Earnings summaries and quarterly performance for LSI INDUSTRIES.
Executive leadership at LSI INDUSTRIES.
Board of directors at LSI INDUSTRIES.
Research analysts who have asked questions during LSI INDUSTRIES earnings calls.
Aaron Spychalla
Craig-Hallum Capital Group
4 questions for LYTS
Also covers: BW, BWMN, CECO +8 more
George Gianarikas
Canaccord Genuity
4 questions for LYTS
Also covers: AEVA, AIRJ, AMRC +21 more
AD
Amit Dayal
H.C. Wainwright & Co., LLC
3 questions for LYTS
Also covers: ACHR, AIRJ, AMPX +26 more
Sameer Joshi
H.C. Wainwright & Co.
3 questions for LYTS
Also covers: ALTO, AMTX, BEEM +24 more
AS
Aaron Spychala
Craig-Hallum
2 questions for LYTS
Alex Rygiel
Texas Capital Securities
2 questions for LYTS
Also covers: BLDR, BWMN, BZH +10 more
Christopher Glynn
Oppenheimer & Co. Inc.
2 questions for LYTS
Also covers: AIT, AME, AYI +16 more
LH
Leanne Hayden
Canaccord Genuity Group Inc.
2 questions for LYTS
Also covers: ASPN, MP, SMR
AR
Alex Riegel
Texas Capital
1 question for LYTS
Also covers: CCS
Richard Fearon
Accretive Capital Partners
1 question for LYTS
Recent press releases and 8-K filings for LYTS.
LYTS Announces Q2 2026 Financial Results
LYTS
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- LYTS reported total net sales of $147.0 million in Q2 FY26, a slight decrease from the prior year, but achieved a 6% year-over-year increase in adjusted net income to $8.4 million and an adjusted EBITDA margin of 9.1%.
- The Lighting segment drove growth with a 15% year-over-year organic sales increase to $66.7 million and an adjusted gross margin expansion of 190 basis points.
- Despite a decline in Display Solutions segment sales to $80.3 million in Q2 FY26, the company expects revenue growth in the second half of fiscal 2026 for this segment.
- The company generated $23.3 million in free cash flow in Q2 FY26 and saw total working capital decline 11% sequentially to $100.1 million.
- LYTS ended Q2 FY26 with over $103 million in available liquidity and reduced its net leverage to 0.4x.
Jan 22, 2026, 4:00 PM
LSI Industries Reports Flat Q2 2026 Revenue with Improved Profitability and Strong Free Cash Flow
LYTS
Earnings
New Projects/Investments
M&A
- LSI Industries reported Q2 Fiscal 2026 revenue of $147 million, which was flat year-over-year, alongside adjusted EPS of $0.26 and adjusted EBITDA of $13.4 million.
- The company achieved strong financial health, generating $23 million in free cash flow and reducing total debt by $22.7 million, resulting in a net leverage ratio of 0.4.
- The Lighting segment achieved 15% sales growth year-over-year, with adjusted operating income increasing 29% and gross margin improving 190 basis points.
- While Display Solutions revenue was flat year-over-year due to challenging prior-year comparisons, orders improved sequentially and were up year-over-year, with Q2 grocery orders increasing double digits.
- LSI is focused on integration and cross-selling, expanding into higher-value casual dining and premium food service projects, and notes improving activity in international markets like Mexico.
Jan 22, 2026, 4:00 PM
LSI Industries Reports Q2 2026 Results
LYTS
Earnings
M&A
New Projects/Investments
- LSI Industries reported Q2 2026 revenue of $147 million, which was flat year-over-year, and adjusted earnings per share of $0.26.
- The company achieved $13.4 million in adjusted EBITDA and generated $23 million in free cash flow, leading to a $22.7 million reduction in total debt and a net leverage ratio of 0.4.
- The Lighting segment showed strong performance with 15% sales growth year-over-year and a 190 basis point improvement in adjusted gross margin, while Display Solutions saw orders improve sequentially and year-over-year despite a slight revenue decline due to challenging prior-year comparisons.
- Management expressed confidence in continued progress for the second half of Fiscal 2026, supported by improving order trends and backlog, and noted a more favorable M&A environment due to realistic multiples despite higher interest rates.
Jan 22, 2026, 4:00 PM
LYTS Reports Q2 Fiscal 2026 Results with Flat Revenue and Strong Profitability
LYTS
Earnings
New Projects/Investments
Guidance Update
- LSI reported Q2 Fiscal 2026 revenue of $147 million, which was essentially flat year-over-year, with adjusted earnings per share of $0.26.
- The company demonstrated strong financial health, generating over $23 million in cash flow and lowering its debt-to-EBITDA leverage ratio to 0.4 times, providing approximately $100 million in cash and availability.
- The Lighting segment achieved 15% year-over-year sales growth, a 29% increase in adjusted operating income, and a 190 basis point improvement in adjusted gross margin, with orders up approximately 10% year-over-year.
- Despite a slight revenue decline in Display Solutions due to strong prior-year comparisons, orders improved sequentially and year-over-year, particularly in grocery with a book-to-bill ratio of 1.2, and the company is expanding into higher-value casual dining and premium food services.
Jan 22, 2026, 4:00 PM
LSI Industries Reports Fiscal 2026 Second Quarter Results
LYTS
Earnings
Dividends
Debt Issuance
- LSI Industries reported net sales of $147.0 million, net income of $6.3 million, and diluted EPS of $0.20 for the fiscal 2026 second quarter ended December 31, 2025. Net income increased 12% and diluted EPS increased 8% compared to the prior-year period.
- The company generated strong free cash flow of $23.3 million and reduced its total debt outstanding by $22.7 million in the quarter, resulting in a net debt to trailing twelve-month adjusted EBITDA ratio of 0.4x as of December 31, 2025.
- LSI Industries declared a regular quarterly cash dividend of $0.05 per share, payable on February 10, 2026, to shareholders of record on February 2, 2026.
Jan 22, 2026, 1:30 PM
LSI Industries Reports Fiscal 2026 Second Quarter Results and Declares Quarterly Dividend
LYTS
Earnings
Dividends
Demand Weakening
- LSI Industries reported net sales of $147.0 million for the fiscal 2026 second quarter ended December 31, 2025, which was consistent with the prior year period.
- The company achieved net income of $6.3 million and diluted EPS of $0.20, an increase from $5.6 million and $0.18 respectively in the prior year period. Adjusted diluted EPS was $0.26.
- Adjusted EBITDA increased to $13.4 million, and LSI generated strong free cash flow of $23.3 million in the fiscal second quarter.
- The ratio of net debt to trailing twelve-month adjusted EBITDA was reduced to 0.4x as of December 31, 2025, and the company declared a regular cash dividend of $0.05 per share.
Jan 22, 2026, 12:00 PM
LYTS Reports Strong Q1 2026 Sales and Adjusted EBITDA Growth
LYTS
Earnings
Revenue Acceleration/Inflection
Debt Issuance
- Total net sales for Q1 2026 increased 14% year-over-year to $157.2 million, with 7% organic sales growth.
- Adjusted EBITDA for Q1 2026 grew 17% year-over-year to $15.671 million, achieving a 10.0% margin rate.
- Both the Lighting segment and Display Solutions segment reported strong revenue growth, increasing 18% and 11% year-over-year, respectively.
- The company's net leverage remained flat year-over-year at 0.8x, and its secured revolving line of credit was upsized to $125 million with an extended term to September 2030.
- Free cash flow was negative ($0.292 million) in Q1 2026, with an expectation to return to positive free cash flow in Q2 2026.
Nov 6, 2025, 4:00 PM
LSI Industries Reports Strong Fiscal Q1 2026 Results with Double-Digit Growth
LYTS
Earnings
Revenue Acceleration/Inflection
M&A
- LSI Industries reported strong fiscal Q1 2026 results, with sales of $157 million, a 14% increase year-over-year (7% organic), adjusted EBITDA of $15.7 million (a 10% margin), and adjusted EPS of $0.31, up 19% from the prior year.
- Both business segments achieved double-digit growth, with Lighting sales up 18% driven by volume and market share gains, and Display Solutions sales increasing 11% due to recovery in grocery and sustained C-store programs.
- The company strengthened its financial position by amending its credit facility to $125 million through September 2030, maintaining over $80 million in available liquidity and net leverage below one times.
- Management is focused on operational efficiency to achieve a 12.5% EBITDA target and remains active in M&A, with a strong pipeline for fiscal year 2026. They anticipate continued growth in key vertical markets, supported by long project development cycles.
Nov 6, 2025, 4:00 PM
LSI Industries Inc. Reports Fiscal Q1 2026 Results and Declares Dividend
LYTS
Earnings
Dividends
Revenue Acceleration/Inflection
- LSI Industries Inc. reported net sales of $157.3 million for the fiscal 2026 first quarter, representing a 14% year-over-year increase, with organic growth contributing 7%.
- The company achieved diluted EPS of $0.23 and adjusted diluted EPS of $0.31, with adjusted net income increasing 22% year-over-year to $9.7 million.
- Adjusted EBITDA grew 17% year-over-year to $15.6 million, resulting in an adjusted EBITDA margin rate of 10.0% for the fiscal first quarter ended September 30, 2025.
- LSI declared a regular quarterly cash dividend of $0.05 per share, payable on November 25, 2025.
- The company amended its credit facility, increasing availability from $75 million to $125 million and extending the term to September 2030, exiting the quarter with over $80 million in available liquidity and a net debt to trailing twelve-month Adjusted EBITDA ratio of 0.8x.
Nov 6, 2025, 1:00 PM
LSI Industries Reports Strong Fiscal 2026 First Quarter Results
LYTS
Earnings
Dividends
Revenue Acceleration/Inflection
- LSI Industries reported Net Sales of $157.3 million for the fiscal 2026 first quarter, marking a 14% year-over-year increase, with organic growth of 7%.
- The company achieved Adjusted Diluted EPS of $0.31 and Adjusted EBITDA of $15.6 million, reflecting 22% and 17% year-over-year increases, respectively.
- LSI Industries declared a regular quarterly cash dividend of $0.05 per share payable on November 25, 2025.
- The balance sheet remained strong, with a net debt to trailing twelve-month Adjusted EBITDA ratio of 0.8x as of September 30, 2025.
Nov 6, 2025, 12:00 PM
Quarterly earnings call transcripts for LSI INDUSTRIES.
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