Overview

* LSI Industries ( LYTS ) fiscal Q4 net sales rise 20% y/y, beating analyst expectations

* Adjusted EPS for fiscal Q4 exceeds estimates, driven by improved demand

* Co's acquisitions and operational efficiency boost adjusted EBITDA margin by 250 bps

Outlook

* Company expects continued demand in refueling/c-store vertical into fiscal 2026

* LSI anticipates tariff impacts in fiscal 2026 Q1

* Company sees strong production outlook through end of calendar year

* LSI aims to expand addressable markets and enhance operational excellence

Result Drivers

* DEMAND INCREASE - Co attributes 20% y/y sales growth to improved demand across lighting and display solutions markets

* ACQUISITIONS - Recent acquisitions, including EMI Industries and Canada's Best Holdings, contributed to sales growth

* MARGIN IMPROVEMENT - Adjusted EBITDA margin improved by 250 bps due to stable manufacturing conditions and aligned pricing

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Beat $155.07 $138.60

mln mln (4

Analysts

)

Q4 Beat $0.34 $0.23 (3

Adjusted Analysts

EPS )

Q4 EPS $0.26

Q4 Beat $10.58 $7.18

Adjusted mln mln (3

Net Analysts

Income )

Q4 Net $8.17

Income mln

Q4 Beat $15.12 $8.34

Adjusted mln mln (4

Operatin Analysts

g Income )

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

* Wall Street's median 12-month price target for LSI Industries Inc ( LYTS ) is $24.00, about 19.6% above its August 20 closing price of $19.30

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)