Highest-materiality recent filing
LSI Industries posts record FY2026 sales of $689.4M; Q4 sales up 51% YoY
Q4 net sales +51% YoY to $234.6M; organic growth +8%; Q4 adjusted EPS $0.38, GAAP EPS $0.18.
LSI Industries files audited SRR Holdings financials; 2025 revenue $265M, net income $11.4M
SRR Holdings 2025 net sales $265M (down 2.3% YoY); net income $11.4M vs $12.8M in 2024.
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).
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.
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.
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.
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).
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%.
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.
Net sales of $132.5M, up 22% YoY; GAAP diluted EPS $0.13, adjusted diluted EPS $0.20.
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.
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.
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.
Q4 net sales $129.0M (+4% YoY); adjusted net income $7.3M ($0.24 diluted EPS).
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.
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.
LSI Industries Q2: Net sales $109M, EPS $0.20, adj. EPS $0.21; gross margin +240bps; orders +10%
Net sales $109.0M, net income $5.9M ($0.20 diluted EPS); adjusted net income $6.4M ($0.21 diluted EPS).
LSI Industries Reports Fiscal Q1 2024 Results and Declares Cash Dividend
Net income up 28% year-over-year to $8.0 million ($0.27 per diluted share) for Q1 ended Sept 30, 2023.
LSI Industries Q4 net income +63% to $0.28 EPS; full-year sales record $497M, Adj EBITDA +47%
Q4 net sales $123.6M; net income $8.4M ($0.28/diluted), +63% YoY; adj net income $8.8M ($0.30/diluted).
LSI Industries Q3 FY2023 net sales up 7% to $117.5M; EPS $0.16; debt reduced
Net income $4.7M ($0.16 diluted EPS) vs $3.6M ($0.13) a year ago; adjusted EPS $0.19.
LSI Industries unveils 'Fast Forward' plan targeting $800M sales, $100M adjusted EBITDA by FY28
FY28 target: $800M net sales, $100M Adjusted EBITDA (12.5% margin).
Net sales $128.8M (+16% y/y); net income $6.4M ($0.22 diluted EPS) vs $3.1M ($0.11) a year ago.
LSI Industries Q1 FY2023 sales $127M (+19% YoY), net income doubles, adj. EBITDA margin 10.5%
Net sales $127.1M (+19% YoY); net income $6.3M (+100% YoY); diluted EPS $0.22; adjusted EPS $0.25.
LSI Industries Q4 FY2022: record sales $127.5M, adj EPS $0.21, dividend declared
Q4 net sales $127.5M (+31% YoY), record; adj EPS $0.21 vs $0.12 prior year.
LSI Q3 net sales $110.1M (+53% YoY), adj. EPS $0.15, $15M share repurchase authorized
Net sales $110.1M (+53% YoY); organic growth 12%; Lighting +25%, Display Solutions +100%.
LSI Industries Q2 FY2022 net sales +45% to $111.1M; adj. EPS $0.15; declares $0.05 dividend
Net sales $111.1M (+45% y/y); organic sales +19%; Lighting +27%, Display Solutions +72%.
LSI Industries Q1 FY2022 net sales $106.4M (+52% YoY); declares $0.05 dividend
Net sales $106.4M (+52% YoY); organic growth +19%; quarterly sales exceed $100M for first time.
Effective May 31, 2024, LSI Industries Inc., an Ohio corporation (“ LSI ”), consolidated the roles of Principal Financial Officer and Principal Accounting Officer under LSI’s Chief Financial Officer, James E. Galeese.
Also effective May 31, 2024, Jeffrey S. Bastian ceased being LSI’s Chief Accounting Officer, and continues his service as LSI’s Vice President of Accounting.
On August 17, 2022 the Board of Directors of LSI Industries Inc. (“LSI”) elected Ernest W. Marshall, Jr. to the Board effective immediately.
Michael C. Beck has notified LSI of his intent to retire from the position of Senior Vice President of Operations effective as of July 1, 2022.
Max materiality 0.90 · Median 0.65 · Most common event earnings