Acuity Brands(AYI)
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Acuity Brands' Q4 Earnings & Sales Top Estimates, Stock Up
ZACKS· 2024-10-02 01:25
Acuity Brands, Inc. (AYI) reported solid results in fourth-quarter fiscal 2024 (ended Aug. 31, 2024), with earnings and net sales surpassing the Zacks Consensus Estimate. Earnings beat the consensus mark for the 18th consecutive quarter.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.While the Intelligent Spaces Group or ISG segment saw robust sales growth, the ABL segment showed tepid growth in the quarter. This mixed performance reflects the broader market dynamics, where traditio ...
Acuity Brands(AYI) - 2024 Q4 - Earnings Call Transcript
2024-10-01 22:30
财务数据和关键指标变化 - 公司第四季度总收入为10亿美元,同比增长2% [18] - 公司第四季度调整后营业利润增加1600万美元,调整后营业利润率提升120个基点至17.3% [18] - 公司第四季度调整后每股收益为4.30美元,同比增长8% [18] 各条业务线数据和关键指标变化 - 照明业务第四季度收入为9.55亿美元,增长1% [19] - 照明业务第四季度调整后营业利润率为18%,同比提升120个基点 [19] - 智能空间业务第四季度收入为8400万美元,增长17% [19] - 智能空间业务第四季度调整后营业利润率超过25% [19] 各个市场数据和关键指标变化 - 公司在法国市场的Distech业务表现出色,在多个重要设施中应用了公司的控制解决方案 [12] 公司战略和发展方向及行业竞争 - 公司将继续推进照明业务的产品活力、服务水平和生产效率,预计未来几年该业务可实现中个位数的销售增长和每年50-100个基点的利润率提升 [13][14] - 公司将通过内部研发和小型并购,继续拓展智能空间业务的市场空间,开发能够整合数据、提升终端用户体验的创新技术 [15][28] - 公司作为北美照明行业的领导者,将持续增长并持续扩大市场份额,同时进入新的垂直市场 [14] 管理层对经营环境和未来前景的评论 - 管理层对2025财年的市场前景持乐观态度,预计将呈现较强增长 [24][40] - 管理层认为公司的照明业务表现明显优于行业,有清晰的增长算法 [13][14] - 管理层对公司的智能空间业务前景充满信心,将通过内生和外延方式持续拓展市场空间 [15] 其他重要信息 - 公司第四季度生成6.19亿美元的经营活动现金流,全年达到6.19亿美元,同比增加4100万美元 [20] - 公司在第四季度回购了45.4万股,平均价格为194美元,自2020年第四季度以来累计回购约950万股 [20] - 公司2025财年预计总收入在39亿-41亿美元之间,调整后每股收益在16-17.5美元之间 [21] 问答环节重要的提问和回答 问题1 **Tim Wojs 提问** 询问公司当前市场环境和订单情况 [23] **Neil Ashe 回答** 公司对2025财年前景持乐观态度,第四季度照明业务实现增长,管理层对全年表现有信心 [24] 问题2 **Christopher Glynn 提问** 询问公司Design Select产品线的市场反馈 [31] **Neil Ashe 回答** Design Select产品线受到经销商和代理商的广泛好评,公司将继续推出更多产品系列 [32][33] 问题3 **Joe O'Dea 提问** 询问公司对2025年市场前景的判断依据,以及照明业务中各增长因素的贡献 [39][40][41][42][43] **Neil Ashe 回答** 公司基于数据分析和市场反馈对2025年前景持乐观态度,照明业务的增长将来自于行业整体增长、市场份额提升以及新垂直市场拓展 [40][41][42][43] 问题4 **Brian Lee 提问** 询问公司2025年毛利率和营业利润率的预期情况 [51][52][53] **Neil Ashe 回答** 公司未来几年将继续通过提升毛利率和营业效率来扩大利润空间,两方面因素将共同推动50-100个基点的年度利润率提升 [52][53]
Acuity Brands (AYI) Q4 Earnings and Revenues Beat Estimates
ZACKS· 2024-10-01 20:11
文章核心观点 - 公司本季度每股收益4.30美元,超出市场预期4.19美元,同比增长8.31% [1] - 公司本季度收入10.3亿美元,超出市场预期2.32% [1] - 公司过去4个季度均超出市场盈利预期 [1] - 公司股价今年以来上涨34.5%,超出标普500指数20.8%的涨幅 [2] 行业和公司分析 行业分析 - 公司所属的建筑产品-照明行业目前在250多个扎克斯行业中排名前5% [5] - 扎克斯研究显示,排名前50%的行业相比排名后50%的行业,业绩表现会好2倍以上 [5] 公司分析 - 公司未来业绩表现主要取决于管理层在财报电话会议上的评论 [2] - 分析师对公司未来几个季度和本财年的盈利预期呈下降趋势,公司目前被评为扎克斯排名4(卖出)股票 [4] - 下一个季度公司预计每股收益3.88美元,全年收入预计398亿美元 [4]
Acuity Brands(AYI) - 2024 Q4 - Annual Results
2024-10-01 19:35
财务业绩 - 公司第四季度净销售额增长2%至10.3亿美元[1] - 第四季度经调整每股收益为4.30美元,同比增长8%[3] - 全年净销售额为38亿美元,同比下降3%[4] - 全年经调整每股收益为15.56美元,同比增长11%[5] - 全年经营活动产生的现金流为6.19亿美元,同比增长7%[10] 业务表现 - 照明及照明控制业务第四季度营业利润率为18%,同比增加120个基点[6] - 智能空间业务第四季度营业利润率为25.6%[8] - 智能空间业务全年营业利润率为21.7%[9] 股东回报 - 公司在2024财年回购了约45.4万股普通股,总金额约为8900万美元[10] 财报发布 - 公司将于10月1日召开电话会议讨论财报[13]
Acuity Brands Reports Fiscal 2024 Fourth-Quarter and Full-Year Results
GlobeNewswire News Room· 2024-10-01 18:00
Increased Fiscal Q4 2024 Net Sales 2% to $1.03B Compared to the Prior Year Reported Fiscal Q4 2024 Diluted EPS of $3.77, up 43% Over the Prior Year; Adjusted Diluted EPS of $4.30, up 8% Over the Prior YearDelivered Fiscal 2024 Net Sales of $3.8B, a 3% Decline Compared to the Prior Year Reported Fiscal 2024 Diluted EPS of $13.44, up 25% Over the Prior Year; Adjusted Diluted EPS of $15.56, up 11% Over the Prior Year Generated $619M in Cash Flow from Operations in Fiscal 2024, up 7% Over the Prior Year ATLANTA ...
Acuity Brands Gears Up for Q4 Earnings: Things to Keep in Mind
ZACKS· 2024-09-26 23:36
Acuity Brands, Inc. (AYI) is scheduled to announce fourth-quarter fiscal 2024 results on Oct. 1, before the opening bell.In the last reported quarter, the company’s adjusted earnings topped the Zacks Consensus Estimate by 1.2% and increased 10.7% year over year. The top line, however, missed the consensus mark by 2.7% and decreased 3% from the prior year.Acuity Brands beat earnings expectations in the trailing 17 quarters.How Are Estimates Placed for AYI?For the quarter to be reported, the Zacks Consensus E ...
Ahead of Acuity Brands (AYI) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKS· 2024-09-26 22:15
The upcoming report from Acuity Brands (AYI) is expected to reveal quarterly earnings of $4.13 per share, indicating an increase of 4% compared to the year-ago period. Analysts forecast revenues of $1.01 billion, representing a decrease of 0.2% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of a company's earnings disclosure, it is c ...
Acuity Brands: Inching Closer To An Upgrade As Earnings Near
Seeking Alpha· 2024-09-22 23:09
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]
Acuity Brands to Announce Fiscal 2024 Fourth-Quarter and Full-Year Results on October 1, 2024
GlobeNewswire News Room· 2024-09-06 04:15
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 ...
Here's Why You Should Retain Acuity Brands (AYI) Stock Now
ZACKS· 2024-08-14 00:16
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 ...