Acuity Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Acuity Inc (AYI) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Acuity Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 4,641M vs 123,963M combined for its competitors (3.6% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+7.3% annualized vs trailing 12 months), vs decelerating (-3.2%) for its tracked peer group.
- Growth: Acuity Inc generated 2.8% revenue growth year over year in Q4 2026, vs -6.2% for its competitors combined.
- Profitability: Its 13.9% net margin compares with 12.8% for the peer group.
- Scale: Acuity Inc ranks #6 of 17 companies by market capitalization in the Electric & Wiring Equipment industry, holding 1.4% of industry market cap.
- Peer revenue share: Acuity Inc accounted for 4.0% of combined revenue among its tracked peer group, up from 3.7% a year earlier.
- Peer differentiation: Revenue per employee of $0.33M compares with $0.77M for the peer group (0.4x).
- Structure: Acuity Inc operates in the following segments: Acuity Brands Lighting, Acuity Intelligent Spaces.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AYI Sales vs. its Competitors, Q4 2026
Acuity Inc reported revenue growth of 2.84 % year on year in Q4 2026, above its competitors' combined revenue change of -6.16 %.
With a net margin of 13.90 %, Acuity Inc achieved higher profitability than its competitors (12.78 %).
Acuity Inc generated 3.98 % of the combined sales of its peer group, up from 3.65 % a year earlier.
API endpoints for this dataset
Acuity Inc vs. its Competitors, Q4 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Acuity Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Acuity Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Acuity Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Acuity Inc's competitor groups requires a Commercial License.
For context: the Electric & Wiring Equipment industry grew revenue 15.9% year over year, combined, vs 2.8% for Acuity Inc. Acuity Inc's share of combined industry revenue moved from 2.75% to 2.44%, a loss of 0.31 percentage points.
Acuity Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Acuity Inc | Yes | Yes | No | No |
| Competitors combined (12) | ||||
| High-Confidence Competitors (5) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 50.00 % (4 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AYI Stock Performance relative to its Competitors
AYI Stock Performance relative to High-Confidence Competitors
AYI Stock Performance relative to Similar-Size Competitors
AYI Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Orion Energy Systems Inc | 282.9% | Outperformed |
| 2 | Energy Focus Inc | 282.9% | Outperformed |
| 3 | Honeywell International Inc | 282.9% | Outperformed |
| 4 | Borgwarner Inc | 282.9% | Outperformed |
| 5 | General Electric Company | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Acuity Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Acuity Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Acuity Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Acuity Inc |
10,063.64 | 4,640.60 |
 General Electric Company |
336,492.84 | 52,575.00 |
 Honeywell International Inc |
70,239.96 | 30,716.00 |
 Emcor Group Inc |
26,921.30 | 19,838.55 |
 Hubbell Inc |
22,803.80 | 6,593.10 |
 Borgwarner Inc |
9,986.53 | 14,240.00 |
| SUBTOTAL | 482,571.52 | 518,243.11 |
Sign in to see all competitors of Acuity Inc .
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Acuity Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Acuity Inc's Competitors Named by the Company
Competitive relationships identified from Acuity Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Orion Energy Systems Inc | Company report | 85% |
| Wallbox N v | Company report | 85% |
| Direct Digital Holdings Inc | Company report | 85% |
| Clearone Inc | Company report | 85% |
| Masco Corporation | Company report | 85% |
| Modine Manufacturing Co | Company report | 85% |
| Hubbell Inc | Company report | 85% |
| Emcor Group Inc | Company report | 85% |
| General Electric Company | Company report | 85% |
| Lsi Industries Inc | Company report | 85% |
| Energy Focus Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Acuity Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Acuity Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Acuity Inc | Acuity Brands Lighting 75.56 % |
| General Electric Company | Commercial Engines and Services, Reportable 73.25 % |
| Honeywell International Inc | Building Automation 40.45 % |
| Hubbell Inc | Utility Solutions 54.89 % |
| Borgwarner Inc | Turbos & Thermal Technologies 39.35 % |
| Modine Manufacturing Co | Data Center 44.22 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Acuity Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Acuity Inc | 10,064 | 333,856 | 38,223 |
| General Electric Company | 336,493 | 922,368 | 159,930 |
| Honeywell International Inc | 70,240 | 304,119 | 69,525 |
| Emcor Group Inc | 26,921 | 450,876 | 35,084 |
| Hubbell Inc | 22,804 | 366,283 | 50,617 |
| Borgwarner Inc | 9,987 | 379,733 | 14,027 |
| PEERS TOTAL | 472,508 | 772,684 | 158,596 |
Acuity Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Acuity Inc | Income Tax Jurisdiction, Domestic Federal 87.34 % |
| Emcor Group Inc | UNITED STATES 100.00 % |
| Borgwarner Inc | Europe 34.76 % |
| Modine Manufacturing Co | Americas 75.30 % |
| China Automotive Systems Inc | Other foreign countries 37.52 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Acuity Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 16 companies in Acuity Inc's industry classification, broader than the peer set above. Market cap in millions of $.Acuity Inc ranks #6 of 16 companies by market capitalization in its industry, holding 1.44 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 3,461, indicating a highly concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | General Electric Company | 338,432 | 48.61 % |
| 2 | Ge Vernova Inc | 209,010 | 30.02 % |
| 3 | Emerson Electric Co | 91,095 | 13.08 % |
| 4 | Otis Worldwide Corporation | 30,281 | 4.35 % |
| 5 | Wesco International Inc | 1,234 | 5.2% |
| 6 | Acuity Inc | 10,000 | 1.44 % |
| 7 | Bel Fuse Inc | 1,234 | 5.2% |
| 8 | Lsi Industries Inc | 1,234 | 5.2% |
| 9 | Skyx Platforms Corp | 1,234 | 5.2% |
| 10 | Orion Energy Systems Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Acuity Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Acuity Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | General Electric Company | 338,432 | 4.35 % |
| 2 | Ge Vernova Inc | 209,010 | 43.60 % |
| 3 | Emerson Electric Co | 91,095 | 23.92 % |
| 4 | Otis Worldwide Corporation | 30,281 | -14.18 % |
| 5 | Wesco International Inc | 1,234 | 12.3% |
| 6 | Acuity Inc | 10,000 | -9.95 % |
| 7 | Bel Fuse Inc | 1,234 | 12.3% |
| 8 | Lsi Industries Inc | 1,234 | 12.3% |
| 9 | Skyx Platforms Corp | 1,234 | 12.3% |
| 10 | Orion Energy Systems Inc | 1,234 | 12.3% |
| 11 | Energy Focus Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Acuity Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Acuity Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Electric & Wiring Equipment industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (31 companies). See the full Electric & Wiring Equipment industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.51 % | 19.57 % (avg) | -19.1 pp |
| Operating Margin | 0.15 % | industry median | -6.3 pp |
| EBITDA Margin | 0.21 % | -9.20 % (avg) | +9.4 pp |
| Capital Intensity (Capex / Revenue) | - | 3.70 % (avg) | - |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Acuity Inc's Valuation vs Competitive Position
Valuation multiples vs the Electric & Wiring Equipment industry average (31 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Electric & Wiring Equipment industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 19.6x | 22.9x | -3.4x |
| EV / EBITDA | 10.1x | 16.1x | -6.0x |
| P/B | 3.6x | 5.1x | -1.5x |
| Return on Equity | 0.19 % | industry aggregate | -61.74 % |
| Return on Invested Capital | 0.20 % | -6.67 % (avg) | 6.87 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Acuity Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 7.81 % | -5.18 % | -8.15 % | 9.49 % | 13.43 % | -4.64 % | -0.80 % | 17.61 % |
| Operating Margin | 12.00 % | 12.03 % | 10.84 % | 12.71 % | 12.35 % | 12.79 % | 14.35 % | 13.03 % |
| Return on Invested Capital | 11.37 % | 9.62 % | 7.16 % | 9.16 % | 10.38 % | 10.15 % | 10.21 % | 9.04 % |
| P/E | 13.6x | 16.7x | 18.0x | 22.4x | 16.3x | 15.5x | 23.0x | 27.8x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Acuity Inc's Strategic Group Map
Acuity Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Acuity Inc's trailing-12-month revenue growth of 6.8% and operating margin of 0.2% compares with an average of 12.1% growth and 4.6% margin across its 8 closest peers by combined growth, margin and ROIC -- Acuity Inc sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Acuity Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Acuity Inc falls in the Question Mark quadrant: relative market share of 0.03x vs its largest competitor, in an industry growing revenue 13.5% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: General Electric Company alone holds 49% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Acuity Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 3,461 (see Industry Market Structure & Concentration above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Acuity Inc's dedicated Suppliers and Customers pages, not here.
Acuity Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Acuity Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Acuity Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+7.3% annualized vs trailing 12 months).
Weaknesses
- Operating margin 6.3 points below the industry median.
- Return on equity 61.7 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.03x).
Opportunities
- Industry revenue growing at a healthy 13.5% median pace.
- Trades at a lower P/E than the industry average (19.6x vs 22.9x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- Industry dominated by General Electric Company, holding 48.61 % of industry market cap.
- Tracked peer group's revenue run-rate is broadly decelerating (-3.2% annualized).
Methodology: see Methodology: SWOT Analysis.
Acuity Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Acuity Inc | 0.50 | 1.92 | 0.26 |
| General Electric Company | - | 0.90 | 1.09 |
| Honeywell International Inc | 0.47 | 1.24 | 1.69 |
| Emcor Group Inc | 0.18 | 1.23 | - |
| Hubbell Inc | 0.24 | 1.60 | 1.00 |
| Borgwarner Inc | - | 1.89 | 0.94 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Acuity Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Acuity Inc | Q3 2026 | +2.8 % | +51.8 % |
| General Electric Company | Q3 2026 | +15.9 % | +6.2 % |
| Honeywell International Inc | Q3 2026 | -52.0 % | -64.3 % |
| Emcor Group Inc | Q3 2026 | +28.8 % | +35.4 % |
| Hubbell Inc | Q3 2026 | +24.6 % | +2.3 % |
| Borgwarner Inc | Q3 2026 | -2.9 % | +27.7 % |
| PEERS TOTAL | +6.1 % | +71.9 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Acuity Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Acuity Inc | Q3 2026 | -7.2 % | -22.6 % |
| General Electric Company | Q3 2026 | +450.6 % | +9.4 % |
| Honeywell International Inc | Q3 2026 | -5.7 % | - |
| Emcor Group Inc | Q3 2026 | +27.9 % | +39.4 % |
| Hubbell Inc | Q3 2026 | +23.6 % | +38.4 % |
| Borgwarner Inc | Q3 2026 | -3.5 % | +12.6 % |
Acuity Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Acuity Inc | 11.29% | 13.72% | 18.66% |
| General Electric Company | 7.10% | 10.18% | 50.08% |
| Honeywell International Inc | 10.10% | 15.11% | 39.45% |
| Emcor Group Inc | 15.36% | 24.10% | 38.84% |
| Hubbell Inc | 9.02% | 10.96% | 23.25% |
| Borgwarner Inc | 3.86% | 4.54% | 9.18% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Acuity Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Acuity Inc | 18.98 | 2.17 |
| General Electric Company | 37.37 | 6.40 |
| Honeywell International Inc | 10.46 | 2.29 |
| Emcor Group Inc | 17.60 | 1.36 |
| Hubbell Inc | 25.19 | 3.46 |
| Borgwarner Inc | 21.50 | 0.70 |
| PEERS AVERAGE | 4.55 | 0.93 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.