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
lyts

LSI Industries Inc. Street Expectations Map

LYTS ยท NASDAQ

Wall Street analysts project that LYTS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 27.00, with estimates ranging from a low of 27.00 to a high of 27.00.

Lowest Target
27.00
18.21%
Consensus Target
27.00
18.21%
Highest Target
27.00
18.21%

The consensus 1-year price target stands at 27.00, with estimates ranging from a low of 27.00 to a high of 27.00.

Analyst Consensus Analysis

Upside Potential

+18.2%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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LSI Industries Inc. Forward Estimates of Revenue

LYTS ยท NASDAQ
Latest Revenue
573.38M
FY 2025
Avg Estimate
597.33M
FY 2026
Estimate Range
593.80M - 602.67M
Analyst Spread

Forward Growth Analysis

Projected Growth+4.2%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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LSI Industries Inc. Forward Estimates of Net Income

LYTS ยท NASDAQ
Latest Net Income
24.38M
FY 2025
Avg Estimate
34.29M
FY 2026
Estimate Range
33.96M - 34.62M
Analyst Spread

Forward Growth Analysis

Projected Growth+40.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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LSI Industries Inc. Forward Estimates of EPS

LYTS ยท NASDAQ
Latest EPS
0.82
FY 2025
Avg Estimate
$1.11
FY 2026
Estimate Range
$1.10 - $1.12
Analyst Spread

Forward Growth Analysis

Projected Growth+35.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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LSI Industries Inc. Forward Estimates of EBIT

LYTS ยท NASDAQ
Latest EBIT
36.17M
FY 2025
Avg Estimate
34.03M
FY 2026
Estimate Range
33.83M - 34.34M
Analyst Spread

Forward Growth Analysis

Projected Growth-5.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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LSI Industries Inc. Forward Estimates of EBITDA

LYTS ยท NASDAQ
Latest EBITDA
48.74M
FY 2025
Avg Estimate
47.25M
FY 2026
Estimate Range
46.97M - 47.67M
Analyst Spread

Forward Growth Analysis

Projected Growth-3.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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LSI Industries Inc. Forward Estimates of SG&A Expense

LYTS ยท NASDAQ
Latest SG&A Expense
105.94M
FY 2025
Avg Estimate
120.86M
FY 2026
Estimate Range
120.14M - 121.94M
Analyst Spread

Forward Growth Analysis

Projected Growth+14.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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LSI Industries Inc. Insider Positioning

LYTS ยท NASDAQ

During the last 12 months, insiders have purchased $135K and sold $7.97M worth of LYTS shares, resulting in $7.83M of net selling activity.

3 Months

Bought

0

0.00

Sold

93.0K

2.26M

Net Activity

-2.3M

-$2.26M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

5.7K

134.98K

Sold

250.0K

5.71M

Net Activity

-5.6M

-$5.58M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
HA

Hanson Amy

Director

948 sharesโ€ข1 transactions

$22K

2
BRD

Brown Ronald D

Director

948 sharesโ€ข1 transactions

$22K

3
BRP

Beech Robert P.

Director

948 sharesโ€ข1 transactions

$22K

4
LCE

Lenard Chantel E

Director

948 sharesโ€ข1 transactions

$22K

5
OWT

Ogara Wilfred T

Director

948 sharesโ€ข1 transactions

$22K

Top Sellers

1
CJA

Clark James Anthony

Director, Officer: Ceo And President

250.0K sharesโ€ข2 transactions

$5.71M

2
CTA

Caneris Thomas A

Officer: Evp, Hr And General Counsel

60.0K sharesโ€ข1 transactions

$1.46M

3
GJE

Galeese James E

Officer: Executive Vp; Cfo

22.6K sharesโ€ข1 transactions

$549K

4
OWT

Ogara Wilfred T

Director

10.4K sharesโ€ข1 transactions

$250K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $7.83M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.02:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.26M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Buying

5 insider buyers vs. 4 sellers. More insiders buying than selling indicates positive sentiment.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.