---
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"
generated_at: "2026-08-20T12:20:24.458271+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# LSI Industries posts record FY2026 sales of $689.4M; Q4 sales up 51% YoY

## Summary
- 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.

## SEC filing metadata
- 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
- 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/763532/000143774926028592/0001437749-26-028592-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/763532/000143774926028592/lyts20260814_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-26-028592
- JSON: https://secwatch.observer/filing/0001437749-26-028592.json
- Plain text: https://secwatch.observer/filing/0001437749-26-028592.txt

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