LSI Industries Inc. (LYTS)

LSI Industries' stock experienced a decline of 5.77% over the 12 months leading up to January 2026, but rose by 13.28 percent in the 12 months leading up to April 2026. In August 2025, the company reported strong fiscal 2025 fourth-quarter and full-year results, with revenue increasing by 20% year-over-year, driven by both Lighting and Display Solutions segments and successful acquisitions. Despite better-than-expected fiscal 2026 first-quarter results in November 2025, the stock plummeted due to initial misinformation and potential valuation concerns.

LSI Industries experiences seasonality in demand due to its focus on outdoor lighting solutions, with sales affected by winter, cold weather, and slowed construction activities. The second and third fiscal quarters typically represent the company's slower months.

LSI Industries, Inc. is an American manufacturer specializing in non-residential lighting and retail display solutions, operating through Lighting and Display Solutions segments. The Lighting Segment offers outdoor and indoor lighting fixtures and control solutions for various vertical markets. The Display Solutions Segment fabricates, sells, and installs visual image elements, including signage, graphics, and refrigerated displays, also providing project management services.

LSI Industries is headquartered in Cincinnati, Ohio, and operates through facilities in Ohio, Kentucky, North Carolina, and Texas. The company also has a presence in Canada, Mexico, Australia, and Latin America, employing approximately 2,000 to 2,175 people across 19 manufacturing plants in the U.S. and Canada.

LSI Industries maintains a positive standing within its market segments, dominating the grocery and refueling verticals with its turnkey services. The successful launch of products like the V-LOCITY Lighting product indicates healthy product vitality and customer demand. The company has a reputation for reliability, specialized solutions, and strong performance in its core markets.

LSI Industries Inc. has significant institutional ownership, with 356 institutional owners and shareholders holding a total of 27,849,420 shares. Major institutional owners include Systematic Financial Management Lp, BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, AltraVue Capital, LLC, and Royce & Associates Lp. Other notable institutional holders include Renaissance Technologies Llc, Geode Capital Management, Llc, and iShares Russell 2000 ETF.