Welcome to our dedicated page for Lsi Inds Ohio 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.
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.
LYTS notice of proposed sale lists securities tied to option exercise and equity awards. The filing itemizes a Stock Option Exercise of 60,000 shares dated 05/28/2026 and multiple grant items described as Performance Shares and Restricted Stock with grant dates and share counts.
LYTS submits a Form 144 notice regarding the proposed sale of Common Stock. The filing lists three Stock Option Exercise entries dated 05/28/2026 showing 38,386, 22,586 and 75,606 shares respectively. The header also records a numeric line with 136,578.
LSI Industries Inc. reported stronger top-line results for the quarter ended March 31, 2026, while closing a major acquisition. Net sales rose to $150.5M, up from $132.5M, led by a 23% increase in Display Solutions and 2% growth in Lighting. GAAP net income declined to $2.1M from $3.9M, as the company recorded $6.5M of acquisition-related costs. Adjusted operating income increased to $13.4M, reflecting improved productivity and pricing. During the quarter, LSI completed the $338.2M purchase of Royston and finalized the $28.8M CBH acquisition, driving total assets to $800.5M and long-term debt to $261.0M. A February 2026 equity raise added $98.1M of capital, and net debt to adjusted EBITDA stood at 2.7x. Diluted EPS was $0.06 for the quarter and $0.48 year-to-date, while adjusted diluted EPS reached $0.29 and $0.86, respectively. The Board maintained a quarterly dividend of $0.05 per share.
LSI Industries Inc. ownership update: BlackRock, Inc. reports beneficial ownership of 1,969,872 shares of Common Stock, representing 5.4% of the class, per Amendment No. 1 to Schedule 13G/A.
The filing shows sole voting power for 1,924,439 shares and sole dispositive power for 1,969,872 shares.
LSI Industries reported fiscal 2026 third-quarter results and declared a quarterly cash dividend.
Net sales were $150.5 million, up 14% from a year earlier, with 9% organic growth excluding the newly acquired Royston Group. Net income was $2.1 million, or $0.06 per diluted share, reduced by about $6.5 million of non-recurring acquisition-related items. Adjusted net income rose to $9.6 million, or $0.28 per diluted share, and adjusted EBITDA increased 34% to $15.0 million, giving a 10.0% margin.
The Display Solutions segment led growth with 23% higher sales, while Lighting grew 2%. LSI completed an underwritten equity offering, issuing about 5.5 million shares to help finance the Royston deal, ending with a net debt to adjusted EBITDA ratio of 2.7x and roughly $100 million in cash and credit availability. The board approved a $0.05 per-share dividend, payable May 12, 2026.
LSI Industries director Ronald D. Brown received an equity award of 1,200 Common Shares at $18.75 per share. This award increased his direct holdings to 74,363 Common Shares following the transaction. The award is classified as a grant or other acquisition rather than an open-market purchase.
Beech Robert P. reported acquisition or exercise transactions in this Form 4 filing.
LSI Industries Inc. director Robert P. Beech received a grant of 1,200 common shares on April 1, 2026 at a reported price of $18.75 per share. After this compensation-related award, he directly holds 102,141 common shares of LSI Industries.
The Vanguard Group filed Amendment No. 2 to a Schedule 13G/A reporting that it beneficially owns 0 shares (0%) of LSI Industries Inc. (Common Stock), following an internal realignment of subsidiaries effective January 12, 2026.
The amendment states certain Vanguard subsidiaries and business divisions will report ownership separately in reliance on SEC Release No. 34-39538, and that The Vanguard Group, Inc. no longer is deemed to have beneficial ownership over securities held by those entities. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
LSI Industries has closed its acquisition of Royston Group for an aggregate purchase price of $325 million, including $320 million in cash and $5 million in LSI common stock issued at $22.07 per share. The deal is funded by a new senior secured credit facility and a recent underwritten common stock offering.
The new Credit Agreement provides up to $350 million in senior secured financing, split between a $200 million five-year term loan and a $150 million revolving facility, expiring around March 31, 2031, with an option to increase by $75 million. On a trailing twelve-month basis ended September 30, 2025, Royston generated about $272 million in revenue and $38 million in adjusted EBITDA, and its results will be included in LSI’s Display Solutions segment starting in the fiscal 2026 third quarter.
LSI Industries Inc. has entered into an underwriting agreement for a public offering of 4,600,000 shares of its common stock at $19.75 per share, with closing expected on March 2, 2026, subject to customary conditions. The underwriters exercised in full a 30-day option to buy an additional 690,000 shares. The company expects to receive approximately $98.1 million in net proceeds after underwriting discounts and expenses. LSI plans to use the cash to support its growth and acquisition strategy, including funding a portion of the purchase price for its proposed acquisition of SRR Holdings, Inc. (Royston), repaying borrowings under a credit facility that will be increased to $425 million, and for general working capital and corporate purposes. The transaction is being conducted under an effective Form S-3 shelf registration statement and related prospectus supplement.