- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
LSI Industries Inc (LYTS)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/05/2025: LYTS (2-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $27.67
1 Year Target Price $27.67
| 2 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 43.53% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 594.25M USD | Price to earnings Ratio 24.3 | 1Y Target Price 27.67 |
Price to earnings Ratio 24.3 | 1Y Target Price 27.67 | ||
Volume (30-day avg) 3 | Beta 0.16 | 52 Weeks Range 13.70 - 25.30 | Updated Date 11/7/2025 |
52 Weeks Range 13.70 - 25.30 | Updated Date 11/7/2025 | ||
Dividends yield (FY) 0.73% | Basic EPS (TTM) 0.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-06 | When Before Market | Estimate 0.28 | Actual 0.31 |
Profitability
Profit Margin 4.21% | Operating Margin (TTM) 7.12% |
Management Effectiveness
Return on Assets (TTM) 6.46% | Return on Equity (TTM) 11.03% |
Valuation
Trailing PE 24.3 | Forward PE 23.09 | Enterprise Value 779703053 | Price to Sales(TTM) 1 |
Enterprise Value 779703053 | Price to Sales(TTM) 1 | ||
Enterprise Value to Revenue 1.36 | Enterprise Value to EBITDA 16 | Shares Outstanding 30568219 | Shares Floating 27056981 |
Shares Outstanding 30568219 | Shares Floating 27056981 | ||
Percent Insiders 12.2 | Percent Institutions 75.19 |
Upturn AI SWOT
LSI Industries Inc

Company Overview
History and Background
LSI Industries Inc. was founded in 1976. Initially focused on graphics, they expanded into lighting solutions, becoming a prominent player in the visual image and lighting markets.
Core Business Areas
- Lighting Solutions: Designs, manufactures, and sells indoor and outdoor lighting fixtures and controls for commercial, industrial, and retail applications. Includes LED lighting, Smart lighting systems, and legacy lighting solutions.
- Display Solutions: Provides digital signage, graphics, and related services, including design, installation, and maintenance. Focuses on creating visual experiences for retail and other businesses.
Leadership and Structure
The leadership team includes James A. Clark (President & CEO), and Ron L. Stubblefield (CFO). The organizational structure is departmentalized, with distinct units for lighting, display, and corporate functions.
Top Products and Market Share
Key Offerings
- LED Lighting Fixtures: A wide range of LED lighting fixtures for various applications, including parking lots, roadways, and indoor spaces. Market share is difficult to quantify precisely but estimated in the single-digit percentage range within the broader commercial lighting market. Competitors: Acuity Brands, Eaton Lighting, Cree Lighting.
- Digital Signage Solutions: Customized digital signage solutions, including hardware, software, and content management. Market share varies regionally, but LSI has a presence in key markets. Competitors: Stratacache, Samsung, LG.
Market Dynamics
Industry Overview
The lighting industry is transitioning towards energy-efficient LED solutions and smart lighting systems. The display solutions market is growing due to increasing demand for digital advertising and enhanced customer experiences.
Positioning
LSI Industries is positioned as a provider of both lighting and display solutions, targeting commercial and industrial customers. Its competitive advantage lies in its integrated offerings and focus on customer service.
Total Addressable Market (TAM)
The total addressable market for lighting is estimated in the tens of billions globally, and the digital signage market is in the billions as well. LSI is addressing this TAM through organic growth and acquisitions.
Upturn SWOT Analysis
Strengths
- Integrated lighting and display solutions
- Strong customer relationships
- Focus on innovation and technology
- Established brand reputation
- Manufacturing expertise
Weaknesses
- Relatively smaller market share compared to larger competitors
- Dependence on specific sectors
- Potential supply chain vulnerabilities
- Sensitivity to economic cycles
Opportunities
- Expanding into new geographic markets
- Developing smart lighting and IoT solutions
- Growing demand for digital signage
- Acquiring complementary businesses
- Capitalizing on energy-efficient lighting trends
Threats
- Intense competition
- Technological obsolescence
- Fluctuations in raw material prices
- Economic downturns
- Changing regulatory landscape
Competitors and Market Share
Key Competitors
- AYI
- EATN
- GE
Competitive Landscape
LSI Industries competes with larger, more established players in both the lighting and display markets. Its advantages include its integrated solutions and focus on customer service. Disadvantages include smaller scale and limited brand recognition compared to larger competitors.
Major Acquisitions
RediMounts
- Year: 2023
- Acquisition Price (USD millions): 10.7
- Strategic Rationale: Expanded LSI's product offering and customer base in the quick-mount sign and display solutions sector.
Growth Trajectory and Initiatives
Historical Growth: LSI Industries has shown moderate growth in recent years, driven by its expansion in the LED lighting and digital signage markets.
Future Projections: Analyst estimates suggest continued growth for LSI Industries, driven by demand for energy-efficient lighting and digital signage solutions. Specific numbers cannot be provided without real-time financial data.
Recent Initiatives: Recent strategic initiatives include new product launches, acquisitions, and partnerships to expand its market reach and product offerings.
Summary
LSI Industries operates in the growing lighting and digital signage markets. Their integrated solutions approach is a strength, but they face competition from larger players. Recent acquisitions are a positive sign for growth, and the company needs to capitalize on opportunities in smart lighting and IoT. Economic downturns are a risk to watch out for.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company website
- Financial news sources
- Industry reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About LSI Industries Inc
Exchange NASDAQ | Headquaters Cincinnati, OH, United States | ||
IPO Launch date 1990-03-26 | CEO, President & Director Mr. James A. Clark | ||
Sector Technology | Industry Electronic Components | Full time employees 2000 | Website https://www.lsicorp.com |
Full time employees 2000 | Website https://www.lsicorp.com | ||
LSI Industries Inc. manufactures, markets, and sells non-residential lighting and retail display solutions in the United States. The company operates through Lighting and Display Solutions segments. The Lighting segment offers outdoor and indoor lighting fixture and controls solutions, including sensors, photocontrols, dimming, motion detection, and circuit controllers. The Display Solutions segment provides exterior and interior visual image and display elements, including printed graphics, structural graphics, digital signage, digital menu board systems, refrigerated displays, and custom display elements. It also offers signage and canopy, pump dispenser, building fascia graphics, decals, interior signage and marketing graphics, aisle markers, wall mural graphics, refrigerated food and beverage displays, check-out counters, and an array of merchandising displays and cabinetry. In addition, the company provides various project management services, including installation management, site surveys, permitting, and content management. It serves across various vertical markets, such as refueling and convenience store, parking lot and garage, quick-service restaurant, retail, grocery and pharmacy, automotive dealership, sports court and field, and warehouse. LSI Industries Inc. was founded in 1976 and is based in Cincinnati, Ohio.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
Home 

