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LSI Industries (LYTS) earnings
LSI Industries earnings: last reported Thu, 20 Aug 2026, for the quarter ended Jun 2026.
LSI Industries earnings callsLSI Industries earnings calls (LYTS)
Latest concall · Q2 2026 · call held call held 20 Aug 2026
LSI Industries Q4 FY26 — Record Sales and Royston Integration Progress Amidst Margin Headwinds
What went well
- Full-year net sales reached a record $689 million, up 20% versus prior year.
- Full-year adjusted EBITDA grew 28% to $70 million, achieving a 10.1% margin rate.
- Q4 organic sales growth was 8%, driven by strong activity in grocery and refueling C-store verticals.
What to watch
- Q4 adjusted EBITDA margin of 10.9% was below expectations due to lower margin backlog at Sign Resources within Royston.
- This lower margin backlog is expected to create a 50-100 basis points margin headwind for the first half of fiscal 2027.
Performance −11.6% 1Y
1Y: $23.47 on 29 Sept 2025 → $20.75. High $26.8 (25 Jun 2026), low $17.25 (19 Nov 2025).
Quarterly results
Q2 FY26: revenue up 51.3%, net profit down 15.8% against the same quarter last year.
| Line item | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 138 | 148 | 132 | 155 | 157 +14% | 147 −0% | 151 +14% | 235 +51% |
| EBITDA | 9 | 8 | 6 | 12 | 11 +20% | 9 +5% | 4 −35% | 14 +21% |
| Net profit | 7 | 6 | 4 | 8 | 7 +9% | 6 +12% | 2 −46% | 7 −16% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|
| Equity capital | $132.53M | $139.50M | $148.69M | $156.37M | $163.69M | $277.86M |
| Reserves | -$1.41M | $8.22M | $28.55M | $47.79M | $66.20M | $82.32M |
| Total liabilities | $155.65M | $163.31M | $118.57M | $144.44M | $165.64M | $469.19M |
| Fixed assets | $30.55M | $27.16M | $25.43M | $32.96M | $31.15M | $56.71M |
| Total assets | $286.82M | $311.08M | $296.15M | $348.80M | $396.36M | $829.86M |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
67 filings between Oct 1, 2025 and Aug 26, 2026.
Open market
decisions to buy or sellPurchases
$39.5K
2 purchases by 1 insider
Sales
$8.40M
17 sales by 4 insiders
Compensation
not trading decisions- 42
- Award — granted as compensation
- 4
- Option exercise — converted options into shares
Also filed: 1 unspecified, 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Galeese James E | — | $3.74M | Aug 26, 2026 |
| Caneris Thomas A | — | $2.94M | Aug 26, 2026 |
| Clark James Anthony | — | $1.22M | Aug 26, 2026 |
| OGARA WILFRED T | — | $499.6K | Jun 1, 2026 |
| MARSHALL ERNEST W JR | $39.5K | — | Aug 24, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 26, 2026 | Clark James Anthony CEO and President | Sale | 13,907 | $282.0K |
| Aug 26, 2026 | Galeese James E Executive VP; CFO | Sale | 4,778 | $96.9K |
| Aug 26, 2026 | Caneris Thomas A EVP, HR and General Counsel | Sale | 3,170 | $64.3K |
| Aug 25, 2026 | Clark James Anthony CEO and President | Sale | 23,706 | $476.3K |
| Aug 25, 2026 | Galeese James E Executive VP; CFO | Sale | 8,269 | $166.1K |
| Aug 25, 2026 | Caneris Thomas A EVP, HR and General Counsel | Sale | 5,560 | $111.7K |
| Aug 24, 2026 | Galeese James E Executive VP; CFO | Sale | 8,141 | $161.0K |
| Aug 24, 2026 | Clark James Anthony CEO and President | Sale | 23,340 | $461.7K |
| Aug 24, 2026 | Caneris Thomas A EVP, HR and General Counsel | Sale | 5,474 | $108.3K |
| Aug 24, 2026 | MARSHALL ERNEST W JR Director | Purchase | 700 | $13.8K |
| Aug 24, 2026 | MARSHALL ERNEST W JR Director | Purchase | 1,300 | $25.7K |
| Aug 19, 2026 | Galeese James E Executive VP; CFO | Award | 8,978 | $0 |
| Aug 19, 2026 | Clark James Anthony CEO and President | Award | 124,689 | $0 |
| Aug 19, 2026 | Galeese James E Executive VP; CFO | Award | 24,884 | $0 |
| Aug 19, 2026 | OGARA WILFRED T Director | Award | 1,455 | $35.0K |
| Aug 19, 2026 | Caneris Thomas A EVP, HR and General Counsel | Award | 15,207 | $0 |
| Aug 19, 2026 | MARSHALL ERNEST W JR Director | Award | 1,455 | $35.0K |
| Aug 19, 2026 | Lenard Chantel E Director | Unspecified | 1,455 | $35.0K |
| Aug 19, 2026 | Caneris Thomas A EVP, HR and General Counsel | Award | 7,316 | $0 |
| Aug 19, 2026 | Clark James Anthony CEO and President | Award | 41,563 | $0 |
| Aug 19, 2026 | Hanson Amy Director | Award | 1,455 | $35.0K |
| Aug 19, 2026 | Clark James Anthony CEO and President | Award | 69,122 | $0 |
| Aug 19, 2026 | BROWN RONALD D Director | Award | 1,455 | $35.0K |
| Aug 19, 2026 | Beech Robert P. Director | Award | 1,455 | $35.0K |
| Jul 1, 2026 | Lenard Chantel E Director | Award | 3,410 | $90.0K |
| Jul 1, 2026 | Hanson Amy Director | Award | 3,410 | $90.0K |
| Jul 1, 2026 | Beech Robert P. Director | Award | 3,410 | $90.0K |
| Jul 1, 2026 | MARSHALL ERNEST W JR Director | Award | 3,410 | $90.0K |
| Jul 1, 2026 | BROWN RONALD D Director | Award | 3,410 | $90.0K |
| Jul 1, 2026 | OGARA WILFRED T Director | Award | 853 | $22.5K |
| Jun 30, 2026 | Clark James Anthony CEO and President | Award | 7,125 | — |
| Jun 30, 2026 | Galeese James E Executive VP; CFO | Award | 2,463 | — |
| Jun 30, 2026 | Caneris Thomas A EVP, HR and General Counsel | Award | 3,925 | — |
| Jun 1, 2026 | OGARA WILFRED T Director | Sale | 10,369 | $249.8K |
| Jun 1, 2026 | OGARA WILFRED T Director | Sale | 10,369 | $249.8K |
| May 28, 2026 | Galeese James E Executive VP; CFO | Sale | 22,586 | $548.6K |
| May 28, 2026 | Galeese James E Executive VP; CFO | Option exercise | 22,586 | $153.6K |
| May 28, 2026 | Galeese James E Executive VP; CFO | Sale | 75,606 | $1.84M |
| May 28, 2026 | Galeese James E Executive VP; CFO | Option exercise | 75,606 | $289.6K |
| May 28, 2026 | Galeese James E Executive VP; CFO | Sale | 38,386 | $932.4K |
| May 28, 2026 | Galeese James E Executive VP; CFO | Option exercise | 38,386 | $189.6K |
| May 28, 2026 | Caneris Thomas A EVP, HR and General Counsel | Sale | 41,075 | $997.7K |
| May 28, 2026 | Caneris Thomas A EVP, HR and General Counsel | Sale | 8,151 | $198.0K |
| May 28, 2026 | Caneris Thomas A EVP, HR and General Counsel | Sale | 60,000 | $1.46M |
| May 28, 2026 | Caneris Thomas A EVP, HR and General Counsel | Option exercise | 60,000 | $242.4K |
| Apr 1, 2026 | Hanson Amy Director | Award | 1,200 | $22.5K |
| Apr 1, 2026 | Lenard Chantel E Director | Award | 1,200 | $22.5K |
| Apr 1, 2026 | MARSHALL ERNEST W JR Director | Award | 1,200 | $22.5K |
| Apr 1, 2026 | OGARA WILFRED T Director | Award | 1,200 | $22.5K |
| Apr 1, 2026 | BROWN RONALD D Director | Award | 1,200 | $22.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.