Electrical Systems Stocks Q4 In Review: Acuity Brands (NYSE:AYI) Vs Peers

Let’s dig into the relative performance of Acuity Brands (NYSE:AYI) and its peers as we unravel the now-completed Q4 electrical systems earnings season.

Like many equipment and component manufacturers, electrical systems companies are buoyed by secular trends such as connectivity and industrial automation. More specific pockets of strong demand include Internet of Things (IoT) connectivity and the 5G telecom upgrade cycle, which can benefit companies whose cables and conduits fit those needs. But like the broader industrials sector, these companies are also at the whim of economic cycles. Interest rates, for example, can greatly impact projects that drive demand for these products.

The 13 electrical systems stocks we track reported a slower Q4. As a group, revenues beat analysts’ consensus estimates by 0.6% while next quarter’s revenue guidance was 6.1% below.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 19% since the latest earnings results.

Acuity Brands (NYSE:AYI)

One of the pioneers of smart lights, Acuity (NYSE:AYI) designs and manufactures light fixtures and building management systems used in various industries.

Acuity Brands reported revenues of $951.6 million, up 1.8% year on year. This print fell short of analysts’ expectations by 0.6%. Overall, it was a mixed quarter for the company with a decent beat of analysts’ adjusted operating income estimates but a slight miss of analysts’ organic revenue estimates.

“Our fiscal 2025 first quarter performance was solid,” stated Neil Ashe, Chairman, President and Chief Executive Officer of Acuity Brands,Acuity Brands Total Revenue

The stock is down 14.3% since reporting and currently trades at $260.92.

Read our full report on Acuity Brands here, it’s free.

Best Q4: LSI (NASDAQ:LYTS)

Enhancing commercial environments, LSI (NASDAQ:LYTS) provides lighting and display solutions for businesses and retailers.

LSI reported revenues of $147.7 million, up 35.5% year on year, outperforming analysts’ expectations by 14.3%. The business had an incredible quarter with a solid beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.LSI Total Revenue

LSI scored the biggest analyst estimates beat and fastest revenue growth among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 13.8% since reporting. It currently trades at $17.06.

Is now the time to buy LSI? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Methode Electronics (NYSE:MEI)

Founded in 1946, Methode Electronics (NYSE:MEI) is a global supplier of custom-engineered solutions for Original Equipment Manufacturers (OEMs).

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Methode Electronics reported revenues of $239.9 million, down 7.6% year on year, falling short of analysts’ expectations by 8.9%. It was a disappointing quarter as it posted revenue guidance for next quarter missing analysts’ expectations.

Methode Electronics delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 36.8% since the results and currently trades at $6.21.

Read our full analysis of Methode Electronics’s results here.

Allegion (NYSE:ALLE)

Allegion plc (NYSE:ALLE) is a provider of security products and solutions that keep people and assets safe and secure in various environments.

Allegion reported revenues of $945.6 million, up 5.4% year on year. This number surpassed analysts’ expectations by 0.8%. More broadly, it was a mixed quarter as it also produced a decent beat of analysts’ EPS estimates but a significant miss of analysts’ EBITDA estimates.

The stock is down 4.3% since reporting and currently trades at $127.69.

Read our full, actionable report on Allegion here, it’s free.

Atkore (NYSE:ATKR)

Protecting the things that power our world, Atkore (NYSE:ATKR) designs and manufactures electrical safety products.

Atkore reported revenues of $661.6 million, down 17.1% year on year. This print lagged analysts' expectations by 2.1%. Overall, it was a softer quarter as it also logged full-year EBITDA guidance missing analysts’ expectations.

The stock is down 24.6% since reporting and currently trades at $59.92.

Read our full, actionable report on Atkore here, it’s free.

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