AYI Earnings

AYI reported its earnings on 2026-01-08, showcasing a revenue of 1.14B against an estimate of 1.13B, resulting in a 1.21% surprise. The EPS was 4.69, surpassing the expected 4.55 by 3.08% . The stock experienced a -12.85% price change on the earnings day and a -11.91% change over the next five days, reflecting market reactions to the results.

Following AYI's earnings announcement on 2026-01-08, the stock price moved by -12.85% on the day of the release. Over the subsequent five days, it saw a -11.91% change. Historically, AYI's stock price tends to shift by an average of -2.61% in the 10 days leading up to earnings and -1.59% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate AYI’s annual revenue to reach 1.09B, while the EPS is projected at 4.08. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between AYI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AYI's stock price typically moves by -2.61% in the 10 days before its earnings and -1.59% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 4.08 and revenue of 1.09B.

The earnings call presents a mixed picture. Positive aspects include AIS sales growth, increased operating profit margins, and strong cash flow. However, management's vague responses to certain questions and concerns about potential slower growth due to backlog normalization and market seasonality temper enthusiasm. The unchanged guidance and lack of new partnerships or significant strategic shifts suggest a neutral outlook. With no market cap provided, the reaction is assumed to be moderate, leading to a neutral stock price movement prediction.