LSI Industries to Release Q3 Fiscal 2026 Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 09 2026
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Should l Buy LYTS?
Source: Newsfilter
- Earnings Release Schedule: LSI Industries will announce its fiscal 2026 third quarter results before the market opens on April 23, 2026, providing insights into the company's financial performance and market developments.
- Conference Call Details: A conference call will be held the same day at 11:00 AM ET, where participants can dial in at 877-407-4018 (domestic) or 201-689-8471 (international) to review financial results and engage in a Q&A session.
- Webcast Information: The conference call will be available via webcast on LSI Industries' investor relations website, with participants advised to register and install necessary audio software at least 15 minutes prior to the start time to ensure smooth access.
- Company Overview: Headquartered in Cincinnati, LSI Industries specializes in commercial lighting and display solutions, employing approximately 3,000 people across 23 manufacturing plants, focusing on creating value for customer brands and enhancing consumer experiences.
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Analyst Views on LYTS
Wall Street analysts forecast LYTS stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 24.420
Low
27.00
Averages
29.33
High
31.00
Current: 24.420
Low
27.00
Averages
29.33
High
31.00
About LYTS
LSI Industries Inc. is a producer of non-residential lighting and retail display solutions. The Company operates through two segments: Lighting and Display Solutions. The Lighting Segment manufactures, markets, and sells outdoor and indoor lighting fixtures and control solutions in the vertical markets: refueling and convenience store, parking lot and garage, quick-service restaurant, retail, grocery and pharmacy, automotive dealership, sports court and field, and warehouse. It services these markets through multiple channels: project business sold through electrical distributors and agents and shipped directly to the customer; standard products sold to and stocked by distributors, and direct to end-use customers. The Display Solutions Segment also manufactures, sells and installs exterior and interior visual image and display elements, including printed graphics, structural graphics, digital signage, menu board systems, refrigerated displays, and custom display elements.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Profitability Gains: The non-GAAP EPS of $0.28 exceeded the consensus estimate of $0.21 by 33.3%, showcasing the company's successful execution in integrating acquisitions and improving operational efficiency.
- Acquisition Integration Success: The Royston acquisition contributed positively to revenue and margins, with management emphasizing the importance of cultural fit and operational alignment, which is expected to accelerate LSI's vertical market strategy.
- Optimistic Market Outlook: Management expressed confidence in future growth, particularly in the grocery and convenience store sectors, anticipating sustained sales growth driven by ongoing order momentum and a healthy project backlog.
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- Financial Performance: CFO Jim Galeese reported a 14% year-over-year increase in Q3 sales to $150.5 million, with adjusted earnings per share at $0.28 and adjusted EBITDA at $15 million, representing 10% of sales, demonstrating stable profitability.
- Market Outlook: While the Display Solutions segment is expected to see mid- to high single-digit sales growth driven by customer demand, the Lighting segment is projected to decline in mid-single digits, reflecting a lengthening quote-to-order conversion cycle and macroeconomic factors.
- Acquisition Integration: The acquisition of Royston is viewed as a significant opportunity, although management expressed caution regarding the integration process, emphasizing the need for patience to avoid risks associated with rapid integration, while noting a $5 million project win in the c-store sector, highlighting positive market activity.
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- Significant Revenue Growth: The company achieved revenue of $150.53 million in Q3, representing a 13.6% year-over-year increase and exceeding market expectations by $12.48 million, showcasing its success in sales and market expansion.
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- Capital Market Activity: LSI Industries announced a $90 million stock offering aimed at providing funding for future expansions and investments, further enhancing its market position and financial flexibility.
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- Estimate Revisions: Despite having no upward revisions and one downward revision for EPS and revenue estimates in the last three months, market confidence in the company's future performance remains strong, reflecting investor recognition of its long-term growth potential.
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- Strong Performance: LSI reported Q1 revenue of $150.5 million, reflecting a 13.6% year-over-year increase that surpassed analyst expectations of $138.1 million, indicating robust growth potential in commercial lighting and retail display solutions.
- Profitability Gains: The non-GAAP EPS of $0.28 exceeded the consensus estimate of $0.21 by 33.3%, showcasing the company's successful execution in integrating acquisitions and improving operational efficiency.
- Acquisition Integration Success: The Royston acquisition contributed positively to revenue and margins, with management emphasizing the importance of cultural fit and operational alignment, which is expected to accelerate LSI's vertical market strategy.
- Optimistic Market Outlook: Management expressed confidence in future growth, particularly in the grocery and convenience store sectors, anticipating sustained sales growth driven by ongoing order momentum and a healthy project backlog.
See More
LSI Industries Q3 2026 Earnings Call Insights
- Strategic Shift: CEO Jim Clark emphasized LSI Industries' focus on vertical markets and integrated solutions, targeting $800 million in revenue and $100 million in EBITDA by 2028, with a current pro forma revenue run rate approaching $900 million, indicating enhanced market relevance.
- Financial Performance: CFO Jim Galeese reported a 14% year-over-year increase in Q3 sales to $150.5 million, with adjusted earnings per share at $0.28 and adjusted EBITDA at $15 million, representing 10% of sales, demonstrating stable profitability.
- Market Outlook: While the Display Solutions segment is expected to see mid- to high single-digit sales growth driven by customer demand, the Lighting segment is projected to decline in mid-single digits, reflecting a lengthening quote-to-order conversion cycle and macroeconomic factors.
- Acquisition Integration: The acquisition of Royston is viewed as a significant opportunity, although management expressed caution regarding the integration process, emphasizing the need for patience to avoid risks associated with rapid integration, while noting a $5 million project win in the c-store sector, highlighting positive market activity.
See More
LSI (LYTS) Q3 2026 Earnings Call Transcript
See More
LSI Industries Reports Strong Q3 Earnings Beat
- Strong Earnings Performance: LSI Industries reported a Q3 non-GAAP EPS of $0.28, beating expectations by $0.07, which indicates a sustained improvement in profitability and reflects the company's competitive strength in the market.
- Significant Revenue Growth: The company achieved revenue of $150.53 million in Q3, representing a 13.6% year-over-year increase and exceeding market expectations by $12.48 million, showcasing its success in sales and market expansion.
- Net Sales Increase: Net sales reached $150.5 million, up 14% year-over-year, and excluding the Royston impact, net sales grew by 9%, demonstrating robust growth in the company's core business operations.
- Capital Market Activity: LSI Industries announced a $90 million stock offering aimed at providing funding for future expansions and investments, further enhancing its market position and financial flexibility.
See More
LSI Industries to Announce Q3 Earnings on April 23
- Earnings Announcement: LSI Industries (LYTS) is set to announce its Q3 earnings on April 23 before market open, with a consensus EPS estimate of $0.21, reflecting a 5.0% year-over-year increase, which could bolster investor confidence.
- Revenue Expectations: The revenue estimate for Q3 stands at $138.05 million, representing a 4.2% year-over-year growth, indicating a stable growth trend that may attract more investor interest.
- Performance Record: Over the past two years, LSI Industries has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, a strong performance record that could further drive stock price appreciation.
- Estimate Revisions: Despite having no upward revisions and one downward revision for EPS and revenue estimates in the last three months, market confidence in the company's future performance remains strong, reflecting investor recognition of its long-term growth potential.
See More
Wall Street's Optimistic Outlook on Stocks
- Kohl's Sales Decline: Kohl's (KSS) has experienced disappointing same-store sales over the past two years, with a projected 1.2% decline in sales over the next 12 months, indicating poor consumer response to its product selection and store experience, which may further erode its market share.
- Insufficient Profitability: With an operating margin of only 3.3%, Kohl's falls short of the industry average, and the lower profit levels hinder its ability to respond to unexpected market developments, increasing investment risks.
- TETRA Technologies Performance Drop: TETRA Technologies (TTI) has seen a 5.3% annual decline in sales over the past decade, reflecting unfavorable market trends, and its revenue base of $630.9 million indicates subscale operations that struggle to compete with larger rivals.
- LSI Growth Potential: LSI (LYTS) has achieved an impressive 16.1% annual revenue growth over the past five years, with a 45% increase in earnings per share, showcasing its competitive edge and profitability, while its current stock price of $19.40 suggests a 57.3% upside potential.
See More
