LYTS at a glance
LSI INDUSTRIES INC (LYTS, SEC CIK 763532) filed its latest 10-K annual report on September 3, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on August 25, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), LSI INDUSTRIES INC (LYTS) reported revenue of $234.6 million (down 59.1% from FY2025) and net income of $22.6 million. Diluted EPS was $0.67.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding LSI INDUSTRIES INC (LYTS) shares worth $342.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Galeese James E on August 26, 2026 of 4,778 shares at $20.28 per share.
- In the last 90 days, LYTS insiders reported 2 open-market purchases ($39K) and 9 open-market sales ($1.9M) on Form 4, a net sale of $1.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $234.6M
- −59.1% vs prior year
- Insiders · 90 days
- 2 buys · 9 sells
- Net −$1.9M
- 13F holders
- 25 funds
- $342.1M · −1 vs prior quarter
- Latest 8-K
- Aug 25, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Management Discussion & Analysis
- No Management’s Discussion and Analysis details provided in the 10-K filing for fiscal year 2026
Risk Factors
- Regulatory risk: U.S. tariffs on components and finished goods raising costs, risking margin pressure and reduced demand
- Geopolitical risk: Petroleum industry market exposure, with sales dependent on oil prices and political events affecting refueling/convenience stores
- Operational risk: Integration challenges and substantial costs related to March 2026 Royston Group acquisition, risking financial and operational disruption
- Competitive risk: Product innovation delays risking obsolescence versus competitors with superior technology and new market entrants
- Financial risk: $267.5 million gross indebtedness from Royston acquisition increasing interest expense and restricting financial flexibility
Business Overview
- Core business model: Manufactures and sells non-residential lighting and retail display solutions, focusing on integrated customer-specific package solutions
- New emphases: Recent acquisitions of Royston Group in Q3 FY2026, expanding Display Solutions product portfolio with custom store fixtures and refrigerated displays
- Strategic shift: Increased focus on Display Solutions Segment driving 62% of FY2026 net sales, up from 57% in prior years due to acquisitions and organic growth
- Quantitative metric: Net sales growth to $689.4M in FY2026 from $573.4M in FY2025; employee count approx. 3,000 full/part-time plus 175 agency staff
- Noteworthy fact: Display Solutions segment expanded significantly through multiple acquisitions in last three years, consolidating multiple custom fixture providers
AI summary of the LYTS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- MD&A excerpt contains no quarterly revenue or year-over-year financial results
- No profitability, margin, segment, product-line, cash-flow, or capital-deployment figures provided
AI summary of the LYTS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- FY2027 LTIP aligns executive compensation with three-year cumulative Adjusted EBITDA and RONA performance through June 30, 2029
- CEO James Clark received a $2.5M LTIP target, plus a separate $3M retention RSU award vesting over three years
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO James E. Galeese plans retirement effective August 31, 2027
- Approximately one-year transition period supports orderly CFO succession planning
Item 2.02: Results of Operations and Financial Condition
- Presentation covers LSI’s fiscal-year 2026 financial results and includes GAAP and non-GAAP measures
- Non-GAAP results intended to improve comparison with prior periods through specified adjustments
AI summaries of LYTS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LYTS
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- Fund moves. Which tracked funds opened, added or cut LYTS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Galeese James E | A | Sep 30, 2026 | 1,137 | - |
| Clark James Anthony | A | Sep 30, 2026 | 3,353 | - |
| Caneris Thomas A | A | Sep 30, 2026 | 1,808 | - |
| Galeese James E | Sell | Aug 26, 2026 | 4,778 | $20.28 |
| Clark James Anthony | Sell | Aug 26, 2026 | 13,907 | $20.28 |
| Caneris Thomas A | Sell | Aug 26, 2026 | 3,170 | $20.28 |
| Clark James Anthony | Sell | Aug 25, 2026 | 23,706 | $20.09 |
| Caneris Thomas A | Sell | Aug 25, 2026 | 5,560 | $20.09 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $573.4M | $234.6M |
| Gross Profit | - | $141.8M | $173.4M |
| Operating Income | - | $35.8M | $38.4M |
| Net Income | - | $24.4M | $22.6M |
| Gross Margin | - | 24.7% | 73.9% |
| Op. Margin | - | 6.2% | 16.4% |
| Net Margin | - | 4.3% | 9.6% |
| Balance Sheet | |||
| Total Assets | $348.8M | $396.4M | $829.9M |
| Equity | $204.4M | $230.7M | $360.7M |
| ROE | - | 10.6% | 6.3% |
| Per Share | |||
| EPS | - | $0.79 | $0.67 |
| Cash Flow | |||
| Operating CF | - | $38.1M | $44.1M |
| CapEx | - | $3.5M | $5.1M |
Source: XBRL data in LSI INDUSTRIES INC (LYTS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LYTS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $342.1M |
| Q1 2026 | 26 | $159.7M |
| Q4 2025 | 24 | $151.0M |
| Q3 2025 | 26 | $196.0M |
| Q2 2025 | 24 | $140.4M |
| Q1 2025 | 20 | $102.3M |
| Q4 2024 | 17 | $110.5M |
| Q3 2024 | 14 | $61.5M |
- FMR LLC (Fidelity)+3.78M (+1812%)
- BlackRock+591.7K (+28%)
- State Street Corp+151.5K (+24%)
- Vanguard Capital Management LLC+94.4K (+6%)
- Morgan Stanley+83.1K (+39%)
- Two Sigma Investments−266.3K (-80%)
- Renaissance Technologies LLC−183.8K (-23%)
- Dimensional Fund Advisors−97.7K (-7%)
- Goldman Sachs Group−55.6K (-21%)
- Fifth Third Bancorp−32.7K (-98%)
- Millennium Management−37.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 176 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LYTS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 10-K | Sep 3, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| SC 13G | Jul 22, 2026 | - | - | |
| 4 | Jul 13, 2026 | - | - | - |
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LYTS SEC filings: frequently asked questions
Are LYTS insiders buying or selling?
In the last 90 days, LSI INDUSTRIES INC (LYTS) officers, directors and 10% owners reported 2 open-market purchases worth $39,456 by 1 insider and 9 open-market sales worth $1.9 million by 3 insiders on Form 4, a net sale of $1.9 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LYTS stock?
As of June 30, 2026, the largest LSI INDUSTRIES INC (LYTS) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($106.0 million), BlackRock ($72.1 million), Vanguard Capital Management LLC ($41.4 million), Dimensional Fund Advisors ($36.3 million), State Street Corp ($20.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LYTS's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), LSI INDUSTRIES INC (LYTS) reported revenue of $234.6 million (down 59.1% from FY2025) and net income of $22.6 million. Diluted EPS was $0.67. The figures come from the XBRL data in the 10-K.
What are the main risks in LYTS's latest 10-K?
In the 10-K filed September 3, 2026, LSI INDUSTRIES INC (LYTS) flagged: Regulatory risk: U.S. tariffs on components and finished goods raising costs, risking margin pressure and reduced demand. Geopolitical risk: Petroleum industry market exposure, with sales dependent on oil prices and political events affecting refueling/convenience stores. (AI summary of the Risk Factors section.)
What did LYTS report in its latest 8-K?
LSI INDUSTRIES INC (LYTS) filed an 8-K on August 25, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). FY2027 LTIP aligns executive compensation with three-year cumulative Adjusted EBITDA and RONA performance through June 30, 2029.
What are the latest LYTS SEC filings?
LSI INDUSTRIES INC (LYTS) filed its latest 10-K annual report on September 3, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on August 25, 2026 and a Form 4 insider filing on October 1, 2026.
What is LYTS's SEC CIK number?
LSI INDUSTRIES INC (LYTS)'s SEC Central Index Key (CIK) is 763532. EDGAR lists every LYTS filing under that number.
Ask anything about LYTS
The research agent reads LYTS's filings, financials, insider trades and 13F holders, then answers with sources.