LSI Industries Inc.

Informe acción NasdaqGS:LYTS

Capitalización de mercado: US$804.3m

LSI Industries Dirección

Dirección controles de criterios 4/4

El CEO de LSI Industries es James Clark , nombrado en Nov 2018, tiene una permanencia de 7.5 años. compensación anual total es $3.38M, compuesta por 22.3% salario y 77.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.98% de las acciones de la empresa, por valor de $7.86M. La antigüedad media del equipo directivo y de la junta directiva es de 7.1 años y 7.3 años, respectivamente.

Información clave

James Clark

Chief Executive Officer (CEO)

US$3.4m

Compensación total

Porcentaje del salario del CEO22.30%
Permanencia del CEO7.5yrs
Participación del CEO1.0%
Permanencia media de la dirección7.1yrs
Promedio de permanencia en la Junta Directiva7.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 20

LYTS: Follow On Equity Raise Will Support Future Share Price Upside

Analysts have reset their price target on LSI Industries to $30.00, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that keep the stock anchored to the same fair value level as previously estimated. What's in the News LSI Industries completed a follow on equity offering of common stock totaling US$90.85 million, issuing 4,600,000 shares at US$19.75 per share with a US$1.185 discount per share (Key Developments).
Actualización de narrativa Apr 25

LYTS: Equity Raise And Higher P/E Assumptions Will Support Future Upside

Analysts have kept their $30.00 price target for LSI Industries unchanged, citing a combination of higher assumed revenue growth and P/E, softer margin expectations, and a higher discount rate that broadly offset each other in their updated model. What's in the News LSI Industries completed a follow on equity offering of common stock totaling US$90.85 million, issuing 4,600,000 shares at US$19.75 per share with a US$1.185 discount per share (Key Developments).
Actualización de narrativa Apr 08

LYTS: Higher Execution Bar And Equity Raise Will Drive Future Upside

Analysts have lifted their fair value estimate for LSI Industries from $27.00 to $30.00, citing updated assumptions for revenue growth, profit margins, and future P/E levels that support a higher long term price target. Analyst Commentary While the higher fair value estimate signals more constructive expectations, not all research takes an upbeat view.
Actualización de narrativa Mar 25

LYTS: Refined Discount Rate And Forward P/E Framework Will Support Upside

Analysts have raised their price target on LSI Industries by $2, citing updated assumptions for discount rates and forward P/E that support a revised view of the stock’s risk and valuation profile. Analyst Commentary Recent research points to updated discount rate assumptions and forward P/E inputs as the main drivers behind the higher price target for LSI Industries.
Actualización de narrativa Mar 10

LYTS: Improved Margins And Lower Future P/E Will Support Upside

Analysts have lifted their price target on LSI Industries by about $1, supported by updated views on fair value, revenue growth, profit margins, and a lower future P/E that were highlighted in recent Street research. Analyst Commentary Recent Street research around the higher price target focuses on how current market pricing lines up with updated views on fair value, revenue potential, and profit margins, as well as expectations for a lower future P/E.
Seeking Alpha Feb 26

LSI Industries: Enlightened By The Royston Transaction

Summary LSI Industries is spending $325 million to acquire the privately held Royston Group. Shares now trade at 20x realistic earnings, with current run-rate earnings around $1 per share, reflecting increased multiples due to lower-than-expected profitability. I remain cautious on LSI, monitoring for sustained order intake and backlog growth before building conviction given its historical volatility. Read the full article on Seeking Alpha
Actualización de narrativa Feb 23

LYTS: Higher P/E And Refined Risk Assumptions Will Support Upside

Analysts have raised their price target on LSI Industries by about $2, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following recent research updates. Analyst Commentary Recent research updates around LSI Industries center on how revised fair value and discount rate assumptions line up with expectations for revenue growth, profit margins, and future P/E.
Actualización de narrativa Feb 09

LYTS: Discount And Margin Assumptions Will Support Future Upside Potential

Narrative Update on LSI Industries Analysts have lifted their price target on LSI Industries by US$2, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E that support a steady fair value estimate of US$27.00 per share. Analyst Commentary The updated fair value estimate of US$27.00 per share reflects refreshed assumptions, but some bearish analysts are still highlighting areas where they see limited room for error.
Artículo de análisis Jan 27

LSI Industries (NASDAQ:LYTS) Is Due To Pay A Dividend Of $0.05

The board of LSI Industries Inc. ( NASDAQ:LYTS ) has announced that it will pay a dividend on the 10th of February...
Actualización de narrativa Jan 26

LYTS: Higher Growth Assumptions Will Support Future Upside Potential

Narrative Update: LSI Industries Analysts lifted their fair value estimate for LSI Industries from US$25.00 to US$27.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E. These changes are reflected in recent Street research, including the latest price target increase reported by Canaccord.
Actualización de narrativa Jan 12

LYTS: Refined Margin Outlook Will Support Future Upside Potential

Analysts have maintained their fair value estimate for LSI Industries at US$25.00, making only slight adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions. These refinements have resulted in a modest update to their price target framework.
Actualización de narrativa Dec 27

LYTS: Modestly Stronger Margins Will Drive Future Upside Potential

Analysts have nudged their price target for LSI Industries modestly higher to reflect slightly stronger expected revenue growth, marginally better profit margins, and a small reduction in the discount rate, which together support a fair value estimate of about $25.00 per share. Valuation Changes Fair Value Estimate remains unchanged at approximately $25.00 per share, as modest model adjustments offset each other.
Actualización de narrativa Dec 12

LYTS: Rising Margins And Multiple Are Expected To Drive Upside

Analysts have raised their price target on LSI Industries from approximately 22.00 dollars to 25.00 dollars, citing expectations for stronger profit margins and a modestly higher future earnings multiple, despite moderating revenue growth assumptions. Valuation Changes Fair Value Estimate increased from 22.00 dollars to 25.00 dollars, reflecting a modest upward revision in the intrinsic valuation range.
Artículo de análisis Nov 07

Does LSI Industries (NASDAQ:LYTS) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Aug 29

Market Participants Recognise LSI Industries Inc.'s (NASDAQ:LYTS) Earnings Pushing Shares 26% Higher

Despite an already strong run, LSI Industries Inc. ( NASDAQ:LYTS ) shares have been powering on, with a gain of 26% in...
Artículo de análisis Aug 24

LSI Industries (NASDAQ:LYTS) Will Pay A Dividend Of $0.05

LSI Industries Inc.'s ( NASDAQ:LYTS ) investors are due to receive a payment of $0.05 per share on 10th of September...
Actualización de narrativa Aug 23

Reshoring And Integration In Display And Lighting Will Improve Efficiency

LSI Industries' consensus price target has increased to $27.67, reflecting strong Q2 results, robust demand in core segments, M&A-driven topline growth, and rising institutional confidence. Analyst Commentary Strong Q2 performance with double-digit growth in Lighting and Display segments.
Artículo de análisis Apr 27

LSI Industries Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that LSI Industries Inc. ( NASDAQ:LYTS ) released its quarterly result to the market...
Seeking Alpha Apr 14

LSI Industries: Enlightened

Summary LSI Industries has shown significant growth, driven by organic achievements and strategic bolt-on acquisitions. The company focuses on integrated lighting and display solutions, serving diverse markets like automotive, retail, and sports complexes, with plans to expand into adjacent markets. Recent acquisitions, including EMI Industries and Canada's Best Holdings, are expected to drive revenue growth and improve margins, enhancing overall financial performance. Trading at 16 times earnings with potential for further margin expansion, LSI shares offer substantial upside, making it a compelling buy on dips. Read the full article on Seeking Alpha
Artículo de análisis Apr 05

LSI Industries Inc. (NASDAQ:LYTS) Not Flying Under The Radar

LSI Industries Inc.'s ( NASDAQ:LYTS ) price-to-earnings (or "P/E") ratio of 19x might make it look like a sell right...
Artículo de análisis Feb 25

Is LSI Industries (NASDAQ:LYTS) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Jan 24

LSI Industries' (NASDAQ:LYTS) Returns On Capital Are Heading Higher

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Jan 23

LSI Industries Q2 Results: Strong Organic Growth, Weaker Margins

Summary LSI Industries reported very strong Q2 growth with 14% organic growth, significantly exceeding Wall Street's consensus and exceeding the Fast Forward roadmap's growth target. At the same time, LSI's margin performance trailed, and the company is far from the targeted 0.5 percentage points in annual margin expansion. LYTS stock already prices in fair earnings growth expectations, and I estimate a fair value of $21.5. Read the full article on Seeking Alpha
Artículo de análisis Nov 10

LSI Industries (NASDAQ:LYTS) Is Paying Out A Dividend Of $0.05

LSI Industries Inc. ( NASDAQ:LYTS ) has announced that it will pay a dividend of $0.05 per share on the 26th of...
Artículo de análisis Nov 09

LSI Industries Inc. Just Recorded A 10.0% EPS Beat: Here's What Analysts Are Forecasting Next

LSI Industries Inc. ( NASDAQ:LYTS ) just released its latest quarterly results and things are looking bullish. The...
Artículo de análisis Nov 07

Should You Investigate LSI Industries Inc. (NASDAQ:LYTS) At US$18.15?

LSI Industries Inc. ( NASDAQ:LYTS ), might not be a large cap stock, but it saw a significant share price rise of 27...
Seeking Alpha Oct 31

LSI Industries: Multiple Remains Attractive With Favorable Long Term

Summary LYTS revenue grew in the fourth quarter after experiencing contraction for four consecutive quarters. Contribution from recent acquisitions and the improving environment in certain parts of the business should support topline growth in the quarters ahead. Pricing strength and operation efficiency should result in better margins as volume starts to improve. Maintaining a buy rating due to favorable long-term growth prospects. Read the full article on Seeking Alpha
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Nueva narrativa Sep 20

EMI Acquisition And Eco-Friendly Innovations Set To Boost Growth And Margins

LSI Industries' acquisition of EMI Industries and product expansion in core markets are set to enhance its competitive edge by broadening its offering.
Seeking Alpha Aug 19

LSI Industries' Q4 Glow: Beating Estimates, But Growth Concerns Linger

Summary LSI Industries Inc. beat earnings estimates with Non-GAAP EPS of $0.24 and revenue of $129 million, up 4% due to acquiring EMI Industries. LSI's Q4 2024 saw growth in sales and new products after acquiring EMI Industries, setting the stage for future expansion. LSI's valuation shows potential for growth with a modest P/E ratio, solid balance sheet, and room for stock price increase if earnings continue to grow. Read the full article on Seeking Alpha
Artículo de análisis Aug 18

LSI Industries (NASDAQ:LYTS) Will Pay A Dividend Of $0.05

LSI Industries Inc. ( NASDAQ:LYTS ) will pay a dividend of $0.05 on the 3rd of September. This means the annual payment...
Artículo de análisis Jul 17

LSI Industries (NASDAQ:LYTS) Seems To Use Debt Rather Sparingly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha May 31

LSI Industries: A Company With Great Potential At An Attractive Valuation

Summary LSI Industries' topline has declined for three consecutive quarters due to headwinds on the Grocery vertical. Sales are expected to improve in the coming quarter due to new wins in the Display Solutions segment and the contribution from the EMI transaction. The company's strong market position, diversified customer base, and new product introductions are expected to drive longer-term growth. The company's current stock valuation is significantly discounted making it a good buy. Read the full article on Seeking Alpha
Seeking Alpha Feb 02

LSI Industries: Net Sales Growth Expected, Restructuring Costs Increases, And Looking Cheap

Summary LSI Industries expects 60% net sales growth from 2024 to 2029. The company has strength in outdoor lighting solutions and display solutions for various vertical markets. Recent deals with an automotive company and a national oil company could drive future sales growth. Read the full article on Seeking Alpha
Artículo de análisis Jan 28

Earnings Beat: LSI Industries Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in LSI Industries Inc. ( NASDAQ:LYTS ) had a good week, as its shares rose 3.8% to close at US$14.08...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de James Clark en comparación con los beneficios de LSI Industries?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$24m

Dec 31 2025n/an/a

US$26m

Sep 30 2025n/an/a

US$25m

Jun 30 2025US$3mUS$753k

US$24m

Mar 31 2025n/an/a

US$22m

Dec 31 2024n/an/a

US$23m

Sep 30 2024n/an/a

US$24m

Jun 30 2024US$3mUS$728k

US$25m

Mar 31 2024n/an/a

US$28m

Dec 31 2023n/an/a

US$27m

Sep 30 2023n/an/a

US$28m

Jun 30 2023US$4mUS$708k

US$26m

Mar 31 2023n/an/a

US$23m

Dec 31 2022n/an/a

US$21m

Sep 30 2022n/an/a

US$18m

Jun 30 2022US$2mUS$615k

US$15m

Mar 31 2022n/an/a

US$10m

Dec 31 2021n/an/a

US$8m

Sep 30 2021n/an/a

US$7m

Jun 30 2021US$2mUS$559k

US$6m

Mar 31 2021n/an/a

US$7m

Dec 31 2020n/an/a

US$8m

Sep 30 2020n/an/a

US$7m

Jun 30 2020US$1mUS$564k

US$10m

Mar 31 2020n/an/a

US$9m

Dec 31 2019n/an/a

US$4m

Sep 30 2019n/an/a

-US$14m

Jun 30 2019US$1mUS$354k

-US$16m

Compensación vs. Mercado: La compensación total ($USD3.38M) de James está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD3.71M).

Compensación vs. Ingresos: La compensación de James ha sido consistente con los resultados de la empresa en el último año.


CEO

James Clark

7.5yrs
Permanencia
US$3,376,388
Compensación

Mr. James Anthony Clark, also known as Jim, has been the President and Chief Executive Officer of LSI Industries Inc. since November 1, 2018 and also has been its Director since January 23, 2019. Mr. Clark...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
James Clark
CEO, President & Director7.5yrsUS$3.38m0.98%
$ 7.9m
James Galeese
Executive VP8.9yrsUS$1.39m0.41%
$ 3.3m
Thomas Caneris
Executive VP of Human Resources6.8yrsUS$1.37m0.27%
$ 2.2m
Mike Burcham
Marketing & Communications Managerno datasin datossin datos
Michael Prachar
Chief Marketing Officer6.4yrssin datossin datos
7.1yrs
Permanencia media
62yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de LYTS es experimentado (7.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
James Clark
CEO, President & Director7.3yrsUS$3.38m0.98%
$ 7.9m
Robert Beech
Independent Director12.8yrsUS$148.50k0.29%
$ 2.3m
Ronald Brown
Independent Director7.5yrsUS$150.50k0.21%
$ 1.7m
Wilfred O'Gara
Independent Chairman27.3yrsUS$200.00k0.32%
$ 2.6m
Amy Hanson
Independent Director7.3yrsUS$155.00k0.18%
$ 1.5m
Ernest Marshall
Independent Director3.8yrsUS$135.00k0.054%
$ 437.2k
Chantel Lenard
Independent Director5.9yrsUS$135.00k0.10%
$ 830.7k
7.3yrs
Permanencia media
68.5yo
Promedio de edad

Junta con experiencia: La junta directiva de LYTS se considera experimentada (7.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 20:47
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

LSI Industries Inc. está cubierta por 5 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Aaron SpychallaCraig-Hallum Capital Group LLC
Amit DayalH.C. Wainwright & Co.
James RicchiutiNeedham & Company