Seeking Alpha·Aug 20, 2026
LSI Industries Inc. (LYTS) Q4 2026 Earnings Call TranscriptLSI Industries Inc. (LYTS) Q4 2026 Earnings Call Transcript
LSI Industries' 51.3% year-over-year revenue surge in 2026Q4 appears heavily influenced by a transformative $331.8M acquisition, which has fundamentally altered its capital structure and operational profile. While the deal expands scale, it has doubled total d...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 6, 2025 | $0.23+4.5% vs $0.22 | $157M+5.0% vs $150M |
LSI Industries Inc. (LYTS) Q4 2026 Earnings Call Transcript
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.
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.
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.
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 |
|---|---|---|---|---|---|---|---|
| $20.24 | $682.23M | 25.62 | 22.09% | 4.25% | 11.21% | 0.96% | |
| $4.25 | $392.1M | 9.66 | -8.49% | 3.74% | 8.78% | — | |
| $36.78 | $767.54M | 14.60 | 3.21% | 4.88% | 13.43% | — | |
| $29.53 | $573.86M | 14.06 | 22.39% | 5.14% | 9.92% | — | |
| $19.83 | $910.75M | -3.65 | 43.81% | 2.43% | 6.19% | — | |
| $463.70 | $24.5B | 28.04 | 3.84% | 14.49% | 23.58% | — |
LSI Industries Inc. (LYTS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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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 $682.7M in revenue for fiscal year 2025. This represents a 347% increase from $152.7M in 1996.
LSI Industries Inc. (LYTS) grew revenue by 22.1% over the past year. This is strong growth.
Yes, LSI Industries Inc. (LYTS) is profitable, generating $17.4M in net income for fiscal year 2025 (4.3% net margin).
Yes, LSI Industries Inc. (LYTS) pays a dividend with a yield of 0.96%. This makes it attractive for income-focused investors.
LSI Industries Inc. (LYTS) has a return on equity (ROE) of 11.2%. This is reasonable for most industries.
LSI Industries Inc. (LYTS) generated $45.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
