LSI Industries Inc. LYTS

21.09 0.15 0.72% as of 25 Sep
Market cap
$780.3M
P/E
30.6×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.04
Total sells 8.15
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — 1 —
Sell — — — — — — — 2 1 — 6 —
Insider Ownership 0.00%

Capital & Financial Ratios

Market Cap 780.25
Revenue 689.40
Net Income 22.58
Free Cash Flow 39.15
Net Debt 241.68
Current Ratio 1.97
Debt/Equity 0.71
P/E ratio 30.57
P/S ratio 1.01
P/B ratio 1.92
Past 5Y EPS Growth —
This Y EPS Growth 4.80%
Next Y EPS Growth 32.82%
Next 5Y EPS Growth 15.76%
in millions of $

Dividends

Payout Ratio 0.23
Annual Dividend Rate 0.20
Annual Dividend Yield 1.45%
total individual payouts
2026 0.15
0.05
0.05
0.05
2025 0.20
0.05
0.05
0.05
0.05
2024 0.20
0.05
0.05
0.05
0.05
2023 0.20
0.05
0.05
0.05
0.05
2022 0.20
0.05
0.05
0.05
0.05
2021 0.20
0.05
0.05
0.05
0.05
2020 0.20
0.05
0.05
0.05
0.05
2019 0.20
0.05
0.05
0.05
0.05
2018 0.20
0.05
0.05
0.05
0.05
2017 0.20
0.05
0.05
0.05
0.05
2016 0.20
0.05
0.05
0.05
0.05
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 2026
Cash 2 4 3 14
Receivables 81 82 104 158
Inventory 64 71 80 112
Other 4 6 7 12
150 162 194 296
2023 2024 2025 2026
Payables 29 32 49 72
ST’ Debt 4 4 4 10
Other — — — —
77 79 97 150
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 7.90% 16.91% 11.53%
Cash Flow 9.31% 9.53% (3.80%)
Earnings 9.06% 30.93% (4.30%)
Book Value 8.78% 22.42% 26.64%

Revenue

Sep Dec Mar Jun Year
’26 — — — — —
’26 157 147 151 235 689
’25 138 148 132 155 573
’24 123 109 108 129 470
’23 127 129 117 124 497
’22 106 111 110 127 455
’21 70 76 72 97 316
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Sep Dec Mar Jun Year
’26 — — — — —
’26 1 25 7 12 44
’25 12 10 7 9 38
’24 11 9 12 11 43
’23 11 9 12 17 50
’22 (8) (9) 4 9 (4)
’21 8 6 11 3 28
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Sep Dec Mar Jun Year
’26 — — — — —
’26 0 23 6 10 39
’25 11 9 6 9 35
’24 9 7 11 10 38
’23 10 9 12 16 46
’22 (8) (9) 3 8 (6)
’21 7 5 11 3 26
in millions of $ · fiscal quarters ending in the months shown

EPS

Sep Dec Mar Jun Year
’26 — — — — —
’26 0.23 0.20 0.06 0.18 0.67
’25 0.22 0.18 0.13 0.26 0.79
’24 0.27 0.20 0.18 0.19 0.83
’23 0.22 0.22 0.16 0.28 0.88
’22 0.11 0.11 0.13 0.18 0.54
’21 0.07 0.08 0.05 0.01 0.21
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
4.99 3.12 2.48 2.50 6.31 5.41 11.44 13.32 13.77 18.09

Analyst estimates 2027–2029

Powerpack
Low Price
10.68 8.88 6.46 9.01 11.22 12.63 16.97 21.19 25.50 27.36
High Price
1,345 1,346 1,246 1,101 1,335 1,529 1,627 1,970 2,175 3,175
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
331 342 329 306 316 455 497 470 573 689
Revenue
24.71% 26.09% 22.42% 24.06% 25.02% 24.00% 27.56% 28.36% 24.73% 25.15%
Gross Margin
3 (23) (22) 12 8 19 33 33 33 31
EBT
0.93% (6.82%) (6.77%) 3.83% 2.51% 4.19% 6.71% 7.05% 5.76% 4.57%
EBT Margin
3 (20) (16) 10 6 15 26 25 24 23
Net Income
9 38 30 9 8 10 10 10 13 17
Depreciation
13.03 13.22 12.60 11.63 11.82 16.68 17.67 16.17 19.17 20.97
Revenue/Sh
0.12 (0.76) (0.63) 0.37 0.22 0.55 0.92 0.86 0.82 0.69
Earnings/Sh
0.84 0.44 0.44 1.13 1.05 (0.14) 1.76 1.49 1.27 1.34
Cash Flow/Sh
(0.14) (0.07) (0.10) 0.66 (0.08) (0.08) (0.11) (0.18) (0.11) (0.15)
Capex/Sh
0.70 0.37 0.34 1.79 0.97 (0.22) 1.65 1.31 1.16 1.19
Free CF/Sh
6.29 5.38 4.59 4.78 4.91 5.42 6.31 7.03 7.72 10.97
Book Value/Sh
25 26 26 26 27 27 28 29 30 33
Shares
75.42 0.00 0.00 17.49 36.93 11.22 13.65 16.54 20.74 38.52
PE Ratio
0.69 0.41 0.29 0.56 0.68 0.37 0.71 0.87 0.89 1.27
PS Ratio
1.44 1.00 0.79 1.35 1.63 1.14 1.99 2.00 2.20 2.42
PB Ratio
0.84 0.53 0.41 0.55 0.90 0.54 0.78 0.98 0.97 1.62
EV/Sales
15.63 18.91 14.97 3.58 10.98 (41.57) 8.36 12.07 15.96 28.49
EV/FCF
21 12 11 30 28 (4) 50 43 38 44
Op' Cash Flow
(4) (2) (3) 17 (2) (2) (3) (5) (3) (5)
Capex
18 10 9 47 26 (6) 46 38 35 39
FCF
62 68 71 51 54 82 73 83 97 146
Working Cap'
50 45 40 2 71 81 36 55 49 256
Total Debt
47 42 39 (1) 69 78 34 51 45 242
Net Debt
160 139 120 126 131 148 178 204 231 361
Sh' Equity
1.33% (8.04%) (7.59%) 5.14% 2.56% 5.03% 8.49% 7.75% 6.54% 3.68%
ROA
1.09% (7.46%) (7.84%) 6.56% 2.51% 5.86% 10.92% 8.70% 8.11% 3.98%
ROIC
1.90% (13.06%) (12.61%) 7.81% 4.57% 10.78% 15.84% 13.08% 11.21% 7.64%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Jun 2026 · latest quarter Jun 2026

LSI Industries Inc. peers in Electronic Components

All 49 Electronic Components stocks →

LSI Industries Inc. (LYTS) key facts

  • LSI Industries Inc. (LYTS) is an Electronic Components company in the Technology sector, listed on Nasdaq.
  • LSI Industries Inc.’s revenue for fiscal 2026 (year ended June 2026) was $689.4 million, up 20.2% from fiscal 2025.
  • Net income was $22.6 million, or $0.69 per share (basic), a net margin of 3.28%.
  • As of September 25, 2026, LYTS traded at $21.09, a market capitalization of $780.3 million.
  • At that price the stock trades at 30.6× trailing-twelve-month earnings and 1.0× sales.
  • LSI Industries Inc. pays an annual dividend of $0.20 per share, a yield of 1.45%, with a payout ratio of 22.7%.
  • Return on equity was 7.64% and debt-to-equity 0.71.

Source: company filings (standardised) and stockrow calculations.

LSI Industries Inc. (LYTS) Latest News

News by impact score

Fine-tune

27 Aug

3

LSI Industries Inc. reported 51% sales growth, but the Royston acquisition may conceal slower organic expansion. Questioned organic growth rate behind reported sales could affect perceptions of financial performance without altering core trajectory.

3 transcript

LSI Industries Inc. (LYTS) held its Q4 2026 earnings call, reviewing financial results, operational performance, and forward guidance. Earnings call details can shift near-term sentiment and guidance expectations but rarely alter long-term company trajectory.

3

LSI Industries Inc. addressed five key analyst questions in its Q2 earnings call, covering performance metrics, growth drivers and forward outlook. Q2 earnings call questions supply moderate detail on financial trends and strategy that may influence near-term investor views without major structural change.

24 Aug

4

LSI Industries (LYTS) stands out as a leading contender to acquire Daktronics, with potential deal synergies in LED displays and sports signage markets driving industry consolidation interest. Acquisition of Daktronics would expand LYTS market share and operations substantially in core display segments.

21 Aug

3

LSI Industries Inc. (LYTS) encounters integration challenges from recent acquisitions and ongoing margin pressures in Q2, shaping the company's future outlook. Acquisition integration issues and margin headwinds indicate moderate effects on LYTS financial performance and operational trajectory.

20 Aug

4

LSI Industries Inc reported record sales and secured strategic wins in its Q4 2026 earnings call. Record sales and strategic wins represent major positive developments that can significantly boost company trajectory and investor sentiment.

4

LSI Industries Inc. (LYTS) reports bullish Q2 CY2026 results, causing its stock to soar. Bullish Q2 earnings trigger stock surge and signal stronger financial performance ahead.

3 transcript

LSI Industries Inc. conducted its Q4 2026 earnings call, presenting financial performance and strategic updates. Q4 earnings results and forward guidance directly influence stock valuation and market expectations.

3 transcript

LSI Industries Inc. held its Q4 earnings call covering quarterly financial results, revenue figures, earnings per share, segment performance, and management outlook on future operations and market conditions. Q4 earnings call updates on financial results and outlook can moderately influence investor views and near-term stock movement.

3

LSI Industries Inc. (LYTS) missed Q4 earnings estimates. Q4 earnings miss may pressure near-term stock price and investor confidence.

3

LSI Industries Inc. released fiscal 2026 fourth quarter and full-year results and declared a quarterly cash dividend. Quarterly results and dividend declaration update financial performance and shareholder distributions.

7 Jul

3

LSI Industries (LYTS) attracts positive investor attention for three key reasons supporting its business prospects and market position. Positive coverage highlights factors that may moderately support LYTS growth and sentiment without indicating major trajectory shifts.

27 May

3

LSI Industries Inc. enters strategic partnership with Carter Thermal Industries Group to expand refrigeration solutions offering. Partnership expands refrigeration offerings with moderate effect on competitive positioning and operations.

5 May

3

LSI Industries Inc. (LYTS) maintains a resilient business model through diversified revenue streams, strong financial health, operational efficiency, and adaptability to market challenges. Resilient business model bolsters financial stability and competitive positioning amid market volatility.

24 Apr

4

LSI Industries Inc. (LYTS) delivered Q1 outperformance driven by its vertical market strategy and Royston acquisition, enhancing growth in targeted sectors. Royston acquisition and vertical market strategy fueled Q1 outperformance, marking major strategic moves to boost future performance.

4

LSI Industries Inc. (LYTS) reported strong sales growth and strategic initiatives in Q3 2026 earnings call highlights. Strong sales growth and strategic initiatives indicate major positive shifts in LYTS's financial performance and competitive positioning.

23 Apr

4

LSI Industries Inc. released Q3 2026 earnings call summary highlighting financial results, operational updates, strategic initiatives, and future guidance for investors. Earnings call summary discloses quarterly financials, guidance, and strategic shifts that significantly shape investor expectations and stock trajectory.

4

LSI Industries Inc. (LYTS) released Q3 earnings call highlights detailing financial performance, strategic updates, and forward guidance. Q3 earnings highlights provide significant insights into financial results and outlook, likely shifting investor sentiment and market performance.

4

LSI Industries Inc. (LYTS) reported upbeat Q1 CY2026 earnings, driving its stock up 10.3%. Upbeat Q1 results and 10.3% stock surge signal strong financial momentum with potential to boost investor sentiment and trajectory.

3

LSI Industries Inc. (LYTS) reported fiscal 2026 third quarter results and declared a quarterly cash dividend. Quarterly financial results and dividend declaration affect key financial performance and investor sentiment.

17 Apr

3

Wall Street names LSI Industries Inc. (LYTS) one of its favorite stocks due to impressive fundamentals, while turning down two others. Wall Street's favorable endorsement highlights strong fundamentals, likely influencing investor sentiment and moderate market performance.

24 Mar

4

LSI Industries Inc. (LYTS) completes acquisition of Royston Group, enhancing its position in LED lighting, graphics, and signage solutions. Acquisition completion marks a major strategic expansion, integrating Royston Group's expertise to strengthen LSI Industries' competitive edge and growth prospects.

18 Mar

4

LSI Industries Inc. (LYTS) delivered outstanding Q4 earnings in the electrical systems sector, firing on all cylinders with strong performance across operations. Exceptional Q4 earnings signal major positive shifts in financial performance and investor sentiment for LSI.

10 Mar

3

LSI Industries (LYTS) story shifts with new targets amid rising execution questions. New targets signal strategic evolution while execution doubts introduce moderate uncertainty to performance outlook.

28 Feb

5

LSI Industries Inc. (LYTS) will acquire Royston Group for $325 million, describing the deal as transformational for its retail solutions platform. The $325 million acquisition of Royston Group is poised to fundamentally redefine LSI Industries' retail solutions platform and long-term competitive position.

26 Feb

4

LSI Industries Inc. (LYTS) priced its underwritten public offering of common stock, aiming to raise capital through new share issuance. Public stock offering provides significant capital for growth but dilutes existing shares, substantially impacting future performance and investor sentiment.

25 Feb

4

LSI Industries Inc. (LYTS) announced a proposed public offering of common stock aiming to raise $90 million. A $90 million public stock offering represents a major capital raise that could fund growth initiatives but introduces shareholder dilution.

4

LSI Industries Inc. (LYTS) announces acquisition of Royston Group to create an integrated retail branding solutions platform of scale. The acquisition establishes LSI Industries as a scaled leader in retail branding solutions through strategic expansion.

11 Feb

4

LSI Industries Inc. (LYTS) is positioned for growth due to three key factors: a strong focus on innovation in LED lighting solutions, strategic partnerships that enhance market reach, and a commitment to sustainability that aligns with industry trends. These elements are expected to drive revenue growth and improve competitive positioning in the market. The company's strategic moves and focus on innovation are likely to significantly impact its future performance and market position.

5 Feb

4

LSI Industries Inc. (LYTS) is highlighted as a favorite stock on Wall Street due to its impressive fundamentals, which include strong financial performance and growth potential. However, the article also identifies two other stocks that are considered risky, suggesting a mixed outlook in the market. Investors are encouraged to weigh the strengths of LYTS against the risks associated with other options. Strong fundamentals and market positioning indicate significant potential for future performance.

stockrow.com/LYTS · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com