Recent 8-K filings for LYTS

• April 23, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

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

  Net sales $150.5M (+14% y/y); ex-Royston +9%; net income $2.1M ($0.06 diluted EPS).

• March 24, 2026, 7:59 PM ET M&A materiality 0.85 positive item 1.01item 2.01item 2.03item 7.01item 9.01 ◈ Debt Financings◈ M&A Transactions◈ Material Agreements

  LSI Industries completes $325M acquisition of Royston Group; new credit facility funds deal

  Acquired Royston for $325M ($320M cash + $5M stock) on March 24, 2026 from Industrial Opportunity Partners.

• March 2, 2026, 6:59 PM ET other material materiality 0.75 neutral item 1.01item 8.01item 9.01 ◈ Material Agreements

  LSI Industries prices 4.6M share offering at $19.75; net proceeds ~$98.1M for Royston acquisition

  Offering of 4,600,000 shares priced at $19.75/share; gross proceeds ~$90M.

• February 25, 2026, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 7.01item 8.01item 9.01 ◈ Material Agreements

  LSI Industries acquires Royston Group for $325M to create integrated retail branding platform

  Purchase price $325M: $320M cash at close, $5M in LSI common stock valued at Feb 19 close.

• January 22, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  LSI Industries Q2 FY2026: sales $147M flat YoY, adj EPS $0.26, FCF $23.3M, dividend $0.05

  Net sales $147.0M flat YoY; net income $6.3M ($0.20 diluted EPS); adjusted net income $8.4M ($0.26 adj diluted EPS).

• November 10, 2025, 6:59 PM ET other material materiality 0.15 neutral item 5.07

  All seven director nominees elected at LSI Industries annual meeting; auditor ratified.

  Robert P. Beech: 18,576,253 for, 3,720,390 withheld; Ronald D. Brown: 19,966,388 for, 2,330,255 withheld.

• November 6, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  LSI Industries Q1 net sales $157.3M (+14% y/y); adj. EPS $0.31 (+22% y/y)

  Net sales $157.3M (+14% y/y); organic growth 7%; Lighting +18%, Display +11%.

• November 5, 2025, 6:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01

  LSI Industries amends credit facility: revolver increased to $125M, term loan terminated, maturity extended to FY2031

  Revolver increased from $75M to $125M; $73M available as of Sept 30, 2025.

• August 26, 2025, 7:59 PM ET other material materiality 0.30 neutral item 5.02

  LSI Industries adopts FY2026 LTIP and STIP with EBITDA/RONA performance metrics

  CEO James Clark LTIP target $1.5M: 31,088 RSUs + 46,632 PSUs; performance based on 3-year cumulative Adjusted EBITDA and RONA.

• August 21, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  LSI Industries Q4 sales +20% to $155.1M; adj EPS $0.34; record full-year revenue $573.4M

  Q4 net sales $155.1M (+20% y/y); net income $8.2M ($0.26 diluted EPS); adjusted EPS $0.34.

• April 24, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  LSI Industries reports Q3 FY2025 sales $132.5M (+22% YoY), EPS $0.13, adjusted EPS $0.20; declares $0.05 dividend

  Net sales of $132.5M, up 22% YoY; GAAP diluted EPS $0.13, adjusted diluted EPS $0.20.

• March 11, 2025, 7:59 PM ET M&A materiality 0.75 positive item 8.01item 9.01

  LSI Industries acquires Canada's Best Holdings for $31M in accretive all-cash deal

  All-cash purchase price of $24M plus $7M performance earnout; funded via cash and $100M credit facility.

• January 23, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  LSI Industries Q2 FY2025 net sales up 36% to $147.7M, adj. EPS $0.26, declares $0.05 dividend

  Net sales $147.7M (+36% y/y, organic +14%); adjusted EBITDA $13.3M (9.0% of sales), up >20% y/y.

• November 7, 2024, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01

  LSI Q1 FY2025 sales $138.1M (+12%), net income $6.7M; declares $0.05 dividend

  Net sales $138.1M, +12% y/y; EMI acquisition contributed $26.2M; organic sales declined.

• November 5, 2024, 6:59 PM ET other materiality 0.15 neutral item 5.07

  LSI Industries annual meeting elects all seven director nominees, ratifies Grant Thornton

  Robert P. Beech, Ronald D. Brown, James A. Clark, Amy L. Hanson, Chantel E. Lenard, Ernest W. Marshall Jr., Wilfred T. O'Gara elected as directors.

• August 19, 2024, 7:59 PM ET other material materiality 0.40 neutral item 5.02

  LSI Industries adopts FY2025 LTIP and STIP; CEO Clark gets $1.5M target awards

  LTIP grants: CEO Clark $1.5M target (40,214 RSUs, 60,322 PSUs); EVP/CFO Galeese $540k (14,477 RSUs, 21,716 PSUs).

• August 15, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  LSI Industries reports Q4 FY2024 net sales $129M (+4% YoY), adjusted EPS $0.24; declares quarterly dividend

  Q4 net sales $129.0M (+4% YoY); adjusted net income $7.3M ($0.24 diluted EPS).

• June 4, 2024, 7:59 PM ET leadership materiality 0.25 neutral item 5.02 ◈ executive_change ×2

  LSI Industries consolidates CFO and CAO roles; Bastian steps down as CAO

  Effective May 31, 2024, CFO James E. Galeese assumes both principal financial and principal accounting officer duties.

• May 2, 2024, 7:59 PM ET other material materiality 0.55 neutral item 8.01item 9.01

  LSI grants inducement equity awards to 5 ex-EMI employees as part of acquisition

  Awards include 190,000 stock options at $14.60/share, 30,000 PSUs, and 10,000 RSUs.

• April 30, 2024, 7:59 PM ET leadership materiality 0.40 neutral item 8.01item 9.01

  LSI Industries grants 25,000 stock options to new SVP as inducement for employment

  Mark Duato granted options to purchase 25,000 shares at $15.01 per share, 10-year term.

• April 25, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  LSI Q3 net income $5.4M ($0.18 EPS); acquires EMI for $50M

  Q3 net sales $108.2M (down YoY); net income $5.4M vs $4.7M prior year; EPS $0.18 vs $0.16.

• April 19, 2024, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 2.01item 9.01 ◈ M&A Transactions◈ Material Agreements

  LSI acquires EMI Industries for $50M all-cash; expands store fixtures and food service

  EMI reported 2023 revenue of $87.0M and adjusted EBITDA of $5.5M; purchase price $50M.

• April 16, 2024, 7:59 PM ET other material materiality 0.30 neutral item 8.01item 9.01

  LSI Industries grants 10,000 stock options to new SVP Michael Romano as inducement

  Grant of 10,000 stock options to Michael Romano, SVP of Procurement and Logistics.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

12 positive 0 negative 11 neutral

source · LYTS on sec.gov