LSI Industries Inc.
LYTS
NASDAQ·Industrials·Electrical Equipment & Parts·Mkt cap $742.7M
$20.23
▲ +0.60%
P/E
29.67
Mkt Cap
$742.7M
52-Wk Range
$17.21–$27.36
52-Week Range
$17.21 - $27.36
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 15.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Integrated solutions provider offering both lighting and display products, reducing customer fragmentation and increasing wallet share
- End-to-end capabilities including design, engineering, manufacturing, installation, and program management for large-scale rollouts
- Established relationships with major commercial chains and franchise networks requiring standardized, multi-location implementations
- Proprietary lighting control technology and electronic circuit board manufacturing expertise creating differentiation
- Geographically diversified revenue across North America and Latin America reducing market concentration risk
Bear Case
1 risk
- Low volatility (beta 0.5).
Growth
Moderate growth ahead
Expansion of LED and smart lighting adoption in non-residential facilities driving retrofit and new construction demand
Value
Undervalued - trading well below Electronics Manufacturing Services peers
Momentum
Weak
-13.7% over 3m
Quality
Stable
Strong fundamentals
Dividend
Modest
0.99% yield
Smart-money signal
Who's buying LYTS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 20, 2026
Reported EPS of $0.38 vs $0.35 consensus (+8.6% surprise). Revenue of $234.6M vs $222.8M expected (+5.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+8.6%
Revenue trend · last 8Q
—
—
+22%
+20%
+14%
-0%
+14%
+51%
Q1 24
Q2 24
Q3 25
Q4 25
Q1 25
Q2 25
Q3 26
Q4 26
$138.1M
$147.7M
$132.5M
$155.1M
$157.2M
$147.0M
$150.5M
$234.6M
Margins · last 8Q
Gross
24.5%
Operating
6.2%
Profit
2.9%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Oppenheimer · Jun 9, 2026
vs Industry
How LYTS stacks vs Electrical Equipment & Parts
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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