Lsi Industries INC

Market Movers (8-K)

NASDAQ
LSI Industries has finalized its $338.2 million acquisition of SRR Holdings, Inc., integrating the company's manufacturing operations into its portfolio.
Capital raise
NASDAQ
LSI Industries announced fiscal 2026 third quarter results, with net sales up 14% year-over-year to $150.5 million, driven by the acquisition of Royston Group and organic growth in its Display Solutions segment.
Better than expected
Capital raise
NASDAQ
LSI Industries has finalized its $325 million acquisition of Royston Group, a retail branding solutions provider, funded by a new $350 million credit facility and a recent stock offering.
Capital raise
NASDAQ
LSI Industries announced a transformational acquisition of Royston Group for $325 million, aiming to create a leading integrated retail branding solutions platform.
Delay expected
Capital raise
NASDAQ
LSI Industries Inc. announced robust fiscal 2026 second-quarter results, driven by strong free cash flow and improved profitability, despite challenging prior-year comparisons.
Better than expected
NASDAQ
LSI Industries Inc. shareholders approved all seven director nominees, ratified Grant Thornton LLP as auditor, and endorsed executive compensation at the Annual Meeting.

Quarterly Earnings (10-Q)

NASDAQ
LSI Industries reports Q3 2026 revenue growth of 14% driven by strong demand and the strategic acquisition of Royston Group.
Capital raise
NASDAQ
LSI Industries Inc. announced improved net income and operating income for the second quarter and first half of fiscal 2026, driven by robust growth in its Lighting Segment and effective cost management, despite a slight dip in overall Q2 net sales.
Better than expected
Capital raise
NASDAQ
LSI Industries Inc. announced a significant increase in net sales and operating income for the first quarter of fiscal year 2026, alongside an expanded credit facility and new executive incentive plans.
Delay expected
Better than expected
Capital raise
NASDAQ
LSI Industries' Q3 2025 net sales increased by 22% year-over-year, driven by strong growth in the Display Solutions segment, while the Lighting segment experienced a decline.
Worse than expected
NASDAQ
LSI Industries' Q2 2025 net sales increased by 36% year-over-year, driven by strong growth in the Display Solutions segment, while the Lighting segment experienced a decline.
Worse than expected
NASDAQ
LSI Industries' first quarter of fiscal year 2025 saw a 12% increase in net sales driven by the acquisition of EMI Industries, but a decrease in operating income due to lower margins and a decline in the Lighting segment.
Worse than expected

Annual Reports (10-K)

NASDAQ
LSI Industries achieved a 22% increase in fiscal 2025 net sales, driven by significant growth in its Display Solutions Segment and strategic acquisitions, despite a decline in Lighting Segment sales.
NASDAQ
LSI Industries' fiscal year 2024 saw a 6% decrease in net sales, offset by improved operating margins and the strategic acquisition of EMI Industries.
Worse than expected

Insider Trading (Form 4)

NASDAQ
Ronald D Brown, a Director of Lsi Industries Inc, received 3,410 shares of common stock on July 1, 2026.
NASDAQ
Ernest W Marshall Jr, a Director of Lsi Industries Inc, reported multiple transactions in common stock on July 1, 2026.
NASDAQ
Wilfred T Ogara, a Director of Lsi Industries Inc, sold 10,369 shares of common stock on June 1, 2026 for $24.09 per share.
NASDAQ
Chantel E Lenard, a Director of Lsi Industries Inc, reported multiple transactions in common stock on July 1, 2026.
NASDAQ
Amy Hanson, a Director of Lsi Industries Inc, reported multiple transactions in common stock on July 1, 2026.
NASDAQ
Robert P. Beech, a Director of Lsi Industries Inc, received 3,410 shares of common stock on July 1, 2026.

Proxy Statements (Def-14A)

NASDAQ
LSI Industries Inc. has filed a Definitive Proxy Statement with the SEC, indicating upcoming shareholder matters.
NASDAQ
LSI Industries announces its 2025 Annual Meeting of Shareholders, detailing director elections, auditor ratification, and executive compensation, following a year of robust sales growth and increased Adjusted EBITDA.
Better than expected
NASDAQ
LSI Industries Inc. has filed a definitive proxy statement pursuant to Section 14(a) of the Securities Exchange Act of 1934.
NASDAQ
LSI Industries announces its 2024 Annual Meeting of Shareholders to be held virtually on November 5, 2024, featuring proposals for director elections, auditor ratification, and executive compensation approval.
Delay expected

Schedule 13G - Passive Investments

NASDAQ
Royce & Associates LP has disclosed beneficial ownership of 5.00% of LSI Industries Inc. common stock as of June 30, 2026.
NASDAQ
FMR LLC, through its subsidiaries, has reported beneficial ownership of 10.9% of LSI Industries Inc. common stock as of June 30, 2026.
NASDAQ
The Vanguard Group filed an amended Schedule 13G for LSI Industries Inc., reporting 0% beneficial ownership following an internal realignment that disaggregates reporting to its subsidiaries.
NASDAQ
Dimensional Fund Advisors LP has filed an amended Schedule 13G, reporting a 4.9% beneficial ownership in LSI Industries Inc. common stock.
NASDAQ
Systematic Financial Management LP has filed an amended Schedule 13G, reporting a passive beneficial ownership of 8.52% in LSI Industries Inc. as of December 31, 2024.
NASDAQ
Systematic Financial Management LP has filed a Schedule 13G, reporting beneficial ownership of 8.5% of LSI Industries Inc.'s common stock as of February 13, 2025.