---
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"
generated_at: "2026-05-15T04:43:30.442368+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# LSI Industries Q3 sales +14% to $150.5M; adj. EPS $0.28, Royston acquisition closed

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-26-013085
- JSON: https://secwatch.observer/filing/0001437749-26-013085.json
- Plain text: https://secwatch.observer/filing/0001437749-26-013085.txt

## Key facts
- Earnings Releases
  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.
  - Period: fiscal 2026 third quarter ended March 31, 2026
  - Revenue: $150.5 million
  - Net income: $2.1 million
  - EPS: $0.06
  - Result: reported results
  source text: ● 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_url: https://www.sec.gov/Archives/edgar/data/763532/000143774926013085/0001437749-26-013085-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.