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AI brief of an SEC Form 8-K · LSI INDUSTRIES INC (LYTS)

LSI Industries Q4 sales rise 51% to $234.6M, but net income falls 16%

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyLSI INDUSTRIES INC (LYTS)
Form8-K, current report
Filed with the SECAug 20, 2026, 8:15 AM ET
Accession number0001437749-26-028592

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:51 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 20, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.