LSI Industries Inc. filings document material-event disclosures for an operating manufacturer of commercial lighting, graphics and display solutions. Recent Form 8-K records cover quarterly operating results, Regulation FD presentation materials, GAAP and non-GAAP financial measures, and risk-factor and capital-structure disclosures tied to the company's business.
The filing record also documents material definitive agreements, including senior secured credit facilities, common stock offering activity, and financing arrangements used for working capital, general corporate purposes and growth initiatives. Governance disclosures include shareholder voting results for director elections, auditor ratification and advisory executive-compensation matters.
LSI Industries asks shareholders at its November 24, 2026 annual meeting to approve a 2026 Incentive Award Plan authorizing 2,100,000 shares, less one share for each share subject to a Prior Plan award granted after October 6, 2026. Approval would end future grants under the 2019 Omnibus Award Plan; if rejected, that plan continues until its reserve is exhausted or it expires. LSI estimates approximately 4.0% potential dilution as of June 30, 2026, and expects the proposed reserve to fund awards for at least three years.
Shareholders will also vote on seven director nominees, ratification of Grant Thornton LLP for fiscal 2027, and a non-binding advisory vote on executive compensation. The meeting is virtual; shareholders of record on September 29, 2026 may vote. LSI had 37,304,713 common shares outstanding as of that date.
LSI reports that its March 2026 Royston acquisition was supported by a $104 million underwritten common-stock offering. FY26 short-term incentive results excluded Royston: adjusted EBITDA was $61.3 million against a $58.0 million target, and net sales were $615.9 million against a $601.3 million target; the weighted payout was 154.6% of target opportunity.
LSI Industries Inc. CEO and President James Anthony Clark acquired 3,353 common shares in the LSI Industries Inc. Non-Qualified Deferred Compensation Plan during the quarter ended September 30, 2026. The reported prices ranged from $20.23 to $25.17. The transaction is reported as direct ownership.
At LSI Industries Inc. (LYTS), Executive VP; CFO James E. Galeese acquired 1,137 common shares in the company's Non-Qualified Deferred Compensation Plan during the quarter ended September 30, 2026. The transaction is reported as a direct acquisition.
LSI Industries Inc. EVP, HR and General Counsel Thomas A. Caneris reported acquiring 1,808 common shares on September 30, 2026, through the LSI Industries Inc. Non-Qualified Deferred Compensation Plan. The related footnote says shares were acquired during the quarter ended September 30, 2026, at prices ranging from $20.23 to $25.17.
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.