Recent Press Releases & News
AYI earnings at a glance
The options market is pricing a move of about ±3.6% after the report, a range of roughly $307.16 to $330.28 from today's $318.72. Over its last 5 reports the stock rose the next day 3 times and fell 2, moving ±9.8% on average; after the most recent report on Jun 25, 2026 it moved +17.6%. That means options currently expect less movement than AYI has typically delivered. AYI beat the consensus EPS estimate in 6 of its last 6 reported quarters. Implied volatility is currently 31%. The share price of $318.72 sits in the middle of its 52-week range.
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Overview
Earnings trends
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Thu Jun 25, 2026 | May/2026 | $4.97 | $4.84 | +2.7% | -0.4% | +17.6% | earnings |
| Thu Apr 2, 2026 | 8K 2026-04-02 | $3.82 | $3.70 | +3.2% | — | -7.5% | earnings |
| Thu Jan 8, 2026 | 8K 2026-01-08 | $4.39 | $4.24 | +3.5% | — | -12.9% | earnings |
| Wed Oct 1, 2025 | Aug/2025 | $4.94 | $4.42 | +11.8% | — | +5.4% | earnings |
| Thu Jun 26, 2025 | May/2025 | $4.86 | $4.11 | +18.2% | — | +5.8% | earnings |
| Sat May 31, 2025 | May 2025 | $3.12 | — | — | — | — | financials |
| Fri Feb 28, 2025 | Feb 2025 | $2.45 | — | — | — | — | financials |
| Sat Nov 30, 2024 | Nov 2024 | $3.35 | — | — | — | — | financials |
| Fri May 31, 2024 | May 2024 | $3.62 | — | — | — | — | financials |
| Thu Feb 29, 2024 | Feb 2024 | $2.84 | — | — | — | — | financials |
| Thu Nov 30, 2023 | Nov 2023 | $3.21 | — | — | — | — | financials |
| Thu Jun 29, 2023 | May/2023 | $3.50 | $3.35 | +4.5% | — | — | earnings |
| Wed May 31, 2023 | May 2023 | $3.28 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | May 2026 | Feb 2026 | Nov 2025 | Aug 2025 | May 2025 | Feb 2025 | Nov 2024 | Aug 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.20B | $1.06B | $1.14B | — | $1.18B | $1.01B | $952M | — |
| Cost of revenue | $592M | $535M | $590M | — | $608M | $538M | $502M | — |
| Gross profit | $606M | $520M | $554M | — | $570M | $468M | $449M | — |
| Operating income | $193M | $133M | $160M | — | $140M | $110M | $133M | — |
| Net income | $141M | $97M | $120M | — | $98M | $78M | $107M | — |
| EPS (diluted) | $4.56 | $3.09 | $3.82 | — | $3.12 | $2.45 | $3.35 | — |
Balance sheet (quarterly)
| Metric | May 2026 | Feb 2026 | Nov 2025 | Aug 2025 | May 2025 | Feb 2025 | Nov 2024 | Aug 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $412M | $272M | $376M | $422M | $372M | $398M | $936M | $846M |
| Inventory | $458M | $515M | $518M | $527M | $486M | $472M | $391M | $388M |
| Total current assets | $1.62B | $1.51B | $1.58B | $1.65B | $1.59B | $1.56B | $1.94B | $1.87B |
| Total assets | $4.64B | $4.56B | $4.65B | $4.76B | $4.65B | $4.58B | $3.86B | $3.81B |
| Long-term debt | $697M | $697M | $797M | $897M | $997M | $996M | $496M | $496M |
| Total liabilities | $1.78B | $1.72B | $1.86B | $2.03B | $2.06B | $2.06B | $1.40B | $1.44B |
| Total equity | $2.85B | $2.84B | $2.79B | $2.72B | $2.58B | $2.52B | $2.46B | $2.38B |
Implied volatility — last 90 days
Sector peers
AYI earnings FAQ
What is AYI's expected move for earnings?
Options currently price a move of about ±3.6%, or $11.56 per share either way from $318.72.
How does AYI stock usually react to earnings?
Across the last 5 reports the average next-day move was ±9.8%, up 3 times and down 2 times.
What is AYI's implied volatility?
AYI's at-the-money implied volatility is about 31% based on the latest options snapshot.