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Investor Relations14 Oct 2025
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LSI Industries (LYTS) investor relations material
LSI Industries Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary21 Aug, 2025
Executive summary
Q4 2025 net sales rose 20% to $155.1M, with full-year sales up 22% to $573.4M, both record highs, driven by strong performance in Lighting and Display Solutions and successful strategic initiatives.
Adjusted EBITDA for the year was $55M (9.6% of sales), with Q4 margin at 11%, reflecting robust execution and operational strength.
Free cash flow remained strong at $34.7M for the year, supporting investments in growth, innovation, and efficiency.
Strategic acquisitions of EMI and Canada’s Best Holdings expanded market reach, drove cross-selling, and contributed to record sales and profits.
Integration of acquisitions exceeded expectations, supporting diversification and operational synergies.
Financial highlights
Q4 sales reached $155.1M, up 20% year-over-year; adjusted EBITDA was $17M (11% of sales); adjusted EPS was $0.34.
Full-year sales hit $574M, with adjusted EBITDA at $55M and adjusted EPS at $1.70; free cash flow totaled $34.7M.
Q4 organic sales grew 11% year-over-year; Display Solutions Q4 sales up 29% (10% organic), Lighting up 12%.
Net debt to adjusted EBITDA ratio ended at 0.8x; net debt at $45.1M at year-end.
Book-to-bill ratio in Q4 was 1.0, with backlog up 13% year-over-year.
Outlook and guidance
Fiscal 2026 focus is on advancing the Fast Forward strategic plan, talent development, and process optimization.
Cross-selling and vertical market strategies are expected to drive sustainable incremental growth.
Management targets EBITDA margins of 11%+ as the new normal, aiming for 12.5% by 2028.
Tariff impacts expected to rise in Q1 2026 but are not anticipated to significantly affect Lighting margins.
Favorable cash generation and strong balance sheet anticipated to support further investments and growth.
Full-year organic sales growth percentage?
What specific factors improved Q4 EBITDA margin?
How will LSI mitigate increased FY26 tariff impact?
Cross-selling: What's the long-term potential?
EBITDA margin path to 12.5% by 2028?
Grocery market: What's the growth outlook?
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Next LSI Industries earnings date
Q1 20266 Nov, 2025
Next LSI Industries earnings date
Q1 20266 Nov, 2025
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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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