ACUITY INC. (DE)

Acuity Inc.

Company overview

Acuity Inc. is an industrial technology company organized around two reportable segments: Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS). The company designs, manufactures, and markets products and services for lighting, building management, and intelligent space experiences.

Segments

Acuity Brands Lighting (ABL)

• Provides sustainable and intelligent lighting solutions.
• Integrates luminaires with advanced electronics (drivers and a controls platform) for connectivity and functionality.
• Brands include Aculux, American Electric Lighting, Cyclone, Dark to Light, eldoLED, Eureka, Fresco, Gotham, Holophane, Hydrel, IOTA, Juno, Lithonia Lighting, Luminis, Mark Architectural Lighting, Nightingale, nLight, Peerless, RELOC Wiring Solutions, SensorSwitch, and others.
• Customers are in North America and select international markets.
• Sales channels: independent sales agencies, internal sales representatives, electrical distributors, consumer retailers, direct large corporate accounts, and direct OEM customers.

Acuity Intelligent Spaces (AIS)

• Focuses on space optimization and building performance through data, connectivity, and open technologies.
• Key brands and solutions: Atrius (data platform and cloud applications), Distech Controls (building management systems), Q-SYS (audio, video, and control platform), and QSC Audio.
• Primarily goes to market through system integrators.
• Target verticals include retail, airports, universities, enterprise campuses, sports venues, themed entertainment, hospitality, and other large-scale applications across North America, Europe, and select international locations.

Markets and customers

• Geographic reach includes North America and select international locations.
• Net sales outside the United States were approximately 13% of total net sales in fiscal 2026.
• No single customer exceeded 10% of net sales in fiscal 2026, 2025, or 2024.

Manufacturing, distribution, and facilities

• Manufacturing footprint: 18 manufacturing facilities globally — 7 in Mexico (including maquiladora status), 6 in the United States, 3 in Canada, and 2 in Europe.
• Distribution footprint: 9 distribution facilities — 6 in the United States, 2 in Canada, and 1 in Mexico.
• Corporate offices in Atlanta, Georgia, with additional facilities supporting the two segments and corporate functions.
• Facility planning includes potential future consolidations or additions as operations evolve.

Research and development

• R&D expense:
  • Fiscal 2026: $165.6 million
  • Fiscal 2025: $140.2 million
  • Fiscal 2024: $102.3 million
• R&D priorities: product vitality, performance-to-cost improvements, energy efficiency, and software that enhances building performance, enterprise operations, and occupant experiences.

Intellectual property

• As of August 31, 2026, the company held approximately 1,800 patent assets (issued patents and pending applications) in the U.S. and abroad.
• Intellectual property and licensed patents and trademarks contribute to competitive positioning.

Employees and human capital

• Approximately 13,900 employees as of August 31, 2026.
  • About 4,300 in the United States
  • About 8,200 in Mexico
  • Remaining employees in Europe, Canada, and the Asia/Pacific region
• Labor and union representation:
  • Approximately 1,300 U.S. employees and 6,900 Mexican employees are covered by union recognition or collective bargaining arrangements.
  • About 500 U.S. employees’ contracts will expire within the next fiscal year.
  • About 7,000 Mexican employees’ agreements will expire within the next fiscal year.

Regulatory and trade context

• Trade and regulatory matters include USMCA developments: on July 1, 2026, the United States declined to renew USMCA; the agreement remains in effect with a 16-year sunset unless formally withdrawn, and its future status is subject to yearly reviews.
• Ongoing tariff uncertainty on commodities such as steel, copper, and aluminum, and potential retaliatory trade actions.
• Exposure to foreign exchange volatility and international regulatory compliance (data privacy, environmental, labor, and anti-corruption laws).

ESG and sustainability

• Environmental and sustainability programs include the EarthLIGHT program, energy-savings retrofit projects, and carbon footprint tracking via energy data management software.
• Environmental, health, and safety (EHS) management and responsible sourcing are part of operating practices.

Cybersecurity and risk management

• Cybersecurity is a board-supported risk area with governance, risk management processes, incident response planning, and third-party risk management.
• Ongoing focus on protecting data confidentiality, integrity, and availability across products, services, and internal systems.

Summary

Acuity Inc. operates two complementary businesses: lighting solutions through Acuity Brands Lighting and space and building performance technologies through Acuity Intelligent Spaces. The company maintains a broad brand portfolio, multiple distribution channels, an international manufacturing and distribution footprint, sustained R&D investment, substantial patent holdings, and a geographically distributed workforce with significant union representation. Operational considerations include global supply chain dynamics, trade and regulatory developments, ESG initiatives, and cybersecurity.