财务数据和关键指标变化 - 第三季度净销售额为9亿美元,同比增长16% [200] - 第三季度毛利率为43%,同比提高80个基点 [201] - 第三季度营业利润率为13.1%,同比提高240个基点 [202] - 第三季度调整后营业利润率为15.2%,同比提高170个基点 [202] - 第三季度稀释每股收益为2.37美元,同比增长56% [203] - 第三季度调整后稀释每股收益为2.77美元,同比增长43% [203] 各条业务线数据和关键指标变化 照明和照明控制业务 - 第三季度销售额为8.5亿美元,同比增长15% [204] - 第三季度营业利润为1.265亿美元,同比增长28% [206] - 第三季度调整后营业利润为1.253亿美元,同比增长25.3% [206] - 第三季度调整后营业利润率为16%,同比提高140个基点 [206] 智能空间集团业务 - 第三季度销售额为5540万美元,同比增长47% [207] - 第三季度营业利润为720万美元,同比增长740万美元 [207] - 第三季度调整后营业利润为1110万美元,同比增长122% [207] 各个市场数据和关键指标变化 - 独立销售网络和直销网络销售额增长,受益于市场活动改善和建筑市场复苏 [204] - 仓储、物流和零售垂直市场表现强劲 [204] - 企业客户渠道销售额开始改善,但仍不稳定 [204] - 零售渠道销售额同比下降26%,主要受一个大客户库存调整影响 [205] 公司战略和发展方向和行业竞争 - 公司战略是提高行业服务水平,增加产品和服务的科技含量 [7] - 创建智能空间集团,旨在使空间智能化 [8] - 通过资本配置优先发展现有业务,通过并购和股票回购创造价值 [8] - 公司文化以价值观为导向,注重可持续发展 [9] - 采用"更好、更智能、更快"的流程,以客户满意度为核心 [10] - 公司拥有独特的人才组合,既有长期员工也有新加入的技术人才 [12] - 照明和照明控制业务是北美市场领导者,已恢复增长并提高利润率 [20] 管理层对经营环境和未来前景的评论 - 管理层对公司未来发展充满信心,认为公司处于有利地位 [198] - 预计照明和照明控制业务将长期增长,智能空间集团业务将实现两位数增长 [212] - 公司将继续投资于增长,并寻求进一步扩张的机会 [213] 其他重要信息 - 公司已实现碳中和,并承诺到2030年减少1亿吨碳排放 [14] - 公司发布了一份白皮书,详细介绍了实现1亿吨碳减排目标的计划 [14] - 公司进行了治理改革,包括董事会改组、薪酬结构调整等 [15] - 公司优先考虑资本配置,包括发展现有业务、并购、维持股息和股票回购 [16] - 公司收购了OSRAM的北美DS业务,增强了技术控制能力 [17] - 公司收购了Rockpile,增强了边缘AI能力 [18] - 公司计划在未来12-36个月内再收购一家大型企业 [19] 问答环节所有提问和回答 问题: 公司长期增长框架 - 管理层表示,公司已恢复增长,智能空间集团业务具有巨大增长潜力,公司将继续投资以创造价值 [215]

Acuity Brands, Inc. (NYSE:AYI) Q2 2021 Results Earnings Conference Call March 31, 2021 10:00 AM ET Company Participants Charlotte McLaughlin - Vice President, Investor Relations Neil Ashe - Chairman, President & Chief Executive Officer Karen Holcom - Senior Vice President & Chief Financial Officer Richard Reece - Executive Vice President & President of Acuity Brands Lighting Conference Call Participants John Walsh - Credit Suisse Ryan Merkel - William Blair Chris Snyder - UBS Jeffrey Sprague - Vertical Rese ...

Acuity Brands, Inc. (NYSE:AYI) Q1 2021 Earnings Conference Call January 7, 2021 10:00 AM ET Company Participants Pete Shannin - Vice President, Investor Relations, Corporate Development Neil Ashe - Chairman, President & Chief Executive Officer Karen Holcom - Senior Vice President & Chief Financial Officer Richard Reece - Executive Vice President & President of Acuity Brands Lighting Conference Call Participants Tim Wojs - Baird Chris Snyder - UBS John Walsh - Credit Suisse Christopher Glynn - Oppenheimer Op ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________________ Form 10-K __________________________________________________________ (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended August 31, 2020. OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . _______________________ ...

Acuity Brands, Inc. (NYSE:AYI) Q4 2020 Earnings Conference Call October 8, 2020 10:00 AM ET Company Participants Pete Shannin - Vice President, Investor Relations, Corporate Development Neil Ashe - President and Chief Executive Officer Karen Holcom - Senior Vice President and Chief Financial Officer Richard Reece - Executive Vice President Conference Call Participants Tim Wojs - Baird Ryan Merkel - William Blair Christopher Glynn - Oppenheimer Deepa Raghavan - Wells Fargo Jeff Osborne - Cowen and Compa ...

Acuity Brands, Inc. (NYSE:AYI) Q3 2020 Earnings Conference Call June 30, 2020 10:00 AM ET Company Participants Pete Shannin - Vice President, Investor Relations and Corporate Development Neil Ashe - President and Chief Executive Officer Karen Holcom - Senior Vice President and Chief Financial Officer Richard Reece - Executive Vice President Conference Call Participants John Walsh - Credit Suisse Deepa Raghavan - Wells Fargo Securities, LLC. Christopher Glynn - Oppenheimer & Co Inc. Tim Wojs - Robert W. Bair ...

Table of Contents Title of each class Trading symbol Name of each exchange on which registered Common stock, $0.01 par value per share AYI New York Stock Exchange UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ Form 10-Q _____________________________________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2020. OR ☐ TRANSITION REPORT PURSUA ...