LSI Industries Q2 sales and adjusted EPS beat estimates

LSI Industries

22/01/2026 12:07

Overview

U.S. lighting and display solutions maker's fiscal Q2 sales beat analyst expectations

Adjusted EPS for fiscal Q2 beat analyst expectations

Company reported strong free cash flow of $23.3 mln in fiscal Q2

Outlook

LSI anticipates continued revenue growth in Lighting and Display Solutions segments

Company expects elevated market activity in Mexico into fiscal 2027

LSI sees increased grocery orders reflecting normalized release of planned programs

Result Drivers

LIGHTING SEGMENT GROWTH - Sales increased 15% due to large project shipments and national account opportunities

DISPLAY SOLUTIONS IMPROVEMENT - Market activity in Mexico improved, and new customer acquisitions in refueling/c-store verticals contributed positively

COST MANAGEMENT - Improved productivity, price optimization, and disciplined expense management offset raw material cost inflation

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$147.002 mln
$139.39 mln (4 Analysts)
Q2 Adjusted EPS
Beat
$0.26
$0.21 (3 Analysts)
Q2 EPS
$0.20
Q2 Adjusted Net Income
Beat
$8.44 mln
$7.16 mln (3 Analysts)
Q2 Net Income
$6.35 mln


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 30% above its January 21 closing price of $20.38

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

Press Release: ID:nBw1zjvRxa

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.)