LSI Industries (LYTS) reported fiscal 2026 fourth-quarter net sales of $234.6 million, up 51% from a year earlier, and GAAP net income of $6.9 million, or $0.18 per diluted share. The quarter ended June 30, 2026.
For fiscal 2026, net sales rose 20% to a record $689.4 million, while GAAP net income was $22.6 million, or $0.67 per diluted share. The company also declared a quarterly cash dividend of $0.05 per share.
- Fourth-quarter GAAP net income was $6.876 million, compared with $8.172 million a year earlier.
- Fourth-quarter Display Solutions sales were $164.2 million, while Lighting segment sales were $70.5 million.
- Full-year GAAP net income was $22.579 million, compared with $24.383 million in fiscal 2025.
- The dividend is payable September 8, 2026, to shareholders of record on August 31, 2026.
- LSI had approximately $95 million available under its $350 million senior secured credit facility as of June 30, 2026.
$LYTS Insider Trading Activity
$LYTS insiders have traded $LYTS stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $LYTS stock by insiders over the last 6 months:
- JAMES E GALEESE (Executive VP; CFO) has made 0 purchases and 3 sales selling 136,578 shares for an estimated $3,317,479.
- THOMAS A CANERIS (EVP, HR and General Counsel) has made 0 purchases and 3 sales selling 109,226 shares for an estimated $2,653,099.
- WILFRED T OGARA has made 0 purchases and 2 sales selling 20,738 shares for an estimated $499,578.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LYTS Hedge Fund Activity
We have seen 95 institutional investors add shares of $LYTS stock to their portfolio, and 95 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 3,777,681 shares (+1811.7%) to their portfolio in Q2 2026, for an estimated $100,410,760
- OWLS NEST PARTNERS IA, LLC added 728,895 shares (+inf%) to their portfolio in Q2 2026, for an estimated $19,374,029
- BLACKROCK, INC. added 591,702 shares (+27.9%) to their portfolio in Q2 2026, for an estimated $15,727,439
- OPHIR ASSET MANAGEMENT PTY LTD removed 573,506 shares (-77.6%) from their portfolio in Q2 2026, for an estimated $15,243,789
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 326,583 shares (+inf%) to their portfolio in Q2 2026, for an estimated $8,680,576
- ROYCE & ASSOCIATES LP added 318,242 shares (+21.0%) to their portfolio in Q2 2026, for an estimated $8,458,872
- HOOD RIVER CAPITAL MANAGEMENT LLC removed 313,650 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $8,336,816
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
