Welcome to our dedicated page for LSI INDUSTRIES SEC filings (Ticker: LYTS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on LSI INDUSTRIES's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into LSI INDUSTRIES's regulatory disclosures and financial reporting.
LSI INDUSTRIES INC (LYTS) reported strong top-line growth for the year ended June 30, 2026, with net sales of $689.4 million, up from $573.4 million in 2025 and $469.6 million in 2024. The Display Solutions Segment contributed $423.2 million (62% of 2026 net sales), while the Lighting Segment delivered $266.2 million (38%). Operating income rose to $38.4 million, but net income declined to $22.6 million, or diluted EPS of $0.67, compared with $0.79 in 2025, reflecting higher interest expense and selling and administrative costs.
The company completed several acquisitions, including Royston and earlier deals for EMI and Canada’s Best Holdings, driving total assets to $829.9 million, with goodwill of $172.1 million and intangible assets of $249.2 million. Total debt increased to roughly $255.9 million, partially offset by an equity raise of $98.1 million. Cash from operating activities improved to $44.1 million, and cash on hand reached $14.2 million. Management and its independent auditor concluded that internal control over financial reporting was effective as of June 30, 2026. The Board maintained an indicated annual cash dividend of $0.20 per share.
LSI INDUSTRIES INC (LYTS) Executive VP and CFO James E. Galeese reported a sale of 4,778 Common Shares on 2026-08-26 at $20.28 per share. According to a footnote, these shares were disposed of to pay taxes upon the vesting of restricted stock units and performance share units. A separate entry notes Common Shares held in the company’s Non-Qualified Deferred Compensation Plan, with no share amount stated.
LSI INDUSTRIES INC (symbol: LYTS) is the issuer of record for a Form 4 filing submitted to the SEC.
LSI INDUSTRIES INC (symbol: LYTS) is the issuer of record for a Form 4 filing submitted to the SEC.
LSI INDUSTRIES INC (LYTS) reported that its Executive VP and CFO, James E. Galeese, sold a total of 16,410 Common Shares in late August 2026. These included 8,269 shares at $20.09 on August 25 and 8,141 shares at $19.78 on August 24, with the filing stating the dispositions were for payment of taxes upon vesting of restricted stock units and performance share units. The filing also notes additional Common Shares held in a company Non-Qualified Deferred Compensation Plan.
LSI INDUSTRIES INC (LYTS) reported that CEO and President James Anthony Clark disposed of 47,046 Common Shares over two days in late August 2026. On August 25, 2026, he disposed of 23,706 shares at $20.09 per share and on August 24, 2026, 23,340 shares at $19.78 per share. A footnote states these shares were delivered for payment of taxes upon vesting of restricted stock units and performance share units, rather than discretionary open‑market sales. Another footnote notes Common Shares held in the company’s Non-Qualified Deferred Compensation Plan.
LSI INDUSTRIES INC (LYTS) reported that an executive officer, serving as EVP, HR and General Counsel, disposed of common shares in transactions tied to equity compensation. On 2026-08-25, the officer sold 5,560 common shares at $20.09 per share, and on 2026-08-24 sold 5,474 common shares at $19.78 per share. Footnotes state these dispositions were shares withheld or sold for payment of taxes upon vesting of restricted stock units and performance share units, rather than discretionary open-market sales. A separate entry notes common shares held in the company’s Non-Qualified Deferred Compensation Plan.
LSI Industries Inc. (LYTS) adopted new FY2027 incentive programs tying executive pay more tightly to performance. The Board’s Compensation Committee approved a three-year FY2027 Long Term Incentive Plan (LTIP) under the 2019 Omnibus Award Plan, granting restricted stock units (RSUs) and performance stock units (PSUs) to executives based on pre-set goals.
For FY2027, James Clark (CEO) received an LTIP target of $2,500,000 with 41,563 RSUs and 62,344 PSUs; James Galeese (EVP & CFO) $540,000 with 8,978 RSUs and 13,466 PSUs; and Thomas Caneris (EVP Human Resources & General Counsel) $440,000 with 7,316 RSUs and 10,972 PSUs. PSU payouts are based 50% on three-year cumulative Adjusted EBITDA and 50% on return on net assets (RONA) over July 1, 2026–June 30, 2029, with up to 200% of target at 110% of Adjusted EBITDA or 106% of RONA targets. RSUs vest over three years; PSUs vest based on performance, with specific acceleration and conversion features upon a change in control.
The Committee also granted Mr. Clark a $3,000,000 retention RSU award that cliff vests after three years, with partial earlier vesting tied to Board approval of a five-year strategic plan, and increased his base salary to $900,000 from September 1, 2026. Separately, a FY2027 Short Term Incentive Plan (STIP) was approved, providing performance-based annual cash bonuses for executives, weighted 80% to Adjusted EBITDA and 20% to Net Sales for the year ending June 30, 2027. CEO, CFO and General Counsel bonus targets are 100%, 80% and 60% of base salary, respectively, with payouts up to 200% of target for strong performance.
LSI INDUSTRIES INC (LYTS) director Ernest W. Marshall Jr. reported open-market purchases of the company’s common shares. On 2026-08-24 he purchased 1,300 shares at $19.77 per share and 700 shares at $19.65 per share, for a total of 2,000 common shares acquired in direct ownership.
LSI INDUSTRIES INC (LYTS) director Wilfred T. O'Gara reported an acquisition of 1,455 Common Shares on August 19, 2026, coded as a grant/award. These are restricted stock units that he elected to defer under the NEDDCP, with Column 5 also reflecting 8 shares from dividend reinvestment and shares held in a joint account with his spouse. Following this award, his direct holdings total 110,977 Common Shares.