secwatch.observer — SEC 8-K summary
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Issuer:     LSI INDUSTRIES INC (LYTS)
CIK:        0000763532
Form:       8-K
Filed at:   2026-08-20T12:15:11+00:00
Accession:  0001437749-26-028592
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/763532/000143774926028592/0001437749-26-028592-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/763532/000143774926028592/lyts20260814_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-26-028592

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer