LSI Industries Inc.

LYTS • Electrical Equipment & Parts

$20.23

▲ +0.12 (+0.60%)

Current price

EarningsLatest report: Jun 30, 2026

HIGHER-RISK PROFILECautionConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Caution is warranted. Recent ratios show weaknesses that may limit returns unless fundamentals improve.

Market Cap

$762.47M

Growth

5.9%

Cash Flow

3/5

Trend

Mostly stable

Evidence

Positive revenue growth · 5.9%Manageable debt level · 0Expensive earnings multiple · 38.52Weak profitability

Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 21, 2026, 12:10 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$20.23

Change0.60%

Shares Out37.69M

Market Cap$762.47M

Enterprise Value$1.01B

52W Range17.21 - 27.36

Beta0.54

P/E33.77

P/S1.11

P/FCF20.18

EV/Sales1.46

EV/EBITDA18.39

Price$20.23

Change0.60%

Shares Out37.69M

Market Cap$762.47M

Enterprise Value$1.01B

52W Range17.21 - 27.36

Beta0.54

P/E33.77

P/S1.11

P/FCF20.18

EV/Sales1.46

EV/EBITDA18.39

EV/FCF26.69

Earnings Yield2.96%

FCF Yield4.95%

Dividend Yield0.74%

Gross Margin25.15%

Oper. Margin5.57%

Profit Margin3.28%

Debt/Eq0.00

Current Ratio0.00

Quick Ratio0.00

Revenue 5Y5.87%

Target$29.50

Target Upside45.82%

Target Median$29.50

Target Range29.00 - 30.00

Volume1.31M

Avg Volume421.10K

EPS Surprise-0.06

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

28/100

Financial Strength

Debt, cash, stability

37/100

Growth Potential

Revenue and expansion

47/100

Price Attractiveness

Cheap or expensive today

56/100

Why this score▼

Positive revenue growth · 5.9%Manageable debt level · 0Expensive earnings multiple · 38.52Weak profitability

Analyst view

Analyst sentiment and price target

LYTS

Analyst sentiment

Based on 6 analyst votes · 2026-09-05

100/100

Bullish

Hold

Bearish

Price Target

2026-08-21

Low

$30.00

Mean

$30.00

Median

$30.00

High

$30.00

Company Overview

IPO: 3/12/1985

Industry: Electrical Equipment & Parts

P/B i: 0.00

Debt / Equity i: 0.00

Operating Margin: 5.57%

Net Margin: 3.28%

ROE i: -

ROIC: -

Financial Health

Score7 / 20

Debt / Equity: 0.00

Current Ratio: 0.00

Quick Ratio: 0.00

Status: Weak

Insider Transactions

Recent executive and insider activity

Beech Robert P.

Transaction: 07/01/2026

BUY

Change

+3,410

Price

$26.39

Filing

07/13/2026

Type

BUY

Hanson Amy

Transaction: 07/01/2026

BUY

Change

+3,410

Price

$26.39

Filing

07/13/2026

Type

BUY

Lenard Chantel E

Transaction: 07/01/2026

BUY

Change

+3,410

Price

$26.39

Filing

07/13/2026

Type

BUY

Insider	Type	Change	Price	Transaction	Filing
Beech Robert P.	BUY	+3,410	$26.39	07/01/2026	07/13/2026
Hanson Amy	BUY	+3,410	$26.39	07/01/2026	07/13/2026
Lenard Chantel E	BUY	+3,410	$26.39	07/01/2026	07/13/2026
MARSHALL ERNEST W JR	BUY	+3,410	$26.39	07/01/2026	07/13/2026
BROWN RONALD D	BUY	+3,410	$26.39	07/01/2026	07/13/2026
Beech Robert P.	BUY	+853	$26.39	07/01/2026	07/06/2026
BROWN RONALD D	BUY	+853	$26.39	07/01/2026	07/06/2026
Hanson Amy	BUY	+853	$26.39	07/01/2026	07/06/2026
Lenard Chantel E	BUY	+853	$26.39	07/01/2026	07/06/2026
MARSHALL ERNEST W JR	BUY	+853	$26.39	07/01/2026	07/06/2026
OGARA WILFRED T	BUY	+853	$26.39	07/01/2026	07/06/2026
Hanson Amy	BUY	+1,200	$18.75	04/01/2026	07/06/2026
Lenard Chantel E	BUY	+1,200	$18.75	04/01/2026	07/06/2026
MARSHALL ERNEST W JR	BUY	+1,200	$18.75	04/01/2026	07/06/2026
OGARA WILFRED T	BUY	+1,200	$18.75	04/01/2026	07/06/2026
Hanson Amy	BUY	+1,218	$18.47	01/02/2026	07/06/2026
Lenard Chantel E	BUY	+1,218	$18.47	01/02/2026	07/06/2026
MARSHALL ERNEST W JR	BUY	+1,218	$18.47	01/02/2026	07/06/2026
OGARA WILFRED T	BUY	+1,218	$18.47	01/02/2026	07/06/2026
Caneris Thomas A	BUY	+3,925	Not reported	06/30/2026	07/01/2026

About the Company

LSI Industries Inc.

LSI Industries Inc. provides non-residential lighting and retail display solutions to customers across the United States, Canada, Mexico, Australia, and Latin America. The company's operations are organized into two key segments: Lighting and Display Solutions. The Lighting segment is responsible for the manufacturing, marketing, and sale of illumination products for commercial and institutional outdoor and indoor environments. This division also furnishes sophisticated lighting control systems, including sensors, photocontrols, dimmers, motion detection, and Bluetooth integration. Furthermore, it designs, engineers, and produces electronic circuit boards, assemblies, and sub-assemblies. The Display Solutions segment specializes in the creation, sale, and installation of exterior and interior visual branding and merchandising elements. Its extensive product range includes printed and structural graphics, digital signage, menu board systems, various display fixtures, and both refrigerated and non-refrigerated custom displays. Specific examples encompass signage and canopy graphics, pump dispenser graphics, building fascia graphics, decals, interior marketing visuals, aisle markers, and wall murals. Beyond products, this segment delivers comprehensive program management services, such as installation oversight, site surveys, permitting, and content management, vital for executing large-scale rollout programs. LSI Industries serves a broad spectrum of markets, including petroleum and convenience stores, parking lots and garages, quick-service restaurants, retail and grocery establishments, automotive businesses, warehouses, and sports complexes. The company, founded in 1976, is headquartered in Cincinnati, Ohio.

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Peers

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1Y peer performance

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Latest news

LSI Industries Inc. (LYTS) Q4 2026 Earnings Call Transcript

Seeking Alpha

LSI Industries Q4 Earnings Call Highlights

LSI Industries NASDAQ: LYTS reported record fiscal 2026 sales and profitability, supported by growth in its core operations and the acquisition of the Royston Group, while management said lower-margin signage backlog at Royston will weigh on margins through the first half of fiscal 2027.

MarketBeat

LSI (LYTS) Misses Q4 Earnings Estimates

LSI (LYTS) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.26 per share a year ago.

Zacks Investment Research

LSI Industries Reports Fiscal 2026 Fourth Quarter and Full-Year Results and Declares Quarterly Cash Dividend

CINCINNATI--(BUSINESS WIRE)--LSI Industries Inc. (Nasdaq: LYTS, “LSI” or the “Company”) a leading U.S. based manufacturer of commercial lighting and display solutions, today reported financial results for its fiscal 2026 fourth quarter and full year ended June 30, 2026. FISCAL 2026 FOURTH QUARTER RESULTS Net Sales +51% y/y to $234.6 million; organic growth +8% Net Income $6.9 million; Adjusted Net Income $14.4 million Diluted EPS of $0.18; Adjusted EPS $0.38 per diluted share EBITDA $21.2 milli.

Business Wire

LSI Industries Announces Chief Financial Officer Retirement, Initiates Finance Leadership Succession Plan

CINCINNATI--(BUSINESS WIRE)--LSI Industries Inc. (Nasdaq: LYTS, “LSI” or the “Company”), a leading U.S. based manufacturer of commercial lighting and display solutions, today announced that James E. Galeese, Executive Vice President and Chief Financial Officer, will retire on August 31, 2027, after more than a decade of service to the Company. Mr. Galeese intends to support LSI on an advisory basis at the conclusion of his tenure as CFO. Ahead of the planned retirement, LSI has initiated a form.

Business Wire

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-04-23	0.12	0.06	-0.06
2026-01-22	0.17	0.2	0.03
2025-11-06	0.22	0.23	0.01
2025-08-21	0.17	0.26	0.09
2025-04-24	0.13	0.13	0
2025-01-23	0.2	0.18	-0.02
2024-11-07	0.23	0.26	0.03
2024-08-15	0.23	0.24	0.01
2024-04-25	0.16	0.21	0.05
2024-01-25	0.18	0.21	0.03
2023-11-01	0.24	0.29	0.05
2023-08-17	0.18	0.3	0.12