文章核心观点 - 该文章主要介绍了Acuity Brands公司在2024财年第二季度的财务业绩 [1] - 文章提到了Crude Value Insights提供的投资服务和社区,专注于石油和天然气行业 [1] 公司信息 - Acuity Brands是一家在纽约证券交易所上市的公司 [1] - Crude Value Insights提供了一个50多只股票的模型账户,以及对勘探和生产公司现金流的深入分析,并提供行业实时讨论 [1] 行业信息 - Crude Value Insights专注于现金流和产生现金流的公司,这些公司具有真正的价值和增长前景 [1] - 文章邀请读者注册免费试用,以获得对石油天然气行业的全新认识 [1]

Atlanta, Sept. 05, 2024 (GLOBE NEWSWIRE) -- Acuity Brands to Announce Fiscal 2024 Fourth-Quarter and Full-Year Results on October 1, 2024 Atlanta, September 5, 2024 (GLOBE NEWSWIRE) -- Acuity Brands, Inc. (NYSE: AYI) (the “Company”) today announced that it is planning to release its fiscal 2024 fourth-quarter and full-year results on Tuesday, October 1, 2024 at 6:00 a.m. (EST), followed by a conference call at 8:00 a.m. (EST). Neil Ashe, Chairman, President, and Chief Executive Officer of Acuity Brands will ...

Acuity Brands, Inc. (AYI) is benefiting from innovation across its diversified product portfolio. Also, its focus on Intelligent Spaces Group (ISG), accompanied by the strategic execution of other initiatives like cost-savings and in-organic steps, is encouraging.Shares of this manufacturer and distributor of lighting fixtures and related components have risen 37.3% in the past year compared with the Zacks Building Products - Lighting industry’s growth of 32.3% and the Zacks Construction sector’s increase o ...

文章核心观点 - 公司任命Sach Sankpal为Acuity Brands Lighting and Lighting Controls ("ABL")总裁,以推动公司未来发展 [1][2][3][4] - 公司将ABL业务整合为单一照明组织,以加快增长和提高生产效率 [4] - 公司感谢Trevor Palmer为ABL业务做出的贡献,并对未来充满信心 [3][4] 公司概况 - Acuity Brands是一家市场领先的工业技术公司,通过两个业务部门设计、制造和销售产品和服务 [5] - 公司通过开发创新产品和服务实现增长,包括照明、照明控制、楼宇管理解决方案和位置感知应用 [6] - 公司总部位于美国佐治亚州亚特兰大,在北美、欧洲和亚洲拥有业务 [7] 前瞻性信息 - 公司发布了前瞻性声明,警示未来业绩可能与预期存在差异 [8] - 前瞻性声明涉及公司的计划、目标、意图、策略和财务前景 [8] - 这些声明可能受到已知和未知风险以及不确定因素的影响 [8]

ATLANTA, July 30, 2024 (GLOBE NEWSWIRE) -- Acuity Brands, Inc. (NYSE: AYI) (“Acuity”), a market-leading industrial technology company, announced that Sach Sankpal, SVP and Chief Growth and Transformation Officer, has been appointed as President of Acuity Brands Lighting and Lighting Controls (“ABL”). “Since joining Acuity two years ago, Sach has been a positive influence on our performance and our culture,” stated Neil Ashe, Chairman, President and CEO of Acuity Brands, Inc. “He brings over 30 years of expe ...

Acuity Brands, Inc. (AYI) reported mixed results in third-quarter fiscal 2024 (ended May 31, 2024), with earnings surpassing the Zacks Consensus Estimate and revenues missing the same. Earnings beat the consensus mark for the 17th consecutive quarter. Despite a year-over-year decline in sales in the lighting business, AYI reported strong fiscal third-quarter performance driven by increased focus on margins and cash generation. This approach resulted in a higher adjusted operating profit margin and increased ...

财务数据和关键指标变化 - 公司第三季度总销售额为9.68亿美元,同比下降3% [33] - 公司调整后营业利润为1.62亿美元,同比增加4百万美元,调整后营业利润率为18%,同比提升100个基点 [36] - 公司调整后每股收益为4.15美元,同比增加11% [35] 各条业务线数据和关键指标变化 - 照明及照明控制业务销售额下降5%,但订单率同比增长,公司正在努力将该业务重新带回增长 [36] - 智能空间业务销售额增长15%,调整后营业利润率为22.9%,同比提升340个基点 [37] 各个市场数据和关键指标变化 - 公司在基础设施、零售等市场保持较好的订单增长 [52][53] - 公司正在进入加油站和园艺照明等新的垂直市场,看好未来增长机会 [58][59][60][61][62][63][64] 公司战略和发展方向及行业竞争 - 公司持续推进产品活力、服务水平、技术应用等战略,提升产品价值和自身盈利能力 [10][11][12][13][14][15][16][17] - 公司正在拓展新的垂直市场,如加油站和园艺照明,以增加公司的可服务范围 [58][59][60][61][62][63][64] - 公司在行业内持续获得设计奖项,体现了公司产品创新实力 [20][21][22][23] 管理层对经营环境和未来前景的评论 - 公司对未来保持谨慎乐观态度,订单增长趋势良好,将继续专注于提升利润率和现金流 [30][31][47][48] - 公司生产目标未完全实现导致本季度部分订单未能及时交付,但将在下个季度得到满足 [55][56][57][88][89][90] 其他重要信息 - 公司持续优化资本配置,包括投资业务发展、增加股息、回购股票等 [38][72][73][74][75][76] - 公司在技术投入和提升服务水平等方面持续发力,有助于未来业务增长和利润率提升 [66][67] 问答环节重要的提问和回答 问题1 **Christopher Glynn 提问** 询问公司服务模式优化,特别是Design Select的推进情况是否超出预期 [41][42][43][44] **Neil Ashe 回答** Design Select推进进度符合预期,公司利润率提升来自多方面因素共同作用 [42][43][44] 问题2 **Ryan Merkel 提问** 询问公司各终端市场和地区的订单增长情况 [51][52][53][54][55] **Neil Ashe 和 Karen Holcom 回答** 基础设施市场前景向好,公司有能力满足相关需求;生产目标未完全实现导致部分订单未能及时交付 [52][53][54][55][56][57] 问题3 **Joe O'Dea 提问** 询问公司现金储备的部署计划,包括并购和股票回购 [70][71][72][73][74][75][76] **Karen Holcom 和 Neil Ashe 回答** 公司将优先投资于现有业务发展,同时保持适度并购和股票回购,资本配置策略保持一贯 [72][73][74][75][76]

业绩总结 - AYI公司2024财年第三季度净销售额为1,000百万美元，同比增长3%[6] - AYI公司2024财年第三季度调整后每股稀释收益同比增长11%，达到4.15美元[6] - AYI公司2024财年第三季度调整后营业利润同比增长3%，调整后营业利润率提高了100个基点[6] - ABL部门2024财年第三季度净销售额下降5%，调整后营业利润率增长了2%，达到18.0%[7] - ISG部门2024财年第三季度净销售额增长15%，调整后营业利润率增长了35%，达到22.9%[8] - AYI公司2024年第一季度调整后毛利率为45.8%，较去年同期提高了0.3个百分点[16] - AYI公司2024年第一季度调整后营业利润率为16.5%，较去年同期提高了0.1个百分点[17] - AYI公司2024年第一季度调整后净收入为11.7亿美元，同比增长10.4%[18] - AYI公司2024年第一季度调整后每股摊薄收益为3.72美元，较去年同期增长0.34美元[18] - AYI公司2024年第一季度调整后EBITDA为15.5亿美元，EBITDA利润率为16.5%[19] - AYI公司2024年第一季度调整后EBITDA为16.7亿美元，较去年同期增长2.2亿美元[19] - AYI公司2024年第一季度调整后营业利润率为17.3%，较去年同期提高了1.8个百分点[20] - ISG公司2024年第一季度调整后营业利润率为16.5%，较去年同期提高了1.5个百分点[21]

Acuity Brands (AYI) reported $968.1 million in revenue for the quarter ended May 2024, representing a year- over-year decline of 3.2%. EPS of $4.15 for the same period compares to $3.75 a year ago. The reported revenue represents a surprise of -2.74% over the Zacks Consensus Estimate of $995.41 million. With the consensus EPS estimate being $4.10, the EPS surprise was +1.22%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determin ...

Acuity Brands (AYI) came out with quarterly earnings of $4.15 per share, beating the Zacks Consensus Estimate of $4.10 per share. This compares to earnings of $3.75 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 1.22%. A quarter ago, it was expected that this lighting maker would post earnings of $3.11 per share when it actually produced earnings of $3.38, delivering a surprise of 8.68%. Over the last four quarters, the comp ...