)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
LSI Industries
LSI Industries (LYTS) investor relations material
LSI Industries Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary22 Jan, 2026
Executive summary
Q2 FY2026 net sales were $147 million, flat year-over-year, with 15% growth in Lighting offsetting a 10% decline in Display Solutions; profitability, free cash flow, and margins improved, supported by strong execution and cost discipline.
Adjusted EBITDA was $13.4 million (9.1% margin), and free cash flow reached $23.3 million, enabling a $22.7 million debt reduction and net leverage ratio of 0.4.
Net income for the quarter was $6.3 million ($0.20 diluted EPS); adjusted net income was $8.4 million ($0.26 adjusted EPS).
Integration of recent acquisitions (EMI, JSI, Canada's Best) is progressing, with a focus on operational efficiency, cross-selling, and margin improvement.
A quarterly cash dividend of $0.05 per share was declared, with an annualized rate of $0.20.
Financial highlights
Adjusted net income, adjusted EBITDA, and adjusted EPS ($0.26) were all above prior year; adjusted EBITDA margin was 9.1%.
Gross margin in Lighting improved by 190 basis points to 34.6%; Display Solutions gross margin held at 18%.
Free cash flow for Q2 was $23.3 million, and cash and available liquidity exceeded $100 million.
Net debt to adjusted EBITDA was 0.4x at quarter end.
Operating margin for Q2 was 7.9%, and current ratio improved to 2.2.
Outlook and guidance
Management expects continued above-market growth, with strong order trends, healthy backlog, and secular growth in key verticals.
Lighting segment momentum is expected to continue, with book-to-bill above one and orders 10% above prior year.
Display Solutions demand is stabilizing, especially in grocery and refueling/c-store markets, with a 20% increase in grocery orders.
Q3 is historically the toughest quarter, but management expects to outperform the prior year.
Grocery vertical program pipeline details?
Explain Q2 organic sales decline despite Lighting growth?
Capital deployment strategy for Fast Forward plan?
Compare casual dining project visibility to QSR
What leverage ratio for exponential M&A?
Update on US banking vertical traction?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next LSI Industries earnings date
Q3 202623 Apr, 2026
LSI Industries
Next LSI Industries earnings date
Q3 202623 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage