Acuity Brands vs Regal Rexnord
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The short version
- Regal Rexnord is the larger business, with $5.9B of revenue in fiscal 2025 against $4.6B for Acuity Brands.
- Acuity Brands grew revenue faster (6.8%, against −1.7%).
- Acuity Brands kept more of each dollar of sales as operating profit (15.4% operating margin, against 11.5%).
- Acuity Brands turned more of its sales into free cash flow (16.1% FCF margin, against 15.1%).
- Acuity Brands earned a higher return on the capital invested in it (17.9%, against 4.8%).
| Latest fiscal year | AYI · FY26 | RRX · FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.9B | $9.9B |
| Revenue | $4.6B | $5.9B |
| Free cash flow | $748M | $893M |
| Net income | $531M | $280M |
| Growth | ||
| Revenue growth | 6.8% | −1.7% |
| 5-year growth | 6.1% | 15.3% |
| Share count change | −1.6% | −0.2% |
| Profitability | ||
| Gross margin | 50.6% | 37.4% |
| Operating margin | 15.4% | 11.5% |
| Net margin | 11.5% | 4.7% |
| FCF margin | 16.1% | 15.1% |
| Return on capital | 17.9% | 4.8% |
| Return on equity | 18.6% | 4.3% |
| Balance sheet | ||
| Net debt | $61.1M | $4.4B |
| Net debt / EBITDA | 0.1x | 3.7x |
| Dividends and buybacks | $311M | $93.0M |
| Valuation & quality | ||
| P/E | — | 30.5x |
| Piotroski F-score | 7 | 8 |
Revenue
FY17
AYI $3.5B
RRX $3.4B
FY18
AYI $3.7B
RRX $3.6B
FY19
AYI $3.7B
RRX $3.2B
FY20
AYI $3.3B
RRX $2.9B
FY21
AYI $3.5B
RRX $3.8B
FY22
AYI $4.0B
RRX $5.2B
FY23
AYI $4.0B
RRX $6.3B
FY24
AYI $3.8B
RRX $6.0B
FY25
AYI $4.3B
RRX $5.9B
FY26
AYI $4.6B
RRX —
AYI
RRX
Operating margin
FY17
AYI 15.1%
RRX 9.9%
FY18
AYI 12.5%
RRX 9.5%
FY19
AYI 12.6%
RRX 10.8%
FY20
AYI 10.6%
RRX 9.6%
FY21
AYI 12.4%
RRX 9.4%
FY22
AYI 12.7%
RRX 13.2%
FY23
AYI 12.0%
RRX 6.0%
FY24
AYI 14.4%
RRX 10.4%
FY25
AYI 13.0%
RRX 11.5%
FY26
AYI 15.4%
RRX —
AYI
RRX
Free cash flow
FY17
AYI $269M
RRX $227M
FY18
AYI $308M
RRX $285M
FY19
AYI $442M
RRX $316M
FY20
AYI $450M
RRX $388M
FY21
AYI $365M
RRX $303M
FY22
AYI $260M
RRX $352M
FY23
AYI $511M
RRX $596M
FY24
AYI $555M
RRX $500M
FY25
AYI $533M
RRX $893M
FY26
AYI $748M
RRX —
AYI
RRX
Return on capital
FY17
AYI 20.8%
RRX 7.9%
FY18
AYI 20.7%
RRX 8.3%
FY19
AYI 19.2%
RRX 8.5%
FY20
AYI 14.3%
RRX 6.8%
FY21
AYI 16.5%
RRX 5.0%
FY22
AYI 18.7%
RRX 7.2%
FY23
AYI 17.0%
RRX 3.0%
FY24
AYI 20.6%
RRX 4.3%
FY25
AYI 17.1%
RRX 4.8%
FY26
AYI 17.9%
RRX —
AYI
RRX
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.