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Lsi Industries (LYTS)
NASDAQ:LYTS
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Lsi Industries (LYTS) Price & Analysis

252 Followers

LYTS Stock Chart & Stats

$23.23
$0.02(0.09%)
At close: 4:00 PM EDT
$23.23
$0.02(0.09%)

Bulls Say, Bears Say

Bulls Say
Revenue Growth & Improved ProfitabilitySustained top-line expansion and recent margin improvement indicate stronger product adoption and pricing power across segments. Durable revenue growth supports operating leverage, funds reinvestment and strategic initiatives, and reduces reliance on any single vertical over the next several quarters.
Strong Free Cash Flow GenerationConsistent and growing free cash flow underpins capital allocation flexibility—supporting dividends, acquisition funding and debt reduction. High cash conversion versus net income improves earnings quality and gives management room to execute medium-term deleveraging and integration plans.
Transformational Royston Acquisition & ScaleAcquiring Royston materially expands manufacturing footprint, product scope and customer access, creating a one-stop retail solutions platform. The scale and cross-sell opportunities into grocery, refueling and c-store verticals support durable revenue diversification and potential margin tailwinds.
Bears Say
Elevated Leverage Post-AcquisitionMaterial increase in leverage after the Royston transaction reduces financial flexibility and raises interest and refinancing risk. If end-market activity softens or cash conversion weakens, higher debt amplifies downside and constrains the pace of targeted deleveraging and opportunistic investments.
Lighting Segment Weakness & Timing DelaysProlonged quote-to-order cycles and near-term Lighting softness heighten revenue cyclicality and working-capital volatility. Structural delays in project conversion can compress margins and hinder predictable cash flow timing, making near-term operational planning and capacity utilization more difficult.
Integration & Execution Risk From RoystonIntegrating a large, multi-facility business adds complexity to operations, IT and reporting. Execution missteps could erode projected synergies, inflate costs and delay margin improvement or deleveraging, making the expected structural benefits contingent on effective integration execution.

Lsi Industries News

LYTS FAQ

What was Lsi Industries’s price range in the past 12 months?
Lsi Industries lowest stock price was $17.20 and its highest was $27.36 in the past 12 months.
    What is Lsi Industries’s market cap?
    Lsi Industries’s market cap is $858.70M.
      When is Lsi Industries’s upcoming earnings report date?
      Lsi Industries’s upcoming earnings report date is Aug 13, 2026 which is in 11 days.
        How were Lsi Industries’s earnings last quarter?
        Lsi Industries released its earnings results on Apr 23, 2026. The company reported $0.28 earnings per share for the quarter, beating the consensus estimate of $0.183 by $0.097.
          Is Lsi Industries overvalued?
          According to Wall Street analysts Lsi Industries’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Lsi Industries pay dividends?
            Lsi Industries pays a Quarterly dividend of $0.05 which represents an annual dividend yield of 0.86%. See more information on Lsi Industries dividends here
              What is Lsi Industries’s EPS estimate?
              Lsi Industries’s EPS estimate is 0.35.
                How many shares outstanding does Lsi Industries have?
                Lsi Industries has 36,712,402 shares outstanding.
                  What happened to Lsi Industries’s price movement after its last earnings report?
                  Lsi Industries reported an EPS of $0.28 in its last earnings report, beating expectations of $0.183. Following the earnings report the stock price went up 9.465%.
                    Which hedge fund is a major shareholder of Lsi Industries?
                    Currently, no hedge funds are holding shares in LYTS
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Lsi Industries

                      LSI Industries Inc. provides non-residential lighting and retail display solutions to customers across the United States, Canada, Mexico, Australia, and Latin America. The company's operations are organized into two key segments: Lighting and Display Solutions. The Lighting segment is responsible for the manufacturing, marketing, and sale of illumination products for commercial and institutional outdoor and indoor environments. This division also furnishes sophisticated lighting control systems, including sensors, photocontrols, dimmers, motion detection, and Bluetooth integration. Furthermore, it designs, engineers, and produces electronic circuit boards, assemblies, and sub-assemblies. The Display Solutions segment specializes in the creation, sale, and installation of exterior and interior visual branding and merchandising elements. Its extensive product range includes printed and structural graphics, digital signage, menu board systems, various display fixtures, and both refrigerated and non-refrigerated custom displays. Specific examples encompass signage and canopy graphics, pump dispenser graphics, building fascia graphics, decals, interior marketing visuals, aisle markers, and wall murals. Beyond products, this segment delivers comprehensive program management services, such as installation oversight, site surveys, permitting, and content management, vital for executing large-scale rollout programs. LSI Industries serves a broad spectrum of markets, including petroleum and convenience stores, parking lots and garages, quick-service restaurants, retail and grocery establishments, automotive businesses, warehouses, and sports complexes. The company, founded in 1976, is headquartered in Cincinnati, Ohio.

                      Lsi Industries (LYTS) Earnings & Revenues

                      LYTS Company Deck

                      LYTS Earnings Call

                      Q3 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented a number of strong operational and financial positives: double-digit consolidated revenue growth (14% Y/Y), EPS and adjusted EBITDA expansion, robust free cash flow, meaningful outperformance in Display Solutions (notably grocery and C-store order strength), and an accretive strategic acquisition (Royston) that supports a larger pro forma revenue run rate. Offsetting items were limited to near-term softness in the Lighting segment (expected Q4 mid-single-digit decline), some weakness in QSR verticals, timing delays on quote-to-order conversions, and short-term integration/resource risks from the Royston acquisition. Overall, management framed results and outlook with confidence, citing disciplined integration plans, margin focus and continued momentum in key verticals.View all LYTS earnings summaries

                      LYTS Stock 12 Month Forecast

                      Average Price Target

                      $30.00
                      ▲(29.14% Upside)
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9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":22.728,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":17.901,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n   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