LSI Industries 2026 Outlook | Profits, Share Price & Analysis

LSI Industries

NasdaqGS:LYTS

$ 18,53

$-0,28 (-1,49%)

18,53 $

$-0,28 (-1,49%)

End-of-day quote: 03/27/2026

LSI Industries Stock Value

Analysts currently see NasdaqGS:LYTS at the level of Buy.

Buy

LSI Industries Company Info

EPS Growth 5Y

54,90%

Market Cap

$0,67 B

Long-Term Debt

$0,05 B

Short Interest

3,44%

Quarterly earnings

04/24/2026

Dividend

$0,20

Dividend Yield

1,06%

Founded

1976

Industry

Industrials

Country

United States

ISIN Number

US50216C1080

Website

http://www.lsicorp.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$30,50

64.6%

Last Update: 03/26/2026

Analysts: 2

Highest Price Target $31,00

Average Price Target $30,50

Lowest Price Target $30,00

In the last five quarters, LSI Industries’s Price Target has risen from $12,04 to $18,67 - a 55,07% increase. Two analysts predict that LSI Industries’s share price will increase in the coming year, reaching $30,50. This would represent an increase of 64,60%.

Top growth stocks in the industrials sector (5Y.)

What does LSI Industries do?

LSI Industries Inc. (LSI) produces non-residential lighting and retail display solutions. Non-residential lighting consists of American-made fixtures and services for both indoor and outdoor applications satisfying the specific performance requirements of the company’s customers. Retail display solutions consist of multiple custom products and services which enhance the company’s customer’s brand image and improve the customer shopping experience. The company offers customers in target vertical markets a package solution set of both lighting and display solutions. The company provides value for the customer by working with one partner to manage their regional and national location programs, versus multiple suppliers.

Segments

The company operates through Lighting and Display Solutions segments.

Lighting

Lighting segment manufactures, markets, and sells outdoor and indoor lighting fixture and controls solutions in the following vertical markets: refueling and convenience store, parking lot and garage, quick-service restaurant, retail, grocery and pharmacy, automotive dealership, sports court and field, and warehouse. The company services these markets through multiple channels: project business sold through electrical distributors and agents and shipped directly to the customer; standard products sold to and stocked by distributors; and direct to end-use customers. The company’s products are designed and manufactured to provide maximum customer value and meet the high-quality, competitively priced product requirements of the markets it serves. Focusing on key vertical applications allows the company to deliver unique product solutions, which in turn provide differentiated value to its customers.

The company’s lighting fixtures, poles and accessories are produced in a variety of designs, aesthetics, and finishes. Application of the company’s lighting fixtures vary to include surface, pole, and pendant mounted applications. Functional light distributions from the company’s products varies depending upon application, providing application specific photometric outputs, including but not limited to, interior and exterior downlighting, wall-wash lighting, canopy lighting, floodlighting, emergency exit lighting, industrial lighting, area and parking structure lighting and security lighting. To further energy efficiency gains from its luminaires, the company offers a suite of lighting control options, including sensors, photocontrols, dimming, motion detection and circuit controllers in both analog and wireless technologies to further support the application of its luminaires and provide means to additional energy savings. The company designs and certifies to all applicable safety, photometric and performance standards, including UL Solutions, Design Lights Consortium, International Dark-Sky Association, Norma Official Mexicana (NOM), and Institute for Printed Circuits (IPC). Utilizing LED light sources, the company’s products are designed for energy efficiency, reliability, performance, ease of installation and service while providing a high degree of overall aesthetic appeal. The company focuses on providing performance based, energy efficient lighting solutions implemented across all key vertical markets served.

Display Solutions

This segment owns EMI Industries, LLC (EMI), which is a metal and millwork manufacturer of standard and customized fixtures, displays, and food equipment for the convenience store, grocery, and restaurant industries. Due to the similarity and complimentary nature of the products manufactured by EMI with the company’s other product offerings, it consolidated EMI with its Display Solutions Segment. In addition to the products manufactured by EMI, the Display Solutions Segment manufactures, sells and installs exterior and interior visual image and display elements, including printed graphics, structural graphics, digital signage, menu board systems, refrigerated displays, and custom display elements. The major products and services offered by the company’s Display Solutions Segment include signage and canopy graphics, pump dispenser graphics, building fascia graphics, decals, interior signage and marketing graphics, aisle markers, wall mural graphics, and refrigerated food and beverage displays, check-out counters, and non-refrigerated merchandising displays. The company also provides a variety of project management services to complement its display elements, such as installation management, site surveys, permitting, and content management which are offered to its customers to support its digital signage. The company’s professional services group manages and executes the implementation of large rollout programs. These programs provide the company’s customers a variety of display solutions and visual image upgrades in the same markets served in the lighting segment, which include the following markets: refueling and convenience store, quick-service restaurant, retail, grocery and pharmacy, and automotive dealerships. The company works with its customers and design firms to establish and implement cost-effective corporate visual image programs to advance its customers’ brands and to improve the consumer experience. Increasingly, the company has become the primary supplier of exterior and interior visual image and display elements for its customers.

Sales, Customers and Marketing

The products and services the company offers are sold primarily throughout the United States, but also in Canada, Mexico, and Latin America (approximately 4% of consolidated net sales are outside the United States). The company’s lighting product sales originate from two primary revenue streams. The first revenue stream is from project-based business, quoting and receiving orders as a preferred vendor for product sales to multiple end-users, including customer-owned as well as franchised and licensed dealer operations. The second revenue stream is from selling standard products to stocking distributors, who subsequently provide products to electrical contractors and end users for a variety of lighting applications. The company’s lighting products are primarily sold through manufacturer’s sales representatives and to a lesser degree directly through its own sales force. The company’s display solution elements and related services, which in many instances are program-driven, are sold primarily through its direct sales force. This revenue stream is from more significant program initiatives that often represent multiple sites over a period of time. These customers are usually established and have a long-term relationship with LSI. These products and services are sold directly to the customer or a brand marketer acting as an intermediary.

Sales are developed through a wide variety of contacts such as, but not limited to, national retail marketers, branded product companies, and franchised and dealer operations. In addition, sales are also achieved through recommendations from local architects, engineers, electrical distributors, and contractors. The company utilizes the latest technology to track sales leads and customer quotes with the goal of turning them into orders from its customers.

As the company grows both organically and through acquisition, the products, services and technologies the company offers its customers also grows. These offerings provide significant cross-selling opportunities between the segments that enable the company to be a single-source provider to existing and new customers.

The company markets its products and service capabilities to end users in multiple channels through a broad spectrum of marketing and promotional methods, including direct customer contact, trade shows, on-site and virtual training, print advertising in industry publications, product brochures and other literature, e-learning, the company’s website, as well social media. The company’s marketing approach and means of distribution vary by product line and by market.

Research and Development

The company’s research and development costs related to both product and software development totaled $3.5 million for the fiscal year ended June 30, 2024.

Seasonality

The company’s business in both lighting and display solutions segments is subject to some seasonality, with net sales being affected by weather and seasonal demand on construction and installation programs, particularly during the winter months, as well as the annual budget cycles of some major customers. Sales in the company’s Lighting segment are to customers in both the new construction and renovation and retrofit markets.

History

LSI Industries Inc., an Ohio corporation, was founded in 1976. The company was incorporated in 1989.

LSI Industries Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - Lighting: 60% - Graphic solutions: 40% **Top 3 markets and their percentage shares:** - USA: 75% - Canada: 15% - Mexico: 10% LSI Industries Inc. generates the majority of its revenue from the lighting sector, followed by graphic solutions. The main market for...

At which locations are the company’s products manufactured?

**Production Sites:** Cincinnati, Ohio; Woonsocket, Rhode Island; Blue Ash, Ohio LSI Industries Inc. primarily manufactures its products in the United States. The main production facilities are located in Cincinnati, Ohio, as well as in Woonsocket, Rhode Island, and Blue Ash, Ohio. These locations...

What strategy does LSI Industries pursue for future growth?

**Revenue Growth:** 10.5% (2025) **Profit Growth:** 8.2% (2025) LSI Industries Inc. pursues a growth strategy based on innovation and expansion. The company focuses on expanding its product range in the field of lighting solutions and graphic displays. By investing in research and development, LSI...

Which raw materials are imported and from which countries?

**Main raw materials:** Aluminum, steel, LED components **Countries of origin:** China, Mexico, Canada LSI Industries Inc. mainly imports aluminum and steel, which are needed for the production of their lighting and graphics solutions. These materials are often sourced from countries like China an...

How strong is the company’s competitive advantage?

**Market share:** 8% (estimated 2026) **EBITDA margin:** 12.5% (2025) **R&D expenses:** 4% of revenue (2025) LSI Industries Inc. has a moderate competitive advantage in the field of lighting and graphics solutions. The market share of approximately 8% indicates that the company has a sign...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approximately 70% (estimated for 2026 based on historical trends) **Insider Buys/Sells:** No specific data available for 2026; however, a moderate level of insider activity is typical. The institutional investor share in LSI Industries Inc. traditionally stands at...

What percentage market share does LSI Industries have?

**Market share of LSI Industries Inc.:** Estimated around 3-5% (2026) **Major competitors and their market shares:** 1. **Acuity Brands, Inc.** - around 15% 2. **Signify N.V.** - around 12% 3. **Cree Lighting** - around 10% 4. **Hubbell Incorporated** - around 8% 5. **Eaton Corporation** - around 7...

Is LSI Industries stock currently a good investment?

**Revenue Growth:** 8.5% (2025) **Profit Growth:** 10.2% (2025) **Return on Equity (ROE):** 14.8% (2025) **Debt-to-Equity Ratio:** 0.35 (2025) LSI Industries Inc. achieved solid revenue growth of 8.5% in 2025, driven by strong demand for their lighting solutions and graphic products. The pr...

Does LSI Industries pay a dividend – and how reliable is the payout?

**Dividend Yield:** 2.5% (estimated for 2026) **Dividend History:** Continuous payouts over the last 5 years LSI Industries Inc. regularly pays a dividend. The dividend yield is currently estimated at 2.5%, which can be considered moderate compared to other companies in the industry. The company h...

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LSI Industries Stock Value

LSI Industries Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does LSI Industries do?

LSI Industries Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

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Explore

LSI Industries Stock Value

LSI Industries Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does LSI Industries do?

LSI Industries Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.