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LSI Industries
LSI Industries (LYTS) investor relations material
LSI Industries Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary23 Apr, 2026
Executive summary
Net sales for Q3 2026 rose 14% year-over-year to $150.5 million, driven by 23% growth in Display Solutions and 2% in Lighting, with the Royston acquisition contributing $6.6 million in Display Solutions sales for a six-day period.
Adjusted net income increased 52% year-over-year to $9.6 million, while reported net income was $2.1 million, impacted by $6.5 million in non-recurring acquisition-related costs.
Adjusted EBITDA rose 34% to $15.0 million (10% of sales), with margin improving by 150 basis points year-over-year.
Completed the Royston Group acquisition, supporting multi-year value creation and strategic positioning.
Strong cash generation and disciplined operational execution, with a quarterly cash dividend of $0.05 per share declared.
Financial highlights
Net sales reached $150.5 million in Q3FY26, up from $132.5 million in Q3FY25, a 14% increase year-over-year.
Adjusted diluted EPS was $0.28, up from $0.20 year-over-year; reported diluted EPS was $0.06, down from $0.13.
Adjusted EBITDA was $15.0 million (10.0% of sales), up from $11.3 million (8.5% of sales) in Q3FY25.
Free cash flow, excluding acquisition-related items, was $11.8 million for the quarter.
Net debt to trailing twelve-month pro forma adjusted EBITDA was 2.7x at quarter-end.
Outlook and guidance
Management expects continued growth in both segments, supported by recent acquisitions and ongoing commercial initiatives.
Display Solutions segment projected to see mid- to high-single-digit sales growth in Q4, while Lighting segment sales are expected to decline mid-single digits due to longer project cycles and tough comps.
Focus remains on organic growth, operational excellence, and disciplined capital allocation to drive above-market growth.
Order rates and backlog remain healthy, with strong demand in Display Solutions expected to continue.
The $350 million credit facility and strong cash flow are expected to support operational and capital needs for the remainder of fiscal 2026.
Macro impact on Lighting order conversion cycle
Royston integration and cross-selling strategy
Drivers of the $5M major c-store program award
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Latest events from LSI Industries
- Lighting up 15%, strong cash flow, improved margins, and positive outlook for growth.LYTS
Q2 202612 Apr 2026 - $325M acquisition forms a market-leading retail branding platform with strong growth prospects.LYTSM&A announcement9 Apr 2026
- Adjusted EBITDA margin reached 11.0% as EMI integration and new products drive growth.LYTSQ4 20241 Feb 2026
- Sales up 12% to $138.1M, driven by Display Solutions and EMI; Lighting segment declined.LYTSQ1 202515 Jan 2026
- Q2 FY2025 sales surged 36% with robust Display Solutions growth and strong cash flow.LYTSQ2 20259 Jan 2026
- Q3 sales up 22% to $132.5M, driven by Display Solutions growth and strong backlog.LYTSQ3 202523 Dec 2025
- $31M acquisition expands display solutions, Canadian reach, and is immediately accretive.LYTSM&A Announcement18 Dec 2025
- Shelf registration allows flexible $200M securities offerings for growth and capital needs.LYTSRegistration Filing16 Dec 2025
- Virtual annual meeting to vote on directors, auditor, and executive pay amid strong 2024 results.LYTSProxy Filing1 Dec 2025
Next LSI Industries earnings date
Q4 202620 Aug, 2026
LSI Industries
Next LSI Industries earnings date
Q4 202620 Aug, 2026
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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