LSI Industries

LSI Industries, Inc. engages in the provision a variety of lighting solutions. It operates through the following business segments: Lighting and Graphics. The Lighting segment manufactures and markets outdoor and indoor lighting for the commercial, industrial and multi-site retail markets, including the petroleum or convenience store market. The Graphics segment fabricates and sells exterior and interior visual image elements related to graphics. The company was founded by Robert J. Ready, James P. Sferra, and Donald E. Whipple in 1976 and is headquartered in Cincinnati, OH.

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Earnings data Q1 2026

Earnings data Q2 2026

Earnings data Q3 2026

Earnings data Q4 2026

LSI Industries reports robust Q4 earnings, eyes growth opportunities

LSI Industries delivered strong financial performance with notable increases in operating income and adjusted EBITDA.
The company's focus on organic growth, disciplined capital allocation, and customer loyalty bode well for future success.
Challenges include managing different business profiles of Lighting and Display Solutions and quote-to-order conversion periods.
Opportunities lie in the refrigerated display and security markets for market share growth and recurring revenue expansion.

LSI Industries reports robust Q1 results, eyes growth opportunities ahead

LSI Industries' Q1 performance was strong, with growth in key financial metrics and operational areas. The company faces challenges related to seasonality, supply chain disruptions, and quote-to-conversion times. However, opportunities lie in product success, brand refresh programs post-merger, and ongoing high quote activity. Margin improvement initiatives and M&A considerations demonstrate a strategic focus on growth.

LSI Industries reports improved margins and strategic growth initiatives

LSI Industries showcased resilience in the face of challenges, with a focus on enhancing margins and introducing innovative products. The company's financial performance remained solid, supported by strategic investments and a commitment to organic growth. Optimism surrounding potential M&A opportunities and the ability to manage supply chain disruptions were key highlights of the earnings call.

LSI Industries reports mixed Q3 results, acquires EMI for growth

LSI Industries reported a mixed performance in Q3 2024, with total sales down but adjusted net income up year-over-year. The acquisition of EMI Industries aligns with the company's growth strategy towards $800 million in sales by 2028.
Despite challenges like supply chain disruptions, LSI demonstrated strengths in improving financial metrics and market performance. Opportunities lie in leveraging the EMI acquisition for growth and enhancing operational efficiency.
To navigate challenges and capitalize on opportunities, LSI Industries must focus on managing supply chain disruptions, addressing sales decline, and executing the EMI integration effectively.

LSI Industries reports robust Q4 performance, eyes growth through innovation

LSI Industries delivered strong financial performance in Q4 2024, with sales and adjusted EBITDA showing notable increases. The company's strategic initiatives, including the acquisition of EMI Industries and product expansion efforts, are driving growth and margin enhancement. While challenges exist in integration and operational efficiency, LSI Industries is well-positioned to leverage opportunities in vertical markets and innovation for sustained profitability.

LSI Industries reports robust Q2 performance and eyes strategic growth

LSI Industries' Q2 2025 performance reflects resilience and growth potential, driven by strong sales, operational efficiency, and strategic initiatives.
The company's focus on innovation, market responsiveness, and internal capabilities positions it well for future expansion and competitive advantage.
While facing challenges in order management and potential M&A integration, LSI Industries is poised to capitalize on opportunities in key market segments and strategic growth initiatives.

LSI Industries reports strong Q3 sales growth amidst strategic shifts

LSI Industries delivered robust sales growth driven by Display Solutions, while actively managing challenges in the Lighting segment and tariff impacts. Strategic shifts towards domestic sourcing, proactive tariff management strategies, and active M&A engagement position the company for resilience and growth. Opportunities lie in product innovation, market expansion, and optimizing supply chain efficiencies to capitalize on the anticipated strong finish to the fiscal year.

LSI Industries reports record sales and strategic acquisitions drive growth

LSI Industries demonstrated financial strength and operational excellence in Q4 '25, driven by robust sales and efficient cost management. Strategic acquisitions and a culture of accountability positioned the company for sustained growth and market competitiveness. While challenges like sustaining growth and managing backlog exist, opportunities in innovation and market expansion offer avenues for future success.

LSI Industries excels in Q1 2026 with strong sales growth

LSI Industries delivered a robust performance in Q1 2026, driven by strong sales growth in Display Solutions and lighting segments, supported by a diversified market approach. The company's focus on vertical markets, efficient cost management, and strategic credit facility amendment position it well for sustained growth and market leadership. While facing challenges in market competition and operational efficiency, LSI Industries has opportunities to capitalize on its strengths, drive innovation, and navigate external risks. Overall, LSI Industries' Q1 performance reflects resilience, strategic foresight, and a solid foundation for future growth and value creation for stakeholders.

LSI Industries maintains profitability and eyes international growth opportunities

LSI Industries delivered steady performance in Q2 2026 with a focus on profitability and operational efficiency. Despite challenges in certain segments, the company's strategic initiatives and positive outlook signal resilience and growth potential. Opportunities in international markets, talent management, and cross-selling underscore LSI Industries' path to sustained value creation.

LSI Industries reports strong Q3 performance, eyes growth opportunities ahead

LSI Industries' Q3 2026 showcased strong financial performance, particularly in the Display Solutions segment, while facing challenges in the Lighting segment. Management's emphasis on disciplined integration and customer feedback post-acquisition underlines a commitment to sustainable operational improvements. Analysts' inquiries into revenue synergies and future growth drivers highlight a focus on optimizing performance and driving long-term success.

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LSI Industries Inc. engages in the provision of lighting and retail display solutions. It operates through the Lighting and Display Solutions segments. The Lighting segment manufactures and markets outdoor and indoor lighting for the commercial, industrial and multi-site retail markets, including the petroleum or convenience store market. The Display Solutions segment fabricates and sells exterior and interior visual image elements related to graphics. The company was founded by Robert J. Ready, James P. Sferra, and Donald E. Whipple in 1976 and is headquartered in Cincinnati, OH.