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ACUITY INC AYI

Acuity Inc. provides lighting, lighting controls, building management system, and an audio, video, and control platform in the United States and internationally. It operates in two segments, Acuity Brands Lighting (ABL); and the Acuity Intelligent Spaces (AIS).

Company profile

Business mix

  • It operates in two segments, Acuity Brands Lighting (ABL); and the Acuity Intelligent Spaces (AIS).
  • This segment serves electrical distributors, consumer retailers, large corporate accounts, and original equipment manufacturer customers.
  • The AIS segment offers Distech Controls intelligent Building Management Systems (BMS), such as products for controlling heating, ventilation, air conditioning, lighting, shades, refrigeration, and building access that prioritize end-user outcomes.
  • This segment serves retail stores, airports, universities, enterprise campuses, sports venues, themed entertainment, and hospitality sectors through system integrators.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in electrical equipment & parts?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Durable Capital Partners Henry Ellenbogen 1.0% $99.7M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $208.1M Estimated from net reduced shares
Net share change / base shares -67.6% -742,756 / 1,098,485
Durable Capital Partners Henry Ellenbogen 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 13.8% 13F value change +$83.6M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 9.1% 13F value change +$96.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -40.2% 13F value change -$176.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -56.4% 13F value change -$193.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,098,485 Last 4 periods -742,756 (-67.6%) Total shares 355,729 Value $99.7M

Recent mentions

No public mentions.