{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-26-013085","form_type":"8-K","ticker":"LYTS","cik":"0000763532","company_name":"LSI INDUSTRIES INC","filed_at":"2026-04-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.706997+00:00","generated_at":"2026-05-15T04:43:30.442368+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 Q3 sales +14% to $150.5M; adj. EPS $0.28, Royston acquisition closed","bullets":["Net sales $150.5M (+14% y/y); ex-Royston +9%; net income $2.1M ($0.06 diluted EPS).","Adjusted net income $9.6M (+52% y/y); adjusted diluted EPS $0.28; adjusted EBITDA $15.0M (+34%).","Display Solutions segment sales +23% y/y (ex-Royston +14%); Lighting segment +2% y/y.","Completed Royston Group acquisition Mar 24; issued ~5.5M shares; net debt/EBITDA 2.7x.","Declared $0.05/share quarterly dividend payable May 12, 2026 to holders of record May 4."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-26-013085","json":"https://secwatch.observer/filing/0001437749-26-013085.json","markdown":"https://secwatch.observer/filing/0001437749-26-013085.md","text":"https://secwatch.observer/filing/0001437749-26-013085.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/763532/000143774926013085/0001437749-26-013085-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/763532/000143774926013085/lyts20260421_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T04:43:30.442368+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":"6e7bb99d5198f6c67e241f154c2a2ff956d1e909","claim":"LSI INDUSTRIES INC reported fiscal 2026 third quarter ended March 31, 2026 results: revenue $150.5 million, net income $2.1 million, EPS $0.06.","evidence_excerpt":"● Net Sales of $150.5 million, +14% y/y; net sales excluding Royston +9% y/y ● Net Income $2.1 million; Adjusted Net Income $9.6 million, +52% y/y ● Diluted EPS of $0.06; Adjusted Diluted EPS of $0.28","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/763532/000143774926013085/0001437749-26-013085-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2026 third quarter ended March 31, 2026"},{"label":"Revenue","value":"$150.5 million"},{"label":"Net income","value":"$2.1 million"},{"label":"EPS","value":"$0.06"},{"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"}