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Companies / Industrials / LSI Industries Inc.
LYTS

LSI Industries Inc.

IndustrialsElectronic Equipment
Ticker LYTSCINCINNATI, OHFiscal year ends JuneBook value per share $9.71Diluted shares 37.9M

LSI Industries Inc. (Nasdaq: LYTS) produces non-residential lighting and retail display solutions for commercial customers, including retailers, convenience stores, grocery stores, restaurants, automotive dealers, and sports and industrial facilities. Its Lighting Segment manufactures indoor and outdoor LED fixtures,… From the company’s description.

Over the twelve months to Sep 30, 2026, LSI Industries Inc. reported revenue of $758.00M, up 27.9% from a year earlier, and net income of $22.44M. Its operating margin was 5.5%, and operations generated $58.70M in cash. In fiscal 2026, it reported revenue of $689.40M, up 20.2% from fiscal 2025, and net income of $22.58M.

Fiscal year 2026 · ends 06-30Changes are against fiscal 2025The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$689.40MFY2026
+20.2% year over year
Last 12 mo $758.00M
5.57%FY2026
−0.7 percentage points
Last 12 mo 5.49%
$22.58MFY2026
−7.4% year over year
Last 12 mo $22.44M
6.26%FY2026
−4.3 percentage points
Last 12 mo 6.10%
Cash & financing
$44.15MFY2026
+15.8% year over year
Last 12 mo $58.70M
$39.01MFY2026
+12.6% year over year
Last 12 mo $53.08M
0.71FY2026
Was 0.21× a year earlier
Last 12 mo 0.65
33.7MFY2026
+9.3% year over year
Last 12 mo 37.9M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What LSI Industries Inc. does

In the company’s own words

LSI Industries Inc. (Nasdaq: LYTS) produces non-residential lighting and retail display solutions for commercial customers, including retailers, convenience stores, grocery stores, restaurants, automotive dealers, and sports and industrial facilities. Its Lighting Segment manufactures indoor and outdoor LED fixtures, poles, accessories, and lighting controls, while the Display Solutions Segment provides custom fixtures, signage, graphics, refrigerated and heated display cases, merchandising displays, and project management and installation services. The company sells lighting through distributors, sales representatives, and direct channels, and markets display programs primarily through its direct sales force. Lighting accounted for 38% of fiscal 2026 net sales, and Display Solutions accounted for 62%; total net sales were $689.4 million that year. LSI operates 23 manufacturing facilities in North America and has approximately 3,000 employees. Recent acquisitions include EMI Industries, Canada’s Best Holdings, and Royston Group, which expanded its custom fixtures, store design, signage, and food equipment offerings. Its website is www.lsicorp.com.

Company details
Sector
Industrials
Industry (SIC)
Electronic Equipment
Headquarters
CINCINNATI, OH
Fiscal year end
June
CIK
763532
SIC
3640

Financial performance, year by year

Fiscal 2012–2026 · USD
$-97.30M$135.97M$369.23M$602.49M$835.76M201220132014201520162017201820192020202120222023202420252026Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns LSI Industries Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

206
funds hold it
0 of 35
superinvestors hold it
$296.38M
held by funds, at market
30.9%
of shares held by funds

Largest fund holders · LSI Industries Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
Thrivent Small-Mid Cap Equity ETF
TSME · Thrivent ETF Trust
2.56%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.03%of fund net assets
0.50%of fund net assets
VANGUARD EXTENDED MARKET INDEX FUND
VXF · VANGUARD INDEX FUNDS
0.01%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do LSI Industries Inc. and its peers compare on margins and cash generation over ten years?”
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