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

LSI Industries Q1 sales up 44% to $225.9 million on Royston deal; EPS $0.19

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyLSI INDUSTRIES INC (LYTS)
Form8-K, current report
Filed with the SECNov 5, 2026, 8:00 AM ET
Accession number0001437749-26-035087

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 November 05, 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.