LSI Industries Inc. (LYTS)

From the record

LSI Industries Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

LSI Industries Inc.'s 9 filed years say what it did: revenue went from $342 million in fiscal 2018 to $689 million in fiscal 2026, up 9.2% a year; it rose in 5 of 8 years; the deepest fall was 11% from fiscal 2018 to fiscal 2020; net income was positive in 7 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-06-30, LSI Industries Inc.'s diluted share count grew about 4.8% a year, and dividends and buybacks returned about 14% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 17 sales and 2 purchases of their own stock on the open market in the year to 2026-10-01, buying about $39 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-06-30, LSI Industries Inc. earned about 6 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 21 cents per dollar of everything the company owns. Leverage: it owed about 57 cents per dollar of assets, and net share issuance: its share count grew 9.3% over the year (the filed statements).

From the record

LSI Industries Inc.'s standing among 42 graded names in its industry family: revenue of $689 million in fiscal 2026 ranks in the bottom 49% by size; a net margin of 3.3% ranks in the top 46%; revenue growth of 11.5% a year over the last 3 filed years ranks in the top 23% (its annual reports).

From the record

LSI Industries Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Clark, James Anthony (CEO and President, as filed), filing under that title since 2018-10-18, 8.1 years (top 34% of its family); the 9 officers and directors filing in the last fifteen months have been on the record a median of 8.1 years (top 26%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 9 people in charge now (bottom 47%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

LSI Industries Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $14 million against debt of $246 million leaves -27.9% of its assets as net cash, bottom 11% of its family; cash from operations less capital spending is 5.7% of revenue (top 46%); a gross margin of 25.1% (bottom 33%); research spending of 0.4% of revenue (bottom 1%) (its annual report).

From the record

LSI Industries Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 11.5% a year over the last three filed years against 9.2% over all 9, speeding up (top 27% of its family); the newest year grew 20.2% (top 20%); research spending grew -3% a year (bottom 24%); capital spending grew 17% a year (top 29%) (its annual reports). LSI Industries Inc. reported 2 lines of business in fiscal 2026: Display Solutions at $423 million (61%), Lighting at $266 million (39%); 2 of 2 grew against the year before (its annual report).

From the record

LSI Industries Inc.'s newest year against its own record: revenue of $689 million in fiscal 2026 came in 11.9% above the $616 million its prior three years' pace pointed to (top 25% of its family); net income of $23 million against a prior three-year average of $25 million (bottom 35%); a net margin of 3.3% against 4.9% before (bottom 35%) (its annual reports).