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Jun 30, 2025
LSI Q4 2025 Earnings Report
LSI Industries posted strong Q4 results with higher margins and robust growth in Display Solutions.
Key Takeaways
In Q4 2025, LSI Industries delivered solid performance with revenue of $155.1M, adjusted EPS of $0.34, and strong growth in Display Solutions. Operating income rose despite a slight revenue decline YoY.
Q4 revenue was $155.1M, down 2% YoY.
Adjusted EPS reached $0.34, up 10% YoY.
Display Solutions revenue grew 29% YoY, contributing 42% of total revenue.
Adjusted EBITDA margin expanded by 250 basis points QoQ.
Revenue by Segment
Forward Guidance
LSI expects continued growth in FY26 with margin expansion and demand strength in Display Solutions and Lighting.
Positive Outlook
- Backlog at $138M, up 49% YoY.
- Favorable product mix expected to continue.
- Strong growth in Display Solutions pipeline.
- New facilities operational to support expansion.
- Focus on operating leverage and free cash flow.
Challenges Ahead
- Lighting segment declined YoY due to project timing.
- Margin pressure in early Q4 impacted sequential comparisons.
- Higher interest costs impacted net income.
- Labor and supply chain challenges remain in focus.
- Customer project delays pose timing risks.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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