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LYTS LSI INDUSTRIES INC

Trailing twelve months to 2026-03-31 · as filed 2026-05-08, not restated
Industrials

Scale

Market cap
$742m
Revenue TTM
$610m
Net income TTM
$24m
Free cash flow
$38m
Composite score
39.8
Sector rank
#2197

Valuation

P / E
31.1
EV / EBITDA
19.0
EV / sales
1.5
FCF yield
5.09%
Earnings yield vs 10-yr
-1.51pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
3.9%
EBITDA margin
8.1%
ROE
6.8%
ROIC
6.6%
Revenue growth
11.4%

Insider activity, last 90 days

Net open-market
$-8.36m
Buyers
1
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Summary of Consolidated Results Net sales of $150.5 million for the three months ended March 31, 2026, increased 14% as compared to net sales of $132.5 million for the three months ended March 31, 2025. The increase in net sales reflects growth in both of the Company’s segments with a 23% sales growth in the Display Solutions segment and a 2% sales growth in the Lighting segment. The 23% growth in the Display Solutions Segment was primarily driven by strong demand levels across a broad base of customers in both the grocery and refueling/c-store verticals. Lighting Segment sales improved 2% compared to the same period last year despite a lengthening project quote to order conversion period. …LSI INDUSTRIES INC, 10-Q, period ended 2026-03-31, filed 2026-05-08

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