Stocks Consumer discretionary LYTS
NASDAQ · Consumer discretionaryLsi Industries Inc (LYTS)
Lsi Industries Inc brought in $758M of revenue over the twelve months to September 30, 2026, up 27.9% from a year earlier. Net income was $22.4M, a net margin of 3.0%. Operating cash flow minus capital spending left $39M of free cash flow in fiscal 2026. At September 30, 2026 it held $12.8M in cash against $240.2M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 6, 2026.
Key facts about Lsi Industries Inc
- Net worth
- Lsi Industries Inc has a market value (market cap) of $591.4M at the latest share price, and shareholders' equity of $368M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $689.4M (+20.2% year on year), with net income of $22.6M. Over the 12 months to September 30, 2026: revenue $758M, net income $22.4M.
- Cash flow
- In fiscal 2026 operations brought in $44.1M of cash; after $5.1M of capital spending, free cash flow was $39M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 6, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Lsi Industries Inc's next report is expected around January 21, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Lsi Industries Inc paid dividends of $0.20 per share in fiscal 2026, a yield of 1.24% at the current price.
What Lsi Industries Inc does
Lsi Industries Inc is registered with the SEC under industry code SIC 3640 (Electric Lighting & Wiring Equipment). Its shares trade on NASDAQ under the ticker LYTS.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $689.4M | $22.6M | $0.67 | $39M |
| 2025 | $573.4M | $24.4M | $0.79 | $34.7M |
| 2024 | $469.6M | $25M | $0.83 | $38M |
| 2023 | $497M | $25.8M | $0.88 | $46.4M |
| 2022 | $455.1M | $15M | $0.54 | -$6M |
| 2021 | $315.6M | $5.9M | $3.78 | $25.8M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where LYTS ranks in Consumer discretionary
Dividends
Lsi Industries Inc paid $0.20 per share in fiscal 2026. At the current price that is a yield of 1.24%. It paid out $6.5M in cash dividends, 29% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2026 | $0.20 | $6.5M | 29% |
| 2025 | $0.20 | $6M | 24% |
| 2024 | $0.20 | $5.7M | 23% |
| 2023 | $0.20 | $5.4M | 21% |
| 2022 | $0.20 | $5.3M | 35% |
| 2021 | $0.20 | $5.3M | 90% |
Latest SEC filings
What Lsi Industries Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 6, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 44% to $225.9M versus the same quarter last year; diluted EPS $0.19 versus $0.23.
- November 5, 2026Passive stake changed SCHEDULE 13G/A
- November 5, 2026
- October 30, 2026Additional proxy material DEFA14A
- October 9, 2026
- October 9, 2026Additional proxy material DEFA14A
- October 9, 2026Proxy statement DEF 14A
- September 3, 2026Annual report 10-K · period to June 30, 2026Revenue rose 20% to $689.4M versus the prior year; diluted EPS $0.67 versus $0.79.
- August 25, 2026
- August 20, 2026
What is LYTS worth? A DCF from its reported cash flow
Insider trades
What the people running Lsi Industries Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders bought $39.5K and sold $1.9M worth of shares in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 30, 2026 | Caneris Thomas AEVP, HR and General Counsel | Received as pay | 1,808 | - |
| September 30, 2026 | Galeese James EExecutive VP; CFO | Received as pay | 1,137 | - |
| September 30, 2026 | Clark James AnthonyCEO and President, Director | Received as pay | 3,353 | - |
| August 26, 2026 | Caneris Thomas AEVP, HR and General Counsel | Sold | 3,170 | $64.3K |
| August 26, 2026 | Clark James AnthonyCEO and President, Director | Sold | 13,907 | $282K |
| August 26, 2026 | Galeese James EExecutive VP; CFO | Sold | 4,778 | $96.9K |
| August 25, 2026 | Caneris Thomas AEVP, HR and General Counsel | Sold | 5,560 | $111.7K |
| August 25, 2026 | Clark James AnthonyCEO and President, Director | Sold | 23,706 | $476.3K |
Who owns LYTS
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 10.9% | July 8, 2026 |
| Systematic Financial Management LP13G, passive | 6.68% | August 14, 2026 |
| Royce & Associates LP13G, passive | 5% | July 22, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 174 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 3,986,196 | +3,777,681 |
| BlackRock, Inc. | 2,713,253 | +591,702 |
| Systematic Financial Management LP | 2,378,908 | -124,240 |
| Royce & Associates LP | 1,836,591 | +318,242 |
| Vanguard Capital Management LLC | 1,556,802 | +94,413 |
| AltraVue Capital, LLC | 1,391,553 | -62,310 |
| Wellington Management Group Llp | 1,372,841 | +70,033 |
| Dimensional Fund Advisors LP | 1,366,433 | -97,689 |
| Geode Capital Management, LLC | 908,007 | +184,019 |
| Boston Partners | 802,988 | +17,819 |
| Juniper Investment Company, LLC | 781,399 | +10,650 |
| State Street Corp | 779,806 | +151,464 |
| Owls Nest Partners IA, LLC | 728,895 | new |
| Kennedy Capital Management LLC | 708,793 | +34,980 |
| First Eagle Investment Management, LLC | 681,648 | +396,226 |
| Renaissance Technologies LLC | 604,122 | -183,830 |
| WealthTrust Axiom LLC | 569,344 | -6,990 |
| Legato Capital Management LLC | 395,601 | +2,689 |
| Northern Trust Corp | 326,589 | +77,558 |
| Charles Schwab Investment Management Inc | 326,583 | +47,479 |
Insiders
9 insiders reported holding 908,955 shares in total, about $14.6M at the last price.
| Holder | Shares |
|---|---|
| Clark James AnthonyCEO and President, Director | 220,719 |
| Caneris Thomas AEVP, HR and General Counsel | 165,460 |
| Ogara Wilfred TDirector | 110,977 |
| Beech Robert P.Director | 107,006 |
| Galeese James EExecutive VP; CFO | 80,549 |
| Brown Ronald DDirector | 79,228 |
| Hanson AmyDirector | 72,309 |
| Lenard Chantel EDirector | 44,064 |
| Marshall Ernest W JrDirector | 28,643 |
Questions about LYTS
What does Lsi Industries Inc do?
Lsi Industries Inc is a company in the Consumer discretionary sector, listed on NASDAQ as LYTS. Its shares trade on NASDAQ under the ticker LYTS.
What is Lsi Industries Inc's net worth?
Lsi Industries Inc has a market value (market cap) of $591.4M at the latest share price, and shareholders' equity of $368M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Lsi Industries Inc profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $22.4M on revenue of $758M, a net margin of 3.0%.
How much revenue does Lsi Industries Inc make?
Over the twelve months to September 30, 2026 Lsi Industries Inc reported revenue of $758M. That is 27.9% more than a year earlier.
When did Lsi Industries Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 6, 2026. It covers the period to September 30, 2026.
When is Lsi Industries Inc's next earnings report?
Lsi Industries Inc's next report is expected around January 21, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Lsi Industries Inc pay a dividend?
Yes. Lsi Industries Inc paid dividends of $0.20 per share in fiscal 2026, a yield of 1.24% at the current price.
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Where the numbers come from
Financial figures are the values Lsi Industries Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.