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LYTS

LSI Industries Inc.

LYTS

NASDAQ·Technology·Hardware, Equipment & Parts·Mkt cap $822.6M

$25.59

▼ -3.03%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$17.20 - $27.36

P/E

34.04

Fwd P/E

18.51

Beta

0.54

Div Yield

0.76%

Avg Vol

490.5K

Shares Out

31.1M

Mkt Cap

$822.6M

Price action

Price chart

Up 49.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Strong 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

Hot

+42.6% over 3m

Quality

Stable

Excellent business quality

Dividend

Modest

0.76% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 20, 2026

“
Q2 26 RECAP

APR 23, 2026

Reported EPS of $0.06 vs $0.18 consensus (-67.3% surprise). Revenue of $150.5M vs $138.7M expected (+8.5%).

EPS miss
Rev beat +8.5%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-67.3%

Next: Aug 20, 2026

Revenue trend · last 8Q

—

—

—

+22%

+20%

+14%

-0%

+14%

Q4 24

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

Q3 26

$129.0M

$138.1M

$147.7M

$132.5M

$155.1M

$157.2M

$147.0M

$150.5M

Margins · last 8Q

Gross

26.4%

Operating

7.3%

Profit

1.4%

View full earnings history →

Wall Street consensus

3 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

100%

Hold

0%

Sell

0%

Median Price Target

—

Latest: Oppenheimer · Jun 9, 2026

View full analyst page →

vs Industry

How LYTS stacks vs Hardware, Equipment & Parts

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.