LSI Industries Inc. (LYTS) Q4 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 21 2025
0mins
Should l Buy LYTS?
Source: SeekingAlpha
Fourth Quarter Sales Increased 20% to $155 million year-over-year, driven by improved throughput, productivity, and increased volume across the business.
Adjusted EBITDA (Q4) Increased to $17 million or 11% of sales, reflecting a 250 basis point improvement quarter-over-quarter due to improved productivity and volume.
Adjusted Earnings Per Share (Q4) $0.34, reflecting improved financial performance year-over-year.
Organic Growth (Q4) Increased 11% year-over-year, excluding the impact of acquisitions.
Lighting Segment Sales (Q4) Increased 12% year-over-year, driven by larger project activity and improved demand levels in warehousing, automotive, and outdoor applications.
Display Solutions Segment Sales (Q4) Increased 28% year-over-year, including acquisitions, with organic growth of 10%. Growth was driven by refueling c-store sales and grocery sales.
Full Year Sales (Fiscal 2025) Increased to $574 million, representing 22% year-over-year growth, driven by strong performance in Lighting and Display Solutions segments.
Adjusted EBITDA (Full Year) $55 million or nearly 10% of sales, reflecting consistent execution and a strong operating model.
Free Cash Flow (Full Year) $34.6 million, marking the third consecutive year of cash flow exceeding $30 million, driven by improved earnings and working capital efficiency.
Net Debt Leverage Ratio 0.8x, reflecting a strong financial position and robust free cash flow.
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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: 21.880
Low
27.00
Averages
29.33
High
31.00
Current: 21.880
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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- Lighting Business Growth: The lighting segment saw a notable 15% increase in sales, serving as a key growth driver for the company and indicating strong potential in a competitive market.
- Profitability Improvement: LSI's adjusted net income rose slightly to $8.4 million, or $0.26 per share, surpassing Wall Street's estimate of $0.22, reflecting enhanced profitability amid cost inflation pressures due to disciplined pricing and expense controls.
- Cash Flow and Investment: The company generated $23.3 million in free cash flow during the quarter, which was utilized for debt repayment and will support organic growth investments and potential value-creating acquisitions, highlighting its strategic growth plans for the future.
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- Lighting Segment Growth: The Lighting segment achieved a 15% year-over-year sales increase, driven by large project shipments and new product introductions, with orders up approximately 10% year-over-year, signaling strong market demand and potential for continued performance growth.
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LSI Industries (LYTS) Q2 2026 Earnings Transcript
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- Lighting Business Growth: The lighting segment saw a notable 15% increase in sales, serving as a key growth driver for the company and indicating strong potential in a competitive market.
- Profitability Improvement: LSI's adjusted net income rose slightly to $8.4 million, or $0.26 per share, surpassing Wall Street's estimate of $0.22, reflecting enhanced profitability amid cost inflation pressures due to disciplined pricing and expense controls.
- Cash Flow and Investment: The company generated $23.3 million in free cash flow during the quarter, which was utilized for debt repayment and will support organic growth investments and potential value-creating acquisitions, highlighting its strategic growth plans for the future.
See More
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- Lighting Segment Growth: The Lighting segment achieved a 15% year-over-year sales increase, driven by large project shipments and new product introductions, with orders up approximately 10% year-over-year, signaling strong market demand and potential for continued performance growth.
- Display Solutions Performance: Although revenues in Display Solutions declined slightly, orders improved both sequentially and year-over-year, particularly in casual dining and premium food services, showcasing strong market potential and a growing backlog.
- Financial Health: Free cash flow exceeded $23 million, with debt reduced by $22.7 million, resulting in a net leverage ratio of 0.4, enhancing the company's capital allocation flexibility and supporting future investments and growth.
See More
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- Lighting Segment Growth: The lighting segment achieved a 15% year-over-year sales growth, driven by new product introductions and increased large project shipments, showcasing the company's competitive edge and innovation capabilities.
- Debt Management Success: The company reduced total debt by $22.7 million during the quarter, ending with a net leverage ratio of 0.4, indicating strong cash flow management that supports future investments and expansion.
- International Market Opportunities: LSI Industries continues to see healthy customer engagement and increasing order trends in international markets like Mexico, which are expected to drive growth into fiscal and calendar year 2027, reflecting the company's strategic positioning in global markets.
See More
LSI Industries (LYTS) Q2 2026 Earnings Transcript
See More
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- Earnings Surprise: Eagle Bancorp reported Q4 earnings of $0.25 per share, surpassing the analyst consensus estimate of a $0.10 loss, indicating a significant improvement in profitability that boosts investor confidence.
- Sales Growth: The company achieved quarterly sales of $68.303 million, exceeding the analyst consensus of $67.033 million, demonstrating strong market demand and promising future growth potential.
- Stock Surge: Eagle Bancorp's shares jumped 19.8% to $28.80 during Thursday's session, reflecting a positive market reaction to its financial performance, which may attract more investor interest.
- Strong Market Performance: Following Eagle Bancorp's results, the overall market performed well with the S&P 500 rising, indicating investor optimism about economic recovery, further driving stock market gains.
See More
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- Yield Analysis: The forward yield of 0.98% may be relatively low, yet it remains attractive in the current market environment, helping to draw in investors seeking stable income.
- Shareholder Record Dates: The dividend will be payable on February 10, with a record date of February 2 and an ex-dividend date also on February 2, ensuring shareholders receive their payouts promptly, thereby strengthening shareholder relations.
- Financial Performance Highlights: In Q1 2026, LSI Industries reported a non-GAAP EPS of $0.26, beating expectations by $0.05, while revenue reached $147 million, exceeding forecasts by $6.89 million, indicating strong growth potential for the company.
See More
