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LSI Industries Inc.

NASDAQ•LYTS
CEO: Mr. James A. Clark
Sector: Technology
Industry: Hardware, Equipment & Parts
Listing Date: 1985-03-12
LSI Industries Inc. produces and sells non-residential lighting and retail display solutions in the United States, Canada, Mexico, and Latin America. It operates through two segments, Lighting and Display Solutions. The Lighting segment manufactures, markets, and sells non-residential outdoor and indoor lighting fixture and control solutions in the commercial and industrial markets. This segment also offers lighting control products, including sensors, photocontrols, dimmers, motion detection, circuit controllers, and Bluetooth systems to support lighting fixtures; and designs, engineers, and manufactures electronic circuit boards, assemblies, and sub-assemblies. The Display Solutions segment manufactures, sells, and installs exterior and interior visual image and display elements, including printed and structural graphics, digital signage, menu board systems, display fixtures, refrigerated displays, and custom display elements. This segments products and services include signage and canopy graphics, pump dispenser graphics, building fascia graphics, decals, interior signage and marketing graphics, aisle markers, wall mural graphics, and refrigerated and non-refrigerated merchandising displays. This segment also provides project management services comprising installation management, site surveys, permitting, and content management; and manages and executes the implementation of large rollout programs. It serves refueling and convenience store, parking lot and garage, quick-service restaurant, retail, grocery and pharmacy, automotive, dealership, sports court, and field markets, as well as warehouses. LSI Industries Inc. was founded in 1976 and is headquartered in Cincinnati, Ohio.
Contact Information
10000 Alliance Road, Cincinnati, OH, 45242, United States
513-793-3200
www.lsicorp.com
Market Cap
$668.12M
P/E (TTM)
25.8
28.7
Dividend Yield
0.9%
52W High
$24.75
52W Low
$13.77
52W Range
70%
Rank36Top 31.8%
4.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q2 2026 Data

Revenue

$147.00M-0.50%
4-Quarter Trend

EPS

$0.20+5.26%
4-Quarter Trend

FCF

$23.30M+0.00%
4-Quarter Trend

2026 Q2 Earnings Highlights

Key Highlights

Six Month Sales Growth Six months net sales reached $304.251M, increasing 6% compared to $285.829M last year.
Operating Income Rises Three months operating income was $8.865M, up 4.8% from $8.459M, driven by margin focus.
Strong Free Cash Flow Free Cash Flow totaled $23.008M for six months, showing $3.096M improvement over prior period.
Lighting Segment Momentum Lighting Segment net sales grew 16% for six months, supported by increased large project shipments.

Risk Factors

Display Sales Decline Display Solutions Segment Q3 net sales dropped 10% to $80.329M versus $89.524M last year.
Acquisition Goodwill Uncertainty Goodwill from CBH acquisition is subject to final purchase price adjustments expected in fiscal 2026.
High Intangible Amortization Expected annual amortization expense for other intangible assets is $6.226M for the 2026 fiscal year.
Debt Reduction Cash Use Financing activities showed a net cash use of $20.366M, primarily driven by long-term debt repayments.

Outlook

Credit Facility Availability Amended $125M revolving credit facility has $104.6M available for borrowing through Q1 fiscal 2031.
Fiscal 2026 Dividend Rate Board declared $0.05 quarterly dividend, setting the indicated annual cash dividend rate at $0.20 per share.
New Tax Disclosure Adoption ASU 2023-09 income tax disclosure improvements are effective for interim periods beginning after December 15, 2025.

Peer Comparison

Revenue (TTM)

BKKT stock ticker logoBKKT
$3.85B
+102.0%
YMM stock ticker logoYMM
$1.73B
+19.1%
ADTN stock ticker logoADTN
$1.08B
+17.5%

Gross Margin (Latest Quarter)

AIOT stock ticker logoAIOT
55.2%
+0.3pp
YMM stock ticker logoYMM
52.2%
-2.8pp
ITRN stock ticker logoITRN
50.3%
+2.2pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
YMM$9.71B16.810.3%0.1%
IMOS$1.51B93.32.1%36.0%
ITRN$944.15M16.728.5%1.3%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.5%
Moderate Growth
4Q Net Income CAGR
17.8%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:Apr 22, 2026
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LTM
No Data