AYIACUITY INC. (DE)
Electric Lighting & Wiring Equipment
- Revenue
- $4.6B
- 6.8% YoY
- Operating margin
- 15.4%
- 18% YoY
- EBITDA
- $870M
- 25% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.1×
- $61M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear155% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear38% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear31% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $4.0B | $4.0B | $3.8B | $4.3B | $4.6B | 6.8% |
| Operating income | $510M | $473M | $553M | $564M | $714M | 27% |
| Net income | $384M | $346M | $423M | $397M | $531M | 34% |
| Operating cash flow | $316M | $578M | $619M | $601M | $826M | 37% |
| Capex | $57M | $67M | $64M | $68M | $78M | 14% |
| Stock-based comp | $37M | $42M | $47M | $45M | $50M | 9.8% |
| Buybacks | $515M | $267M | $89M | $119M | $287M | 142% |
| Dividends | $18M | $17M | $18M | $21M | $24M | 16% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $22K · 1
- Open-market sells, 12 mo
- $11M · 16
- Net
- −$11M
Pay vs performance
No pay-versus-performance disclosure yet.