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LSI Industries Inc. (LYTS)

Technology | Electronic Components | Cincinnati, United States | NasdaqGS
23.75 USD -0.41 (-1.697%) ⇩ (July 13, 2026, 4 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★★☆☆Dividends:★★⯪☆☆
Hot Take | July 11, 2026, 4:25 a.m. EDT

The investment case for LSI Industries hinges entirely on the divergence between its deteriorating operational reality and its improving stock price. While the company boasts a resilient business model and a recent surge in revenue (+13.6%), the fundamentals are cracking under the weight of severe earnings contraction (-46% quarterly growth) and a massive debt load that dwarfs its cash reserves. The balance sheet is fragile, with debt-to-equity nearing 90%, which limits the management team's ability to maneuver during downturns. Despite these red flags, the market has seemingly ignored the pain, pushing the stock up 54% over the last nine years and recently breaking above its 200-day moving average. This disconnect suggests the market is pricing in a turnaround or a niche dominance in electronic components that hasn't yet been reflected in earnings. The low analyst coverage and 'no recommendation' status add to the uncertainty, making this a volatile hold rather than a clear buy. For investors, the thesis relies on the belief that the current earnings miss is temporary and that the debt burden will eventually be managed without triggering a crisis.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.031902
MSTL0.045686
AutoETS0.047203
AutoARIMA0.206305

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 46%
H-stat 1.37
Ljung-Box p 0.000
Jarque-Bera p 0.393
Excess Kurtosis -0.77
Attribute Value
Sector Technology
Ex Dividend Date 2026-05-03
Last Dividend Date 2026-05-03
Debt to Equity Ratio 89.044
Revenue per Share 19.565
Market Cap 871,919,616
Trailing P/E 32.09
Forward P/E 17.03
Beta 0.53
Profit Margins 3.91%
Website https://www.lsicorp.com

As of July 11, 2026, 4:25 a.m. EDT: Speculator positioning is extremely thin across all expirations, indicating a lack of consensus or significant capital flow. The few contracts present show a slight preference for out-of-the-money calls (higher open interest at $30/$35 strikes) compared to puts, suggesting a speculative lean toward upside potential rather than hedging against downside. However, the volume-to-open-interest ratios are negligible, meaning these positions offer little directional guidance.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.21% 0.94% 1.17% 1.59%
Dividend History
Date Dividend Yield %
2026-05-04 0.050000 0.214869
2026-02-02 0.050000 0.224316
2025-11-17 0.050000 0.283768
2025-09-02 0.050000 0.219491
2025-05-05 0.050000 0.322165
2025-02-03 0.050000 0.238209
2024-11-18 0.050000 0.250627
2024-08-26 0.050000 0.327011
2024-05-03 0.050000 0.327225
2024-02-02 0.050000 0.364166
2023-11-10 0.050000 0.408497
2023-08-25 0.050000 0.324254
2023-05-05 0.050000 0.403551
2023-02-03 0.050000 0.362056
2022-11-10 0.050000 0.478011
2022-08-26 0.050000 0.602410
2022-05-06 0.050000 0.711238
2022-02-04 0.050000 0.686813
2021-11-12 0.050000 0.621118
2021-08-27 0.050000 0.593120
2021-04-30 0.050000 0.608272
2021-01-29 0.050000 0.520291
2020-11-06 0.050000 0.697350
2020-08-28 0.050000 0.715308
2020-05-01 0.050000 0.829187
2020-02-14 0.050000 0.730994
2019-11-15 0.050000 0.954199
2019-08-30 0.050000 1.118568
2019-05-03 0.050000 1.416431
2019-02-01 0.050000 1.562500
2018-11-15 0.050000 1.108647
2018-08-24 0.050000 0.931099
2018-05-04 0.050000 0.863558
2018-02-02 0.050000 0.628931
2017-11-03 0.050000 0.750751
2017-08-24 0.050000 0.884956
2017-05-04 0.050000 0.556793
2017-02-02 0.050000 0.525762
2016-11-03 0.050000 0.593120
2016-08-25 0.050000 0.498504
2016-04-28 0.050000 0.392465
2016-02-04 0.050000 0.485437
2015-10-29 0.040000 0.371747
2015-08-27 0.030000 0.327511
2015-05-01 0.030000 0.333333
2015-02-06 0.020000 0.259067
2014-11-18 0.010000 0.147059
2014-08-28 0.060000 0.873362
2014-05-02 0.060000 0.821918
2014-01-31 0.060000 0.710901
2013-11-01 0.060000 0.688073
2013-08-29 0.060000 0.868307
2013-05-03 0.060000 0.829876
2012-12-13 0.180000 2.620087
2012-11-02 0.060000 0.842697
2012-08-24 0.060000 0.936037
2012-05-04 0.060000 0.960000
2012-02-03 0.060000 0.826446
2011-11-04 0.060000 0.882353
2011-08-26 0.050000 0.712251
2011-05-06 0.050000 0.618812
2011-02-04 0.050000 0.660502
2010-10-29 0.050000 0.540541
2010-08-27 0.050000 0.939850
2010-04-30 0.050000 0.711238
2010-01-29 0.050000 0.838926
2009-10-30 0.050000 0.715308
2009-08-28 0.050000 0.642674
2009-05-01 0.050000 0.894454
2009-01-30 0.050000 1.098901
2008-10-30 0.050000 0.694444
2008-08-28 0.150000 1.644737
2008-05-02 0.150000 1.388889
2008-02-01 0.150000 1.152074
2007-11-02 0.150000 0.845547
2007-08-30 0.180000 0.890648
2007-05-04 0.130000 0.845804
2007-02-02 0.130000 0.686741
2006-11-03 0.130000 0.745413
2006-08-31 0.120000 0.654664
2006-05-05 0.120000 0.676437
2006-02-03 0.120000 0.878477
2005-11-04 0.120000 0.732154
2005-09-01 0.200000 1.321004
2005-05-06 0.100000 0.754717
2005-02-04 0.100000 0.868056
2004-11-05 0.072000 0.664207
2004-09-02 0.072000 0.721443
2004-05-07 0.072000 0.727273
2004-01-30 0.072000 0.524017
2003-11-03 0.072000 0.585176
2003-08-28 0.048000 0.461538
2003-05-02 0.048000 0.551471
2003-02-07 0.048000 0.626959
2002-11-01 0.048000 0.563380
2002-08-29 0.048000 0.603015
2002-05-03 0.048000 0.300752
2002-02-01 0.048000 0.345821
2001-11-02 0.048000 0.413034
2001-08-30 0.045333 0.341363
2001-05-04 0.045333 0.354164
2001-02-02 0.045333 0.435894
2000-11-03 0.045333 0.442994
2000-08-31 0.069333 0.654085
2000-05-05 0.042667 0.455520
2000-02-04 0.042667 0.419675
1999-11-05 0.042667 0.357545
1999-09-02 0.036267 0.289364
1999-05-07 0.036267 0.333745
1999-02-05 0.036267 0.318132
1998-11-06 0.036267 0.337891
1998-09-03 0.033067 0.332889
1998-05-08 0.033067 0.269568
1998-02-06 0.033067 0.325249
1997-11-06 0.033067 0.339729
1997-09-05 0.026667 0.327873
1997-05-09 0.026667 0.390249
1997-02-07 0.026667 0.357147
1996-11-07 0.026667 0.487811
1996-09-06 0.021333 0.249996
1996-05-08 0.021333 0.225349
1996-01-31 0.021333 0.249996
1995-11-02 0.021333 0.230212
1995-05-09 0.014222 0.246150
1995-01-31 0.014222 0.336837
1994-11-01 0.014222 0.359545
1994-09-06 0.008889 0.210529
1993-08-31 0.004267 0.208712
1992-08-27 0.004267 0.320025
1991-08-26 0.004267 0.266687
1990-08-27 0.004267 0.192015
1989-08-28 0.017778 0.396045
1988-08-26 0.011852 0.396044
Additional Data
dividendRate 0.2
dividendYield 0.83
exDividendDate 2026-05-04
trailingAnnualDividendRate 0.2
trailingAnnualDividendYield 0.008278145
lastDividendValue 0.05
lastDividendDate 2026-05-04
dividendDate 2026-05-12

Info Dump

Attribute Value
52 Week Change 0.3672999
Address1 10,000 Alliance Road
All Time High 27.36
All Time Low 1.155556
Ask 30.66
Ask Size 2
Audit Risk 7
Average Daily Volume10 Day 267,530
Average Daily Volume3 Month 489,004
Average Volume 489,004
Average Volume10Days 267,530
Beta 0.528
Bid 17.28
Bid Size 2
Board Risk 3
Book Value 9.914
City Cincinnati
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 3
Country United States
Crypto Tradeable 0
Currency USD
Current Price 23.75
Current Ratio 1.483
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 24.36
Day Low 23.69
Debt To Equity 89.044
Display Name LSI Industries
Dividend Date 1,778,544,000
Dividend Rate 0.2
Dividend Yield 0.83
Earnings Call Timestamp End 1,776,956,400
Earnings Call Timestamp Start 1,776,956,400
Earnings Growth -0.536
Earnings Quarterly Growth -0.461
Earnings Timestamp 1,776,947,400
Earnings Timestamp End 1,776,947,400
Earnings Timestamp Start 1,776,947,400
Ebitda 50,579,000
Ebitda Margins 0.08294
Enterprise To Ebitda 22.724
Enterprise To Revenue 1.885
Enterprise Value 1,149,382,144
Eps Current Year 1.225
Eps Forward 1.395
Eps Trailing Twelve Months 0.74
Esg Populated 0
Ex Dividend Date 1,777,852,800
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 24.5452
Fifty Day Average Change -0.79520035
Fifty Day Average Change Percent -0.032397386
Fifty Two Week Change Percent 36.729992
Fifty Two Week High 27.36
Fifty Two Week High Change -3.6100006
Fifty Two Week High Change Percent -0.13194446
Fifty Two Week Low 17.2
Fifty Two Week Low Change 6.549999
Fifty Two Week Low Change Percent 0.3808139
Fifty Two Week Range 17.2 - 27.36
Financial Currency USD
First Trade Date Milliseconds 479,485,800,000
Five Year Avg Dividend Yield 1.68
Float Shares 34,013,469
Forward Eps 1.395
Forward P E 17.02509
Free Cashflow -12,440,375
Full Exchange Name NasdaqGS
Full Time Employees 3,000
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.25679
Gross Profits 156,604,000
Has Pre Post Market Data 1
Held Percent Insiders 0.10095
Held Percent Institutions 0.82202005
Implied Shares Outstanding 36,712,404
Industry Electronic Components
Industry Disp Electronic Components
Industry Key electronic-components
Ir Website http://phx.corporate-ir.net/phoenix.zhtml?c=64125&p=irol-IRHome
Is Earnings Date Estimate 0
Language en-US
Last Dividend Date 1,777,852,800
Last Dividend Value 0.05
Last Fiscal Year End 1,751,241,600
Last Split Date 1,069,027,200
Last Split Factor 5:4
Long Business Summary LSI Industries Inc. manufactures, markets, and sells non-residential lighting and retail display solutions in the United States. The company operates through Lighting and Display Solutions segments. The Lighting segment offers outdoor and indoor lighting fixture and controls solutions, including sensors, photocontrols, dimming, motion detection, and circuit controllers. The Display Solutions segment provides exterior and interior visual image and display elements, including printed graphics, structural graphics, digital signage, digital menu board systems, refrigerated displays, and custom display elements. It also offers signage and canopy, pump dispenser, building fascia graphics, decals, interior signage and marketing graphics, aisle markers, wall mural graphics, refrigerated food and beverage displays, check-out counters, and an array of merchandising displays and cabinetry. In addition, the company provides various project management services, including installation management, site surveys, permitting, and content management. It serves across various vertical markets, such as refueling and convenience store, parking lot and garage, quick-service restaurant, retail, grocery and pharmacy, automotive dealership, sports court and field, and warehouse. LSI Industries Inc. was founded in 1976 and is based in Cincinnati, Ohio.
Long Name LSI Industries Inc.
Market us_market
Market Cap 871,919,616
Market State PRE
Max Age 86,400
Message Board Id finmb_283721
Most Recent Quarter 1,774,915,200
Net Income To Common 23,874,000
Next Fiscal Year End 1,782,777,600
Non Diluted Market Cap 871,919,595
Number Of Analyst Opinions 3
Open 24.16
Operating Cashflow 42,088,000
Operating Margins 0.02708
Overall Risk 5
Payout Ratio 0.2703
Peg Ratio 0.4
Phone 513 793 3200
Previous Close 24.16
Price Eps Current Year 19.387754
Price Hint 2
Price To Book 2.3956022
Price To Sales Trailing12 Months 1.4297444
Profit Margins 0.03915
Quick Ratio 0.79
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change -0.41
Regular Market Change Percent -1.69702
Regular Market Day High 24.36
Regular Market Day Low 23.69
Regular Market Day Range 23.69 - 24.36
Regular Market Open 24.16
Regular Market Previous Close 24.16
Regular Market Price 23.75
Regular Market Time 1,783,972,801
Regular Market Volume 280,539
Return On Assets 0.03924
Return On Equity 0.08311
Revenue Growth 0.136
Revenue Per Share 19.565
Sand P52 Week Change 0.20365608
Sector Technology
Sector Disp Technology
Sector Key technology
Share Holder Rights Risk 9
Shares Outstanding 36,712,404
Shares Percent Shares Out 0.0572
Shares Short 2,098,948
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 1,498,639
Short Name LSI Industries Inc.
Short Percent Of Float 0.0608
Short Ratio 3.65
Source Interval 15
State OH
Symbol LYTS
Target High Price 31.0
Target Low Price 30.0
Target Mean Price 30.33333
Target Median Price 30.0
Total Cash 10,333,000
Total Cash Per Share 0.29
Total Debt 314,158,016
Total Revenue 609,843,008
Tradeable 0
Trailing Annual Dividend Rate 0.2
Trailing Annual Dividend Yield 0.008278145
Trailing Eps 0.74
Trailing P E 32.094593
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 21.54825
Two Hundred Day Average Change 2.2017498
Two Hundred Day Average Change Percent 0.10217766
Type Disp Equity
Volume 280,539
Website https://www.lsicorp.com
Zip 45,242