earnings
confidence high
sentiment positive
materiality 0.75
LSI Industries posts record FY2026 sales of $689.4M; Q4 sales up 51% YoY
LSI INDUSTRIES INC
- Q4 net sales +51% YoY to $234.6M; organic growth +8%; Q4 adjusted EPS $0.38, GAAP EPS $0.18.
- FY2026 net sales +20% to record $689.4M; adjusted EPS $1.25 vs $1.07 in FY2025.
- Q4 adjusted EBITDA $25.7M, up 50% vs $17.1M; FY2026 adjusted EBITDA $69.7M, margin 10.1%.
- Royston Group acquisition (closed 3/24/26) contributed; Display Solutions sales doubled, organic growth 18%, margin 12.4%.
- Dividend $0.05/share payable 9/8/26, record 8/31/26; net debt to proforma TTM adj EBITDA 2.7x.