Acuity Brands Inc.: Reiterate Buy On De-Risked Equity Story And Positive Growth Outlook

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  Posted by Two Blokes Jun 30 - Filed in Stock - 3 views
  
  I reiterate my buy rating on Acuity Brands (AYI) due to robust demand, strong 3Q25 results, and expanding margins across both core and growth segments. Management's proactive actions — shifting supply chains and transferring pension liabilities — have de-risked the equity story and improved financial flexibility. While 4Q25 may show order timing volatility, I remain confident in AYI's long-term growth trajectory.