LSI Industries Inc. (LYTS)

LSI Industries' stock (LYTS) has experienced significant growth, increasing by 56.22% in the past six months and 43.82% over the last year, reaching an all-time high of $25.50 on January 22, 2025. In its fiscal fourth quarter of 2025, LSI reported a 20% year-over-year increase in net sales and a 27% rise in non-GAAP adjusted net income, surpassing analyst estimates due to higher demand in both lighting and display solutions segments and recent acquisitions. However, the fiscal 2025 first-quarter earnings report presented mixed results, with net sales increasing by 12% but net income dropping by 17%, as lighting segment sales decreased due to reduced large project activity, while the Display Solutions segment saw a 43% growth. Analysts have a "Moderate Buy" consensus rating for LYTS, with an average twelve-month price target of $27.67.

LSI Industries experiences demand seasonality, particularly in its outdoor lighting solutions, which are affected by winter weather and a slowdown in construction activities during colder months, with the second and third fiscal quarters typically representing slower months for the company. Despite this, LSI has demonstrated resilience and is actively pursuing initiatives to help smooth out some of this seasonality.

LSI Industries, Inc. (LYTS) is an American manufacturer specializing in non-residential lighting and retail display solutions, operating in the Producer Manufacturing sector, specifically in the Building Products industry, and also categorized under Technology and Electronic Components. The company's business is divided into Lighting and Display Solutions segments. The Lighting segment manufactures and markets a range of outdoor and indoor lighting products and control solutions, while the Display Solutions segment provides exterior and interior visual image and display elements, including project management services. LSI serves diverse vertical markets such as refueling and convenience stores, parking lots and garages, quick-service restaurants, retail, grocery and pharmacy, automotive dealerships, sports courts and fields, and warehouses.

LSI Industries, Inc. primarily operates in the United States and Canada, with a significant market presence across North America. The company also serves Mexico and Latin America and employs approximately 2,000 people across 19 manufacturing plants located in the U.S. and Canada.

LSI Industries maintains a strong brand reputation as a trusted partner in providing superior image solutions through its lighting, graphics, and technology capabilities, recognized as a leader in the petroleum and convenience store industry and expanding into national and multi-site retailers. Investment analysts have shown positive sentiment, with Weiss Ratings upgrading the stock to a "buy" and other firms issuing "buy" or "strong-buy" ratings and increased price targets. The 14% drop in lighting segment sales in Q1 fiscal 2025 could be seen as a minor setback, but management anticipates improved performance as delayed projects are expected to resume.

LSI Industries Inc. (LYTS) has significant institutional ownership, with 355 institutional owners and shareholders holding a total of 27,032,393 shares, representing approximately 75.4% of the company's shares, while individual insiders own about 5.58%. Recent insider trading activity shows that insiders have primarily sold shares in the past three months.