LSI Industries Q1 sales beat estimates; anticipates lower tariff levels

LSI Industries

06/11/2025 12:18

Overview

LSI fiscal Q1 2026 sales rose 14% y/y, beating analyst expectations

Adjusted EPS for fiscal Q1 2026 beats consensus, reflecting strong operational performance

Company declares regular cash dividend of $0.05 per share for fiscal Q1 2026

Outlook

Company expects return to positive cash flow in fiscal second quarter

LSI anticipates lower tariff levels moving forward

Company sees year-over-year sales growth in grocery vertical for fiscal 2026

Result Drivers

DEMAND ACROSS SEGMENTS - Broad-based demand in Lighting and Display Solutions segments drove sales growth

PROJECT ACTIVITY - Increased project activity across several vertical markets boosted operating income and adjusted EBITDA

ACQUISITION IMPACT - Acquisition of Canada's Best Holdings expanded capabilities and addressable markets, aiding demand

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$157.25 mln
$149.69 mln (4 Analysts)
Q1 Adjusted EPS
Beat
$0.31
$0.28 (3 Analysts)
Q1 EPS
$0.23
Q1 Adjusted Net Income
Beat
$9.73 mln
$8.73 mln (3 Analysts)
Q1 Net Income
$7.26 mln
Q1 Adjusted Operating Income
Beat
$14.03 mln
$10.23 mln (4 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

Wall Street's median 12-month price target for LSI Industries Inc is $26.50, about 13.2% above its November 5 closing price of $22.99

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBw8hx33Ma

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)