LSI Industries/$LYTS

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About LSI Industries

LSI Industries Inc provides corporate visual image solutions to the petroleum and convenience store industry. The company's operating segments include Lighting and Display Solutions. It generates maximum revenue from the Lighting segment. Lighting Segment manufactures and markets outdoor and indoor lighting and lighting controls for the commercial, industrial, and multi-site retail markets including the petroleum/convenience store, quick-service, and automotive markets. The Display Solutions Segment manufactures, sells and installs exterior and interior visual image and display elements, including printed graphics, structural graphics, digital signage, menu board systems, display fixtures, refrigerated displays and custom display elements.

Ticker

$LYTS
Primary listing

Employees

2,000

LSI Industries Metrics

BasicAdvanced
$673M
29.43
$0.79
0.31
$0.15
0.86%

What the Analysts think about LSI Industries

Analyst ratings (Buy, Hold, Sell) for LSI Industries stock.

Bulls say / Bears say

LSI Industries posted Q4 net sales of $155.1 million, up 20% year-over-year, and adjusted EPS of $0.34 per share, well above analyst consensus of $0.22, driven by strong demand in both Lighting and Display Solutions segments.
For fiscal year 2025, LSI achieved a record $573.4 million in net sales (up 22% year-over-year), generated $34.7 million in free cash flow, and lowered its net debt to adjusted EBITDA ratio to 0.8x, showing solid cash generation and a healthy balance sheet.
Strategic bolt-on acquisitions, including EMI Industries in April 2024 and Canada’s Best Holdings in March 2025, have broadened LSI’s geographic footprint, diversified its verticals, and supported growth in backlog and cross-selling opportunities.
LSI’s Lighting segment net sales fell 9% in Q3 to $59.0 million (March 31, 2025) and 10% in Q2 to $58.2 million (December 31, 2024), underlining continuing weakness in large-project shipments and pricing pressure.
Display Solutions segment profitability was impacted in Q3, with adjusted gross margin dropping to 17.0% from 22.6% y/y and segment operating income sliding to 7.7% of sales, reflecting higher input costs and tougher pricing competition.
Management said project scheduling by customers remains “more unsettling than most” due to uneven demand patterns and irregular site-release activity, which could create further volatility in revenue and margins.
Data summarised monthly by Lightyear AI. Last updated on 31 Aug 2025.

LSI Industries Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

LSI Industries Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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Sept10
LSI Industries
DividendPayment
$0.05Per share
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