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LSI Industries (LYTS) investor relations material
LSI Industries Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary6 Nov, 2025
Executive summary
Net sales rose 14% year-over-year to $157.3 million, with organic growth of 7%, driven by strong performance in both Lighting and Display Solutions segments and the acquisition of Canada's Best Holdings (CBH).
Lighting segment revenues increased 18% year-over-year, supported by elevated project activity, new product introductions, and successful key account wins.
Display Solutions segment net sales increased 11% year-over-year, with strong demand in refueling/c-store and grocery verticals, and positive contributions from the CBH acquisition.
Adjusted net income was $9.7 million, up 22% year-over-year, and adjusted diluted EPS rose to $0.31.
Management remains optimistic about continued growth, supported by a robust project pipeline, strategic pricing, and the integration of recent acquisitions.
Financial highlights
Q1 sales reached $157.3 million, up 14% year-over-year; organic sales increased 7%.
Adjusted EBITDA was $15.7 million, up 17% year-over-year, with a 10% margin.
Lighting segment sales were $69.1 million (+18% y/y); Display Solutions segment sales were $88.2 million (+11% y/y).
Gross margin improved by 170 basis points, with gross profit rising to $40.3 million.
Free cash flow was slightly negative due to increased accounts receivable and working capital investments, expected to normalize in Q2.
Outlook and guidance
Management expects continued strong demand in core markets, with grocery and c-store verticals maintaining growth through fiscal 2026.
Second quarter grocery project volumes are expected to be below the prior year’s record, but overall fiscal 2026 growth is anticipated.
The company aims to drive sustained, profitable sales growth and remains open to strategic, vertical market-aligned acquisitions.
No significant pricing increases expected in the near term; volume is the primary driver of sales growth.
Expanded $125 million revolving credit facility and positive cash flow are expected to support operational and capital needs.
How does LSI's one-stop model drive share gains?
Beyond Q2, what drives grocery segment growth?
What is the M&A pipeline and FY26 outlook?
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Next LSI Industries earnings date
Q2 202622 Jan, 2026
Next LSI Industries earnings date
Q2 202622 Jan, 2026
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Frequently asked questions
LSI Industries Inc. designs, manufactures, and markets lighting and graphics solutions. The company serves commercial, industrial, and retail sectors with indoor and outdoor LED lighting systems, signage, and visual image elements. The company is headquartered in Cincinnati, Ohio, and its shares are listed on the NASDAQ.
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