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Side-by-side financial comparison of LSI INDUSTRIES INC (LYTS) and Ribbon Communications Inc. (RBBN). Click either name above to swap in a different company.
Ribbon Communications Inc. is the larger business by last-quarter revenue ($162.6M vs $143.9M, roughly 1.1× LSI INDUSTRIES INC). Ribbon Communications Inc. runs the higher net margin — 54.8% vs 1.4%, a 53.4% gap on every dollar of revenue. On growth, LSI INDUSTRIES INC posted the faster year-over-year revenue change (-4.4% vs -10.3%). Over the past eight quarters, LSI INDUSTRIES INC's revenue compounded faster (2.1% CAGR vs -8.1%).
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.
Ribbon Communications Inc. is a public company that makes software, IP and optical networking solutions for service providers, enterprises and critical infrastructure sectors. The company was formed in 2017, following the merger of Genband and Sonus Networks and is headquartered in Plano, Texas.
LYTS vs RBBN — Head-to-Head
Income Statement — Q1 FY2027 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $143.9M | $162.6M |
| Net Profit | $2.0M | $89.1M |
| Gross Margin | — | 42.9% |
| Operating Margin | — | 37.6% |
| Net Margin | 1.4% | 54.8% |
| Revenue YoY | -4.4% | -10.3% |
| Net Profit YoY | -4.8% | — |
| EPS (diluted) | — | $0.50 |
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 | $162.6M | ||
| Q4 25 | $147.0M | $227.3M | ||
| Q3 25 | $157.2M | $215.4M | ||
| Q2 25 | $155.1M | $220.6M | ||
| Q1 25 | $132.5M | $181.3M | ||
| Q4 24 | $147.7M | $251.4M | ||
| Q3 24 | $138.1M | $210.2M |
| Q3 26 | $2.0M | — | ||
| Q1 26 | $2.0M | $89.1M | ||
| Q4 25 | $6.3M | — | ||
| Q3 25 | $7.3M | $-12.1M | ||
| Q2 25 | $8.2M | $-11.1M | ||
| Q1 25 | $3.9M | $-26.2M | ||
| Q4 24 | $5.6M | — | ||
| Q3 24 | $6.7M | $-13.4M |
| Q3 26 | — | — | ||
| Q1 26 | — | 42.9% | ||
| Q4 25 | 25.5% | 53.3% | ||
| Q3 25 | 25.6% | 50.1% | ||
| Q2 25 | 26.1% | 49.6% | ||
| Q1 25 | 24.8% | 45.4% | ||
| Q4 24 | 23.6% | 55.7% | ||
| Q3 24 | 24.4% | 52.1% |
| Q3 26 | — | — | ||
| Q1 26 | — | 37.6% | ||
| Q4 25 | 6.0% | 4.1% | ||
| Q3 25 | 7.0% | 1.3% | ||
| Q2 25 | 7.7% | 1.9% | ||
| Q1 25 | 4.7% | -10.8% | ||
| Q4 24 | 5.7% | 13.2% | ||
| Q3 24 | 6.6% | -0.4% |
| Q3 26 | 1.4% | — | ||
| Q1 26 | 1.4% | 54.8% | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 4.6% | -5.6% | ||
| Q2 25 | 5.3% | -5.0% | ||
| Q1 25 | 2.9% | -14.5% | ||
| Q4 24 | 3.8% | — | ||
| Q3 24 | 4.8% | -6.4% |
| Q3 26 | — | — | ||
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.20 | $0.50 | ||
| Q3 25 | $0.23 | $-0.07 | ||
| Q2 25 | $0.26 | $-0.06 | ||
| Q1 25 | $0.13 | $-0.15 | ||
| Q4 24 | $0.18 | $0.05 | ||
| Q3 24 | $0.22 | $-0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $67.6M |
| Total DebtLower is stronger | $261.0M | — |
| Stockholders' EquityBook value | $352.8M | $419.1M |
| Total Assets | $800.5M | — |
| Debt / EquityLower = less leverage | 0.74× | — |
8-quarter trend — quarters aligned by calendar period.
| Q3 26 | — | — | ||
| Q1 26 | — | $67.6M | ||
| Q4 25 | $6.4M | $96.4M | ||
| Q3 25 | $7.1M | $74.8M | ||
| Q2 25 | $3.5M | $60.5M | ||
| Q1 25 | $4.3M | $71.2M | ||
| Q4 24 | $4.7M | $87.8M | ||
| Q3 24 | $7.0M | $37.2M |
| Q3 26 | $261.0M | — | ||
| Q1 26 | $261.0M | — | ||
| Q4 25 | $27.9M | $342.1M | ||
| Q3 25 | $50.7M | $344.3M | ||
| Q2 25 | $48.6M | $346.5M | ||
| Q1 25 | $55.4M | $347.4M | ||
| Q4 24 | $38.2M | $348.3M | ||
| Q3 24 | $47.7M | $349.1M |
| Q3 26 | $352.8M | — | ||
| Q1 26 | $352.8M | $419.1M | ||
| Q4 25 | $248.1M | $449.0M | ||
| Q3 25 | $241.3M | $360.1M | ||
| Q2 25 | $230.7M | $370.4M | ||
| Q1 25 | $221.7M | $381.8M | ||
| Q4 24 | $217.1M | $404.6M | ||
| Q3 24 | $211.2M | $395.5M |
| Q3 26 | $800.5M | — | ||
| Q1 26 | $800.5M | — | ||
| Q4 25 | $396.3M | $1.2B | ||
| Q3 25 | $404.9M | $1.1B | ||
| Q2 25 | $396.4M | $1.1B | ||
| Q1 25 | $384.6M | $1.1B | ||
| Q4 24 | $344.5M | $1.2B | ||
| Q3 24 | $349.5M | $1.1B |
| Q3 26 | 0.74× | — | ||
| Q1 26 | 0.74× | — | ||
| Q4 25 | 0.11× | 0.76× | ||
| Q3 25 | 0.21× | 0.96× | ||
| Q2 25 | 0.21× | 0.94× | ||
| Q1 25 | 0.25× | 0.91× | ||
| Q4 24 | 0.18× | 0.86× | ||
| Q3 24 | 0.23× | 0.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LYTS
Segment breakdown not available.
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
