LSI Industries Inc. (LYTS)
Nasdaq · Electric Lighting & Wiring Equipment · Manufacturing · CIK 763532 · fiscal year ends in Jun
Closing price $20.65 on 29 Oct 2026; 52-week range $17.25 to $26.80.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $689.4M
- Revenue growth
- 20.2%
- Net income, last twelve months
- $22.6M
- Earnings per share
- $0.67
- Gross margin
- 25.1%
- Operating margin
- 5.6%
- Net margin
- 3.3%
- Free cash flow
- $39.0M
- Return on equity
- 6.3%
- Market value
- $763.5M
- Price to earnings
- 30.8x
- Dividend yield
- 1.0%
- Cash
- $14.2M
- Debt
- $255.9M
- Debt to equity
- 0.71
- Shares outstanding
- 37.0M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2026 | 30 Jun 2026 | $689.4M | $38.4M | $22.6M | $0.67 | $39.0M | 10-K filed 3 Sep 2026 |
| FY2025 | 30 Jun 2025 | $573.4M | $35.8M | $24.4M | $0.79 | $34.7M | 10-K filed 11 Sep 2025 |
| FY2024 | 30 Jun 2024 | $469.6M | $35.5M | $25.0M | $0.83 | $38.0M | 10-K filed 11 Sep 2024 |
| FY2023 | 30 Jun 2023 | $497.0M | $37.0M | $25.8M | $0.88 | $46.4M | 10-K filed 8 Sep 2023 |
| FY2022 | 30 Jun 2022 | $455.1M | $21.2M | $15.0M | $0.54 | -$6.0M | 10-K filed 8 Sep 2023 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q4 FY2026 | 30 Jun 2026 | $234.6M | $6.9M | $0.18 |
| Q3 FY2026 | 31 Mar 2026 | $150.5M | $2.1M | $0.06 |
| Q2 FY2026 | 31 Dec 2025 | $147.0M | $6.3M | $0.20 |
| Q1 FY2026 | 30 Sep 2025 | $157.2M | $7.3M | $0.23 |
| Q4 FY2025 | 30 Jun 2025 | $155.1M | $8.2M | $0.26 |
| Q3 FY2025 | 31 Mar 2025 | $132.5M | $3.9M | $0.13 |
| Q2 FY2025 | 31 Dec 2024 | $147.7M | $5.6M | $0.18 |
| Q1 FY2025 | 30 Sep 2024 | $138.1M | $6.7M | $0.22 |
Company events
The newest 8-K filings of 211 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 25 Aug 2026 | 8-K | Leadership change | 5.02 |
| 20 Aug 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 20 Aug 2026 | 8-K | Leadership change | 5.02, 9.01 |
| 23 Apr 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 24 Mar 2026 | 8-K | Deal completed, Material agreement, New debt, Investor update | 1.01, 2.01, 2.03, 7.01, 9.01 |
| 2 Mar 2026 | 8-K | Material agreement, Other events | 1.01, 8.01, 9.01 |
| 25 Feb 2026 | 8-K | Material agreement, Investor update, Other events | 1.01, 7.01, 8.01, 9.01 |
| 22 Jan 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 10 Nov 2025 | 8-K | Shareholder vote | 5.07 |
| 6 Nov 2025 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 5 Nov 2025 | 8-K | Material agreement, New debt | 1.01, 2.03, 9.01 |
| 26 Aug 2025 | 8-K | Leadership change | 5.02 |
Every filing
The newest filings with the SEC of 527 held.
| Filed | Form | Period |
|---|---|---|
| 9 Oct 2026 | ARS | 30 Jun 2026 |
| 9 Oct 2026 | DEFA14A | – |
| 9 Oct 2026 | DEF 14A | 24 Nov 2026 |
| 3 Sep 2026 | 10-K | 30 Jun 2026 |
| 25 Aug 2026 | 8-K | 19 Aug 2026 |
| 20 Aug 2026 | 8-K | 20 Aug 2026 |
| 20 Aug 2026 | 8-K | 19 Aug 2026 |
| 5 Jun 2026 | 8-K/A | 24 Mar 2026 |
| 29 May 2026 | SD | – |
| 8 May 2026 | 10-Q | 31 Mar 2026 |
| 23 Apr 2026 | 8-K | 23 Apr 2026 |
| 25 Mar 2026 | D | – |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 26 Aug 2026 | Galeese James E, Executive VP; CFO | Sale outside a trading plan | 4,778 | $20.28 | $96.9K | 185,962 | 27 Aug 2026 |
| 26 Aug 2026 | Clark James Anthony, CEO and President | Sale outside a trading plan | 13,907 | $20.28 | $282.0K | 595,734 | 27 Aug 2026 |
| 26 Aug 2026 | Caneris Thomas A, EVP, HR and General Counsel | Sale outside a trading plan | 3,170 | $20.28 | $64.3K | 73,109 | 27 Aug 2026 |
| 25 Aug 2026 | Galeese James E, Executive VP; CFO | Sale outside a trading plan | 8,269 | $20.09 | $166.1K | 190,740 | 26 Aug 2026 |
| 25 Aug 2026 | Clark James Anthony, CEO and President | Sale outside a trading plan | 23,706 | $20.09 | $476.3K | 609,641 | 26 Aug 2026 |
| 25 Aug 2026 | Caneris Thomas A, EVP, HR and General Counsel | Sale outside a trading plan | 5,560 | $20.09 | $111.7K | 76,279 | 26 Aug 2026 |
| 24 Aug 2026 | Galeese James E, Executive VP; CFO | Sale outside a trading plan | 8,141 | $19.78 | $161.0K | 199,009 | 26 Aug 2026 |
| 24 Aug 2026 | Clark James Anthony, CEO and President | Sale outside a trading plan | 23,340 | $19.78 | $461.7K | 633,347 | 26 Aug 2026 |
| 24 Aug 2026 | Caneris Thomas A, EVP, HR and General Counsel | Sale outside a trading plan | 5,474 | $19.78 | $108.3K | 81,839 | 26 Aug 2026 |
| 24 Aug 2026 | Marshall Ernest W Jr, Director | Purchase | 1,300 | $19.77 | $25.7K | 27,943 | 24 Aug 2026 |
| 24 Aug 2026 | Marshall Ernest W Jr, Director | Purchase | 700 | $19.65 | $13.8K | 28,643 | 24 Aug 2026 |
| 1 Jun 2026 | Ogara Wilfred T, Director | Sale outside a trading plan | 10,369 | $24.09 | $249.8K | 103,686 | 13 Jul 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 1 Jun 2026 | WILFRED O'GARA, Director | 10,369 | $249.8K | 1 Jun 2026 |
| 28 May 2026 | THOMAS CANERIS, Officer | 109,226 | $2.7M | 28 May 2026 |
| 28 May 2026 | JAMES GALEESE, Officer | 136,578 | $3.3M | 28 May 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 14 Aug 2026 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 13G amended | 6.68% | 2.4M |
| 29 Jul 2026 | BlackRock, Inc. | 13G amended | 7% | 2.6M |
| 22 Jul 2026 | ROYCE & ASSOCIATES LP | 13G | 5% | 1.8M |
| 8 Jul 2026 | FMR LLC | 13G | 10.9% | 4.0M |
| 27 Apr 2026 | BlackRock, Inc. | 13G amended | 5.4% | 2.0M |
| 27 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 10 Feb 2026 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 13G | 8.5% | 2.6M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 3.4M | +7.27% | 10.33 |
| 30 Sep 2026 | 3.1M | +9.82% | 7.42 |
| 15 Sep 2026 | 2.9M | +8.69% | 7.07 |
| 31 Aug 2026 | 2.6M | +11.86% | 4.63 |
| 14 Aug 2026 | 2.3M | +0.63% | 9.35 |
| 31 Jul 2026 | 2.3M | +10.08% | 10.34 |
| 15 Jul 2026 | 2.1M | +0.83% | 8.64 |
| 30 Jun 2026 | 2.1M | +16.5% | 4.2 |
Funds that hold it
From each fund's latest Form 13F.
210 funds held it at 30 Jun 2026: 91 added and 48 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| FMR LLC | 3,986,196 | $106.0M | +3,777,681 |
| BlackRock, Inc. | 2,713,253 | $72.1M | +591,702 |
| Systematic Financial Management LP | 2,378,908 | $63.2M | -124,240 |
| Royce & Associates LP | 1,836,591 | $48.8M | +318,242 |
| Vanguard Capital Management LLC | 1,556,802 | $41.4M | +94,413 |
| AltraVue Capital, LLC | 1,391,553 | $37.0M | -62,310 |
| Wellington Management Group LLP | 1,372,841 | $36.5M | +70,033 |
| Dimensional Fund Advisors LP | 1,366,433 | $36.3M | -97,689 |
| Thrivent Financial for Lutherans | 1,013,342 | $26.9M | +39,514 |
| Geode Capital Management, LLC | 908,007 | $24.1M | +184,019 |
Peers
Companies in the same industry.
- Acuity Inc. (De) (AYI): revenue $4.6B, market value $9.7B