TORVANTA
Other · S&P 500 · data as of 2026-10-05

AYI stock analysis: AYI

AYI (AYI) is an S&P 500 company in Other. It grades weakest on momentum.

The model's view of AYI · subscribers

Where AYI ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with AYI · updated 2026-10-05 · from prices and SEC filings

AYI price performance

AYI against the S&P 500, one year
-20%+0%+20%S&P 500 +18%AYI -10%2025-09-292026-10-05
Year to date-15.2%S&P 500 +14.5% · behind by 29.7 pts
1 year-13.4%S&P 500 +17.0% · behind by 30.4 pts
3 years+71.5%S&P 500 +89.3% · behind by 17.7 pts
5 years+75.2%S&P 500 +91.3% · behind by 16.1 pts

Total returns with dividends reinvested.

AYI factor grades

Each grade compares AYI with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

C+ValueP/E 20.2x (industry 20.1x)FCF yield 7.0% (industry 6.0%)
B-GrowthRevenue growth +10% (industry +8%)EPS growth +19% (industry +10%)
BProfitabilityOperating margin 14.5% (industry 9.6%)ROIC 16.8% (industry 10.1%)
C-Momentum12-month change -13%From 52-wk high -19%

AYI key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$9.1B
Revenue growth (y/y)+10%
Free-cash-flow yield7.0%
Dividend yield0.3%
Next earnings (expected)2026-12-10
Valuation measures
Market value$9.1B
Enterprise value$9.4B
P/E (trailing)20.2x
Forward P/E (Torvanta estimate)18.3x
PEG (Torvanta estimate)1.74
Price / sales2.0x
Price / book3.2x
EV / revenue2.0x
EV / EBITDA11.3x
Financial highlights
Revenue, last 12 months$4.6B
Net income, last 12 months$472.3M
EPS, last 12 months (GAAP)$15.08
Gross margin49.3%
Operating margin14.5%
Net margin10.3%
Return on equity17.4%
Return on invested capital16.8%
Cash$411.9M
Total debt$697.3M
Debt / equity0.24x
Free cash flow, last 12 months$639.4M
Interest cover18.0x
Current ratio2.05x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

AYI earnings trends

Revenue vs earnings
$0$302.3M$604.5M$906.8M$1.2BAug 2024 Revenue: $1.0BNov 2024 Revenue: $1.0BFeb 2025 Revenue: $1.0BMay 2025 Revenue: $1.2BAug 2025 Revenue: $1.2BNov 2025 Revenue: $1.1BFeb 2026 Revenue: $1.1BMay 2026 Revenue: $1.2BAug 2024 Net income: $118.9MNov 2024 Net income: $106.7MFeb 2025 Net income: $77.5MMay 2025 Net income: $98.4MAug 2025 Net income: $114.0MNov 2025 Net income: $120.5MFeb 2026 Net income: $96.8MMay 2026 Net income: $141.0MAug 2024Nov 2024Feb 2025May 2025Aug 2025Nov 2025Feb 2026May 2026Net margin: 11.5%Net margin: 11.2%Net margin: 7.7%Net margin: 8.3%Net margin: 9.4%Net margin: 10.5%Net margin: 9.2%Net margin: 11.8%0%6%12%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$1.1$2.3$3.4$4.6Aug 2024 EPS (GAAP, diluted): $3.8Nov 2024 EPS (GAAP, diluted): $3.4Feb 2025 EPS (GAAP, diluted): $2.5May 2025 EPS (GAAP, diluted): $3.1Aug 2025 EPS (GAAP, diluted): $3.6Nov 2025 EPS (GAAP, diluted): $3.8Feb 2026 EPS (GAAP, diluted): $3.1May 2026 EPS (GAAP, diluted): $4.6Aug 2024Nov 2024Feb 2025May 2025Aug 2025Nov 2025Feb 2026May 2026■ EPS (GAAP, diluted) Change from a year earlier: Aug 2025 -4% · Nov 2025 +14% · Feb 2026 +26% · May 2026 +46%

From the company's 10-Q and 10-K filings with the SEC.

AYI financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$3.5B$4.0B$4.0B$3.8B$4.3B
Net income$306.3M$384.0M$346.0M$422.6M$396.6M
EPS (GAAP)n/an/an/a$13.44$12.53
Free cash flow$364.9M$259.8M$511.4M$555.2M$533.0M

AYI earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-06-25$4.56+46%+2%+19.2%
2026-04-02$3.09+26%+5%-7.1%
2026-01-08$3.82+14%+20%-12.6%
2025-10-01$3.61-4%+17%+2.9%
2025-06-26$3.12-14%+22%+4.2%
2025-04-03$2.45-14%+11%-1.8%

Companies similar to AYI

CompanyMarket valueP/ERevenue growthOperating margin12-month change
AYI AYI$9.1B20.2x+10%14.5%-13%
ORI ORI$9.1B8.3x+12%n/a-5%compare
ESI ESI$9.1B60.5x+13%13.4%+41%compare
PTGX PTGX$9.1B137.9x+35%20.7%+117%compare
FCFS FCFS$9.2B24.1x+22%n/a+40%
JXN JXN$9.1B157.5x+15%n/a+33%
R R$9.0B19.2x+1%n/a+24%

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Frequently asked questions

Is AYI stock a buy?

Torvanta does not tell individuals what to buy. Its grades for AYI are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is AYI's P/E ratio?

AYI trades at about 20.2 times its last 12 months of GAAP earnings reported to the SEC, and about 18.3 times Torvanta's own estimate of the next 12 months.

When does AYI report earnings next?

Based on its filing history, Torvanta expects AYI to report around 2026-12-10.

Does AYI pay a dividend?

Yes. Its dividend yield is about 0.3%, and it has raised its dividend 2 years in a row.

How has AYI performed against the S&P 500?

Over the past year AYI returned -13.4%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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