LSI Industries, Inc. (LYTS)
NASDAQInformation TechnologyElectrical Equipment & PartsSnapshot 2026-11-04
$17.79-16.83%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyElectrical Equipment & PartsSnapshot 2026-11-04
QuarterlyIQ Insights · LYTS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Looking ahead, our focus remains on delivering above-average market growth in both new and existing vertical markets, driving operating leverage through scale and productivity gains, and prioritizing…
Stated in 1 of 2 supplied quarters. Management reported: “Page 2 of 10 LSI Industries Fiscal 2026 Third Quarter Results April 23, 2026 “Our Display Solutions segment had an exceptional quarter, as sales increased 23% versus the prior year, and 14% excluding the Royston stub period impact.” ““Our Lighting segment delivered 2% sales growth in the third quarter, as less favorable weather conditions in the early part of the calendar year impacted outdoor lighting project activity,” noted Clark.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Looking ahead, our focus remains on delivering above-average market growth in both new and existing vertical markets, driving operating leverage through scale and productivity gains, and prioritizing…”
The addition of Royston is expected to accelerate our growth across targeted vertical markets, expand our suite of solutions within higher margin product categories, and further establishes LSI as th…
Stated in 1 of 2 supplied quarters. Management reported: “FISCAL 2026 THIRD QUARTER RESULTS ● Completed the acquisition of Royston Group on March 24, 2026 ● Net Sales of $150.5 million, +14% y/y; net sales excluding Royston +9% y/y ● Net Income $2.1 million; Adjusted Net Income $9.6 million, +52% y/y ● Diluted EPS of $0.06; Adjusted Diluted EPS of $0.28 ● EBITDA of $7.5 million; Adjusted EBITDA of $15.0 million, +34% y/y ● Ratio of net debt to TTM proforma Adjusted EBITDA 2.7x During the fiscal third quarter, LSI reported net sales of $150.5 million, an increase of 14% versus the prior-year period, including six days of contribution from the Royston Group (“Royston”) acquisition.”
“The addition of Royston is expected to accelerate our growth across targeted vertical markets, expand our suite of solutions within higher margin product categories, and further establishes LSI as th…”
Looking ahead, our focus remains on delivering above-average market growth in both new and existing vertical markets, driving operating leverage through scale and productivity gains, and prioritizing…
Stated in 1 of 2 supplied quarters. Management reported: “During the third quarter, we continued to apply strategic price actions in response to shifts in material input costs, resulting in a year-over-year 30 basis-point improvement in adjusted gross margin.” “Segment adjusted operating income excluding Royston increased 64% versus prior year, with the gross margin rate improving by 230 basis points.”
“Looking ahead, our focus remains on delivering above-average market growth in both new and existing vertical markets, driving operating leverage through scale and productivity gains, and prioritizing…”
Looking ahead, our focus remains on delivering above-average market growth in both new and existing vertical markets, driving operating leverage through scale and productivity gains, and prioritizing…
Stated in 1 of 2 supplied quarters. Management reported: “Looking ahead, our focus remains on delivering above-average market growth in both new and existing vertical markets, driving operating leverage through scale and productivity gains, and prioritizing capital allocation toward high return growth initiatives, and a balanced return on capital program, consistent with the priorities detailed in our Fast Forward strategy.”” “The Company declared a regular cash dividend of $0.05 per share payable on May 12, 2026, to shareholders of record on May 4, 2026.”
“Looking ahead, our focus remains on delivering above-average market growth in both new and existing vertical markets, driving operating leverage through scale and productivity gains, and prioritizing…”
Ahead of the planned retirement, LSI has initiated a formal search process for his successor.
Stated in 1 of 2 supplied quarters. Management reported: “Ahead of the planned retirement, LSI has initiated a formal search process for his successor.” “LSI intends to name a successor to Mr. Galeese during the first half of calendar year 2027.”
“Ahead of the planned retirement, LSI has initiated a formal search process for his successor.”
Over the trailing year it converted 1.19x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4167).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-04.