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Side-by-side financial comparison of LSI INDUSTRIES INC (LYTS) and OCTAVE SPECIALTY GROUP INC (OSG). Click either name above to swap in a different company.
LSI INDUSTRIES INC is the larger business by last-quarter revenue ($143.9M vs $104.2M, roughly 1.4× OCTAVE SPECIALTY GROUP INC). LSI INDUSTRIES INC runs the higher net margin — 1.4% vs -6.6%, a 8.0% gap on every dollar of revenue. On growth, OCTAVE SPECIALTY GROUP INC posted the faster year-over-year revenue change (66.0% vs -4.4%). Over the past eight quarters, OCTAVE SPECIALTY GROUP INC's revenue compounded faster (42.9% CAGR vs 2.1%).
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.
Octave Specialty Group Inc. is a specialty insurance holding company that provides tailored property and casualty insurance products. Its core business focuses on excess and surplus lines, catering to commercial and individual clients across primary North American markets with customized risk coverage solutions.
LYTS vs OSG — Head-to-Head
Income Statement — Q1 FY2027 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $143.9M | $104.2M |
| Net Profit | $2.0M | $-6.9M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 1.4% | -6.6% |
| Revenue YoY | -4.4% | 66.0% |
| Net Profit YoY | -4.8% | — |
| EPS (diluted) | — | $-0.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q3 26 | $143.9M | — | ||
| Q1 26 | $143.9M | $104.2M | ||
| Q4 25 | $147.0M | $66.9M | ||
| Q3 25 | $157.2M | $66.6M | ||
| Q2 25 | $155.1M | $55.0M | ||
| Q1 25 | $132.5M | $62.8M | ||
| Q4 24 | $147.7M | $65.2M | ||
| Q3 24 | $138.1M | $70.0M |
| Q3 26 | $2.0M | — | ||
| Q1 26 | $2.0M | $-6.9M | ||
| Q4 25 | $6.3M | $-29.7M | ||
| Q3 25 | $7.3M | $-112.6M | ||
| Q2 25 | $8.2M | $-72.7M | ||
| Q1 25 | $3.9M | $-44.7M | ||
| Q4 24 | $5.6M | $-20.9M | ||
| Q3 24 | $6.7M | $-27.5M |
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | — | ||
| Q3 25 | 25.6% | — | ||
| Q2 25 | 26.1% | — | ||
| Q1 25 | 24.8% | — | ||
| Q4 24 | 23.6% | — | ||
| Q3 24 | 24.4% | — |
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | -76.7% | ||
| Q3 25 | 7.0% | -48.2% | ||
| Q2 25 | 7.7% | -41.8% | ||
| Q1 25 | 4.7% | -24.1% | ||
| Q4 24 | 5.7% | -55.5% | ||
| Q3 24 | 6.6% | -29.7% |
| Q3 26 | 1.4% | — | ||
| Q1 26 | 1.4% | -6.6% | ||
| Q4 25 | 4.3% | -73.8% | ||
| Q3 25 | 4.6% | -169.1% | ||
| Q2 25 | 5.3% | -132.3% | ||
| Q1 25 | 2.9% | -71.3% | ||
| Q4 24 | 3.8% | -55.1% | ||
| Q3 24 | 4.8% | -39.3% |
| Q3 26 | — | — | ||
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $0.20 | $-0.82 | ||
| Q3 25 | $0.23 | $-2.35 | ||
| Q2 25 | $0.26 | $-1.54 | ||
| Q1 25 | $0.13 | $-1.22 | ||
| Q4 24 | $0.18 | $-11.75 | ||
| Q3 24 | $0.22 | $-0.63 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | $261.0M | $117.1M |
| Stockholders' EquityBook value | $352.8M | $833.6M |
| Total Assets | $800.5M | $2.3B |
| Debt / EquityLower = less leverage | 0.74× | 0.14× |
8-quarter trend — quarters aligned by calendar period.
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $6.4M | $146.4M | ||
| Q3 25 | $7.1M | $27.5M | ||
| Q2 25 | $3.5M | $22.5M | ||
| Q1 25 | $4.3M | $34.1M | ||
| Q4 24 | $4.7M | $157.2M | ||
| Q3 24 | $7.0M | $40.8M |
| Q3 26 | $261.0M | — | ||
| Q1 26 | $261.0M | $117.1M | ||
| Q4 25 | $27.9M | $117.6M | ||
| Q3 25 | $50.7M | — | ||
| Q2 25 | $48.6M | — | ||
| Q1 25 | $55.4M | — | ||
| Q4 24 | $38.2M | $0 | ||
| Q3 24 | $47.7M | $518.0M |
| Q3 26 | $352.8M | — | ||
| Q1 26 | $352.8M | $833.6M | ||
| Q4 25 | $248.1M | $715.8M | ||
| Q3 25 | $241.3M | $843.4M | ||
| Q2 25 | $230.7M | $859.8M | ||
| Q1 25 | $221.7M | $852.2M | ||
| Q4 24 | $217.1M | $798.4M | ||
| Q3 24 | $211.2M | $1.5B |
| Q3 26 | $800.5M | — | ||
| Q1 26 | $800.5M | $2.3B | ||
| Q4 25 | $396.3M | $2.2B | ||
| Q3 25 | $404.9M | $2.1B | ||
| Q2 25 | $396.4M | $8.5B | ||
| Q1 25 | $384.6M | $8.3B | ||
| Q4 24 | $344.5M | $8.1B | ||
| Q3 24 | $349.5M | $9.3B |
| Q3 26 | 0.74× | — | ||
| Q1 26 | 0.74× | 0.14× | ||
| Q4 25 | 0.11× | 0.16× | ||
| Q3 25 | 0.21× | — | ||
| Q2 25 | 0.21× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.18× | 0.00× | ||
| Q3 24 | 0.23× | 0.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LYTS
Segment breakdown not available.
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
