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Acuity Posts Strong Q1 on Intelligent Spaces Surge as Shares Slide Intraday

Recent acquisitions, including the addition of QSC, lifted the Intelligent Spaces unit into a key growth driver.

Overview

  • Net sales rose 20.2% year over year to $1.14 billion with adjusted EPS of $4.69, topping the consensus estimate.
  • Acuity Intelligent Spaces revenue jumped to $257.4 million, up about 250% from a year ago, while Lighting & Controls delivered $895.1 million, up 1%.
  • Consolidated adjusted operating margin expanded to 17.2% as Intelligent Spaces reached 22.0% and adjusted EBITDA increased to $211.2 million.
  • Operating cash flow totaled $140.8 million as the company repurchased roughly 77,000 shares for about $28 million and repaid $100 million of term debt, ending with $376.1 million in cash.
  • Despite the results, shares fell roughly 14% intraday to $317.15, following premarket strength earlier in the day.