Every material Form 8-K LSI INDUSTRIES INC has filed with the SEC since August 20, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
LSI Industries reported fiscal 2027 first quarter results for the period ended September 30, 2026. Net sales rose 44% to $225.9 million, mainly from the Royston Group acquisition in March 2026, while sales excluding Royston fell 2%. GAAP net income was $7.1 million, or $0.19 per diluted share, down from $0.23 a year earlier, and the board declared a $0.05 quarterly dividend.
Net sales of $225.9 million, up 44%; organic net sales (excluding Royston) of $153.4 million, down 2%
GAAP net income of $7.1 million, or $0.19 per diluted share, versus $7.3 million, or $0.23, a year earlier
Adjusted diluted EPS of $0.31, unchanged from the prior-year quarter; free cash flow of $13.8 million
Quarterly dividend of $0.05 per share payable November 24, 2026, to holders of record on November 16, 2026
LSI Industries' Compensation Committee adopted a FY2027 long-term incentive plan and a FY2027 short-term incentive plan on August 19, 2026. It also granted CEO James Clark a $3,000,000 retention award and raised his base salary to $900,000, effective September 1, 2026. The awards tie executive pay to Adjusted EBITDA, Net Sales and return on net assets over fiscal 2027 through 2029.
CEO James Clark's FY2027 LTIP target is $2,500,000, with 41,563 RSUs and 62,344 PSUs granted
Clark's $3,000,000 retention RSU award cliff vests on the third anniversary of the grant date, with an early vesting option if the Board approves a five-year strategic plan before the first anniversary
Clark's annual base salary increases to $900,000 effective September 1, 2026, and his STIP bonus target is 100% of base salary
LSI Industries reported fiscal fourth-quarter 2026 net sales of $234.6 million, up 51% year over year, helped by the Royston Group acquisition, with organic growth of 8%. GAAP net income fell 16% to $6.9 million ($0.18 per diluted share), though adjusted EPS rose to $0.38 from $0.34, and the company declared a $0.05 quarterly dividend.
Q4 net sales $234.6 million, up 51%; Royston contributed $66.9 million; organic sales up 8%
Q4 diluted EPS $0.18 as reported vs. $0.26 a year earlier; adjusted EPS $0.38 vs. $0.34
Fiscal 2026 net sales record $689.4 million, up 20%; GAAP net income $22.6 million vs. $24.4 million
Regular quarterly dividend of $0.05 per share payable September 8, 2026, to holders of record August 31, 2026
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