
LSI Industries (LYTS) Stock Forecast & Price Target
LSI Industries (LYTS) Analyst Ratings
Bulls say
LSI Industries Inc reported F4Q25 sales of approximately $155.1 million, exceeding estimates by around $17 million and reflecting a sequential growth of 17.1% driven by improved demand across its Lighting and Display Solutions markets. The company benefited from the recent acquisitions of EMI and Canada's Best Holdings, which contributed $22.8 million and $7.2 million, respectively, to its top-line performance in the quarter. Additionally, a notable 23% increase in sales within the fueling/convenience store vertical and an 11% year-over-year rise in total orders indicate strong sales momentum that is expected to persist into fiscal 2026.
Bears say
LSI Industries Inc reported adjusted gross margins of approximately 26.1% and an adjusted EBITDA margin of around 9.6% for F4Q25, both above analyst estimates, yet the overall financial health remains a concern due to the company's significant reliance on its Display Solutions segment for revenue generation. Although the net leverage ratio improved to 0.8x from 1.0x, indicating a slight reduction in outstanding debt to $45.1M, this modest improvement may not sufficiently alleviate concerns about sustainability in profitability and market competition. Additionally, while tariffs are not expected to impact lighting margins significantly, the company must navigate potential market volatility and changes in demand, which could adversely affect future earnings.
This aggregate rating is based on analysts' research of LSI Industries and is not a guaranteed prediction by Public.com or investment advice.
LSI Industries (LYTS) Analyst Forecast & Price Prediction
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