LSI Industries' revenue surge to $234.6M in 2026Q4 (+51.3% year-over-year) appears substantially attributable to the Royston Group acquisition rather than organic momentum, which investors should monitor given that diluted EPS declined 30.8% to $0.18 versus $0.26 in 2025Q4.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.19-38.7% vs $0.31 | $226M+0.4% vs $225M |
Q3 2026 Aug 20, 2026 | $0.38+8.6% vs $0.35 | $235M+5.3% vs $223M |
Q2 2026 Apr 23, 2026 | $0.06-50.0% vs $0.12 | $151M+8.5% vs $139M |
Q1 2026 Jan 22, 2026 | $0.20+17.6% vs $0.17 | $147M+5.5% vs $139M |
LSI Industries NASDAQ: LYTS reported a 44% increase in fiscal 2027 first-quarter revenue as the Royston acquisition added to sales, but executives said customer project delays and weakness in lighting and quick-service restaurants remain near-term challenges.
LSI Industries Inc. (LYTS) Q1 2027 Earnings Call Transcript
LSI (LYTS) came out with quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.23 per share a year ago.
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 the fiscal 2027 first quarter ended September 30, 2026. FISCAL 2027 FIRST QUARTER RESULTS Net Sales of $225.9 million, +44% y/y Net Income $7.1 million; Adjusted Net Income $11.6 million Diluted EPS of $0.19; Adjusted Diluted EPS of $0.31 EBITDA of $20.7 million; Adjusted EBITDA of $22.2 milli.
Benchmark LYTS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for LSI Industries Inc. (LYTS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $17.20 | $651.67M | 29.04 | 20.23% | 2.96% | 6.75% | 1.11% | |
| $5.06 | $466.82M | 7.33 | -8.49% | 4.23% | 9.73% | 5.68% | |
| $45.77 | $955.14M | 14.26 | 3.21% | 4.68% | 13.03% | 2.26% | |
| $26.74 | $519.64M | 17.63 | 14.17% | 4% | 8.02% | 4.16% | |
| $20.70 | $950.71M | 20.83 | 43.81% | 2.43% | 6.19% | 1.56% | |
| $429.45 | $22.69B | 25.09 | 3.84% | 13.78% | 23.14% | 1.25% |
LSI Industries Inc. (LYTS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
LSI Industries Inc. (LYTS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 25, 2026·SEC
Aug 20, 2026·SEC
Aug 20, 2026·SEC
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LSI Industries Inc. (LYTS) stock FAQ — growth, dividends, profitability & financials explained
LSI Industries Inc. (LYTS) reported $758.0M in revenue over the trailing twelve months. Revenue was $689.4M in fiscal year 2026. That is 376% more than the $144.7M of fiscal year 1997.
LSI Industries Inc. (LYTS) grew revenue by 27.9% over the trailing twelve months, compared with the twelve months before.
Yes. LSI Industries Inc. (LYTS) earned $22.4M in net income over the trailing twelve months (a 3.0% net margin).
Yes. LSI Industries Inc. (LYTS) pays a dividend that yields 1.11% at the current price, a moderate yield.
LSI Industries Inc. (LYTS) had a return on equity (ROE) of 6.8% over the trailing twelve months. That is below the market's typical 10-15%.
LSI Industries Inc. (LYTS) generated $53.1M in free cash flow over the trailing twelve months.
