{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-23-024006","form_type":"8-K","ticker":"LYTS","cik":"0000763532","company_name":"LSI INDUSTRIES INC","filed_at":"2023-08-17T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.610443+00:00","generated_at":"2026-06-11T08:07:56.658005+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LSI Industries Q4 net income +63% to $0.28 EPS; full-year sales record $497M, Adj EBITDA +47%","bullets":["Q4 net sales $123.6M; net income $8.4M ($0.28/diluted), +63% YoY; adj net income $8.8M ($0.30/diluted).","Full year record sales $497M (+9% YoY); net income $25.8M ($0.88) +71%; Adj EBITDA $51.6M (+47%).","Free cash flow $46.4M for FY; net debt cut >50% to $33.4M; leverage ratio 0.7x.","Lighting segment sales +5% Q4, +17% FY; Display +1% FY (excl. large QSR program +13%).","Declared quarterly dividend $0.05/share payable Sept 5, 2023, record Aug 28, 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-23-024006","json":"https://secwatch.observer/filing/0001437749-23-024006.json","markdown":"https://secwatch.observer/filing/0001437749-23-024006.md","text":"https://secwatch.observer/filing/0001437749-23-024006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/763532/000143774923024006/0001437749-23-024006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/763532/000143774923024006/lyts20230815_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-11T08:07:56.658005+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"a7b8ad08320811878196916c8767b579540a96f7","claim":"LSI INDUSTRIES INC reported fiscal quarter ended June 30, 2023 results: revenue $123.6 million, net income $8.4 million, EPS $0.28 per diluted share.","evidence_excerpt":"lighting and display solutions, today reported financial results for its fiscal 2023 fourth quarter and full year ended June 30, 2023. FISCAL 2023 FOURTH QUARTER ● Net Sales $123.6 million; Lighting sales +5% y/y ● Net Income +63% y/y to $8.4 million, $0.28 per diluted share ● Adjusted Net Income +46% y/y of $8.8 million, $0.30 per diluted share ● EBITDA of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/763532/000143774923024006/0001437749-23-024006-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal quarter ended June 30, 2023"},{"label":"Revenue","value":"$123.6 million"},{"label":"Net income","value":"$8.4 million"},{"label":"EPS","value":"$0.28 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"c692733f71bde6164ed99862e27220c152c7cc7a","claim":"LSI INDUSTRIES INC reported fiscal year ended June 30, 2023 results: revenue $497.0 million, net income $25.8 million, EPS $0.88 per diluted share.","evidence_excerpt":"or 11.4%/sales ● Free Cash Flow +94% y/y to $15.6 million ● Ratio of net debt to TTM Adjusted EBITDA of 0.7x as of June 30, 2023 FISCAL 2023 FULL YEAR ● Net Sales +9% y/y to $497.0 million ● Net Income +71% y/y to $25.8 million, $0.88 per diluted share ● Adjusted Net Income +61%% y/y to $29.0 million, $0.99 per diluted share ● EBITDA of $46.7 million; Adjusted","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/763532/000143774923024006/0001437749-23-024006-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year ended June 30, 2023"},{"label":"Revenue","value":"$497.0 million"},{"label":"Net income","value":"$25.8 million"},{"label":"EPS","value":"$0.88 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}