LSI INDUSTRIES INC

LSI INDUSTRIES INCLYTSEarnings & Financial Report

Nasdaq · Consumer Discretionary · Electric Lighting & Wiring Equipment

LSI Logic Corporation was an American ASIC and EDA company founded in Santa Clara, California. The company designed and sold semiconductors and software that accelerated storage and networking in data centers, mobile networks and client computing.

Revenue

$157.2M

Gross Profit

$40.3M

Operating Profit

$11.0M

Net Profit

$7.3M

Gross Margin

25.6%

Operating Margin

7.0%

Net Margin

4.6%

YoY Growth

13.9%

EPS

$0.23

Financial Flow

LSI INDUSTRIES INC Q1 2026 Financial Summary

LSI INDUSTRIES INC reported revenue of $157.2M (up 13.9% YoY) for Q1 2026, with a net profit of $7.3M (up 8.7% YoY) (4.6% margin). Cost of goods sold was $117.0M, operating expenses totaled $29.3M.

Key Financial Metrics

Total Revenue$157.2M
Net Profit$7.3M
Gross Margin25.6%
Operating Margin7.0%
Report PeriodQ1 2026

Revenue Breakdown

LSI INDUSTRIES INC Q1 2026 revenue of $157.2M breaks down across 6 segments, led by Transferred At Point In Time at $57.3M (36.4% of total).

SegmentRevenue% of Total
Transferred At Point In Time$57.3M36.4%
LED Lighting Digital Signage Electronic Circuit Boards$55.7M35.5%
Project Management Installation Services Shipping And Handling$14.5M9.2%
Poles Other Display Solution Elements$12.7M8.1%
Transferred Over Time$11.7M7.5%
Other$5.2M3.3%

LSI INDUSTRIES INC Revenue by Segment — Quarterly Trend

LSI INDUSTRIES INC revenue by segment across the last 4 reported quarters, showing how each business line (such as Transferred At Point In Time and LED Lighting Digital Signage Electronic Circuit Boards) has evolved quarter over quarter.

SegmentQ3 2026Q2 2026Q1 2026Q4 2025
Transferred At Point In Time$55.7M$57.3M$62.4M
LED Lighting Digital Signage Electronic Circuit Boards$54.6M$55.7M
Project Management Installation Services Shipping And Handling$13.9M$14.5M
Poles Other Display Solution Elements$11.5M$12.7M
Transferred Over Time$10.9M$11.7M$10.4M

LSI INDUSTRIES INC Annual Revenue by Year

LSI INDUSTRIES INC annual revenue history includes year-by-year totals (for example, 2025 revenue was $573.4M).

YearAnnual Revenue
2025$573.4M
2024$469.6M
2023$497.0M
2022$455.1M

LSI INDUSTRIES INC Quarterly Revenue & Net Profit History

LSI INDUSTRIES INC results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q3 2026$143.9M-4.4%$2.0M1.4%
Q2 2026$147.0M-0.5%$6.3M4.3%
Q1 2026$157.2M+13.9%$7.3M4.6%
Q4 2025$155.1M+20.2%$8.2M5.3%
Q3 2025$132.5M+22.5%$3.9M2.9%
Q2 2025$147.7M+35.5%$5.6M3.8%
Q1 2025$138.1M+11.9%$6.7M4.8%
Q4 2024$129.0M+4.3%$5.7M4.4%

Income Statement

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026
Revenue$129.0M$138.1M$147.7M$132.5M$155.1M$157.2M$147.0M$143.9M
YoY Growth4.3%11.9%35.5%22.5%20.2%13.9%-0.5%-4.4%

Balance Sheet

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026
Assets$348.8M$349.5M$344.5M$384.6M$396.4M$404.9M$396.3M$800.5M
Liabilities$144.4M$138.3M$127.4M$162.9M$165.6MN/AN/A$447.7M
Equity$204.4M$211.2M$217.1M$221.7M$230.7M$241.3M$248.1M$352.8M

Cash Flow

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Operating CF$11.1M$11.8M$9.9M$6.9M$9.5M$676000$25.0M