LSI Industries Posts Record Q4 Sales of $234.6M, Up 51% YoY, and Declares Dividend
LYTS sits 42% above its 52-week low of $17.205.
Summary
Record fiscal Q4 sales of $234.6 million, up 51% year-over-year, with adjusted EPS of $0.38. The company also declared a quarterly dividend and announced a $30 million multi-year program award with a large oil company.
Key Events · Earnings and Guidance · LYTS
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Record Q4 Sales
Net sales of $234.6 million, up 51% year-over-year, driven by the Royston acquisition and 8% organic growth.
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Adjusted EPS Growth
Adjusted EPS of $0.38, up 13% from $0.34 in the prior year quarter; full-year adjusted EPS of $1.25, up 17%.
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New $30M Program Award
Awarded a multi-year program with a large oil company to renovate approximately 2,500 sites, representing a new customer win.
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Dividend Declared
Quarterly cash dividend of $0.05 per share payable September 8, 2026, to shareholders of record August 31, 2026.
Analysis · LYTS · Manufacturing
A standout fiscal fourth quarter saw net sales climb 51% year-over-year to $234.6 million, powered by the first full quarter of Royston contributions and 8% organic growth. Adjusted EPS of $0.38 beat the prior year's $0.34, and free cash flow reached $9.7 million. The company also announced a $30 million multi-year program award with a large oil company to renovate approximately 2,500 sites—a new customer win that underscores the strength of its integrated solutions platform. The balance sheet shows net debt to adjusted EBITDA of 2.7x, with $95 million available under its credit facility, providing ample liquidity for continued integration and growth.
At the time of this filing, LYTS was trading at $24.49 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $883.3M. The 52-week trading range was $17.21 to $27.36. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.