LSI Industries Inc. (LYTS) Stock Falls on Q2 2026 Earnings

LSI Industries Inc. (LYTS) reported results for the second quarter of 2026.

Total revenues of $147.0 million, down 0.5% year‑over‑year.

Gross profit of $37.4 million, up 7.4% YoY.

Operating profit of $8.9 million, up 4.8% YoY.

Net income attributable to common shareholders of $6.3 million, up 12.4% YoY.

Diluted earnings per share of $0.20, up 11.1% YoY.

Cash flow and liquidity highlights:

Cash from operating activities of $25.0 million, up 152.6% YoY.

Spent $1.7 million on property, plant and equipment, up 58.0% YoY.

Cash and cash equivalents of $6.4 million, up 36.0% YoY.

Additional balance-sheet and market notes:

Cost of sales totaled $109.5 million, down 3.0% YoY.

Total liabilities were $144.9 million, up 6.0% YoY.

Shares declined 2.09% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

LSI Industries Inc. Insider Trading Activity

LSI Industries Inc. insiders have traded $LYTS stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.

Here’s a breakdown of recent trading of $LYTS stock by insiders over the last 6 months:

JAMES ANTHONY CLARK (CEO and President) has made 0 purchases and 5 sales selling 526,597 shares for an estimated $12,009,371.
JAMES E GALEESE (Executive VP; CFO) has made 0 purchases and 3 sales selling 60,639 shares for an estimated $1,411,008.
THOMAS A CANERIS (Exec. VP, HR & General Counsel) sold 7,544 shares for an estimated $174,115

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

LSI Industries Inc. Hedge Fund Activity

We have seen 88 institutional investors add shares of LSI Industries Inc. stock to their portfolio, and 88 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PERRITT CAPITAL MANAGEMENT INC removed 882,083 shares (-94.3%) from their portfolio in Q3 2025, for an estimated $20,825,979
THRIVENT FINANCIAL FOR LUTHERANS added 306,864 shares (+70.4%) to their portfolio in Q4 2025, for an estimated $5,621,748
JUNIPER INVESTMENT COMPANY, LLC added 231,693 shares (+211.0%) to their portfolio in Q4 2025, for an estimated $4,244,615
HILLSDALE INVESTMENT MANAGEMENT INC. removed 203,153 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $3,721,762
ROYCE & ASSOCIATES LP added 171,124 shares (+16.4%) to their portfolio in Q4 2025, for an estimated $3,134,991
BLACKROCK, INC. added 129,584 shares (+6.6%) to their portfolio in Q4 2025, for an estimated $2,373,978
INVESCO LTD. removed 118,233 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $2,166,028

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

LSI Industries Inc. Price Targets

Multiple analysts have issued price targets for $LYTS recently. We have seen 2 analysts offer price targets for $LYTS in the last 6 months, with a median target of $28.5.

Here are some recent targets:

Amit Dayal from HC Wainwright & Co. set a target price of $30.0 on 01/27/2026
Amit Dayal from Canaccord Genuity set a target price of $27.0 on 01/23/2026