LSI Industries Inc.

LSI Industries Inc. is a leading producer of non-residential lighting and retail display solutions. The company's non-residential lighting consists of American-made fixtures and services for both indoor and outdoor applications, designed to meet specific customer performance requirements. Retail display solutions include various custom products and services aimed at enhancing customer brand image and improving the consumer shopping experience. LSI Industries offers customers in target vertical markets a combined package of both lighting and display solutions, providing value by acting as a single solutions partner for regional and national location programs, rather than multiple suppliers. The business is organized into two segments: the Lighting Segment and the Display Solutions Segment. In fiscal 2026, the Lighting Segment represented 38% of net sales, while the Display Solutions Segment accounted for 62% of net sales. Net sales for the Lighting Segment were $266,223 thousand, $248,357 thousand, and $262,413 thousand in the three most recent periods presented. For the Display Solutions Segment, net sales were $423,174 thousand, $325,020 thousand, and $207,225 thousand. Total net sales were $689,397 thousand, $573,377 thousand, and $469,638 thousand. The Lighting Segment manufactures, markets, and sells outdoor and indoor lighting fixture and controls solutions across several vertical markets. These markets include, but are not limited to, refueling and convenience stores, parking lots and garages, quick-service restaurants, retail, grocery and pharmacy, automotive dealerships, sports courts and fields, and warehouses. The company 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 sales to end-use customers. Lighting fixtures, poles, and accessories are produced in various designs, aesthetics, and finishes, with applications including surface, pole, and pendant mounted installations.