0 0 $0
Vernon J Nagel Executive Chairman 2020年10月25日 F 223909 0 0 $0
Laurent J Vernerey Executive Vice President 2018年11月1日 F 16220 0 0 $0
Mark A Black EVP 2017年11月3日 M 23208 0 0 $0
Dan C. Smith SVP, Treasurer and Secretary 2011年4月6日 F 18647 0 0 $0
John T. Hartman EVP & Chief Commercial Officer 2009年1月6日 F 45467 0 0 $0
Kenyon W Murphy EVP,CAO and General Counsel 2007年12月20日 G 31241 0 0 $0
John K Morgan Executive Vice President 2007年9月29日 F 123897 0 0 $0
William A Holl Executive Vice President 2007年6月6日 F 25472 0 0 $0
Joseph G Parham JR Senior Vice President HR 2007年1月31日 M 54152 0 0 $0
Wesley E Wittich SVP, Audit Risk & Mgmt. 2006年11月29日 F 45042 0 0 $0
Kenneth W Honeycutt Executive Vice President 2005年12月10日 F 45796 0 0 $0
James H Heagle Executive Vice President 2005年8月23日 A 37550 0 0 $0
Marcia J Avedon 董事 2026年1月21日 A 0 0 $0
James H Hance JR 董事 2026年1月21日 A 18618 0 0 $0
Laura O'Shaughnessy 董事 2025年1月22日 A 2111 0 0 $0
George Douglas Dillard JR 董事 2025年1月22日 A 796 0 0 $0
Maya Leibman 董事 2025年1月22日 A 200 0 0 $0
Mark Sachleben 董事 2025年1月22日 A 112 0 0 $0
Patrick W. Battle 董事 2025年1月22日 A 3238 0 0 $0
Mary A Winston 董事 2024年1月24日 A 4027 0 0 $0
Dominic J Pileggi 董事 2022年1月5日 A 745 0 0 $0
Ray M Robinson 董事 2022年1月5日 A 5462 0 0 $0
Robert F Mccullough 董事 2021年1月6日 A 6984 0 0 $0
Julia B North 董事 2019年11月1日 A 3734 0 0 $0
Norman H Wesley 董事 2018年11月1日 A 6343 0 0 $0
Gordon D Harnett 董事 2017年11月1日 A 2981 0 0 $0
George C Guynn 董事 2015年11月2日 A 4484 0 0 $0
Neil Williams 董事 2012年8月1日 A 12677 0 0 $0
John L Clendenin 董事 2010年11月5日 M 9886 0 0 $0
Earnest W Deavenport JR 董事 2007年8月1日 A 0 0 $0
Jay M Davis 董事 2006年11月1日 A 5000 0 0 $0
Leslie M Baker JR 董事 2003年12月1日 A 0 0 $0
Michael J Bender 2026年1月21日 A 0 0 $0
Peter C Browning 2021年5月10日 S 429 0 0 $0

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

ETF持仓 由 121 只交易所交易基金持有

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
DRES · GMO ETF Trust 3.20% 3801 NS 2026年5月31日 N-PORT
EPSV · Harbor ETF Trust 1.67% 288 NS 2026年4月30日 N-PORT
FXR · First Trust Exchange-Traded Alpha... 0.89% 21330 NS 2026年4月30日 N-PORT
MCOW · Pacer Funds Trust 0.88% 30 NS 2026年4月30日 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.75% 21496 NS 2026年4月30日 N-PORT
SMDX · Tidal Trust III 0.72% 3132 NS 2026年4月30日 N-PORT
CCSO · Tidal Trust II 0.70% 1123 NS 2026年4月30日 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0.69% 413 NS 2026年4月30日 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0.66% 29264 NS 2026年4月30日 N-PORT
FBCV · FIDELITY COVINGTON TRUST 0.59% 3274 NS 2026年4月30日 N-PORT
PAVE · Global X Funds 0.51% 224907 NS 2026年5月31日 N-PORT
ABCS · EA Series Trust 0.50% 187 NS 2026年5月29日 N-PORT
QIDX · Spinnaker ETF Series 0.47% 624 NS 2026年4月30日 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0.40% 20206 SH 2026年8月8日 每日
IJK · iShares Trust 0.39% 119584 SH 2026年8月8日 每日
MIDE · DBX ETF Trust 0.38% 42 NS 2026年5月29日 N-PORT
IQSM · New York Life Investments ETF Trust 0.37% 3982 NS 2026年4月30日 N-PORT
QVMM · Invesco Exchange-Traded Fund Trus... 0.36% 4412 SH 2026年8月8日 每日
SMLF · iShares Trust 0.35% 41871 SH 2026年8月8日 每日
MADE · iShares Trust 0.34% 611 SH 2026年8月8日 每日
XJH · iShares Trust 0.34% 4070 SH 2026年8月8日 每日
AFMC · First Trust Exchange-Traded Fund ... 0.32% 1719 NS 2026年5月31日 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.31% 48683 SH 2026年8月8日 每日
IJH · iShares Trust 0.30% 1039135 SH 2026年8月8日 每日
FNY · First Trust Exchange-Traded Alpha... 0.27% 4892 NS 2026年4月30日 N-PORT
PTMC · Pacer Funds Trust 0.26% 3498 NS 2026年4月30日 N-PORT
VBR · VANGUARD INDEX FUNDS 0.24% 441355 SH 2026年8月8日 每日
BKMC · BNY Mellon ETF Trust 0.23% 5024 NS 2026年4月30日 N-PORT
RWK · Invesco Exchange-Traded Fund Trus... 0.23% 8716 SH 2026年8月8日 每日
ESML · iShares Trust 0.23% 18787 SH 2026年8月8日 每日
IVOV · VANGUARD ADMIRAL FUNDS 0.21% 8276 SH 2026年8月8日 每日
TRFM · ETF Series Solutions 0.20% 1097 NS 2026年4月30日 N-PORT
MVV · ProShares Trust 0.20% 1053 NS 2026年5月31日 N-PORT
IJJ · iShares Trust 0.20% 49121 SH 2026年8月8日 每日
JQUA · J.P. Morgan Exchange-Traded Fund ... 0.19% 47962 NS 2026年4月30日 N-PORT
ISCG · iShares Trust 0.18% 5154 SH 2026年8月8日 每日
DFAS · Dimensional ETF Trust 0.18% 85545 NS 2026年4月30日 N-PORT
MIDU · Direxion Shares ETF Trust 0.17% 504 NS 2026年4月30日 N-PORT
NUSC · Nushares ETF Trust 0.17% 7747 NS 2026年4月30日 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund ... 0.17% 12152 NS 2026年4月30日 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.17% 82355 NS 2026年5月31日 N-PORT
ISCB · iShares Trust 0.17% 1353 SH 2026年8月8日 每日
FSMD · FIDELITY COVINGTON TRUST 0.16% 13380 NS 2026年4月30日 N-PORT
ISCV · iShares Trust 0.16% 3060 SH 2026年8月8日 每日
JVAL · J.P. Morgan Exchange-Traded Fund ... 0.15% 3918 NS 2026年4月30日 N-PORT
VIS · VANGUARD WORLD FUND 0.15% 34945 SH 2026年8月8日 每日
SMMD · iShares Trust 0.14% 15069 SH 2026年8月8日 每日
UMDD · ProShares Trust 0.14% 147 NS 2026年5月31日 N-PORT
VB · VANGUARD INDEX FUNDS 0.14% 695361 SH 2026年8月8日 每日
VXF · VANGUARD INDEX FUNDS 0.13% 345615 SH 2026年8月8日 每日