LSI Industries (LYTS) Files 8-K: Q4/FY25 Results and Investor Call

LSI Industries (LYTS) furnished a Form 8-K reporting a press release with operating results for the fiscal quarter and fiscal year ended June 30, 2025 and announced an investor conference call on August 21, 2025.

Rhea-AI Filing Summary

LSI Industries (LYTS) furnished a Form 8-K reporting a press release with operating results for the fiscal quarter and fiscal year ended June 30, 2025 and announced an investor conference call on August 21, 2025. The press release is provided as Exhibit 99.1 and the related presentation is provided as Exhibit 99.2 and is available on the company website. The presentation includes GAAP and non-GAAP financial measures with reconciliations and contains forward-looking statements subject to risks described in the materials and LSI's SEC filings.

Insights

Financial Analyst

TL;DR: Routine earnings release and investor call; provides GAAP and non-GAAP metrics for comparability.

LSI has furnished results and a presentation that includes reconciliations of non-GAAP measures, which helps investors compare current performance to prior periods. The filing is furnished (not filed), limiting Section 18 liability. The disclosure of forward-looking statements and reference to risk factors is standard; no specific financial figures are included in this 8-K text, so material impact cannot be assessed from this filing alone.

Corporate Governance Expert

TL;DR: Procedural 8-K compliance with investor outreach; no governance changes or material transactions disclosed.

The company complied with Form 8-K requirements by furnishing the press release and presentation and announcing the investor call. There are no executive changes, related-party matters, or amendments to governance disclosed. The statement that materials are furnished, not filed, is a common legal posture to limit certain liabilities.

8-K Event Classification

3 items: 2.02, 7.01, 9.01

3 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did LSI Industries (LYTS) announce in this 8-K?

LSI announced a press release with operating results for the fiscal quarter and fiscal year ended June 30, 2025 and an investor conference call on August 21, 2025.

Where can I find the press release and presentation referenced in the 8-K?

The press release is attached as Exhibit 99.1 and the conference call presentation is attached as Exhibit 99.2 and is available at www.lsicorp.com.

Does the presentation include non-GAAP financial measures?

Yes. The presentation discloses both GAAP and non-GAAP financial results and states that reconciliations are provided.

Are the materials in the 8-K considered filed with the SEC?

No. The 8-K states the press release and presentation are being furnished and shall not be deemed "filed" for purposes of Section 18 of the Exchange Act.

Do the materials contain forward-looking statements?

Yes. The presentation contains forward-looking statements and disclaims any obligation to update projections; it notes risks and uncertainties may cause actual results to differ.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/21/2025 - 07:46 AM Learn about SEC filing dates

false 0000763532 0000763532 2025-08-21 2025-08-21

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported) August 21, 2025

LSI INDUSTRIES INC.

(Exact name of Registrant as Specified in its Charter)

Ohio		01-13375		31-0888951
(State or Other Jurisdiction of Incorporation)		(Commission File Number)		(IRS Employer Identification No.)

10000 Alliance Road, Cincinnati, Ohio	45242
(Address of Principal Executive Offices)	(Zip Code)

Registrant’s telephone number, including area code (513) 793-3200

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, no par value	LYTS	NASDAQ

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (17CFR §240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act ☐

Item 2.02 Results of Operation and Financial Condition.

On August 21, 2025, LSI Industries Inc. (“LSI” or the “Company”) issued a press release announcing operating results for the fiscal quarter and fiscal year ended June 30, 2025. A copy of the press release is furnished with this Form 8-K as Exhibit 99.1 and is incorporated by reference herein.

Item7.01.Regulation FD Disclosure.

On August 21, 2025, LSI is hosting a conference call for the benefit of its investors to discuss the results set forth in the press release described in Item 2.02 above. A copy of the presentation, which is available at www.lsicorp.com, related to this conference call is attached as Exhibit 99.2 to this report and is incorporated by reference herein.

LSI’s presentation discloses certain financial results both in accordance with generally accepted accounting principles (“GAAP”) and on a non-GAAP basis with adjustments for certain items. LSI’s management believes that presentation of these non-GAAP financial measures and their related reconciliations are useful to investors because the non-GAAP financial measures provide investors with a basis for comparing the results to financial results from prior periods.

Information in the presentation contains forward-looking statements regarding future events and performance of LSI. All such forward-looking statements are based largely on LSI’s experience and perception of current conditions, trends, expected future developments and other factors, and on management’s expectations, and are subject to risks and uncertainties that could cause actual results to differ materially, including, but not limited to, those factors described in the presentation and in LSI’s filings with the Securities and Exchange Commission. LSI disclaims any intention or obligation to update or revise any financial or other projections or other forward-looking statements, whether because of new information, future events or otherwise.

The information in each of Item 2.02 and Item 7.01 of this Form 8-K and in the press release attached as Exhibit 99.1 and the presentation attached as Exhibit 99.2 is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section. The information in each of Item 2.02 and Item 7.01 of this Form 8-K and each of Exhibit 99.1 and Exhibit 99.2 shall not be incorporated by reference in any filing (whether made before or after the date hereof) or any other document under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in any such filing, except as shall be expressly set forth by specific reference in any such filing or document.

Item9.01 Financial Statements and Exhibits.

(d) Exhibits

ExhibitNo.		Description
99.1		LSI Press Release dated August 21, 2025
99.2		Conference Call Presentation
104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

LSI INDUSTRIES INC.

BY:/s/ James E. Galeese

James E. Galeese

Executive Vice President, Chief Financial Officer

Dated: August 21, 2025