MEDIUMBuilt-inGeographic
49%
finished products manufactured in Mexico
“10-K Item 1A: 'Approximately 49% of our finished products are manufactured in Mexico'”
AYI · Concentration risk · 10-K extracted
Acuity (AYI) concentration risks
Updated
The most significant concentration Acuity discloses is finished products manufactured in Mexico at 49%, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Acuity’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH0
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partySupplier
limited number of suppliers, sole-source situations
“10-K Item 1A: 'there are a limited number of suppliers for certain components and certain purchased finished goods, which on a limited basis have resulted in and may result in sole-source supplier situations'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-10-25Acuity's disclosed concentration is operational rather than customer-driven. Approximately 49% of finished products are manufactured in Mexico, a medium-share, structural footprint decision that ties the cost base and logistics to a single country. That geographic exposure is a built-in feature of the supply chain and changes slowly; it is more a macro, trade-policy and currency question than a counterparty one. The second exposure is idiosyncratic: the filing notes a limited number of suppliers for certain components and purchased finished goods, which have on a limited basis produced sole-source situations. This is a medium-share dependency, and it is the line where a single supplier disruption could interrupt output or compress margins regardless of the broader environment. Taken together, the two exposures compound only if a Mexico-based disruption coincides with a supplier failure. Neither is quantified for the supplier side, so investors should treat the Mexico share as the measurable anchor and the sole-source language as a qualitative watch item in future filings.
For the engine’s reasoning on AYI’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Electrical Equipment & Parts
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AEIS | Advanced Energy Industries, Inc | 2 | 0 | 0 | 2 |
| ATKR | Atkore Inc. | 1 | 1 | 1 | 3 |
| ENR | Energizer Holdings, Inc. | 1 | 1 | 1 | 3 |
| BE | Bloom Energy Corporation | 1 | 1 | 0 | 2 |
| AYI● | Acuity Inc. | 0 | 2 | 0 | 2 |
| AMPX | Amprius Technologies, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.