{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-26-028592","form_type":"8-K","ticker":"LYTS","cik":"0000763532","company_name":"LSI INDUSTRIES INC","filed_at":"2026-08-20T12:15:11+00:00","discovered_at":"2026-08-20T12:20:01.770269+00:00","generated_at":"2026-08-20T12:20:24.458271+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 posts record FY2026 sales of $689.4M; Q4 sales up 51% YoY","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-26-028592","json":"https://secwatch.observer/filing/0001437749-26-028592.json","markdown":"https://secwatch.observer/filing/0001437749-26-028592.md","text":"https://secwatch.observer/filing/0001437749-26-028592.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/763532/000143774926028592/0001437749-26-028592-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/763532/000143774926028592/lyts20260814_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-20T12:20:24.458271+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}