13F Pro Quality Score

55.8/100

Rank #1,138 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

71.5/100

Profitability

43.9/100

Balance Sheet

70.0/100

Earnings Quality

21.8/100

Free Cash Flow

53.7/100

Institutional Flow

77.1/100

Revenue Scale

39.4/100

Dilution Risk

66.1/100

LYTS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for LSI INDUSTRIES INC (LYTS), a Technology sector company. 13F Pro's AI-powered ranking engine scores LYTS at 55.8/100 on a 32-signal composite quality model, placing it at rank #1,138 of 2,879 stocks — the top half of the AI-ranked universe. LYTS scores in the top quartile across institutional flow (77.1). Areas of concern include earnings quality (21.8) and revenue scale (39.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), LSI INDUSTRIES INC reports quarterly revenue of $150.5M, net income of $2.1M, an operating margin of 2.7%. Top institutional holders of LYTS by reported 13-F value include SYSTEMATIC FINANCIAL MANAGEMENT, BlackRock,, ROYCE & ASSOCIATES, based on the most recent SEC filings. LYTS trades on the Nasdaq exchange and files with the SEC under CIK 763532. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LYTS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LSI INDUSTRIES INC directly from SEC EDGAR. LSI INDUSTRIES INC's 13F Pro composite quality score has ranged between 32 and 61 since 2021, currently 55.8 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.

Fun facts about LSI INDUSTRIES INC

Quirks, history, and lore behind LYTS — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    A U.S. small-cap company operating in both lighting solutions and graphics imaging · listed on Nasdaq · headquartered in the Midwest.
  • 2
    The Numbers
    Annual revenue in the range of $400–500 million — not a giant, but a steady niche player that serves commercial and industrial customers across North America.
  • 3
    The History
    Founded in 1976 in Cincinnati, it has spent decades quietly building two distinct business segments rather than betting everything on one product line.
  • 4
    The Secret
    Its graphics segment produces large-format printed images for retail environments and petroleum stations — the kind of branding you walk past every day without thinking twice.
  • 5
    The Lore
    Its lighting division supplies LED and solid-state lighting to big-box retailers, quick-service restaurants, and parking lots — making it a quiet partner to some of America's most recognizable chains.
  • 6
    The Giveaway
    Its ticker spells out LYTS — as in, quite literally, lights — and its full name pairs those three letters with the word Industries.
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Revenue

Q3 2026

$150.5M

Net Income

Q3 2026

$2.1M

Free Cash Flow

Q3 2026

$6.2M

Operating Margin

Q3 2026

2.7%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

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Revenue

+22.1% YoY
$573.4MFY 2025
FY22 $455.1MFY23 $497.0MFY24 $469.6MFY25 $573.4M

Net Income

-2.4% YoY
$24.4MFY 2025
FY22 $15.0MFY23 $25.8MFY24 $25.0MFY25 $24.4M

Operating Income

+0.7% YoY
$35.8MFY 2025
FY22 $21.2MFY23 $37.0MFY24 $35.5MFY25 $35.8M

EPS (Diluted)

-4.8% YoY
$0.79FY 2025
FY22 $0.54FY23 $0.88FY24 $0.83FY25 $0.79

Total Assets

+13.6% YoY
$396.4MFY 2025
FY22 $311.1MFY23 $296.1MFY24 $348.8MFY25 $396.4M

Total Debt

-9.8% YoY
$52.1MFY 2025
FY22 $83.2MFY23 $38.8MFY24 $57.8MFY25 $52.1M

Op. Cash Flow

-12.2% YoY
$38.1MFY 2025
FY22 $-3.9MFY23 $49.6MFY24 $43.4MFY25 $38.1M

AI Insight: LYTS Ratio Trends

Q1 2026 operating margin collapsed to 2.7% — the weakest quarterly reading in the dataset — signaling a sharp seasonal or structural deterioration.

Operating margin dropped from 6.0% in Q4 2025 to 2.7% in Q1 2026, the lowest in all periods shown.

Net profit margin fell from 4.3% in Q4 2025 to 1.4% in Q1 2026, nearly a three-fold compression in one quarter.

ROA declined sharply from 6.4% in Q4 2025 to 1.0% in Q1 2026, reversing consistent mid-single-digit asset returns.

ROIC dropped to 5.1% in Q1 2026 from 80.9% in Q3 2025, though extreme quarterly swings suggest high volatility in this metric.

Q1 2026 OpMargin of 2.7% vs. Q1 2025's 4.7% — year-over-year deterioration suggests more than seasonal softness.

TTM OpMargin of 5.9% masks a worsening exit rate; confirm whether Q1 2026 weakness persists into Q2 2026.

D/E data largely absent; leverage picture is unclear and warrants scrutiny given profitability pressure.

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Available Research

13F Pro tracks comprehensive data for LSI INDUSTRIES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of LYTS

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Is LYTS a good stock to buy?

13F Pro's AI-powered analysis of LSI INDUSTRIES INC (LYTS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LYTS are available on the LYTS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own LYTS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LYTS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LSI INDUSTRIES INC's investment landscape.