LSI INDUSTRIES INC · Electric Lighting & Wiring Equipment

LYTS

Low riskNext report: Around Nov 5 (est.)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 51% in the latest quarter vs a year ago
Profitable
Sales up 22% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 14% to their holdings in the quarter ending June 2026 (96 bought, 84 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$20.60+1.7% that day

Company value: $768M; Share price times all shares
Price vs profit (P/E): 30.7x; You pay about $31 for each $1 of yearly profit
Price vs sales: 1.1x; Company value is 1.1 times a year of sales
Dividend yield: 1.0%; Yearly dividend as a share of today's price
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 4%; Debt as a share of company value

From LYTS's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$234.6M+51% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $689.4M, up 20% from the 12 months before. Over 5 years, sales grew about 13% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of LYTS. Starting points are the company's recent numbers.

Sales growth+20% a yearRecently: +20% a yearProfit margin3%Last 12 months: 3.3%P/E at the end31xToday: 30.7x. Many steady companies trade at 12x to 25xShare count change+3% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.7B

Profit in 5 years$51M

Price these guesses point to$36.93+79% vs $20.60 todayAbout +12% a year, before dividends

What today's price needs: with a 3% margin and a 31x P/E, sales would have to grow about 6.8% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

1/5Weak

MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.4.3%
MissProfitable every yearSteady profits, not one good year.8 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$34.7M
MissShare count not growingNot diluting owners. Falling means buybacks.+10.1% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.24.7%

Revenue: $573.4M; +22.1% vs prior year
5-year growth: +13.4%/yr; revenue, per year
Total debt: $27.9M
Current ratio: 2.15x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, debt under half of equity. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 20

Revenue: $234.6M; +51.3% YoY
EPS: $0.18; vs $0.26
Op. margin: 6.2%; -1.5 pts
Gross margin: 24.5%; -1.6 pts
Free cash flow: $9.8M
Share count: +22.1%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 2.2
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+13.8%

Institutions added 13.8% to their holdings. 96 bought, 84 sold. 4 quarters of net buying in a row.

Shares held by institutions33.6M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+9.3%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.7x · $255.9M debt

Shares outstandingLatest reported

37M

Why low risk

Share count growing 9.3% a year

Earnings reports

Last 12

Next reportAround Nov 5 (est.)Estimated from the same quarter last year

Results filedAug 20
Results filedApr 23
Results filedJan 22
Results filedNov 6, 2025
Results filedAug 21, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Aug 14 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Proxy statementOct 9 · Form DEF 14A ↗DEFA14AOct 9 · Form DEFA14A ↗ARSOct 9 · Form ARS ↗

Stock awardThomas A CanerisEVP, HR and General Counsel

1,808 shares

+1% of holdings
Now owns 165,460 shares
Filed 1 day after trade

Sep 30Form 4 ↗

Stock awardJames E GaleeseExecutive VP; CFO

1,137 shares

+1% of holdings
Now owns 80,549 shares
Filed 1 day after trade

Sep 30Form 4 ↗

Stock awardJames Anthony ClarkCEO and President, Director

3,353 shares

+2% of holdings
Now owns 220,719 shares
Filed 1 day after trade

Sep 30Form 4 ↗

Annual reportSep 3 · Form 10-K ↗

SoldThomas A CanerisEVP, HR and General Counsel

3,170 shares at $20.28 · $64K

-4% of holdings
Now owns 73,109 shares
Not a pre-planned sale
Filed 1 day after trade

Aug 26Form 4 ↗

SoldJames Anthony ClarkCEO and President, Director

13,907 shares at $20.28 · $282K

-2% of holdings
Now owns 595,734 shares
Not a pre-planned sale
Filed 1 day after trade

Aug 26Form 4 ↗

SoldJames E GaleeseExecutive VP; CFO

4,778 shares at $20.28 · $97K

-3% of holdings
Now owns 185,962 shares
Not a pre-planned sale
Filed 1 day after trade

Aug 26Form 4 ↗

Insider tradeAug 26 · Form 4 ↗Insider tradeAug 26 · Form 4 ↗Insider tradeAug 26 · Form 4 ↗Leadership changeAug 25 · Form 8-K ↗Insider tradeAug 24 · Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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