The earnings call reflected a strong performance in terms of sales growth and operational efficiency, with significant achievements in product innovation and segment expansion. However, there are concerns about tariff impacts and project delays at EMI. Despite these issues, the overall outlook remains positive with continued focus on strategic growth and cross-selling opportunities.

Company Guidance

During LSI Industries' fourth quarter and full fiscal year 2025 earnings call, several key metrics highlighted their robust financial performance and strategic advancements. The company reported a 20% increase in fourth-quarter sales, contributing to a total annual sales figure of over $573 million, marking a 22% growth compared to the prior year. Adjusted EBITDA reached $55 million, approximately 10% of sales, demonstrating strong operational efficiency. The net debt leverage ratio stood at 0.8x, reflecting a healthy financial position. LSI's Lighting and Display Solutions segments both achieved double-digit growth, with the Lighting segment increasing 12% and Display Solutions up 10% organically. The company also reported a 250 basis point quarter-over-quarter improvement in adjusted EBITDA, attributed to enhanced productivity and increased demand. Free cash flow was robust, totaling $34.6 million for the year, supporting continued investment in growth and innovation. Looking ahead, LSI is focused on advancing its Fast Forward strategic plan, with a strong emphasis on cross-selling initiatives to drive sustainable growth.

Strong Sales Growth

Fourth quarter sales increased by just over 20%, driven by solid performance in both Lighting and Display Solutions segments. For the full year, total sales were over $573 million, representing a 22% increase over the prior year.

Robust Free Cash Flow and Low Debt Leverage

Free cash flow remained robust throughout the fourth quarter and the full year, resulting in a net debt leverage ratio of 0.8x.

Successful Product Launches

Launched over 25 new products in the Lighting segment, notably the V-LOCITY Lighting product, which was a resounding success.

Record Performance in Display Solutions

Display Solutions segment sales increased 28% in Q4, with organic growth of 10%. This segment concluded a record year with strong growth in refueling c-store and grocery verticals.

Operational Efficiency and Margin Improvement

Adjusted EBITDA for the year increased to $55 million, with significant improvements in productivity and margins.

Lsi Industries (LYTS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LYTS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2026 (Q1)	0.28 / -	0.26	―	―	―
Aug 21, 2025	2025 (Q4)	0.22 / 0.34	0.24	41.67% (+0.10)
Apr 24, 2025	2025 (Q3)	0.18 / 0.20	0.21	-4.76% (>-0.01)
Jan 23, 2025	2025 (Q2)	0.20 / 0.26	0.21	23.81% (+0.05)
Nov 07, 2024	2025 (Q1)	0.22 / 0.26	0.29	-10.34% (-0.03)
Aug 15, 2024	2024 (Q4)	0.21 / 0.24	0.3	-20.00% (-0.06)
Apr 25, 2024	2024 (Q3)	0.15 / 0.21	0.19	10.53% (+0.02)
Jan 25, 2024	2024 (Q2)	0.14 / 0.21	0.26	-19.23% (-0.05)
Nov 01, 2023	2024 (Q1)	0.24 / 0.29	0.25	16.00% (+0.04)
Aug 17, 2023	2023 (Q4)	0.18 / 0.30	0.21	42.86% (+0.09)

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
Aug 21, 2025	$19.26	$20.36	+5.71%
Apr 24, 2025	$15.73	$14.63	-6.99%
Jan 23, 2025	$19.63	$24.53	+24.96%
Nov 07, 2024	$17.96	$18.93	+5.40%

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 (LYTS) report earnings?

Lsi Industries (LYTS) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Lsi Industries (LYTS) earnings time?

Lsi Industries (LYTS) earnings time is at Oct 29, 2025, 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 (Q1) is 0.28.

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