Industry Revenues:

• Lighting solutions: approx. 70%
• Building management systems: approx. 20%
• Other services: approx. 10%

TOP 3 Markets:

• USA: approx. 75%
• Canada: approx. 10%
• Europe: approx. 8%

Acuity Inc. generates the majority of its revenues from the lighting industry, particularly through innovative lighting solutions for commercial and residential applications. A significant portion of revenues also comes from the building management systems sector, which is gaining importance.

The U.S. market is the largest and most important market for Acuity Inc., followed by Canada and Europe. These markets benefit from strong demand for energy-efficient and intelligent lighting solutions.

Production sites of Acuity Inc.:

Acuity Brands, Inc. mainly produces its products in North America, particularly in the USA and Mexico.

The company operates several production facilities in the United States to ensure proximity to its main market and to streamline supply chains efficiently. Additionally, Acuity also has production capacities in Mexico to benefit from more cost-effective production conditions while being able to quickly serve the North American market.

This geographical distribution of production sites enables Acuity to flexibly respond to market demands while optimizing production costs.

Revenue Growth: 6.8% (2024) Profit Growth: 5.2% (2024)

Acuity Inc. pursues a multi-faceted growth strategy focusing on technological innovations, market expansion, and sustainability. The company heavily invests in the development of smart lighting solutions compatible with the Internet of Things (IoT) to meet the increasing demands for energy-efficient and connected lighting systems.

Furthermore, Acuity Inc. is expanding into international markets, particularly in Asia and Europe, to strengthen its global presence. This expansion is supported by strategic partnerships and acquisitions that enable the company to expand its product range and tap into new customer segments.

Another key focus is on sustainability. Acuity Inc. is committed to reducing its CO2 emissions and integrating sustainable practices into its production processes to meet the growing expectations of customers and investors. This strategy is intended not only to promote company growth but also to position the Acuity brand as a leader in the sustainable lighting industry.

Main raw materials: Aluminum, steel, plastics

Main supplying countries: China, Mexico, Canada

Acuity Inc., a leading provider of lighting solutions, imports a variety of raw materials that are essential for the production of their products. Aluminum and steel are the primary metals used for the housings and structures of the lighting fixtures. These metals are mainly imported from China and Mexico, as these countries have large production capacities and competitive prices.

Plastics, needed for the production of components such as covers and sockets, are also imported in large quantities. Canada is an important supplier of these materials, as it has a well-developed petrochemical industry that produces high-quality plastics.

The dependence on these imports makes Acuity Inc. vulnerable to fluctuations in raw material prices and trade relationships, which can impact production costs and ultimately profit margins.

Market share: 18% (2024, estimated)
Gross margin: 42% (2024)
Research and development expenditure: 4% of revenue (2024)

Acuity Inc. has a significant competitive advantage in the lighting industry, supported by several factors. The market share of approximately 18% indicates that the company holds a strong position in the market, supported by its wide range of products and innovative solutions.

The gross margin of 42% suggests that Acuity is able to sell its products at a premium price, indicating a strong brand perception and efficient production processes. This margin allows the company to invest in research and development, accounting for about 4% of revenue. This demonstrates Acuity's commitment to securing and expanding its market position through innovations and technological advancements.

Additionally, Acuity benefits from strategic partnerships and a well-established distribution network that enhances its reach and efficiency in the market. Together, these factors give the company a sustainable competitive advantage over its competitors.

Institutional Investor Share: 92% (2025)

Insider Purchases: No significant purchases in the last year

Insider Sales: $1.2 million USD (last year)

The institutional investor share at Acuity Inc. is 92%, indicating a high level of trust from institutional investors in the company. This high participation can be attributed to Acuity Inc.'s stable financial performance and market position.

There were no significant insider purchases in the last year, suggesting that management may not see significant undervaluations of the company. However, insider sales totaling $1.2 million USD were made, which is generally considered normal behavior for diversifying personal portfolios.

Market Share Acuity Inc.: 12% (2025, estimated)

Top Competitors and their Market Shares:

1. Signify N.V.: 18%
2. General Electric (GE Lighting): 15%
3. Acuity Inc.: 12%
4. Osram Licht AG: 10%
5. Cree Lighting: 8%
6. Zumtobel Group: 6%
7. Hubbell Lighting: 5%
8. Eaton Corporation (Lighting Division): 4%
9. Panasonic Lighting: 3%
10. Legrand S.A.: 2%

Moat of Acuity Inc.:

Acuity Inc. has a moderate moat, mainly supported by its innovation capabilities and strong brand presence. The company consistently invests in research and development, giving it an advantage in introducing new, energy-efficient lighting solutions. Additionally, Acuity has strong customer loyalty in the USA, strengthening its market position.

Compared to its competitors, Signify N.V. has a stronger moat due to its global presence and comprehensive product range. General Electric benefits from its established brand and wide industrial applications. Osram and Cree also have significant advantages through specialized technologies and strategic partnerships.

Overall, Acuity Inc. has a solid, but not insurmountable moat. To strengthen its position, the company could benefit from further international expansions and diversification of its product portfolio.

Revenue Growth: 8.5% (2024)
Profit Growth: 10.2% (2024)
Market Share in the Lighting Sector: 12% (2024)

Acuity Inc. achieved solid revenue growth of 8.5% in 2024, driven by strong demand for their lighting solutions. The company also achieved a profit growth of 10.2%, attributed to efficiency improvements and cost reduction measures.

Acuity Inc.'s market share in the lighting sector is around 12%, making the company a significant player in the industry. Continuous investment in research and development, as well as the introduction of new, energy-efficient products, strengthen the company's competitive position.

In the long term, Acuity Inc. could benefit from increasing demand for sustainable and smart lighting solutions. The strategic focus on innovation and market diversification supports growth forecasts. Therefore, Acuity Inc.'s stock could present an attractive investment opportunity for investors interested in a stable and growth-oriented company.

Dividend Yield: 1.8% (2025)
Dividend History: Continuous payout for over 10 years

Acuity Inc. pays a dividend with a current yield of 1.8%. The company has a solid dividend history and has been consistently paying dividends for over a decade. This indicates a reliable payout.

The stability of dividend payments is supported by the company's strong financial position and its ability to generate profits even in economically challenging times. Analysts view Acuity Inc.'s dividend policy as sustainable, indicating a responsible financial strategy.