LSI Industries Inc.

LSI Industries Inc.

LYTSยทNASDAQ

$22.84

-5.2%
TechnologyHardware, Equipment & Parts

LSI Industries Inc. manufactures and sells non-residential lighting and retail display solutions in the United States, Canada, Mexico, Australia, and Latin America. It operates in two segments, Lighting and Display Solutions. The Lighting segment manufactures, markets, and sells non-residential outdoor and indoor lighting solutions. It also offers lighting control products, including sensors, photocontrols, dimmers, motion detection, and Bluetooth systems to support lighting fixtures; and designs, engineers, and manufactures electronic circuit boards, assemblies, and sub-assemblies. The Display Solutions segment manufactures, sells, and installs exterior and interior visual image and display elements, including printed and structural graphics, digital signage, menu board systems, display fixtures, refrigerated displays, and custom display elements. Its products comprise signage and canopy graphics, pump dispenser graphics, building fascia graphics, decals, interior signage and marketing graphics, aisle markers, wall mural graphics, and refrigerated and non-refrigerated merchandising displays. This segment also implements, installs, and provides program management services, such as installation management, site surveys, permitting, and content management; and manages and executes the implementation of large rollout programs. It serves petroleum/convenience, parking lot and garage, quick-service restaurant, retail and grocery store, automotive, warehouse, and sports complex markets. The company was founded in 1976 and is headquartered in Cincinnati, Ohio.

At a Glance

Live Snapshot
Market Cap$711.93M
EPS0.8200
P/E Ratio27.85
Earnings Date08/20/2026
LSI Industries Inc.

LSI Industries Inc. Fair Value Envelope

LYTS ยท NASDAQ

Our analysis suggests that LYTS has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $22.84, this represents a potential HIDDEN relative to our calculated worth for LSI Industries Inc..

Intrinsic Value
Current Price: $22.84

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$282.7M
+ Cash & Equivalents$3.5M
Firm Value$286.1M
- Debt$66.6M
Equity Value$219.5M
/ Shares Outstanding30,117,465B
DCF Value$7
OVERVALUED BY 68%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$34.8M
$31.7M
$28.9M
$26.3M
$24.0M
$21.9M
$20.0M
$18.2M
$16.6M
$15.1M
Maintenance CapEx
-$631.9K
-$576.2K
-$525.4K
-$479.0K
-$436.8K
-$398.3K
-$363.2K
-$331.2K
-$302.0K
-$275.3K
Owner Earnings
$34.1M
$31.1M
$28.4M
$25.9M
$23.6M
$21.5M
$19.6M
$17.9M
$16.3M
$14.9M
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$31.6M
$26.7M
$22.5M
$19.0M
$16.1M
$13.6M
$11.4M
$9.7M
$8.2M
$6.9M
Terminal Value represents 41.4% of Enterprise Value