$LYTS

LSI INDUSTRIES INC

No enriched coverage for $LYTS in the last 7 days.

$39K
$1.9M
Caneris Thomas A
0%
See all $LYTS insider activity →
High

LSI (LYTS) Grew Sales 51%. Is Royston Masking Slower Organic Growth?

LSI Industries (LYTS) reported Q4 net sales of $234.6M, up 51% YoY, with adjusted EPS at $0.38. Royston's acquisition contributed $66.9M, driving 84% of sales growth. Organic sales rose 8%. Full-year revenue hit $689.4M, up 20%, with adjusted EBITDA up 27%. Debt increased to $241.7M. Hedge funds' holdings rose to 29 in Q1 2026.

LSI Industries (LYTS) Q4 2026 Earnings Call Transcript

LSI Industries (LYTS) reported Q4 2026 net sales of $234.6M, up 51% YoY, and adjusted EPS of $0.38, up 13%. Full-year sales reached $689.4M, up 20%. Growth was driven by the Royston acquisition and organic demand in grocery and convenience verticals. Lighting sales declined 3%, while display sales doubled. Management expects short-term margin headwinds in signage and lower Q1 lighting sales.

LYTS sentiment & insider activity

Recent LYTS coverage spans insider activity, earnings and corporate actions.

In the last 30 days, LYTS insiders filed 11 SEC Form 4 transactions — 2 purchases ($39K) and 9 sales ($1.9M). The most active reporter was Caneris Thomas A, EVP, HR and General Counsel, with 3 filings.

What's driving LYTS

  • Earnings beat on top line but margin pressure and higher leverage may weigh on near‑term price, while record cash flow offers upside if debt is reduced.

    insidermonkey.com · Aug 27, 2026

  • Insider sale may signal reduced confidence, potentially pressuring the stock.

    SEC EDGAR · Aug 27, 2026

  • The earnings call provides fresh operating datapoints plus a near-term headwind outlook for Q1 lighting sales and signage margin pressure.

    aol.com · Aug 27, 2026

  • Potential short-term buying pressure before ex-dividend date; price may drop on ex-date.

    simplywall.st · Aug 27, 2026

  • Insider sale by a senior officer may signal reduced confidence, but the amount is modest relative to market cap.

    SEC EDGAR · Aug 26, 2026

alphai scores every news story that mentions LYTS with an AI model for sentiment and relevance, and aggregates insider trades from LSI INDUSTRIES INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $LYTS

Score
$LYTSMedAI 8/10

LSI Industries (LYTS) Q4 2026 Earnings Call Transcript

LSI Industries (LYTS) reported Q4 2026 net sales of $234.6M, up 51% YoY, and adjusted EPS of $0.38, up 13%. Full-year sales reached $689.4M, up 20%. Growth was driven by the Royston acquisition and organic demand in grocery and convenience verticals. Lighting sales declined 3%, while display sales doubled. Management expects short-term margin headwinds in signage and lower Q1 lighting sales.

$LYTSMed

Is It Smart To Buy LSI Industries Inc. (NASDAQ:LYTS) Before It Goes Ex-Dividend?

LSI Industries (LYTS) will trade ex-dividend on August 31, with a payment of $0.05 per share on September 8. The stock has a trailing yield of 1.0% at a current price of $20.27. The company's payout ratio is 29%, and earnings have grown 24% annually over the past five years. Dividends have increased 8.3% annually over the past decade, but the company has issued a significant number of new shares recently.

$LYTSLow

LSI INDUSTRIES INC (LYTS): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

LSI INDUSTRIES INC (LYTS) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers . 1. Fiscal Year 2027 Long Term Incentive Plan Effective August 19, 2026, the Compensation Committee (the " Committee ") of

Analysts Offer Insights on Technology Companies: CCC Intelligent Solutions Holdings (CCC) and Lsi Industries (LYTS)

Morgan Stanley's Chris Quintero maintained a Buy rating on CCC Intelligent Solutions (CCC) with a $9.00 price target. The stock closed at $7.45. Analyst consensus is Moderate Buy with an $8.71 average target. Oppenheimer's Brent Thielman kept a Buy rating on Lsi Industries (LYTS) with a $29.00 target. The stock closed at $20.62. Consensus is Strong Buy with a $29.50 average target.

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LYTS — Lsi Industries news & insider trades | alphai