Lsi Industries Inc. (LYTS)
NASDAQ:LYTS
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Earnings Data
Report Date
Aug 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.35Last Year’s EPS
0.34Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Revenue Growth — Q3
Total sales increased 14% year-over-year to $150.5 million in Fiscal Q3; comparable sales excluding the 6-day Royston stub rose 9% versus prior year.
Earnings Improvement
Adjusted EPS rose to $0.28 (or $0.27 excluding Royston) versus $0.20 in the prior-year quarter, a $0.07 improvement year-over-year.
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA was $15.0 million (10.0% of sales). Excluding Royston, adjusted EBITDA was $14.1 million with a 9.8% margin, an increase of 130 basis points versus last year.
Strong Free Cash Flow and Cash Conversion
Free cash flow for the quarter was $11.8 million (excluding acquisition-related costs), demonstrating continued high conversion of earnings into cash.
Display Solutions Segment Outperformance
Display Solutions (ex-Royston stub) saw sales increase 14% and adjusted operating income increase 64% year-over-year. Grocery orders were up 20% with backlog above prior year; refueling C-store orders were double digits above prior year with book-to-bill >1, including an awarded program worth over $5 million to be completed this calendar year.
Strategic Acquisition of Royston — Accretive
Acquisition of Royston announced and integrated as a Display Solutions addition (6-day stub included in Q3). Management described Royston as accretive to margins and an important capability and customer access enhancer; pro forma run-rate revenue approaching ~$900 million.
Disciplined Capital and Leverage Position
Post-transaction pro forma TTM net debt-to-EBITDA is 2.7x, reflecting acquisition financing while maintaining a manageable leverage profile according to management commentary.
LYTS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LYTS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $20.67 | $22.62 | +9.46% |
Jan 22, 2026 | $20.29 | $23.15 | +14.08% |
Nov 06, 2025 | $22.83 | $20.50 | -10.18% |
Aug 21, 2025 | $19.12 | $20.21 | +5.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lsi Industries Inc. (LYTS) report earnings?
Lsi Industries Inc. (LYTS) is schdueled to report earning on Aug 13, 2026, Before Open (Confirmed).
What is Lsi Industries Inc. (LYTS) earnings time?
Lsi Industries Inc. (LYTS) earnings time is at Aug 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LYTS EPS forecast?
LYTS EPS forecast for the fiscal quarter 2026 (Q4) is 0.35.