LSI Industries stock rises 2% on beating Q4 revenue and earnings estimates

LSI Industries Inc. reported strong fourth quarter results on Thursday, surpassing analyst expectations. The company's shares jumped 2.20% in pre-market trading. Adjusted earnings per share were $0.38, exceeding the consensus estimate of $0.35, while revenue reached $234.6 million, outpacing the estimated $222.78 million. Revenue increased by 51% year-over-year, primarily fueled by growth in key vertical markets and the recent acquisition of Royston Group on March 24, 2026.

Excluding acquisition-related factors, net sales grew by 8% year-over-year. For the full fiscal year 2026, LSI generated record net sales of $689.4 million, a 20% increase from the previous year, and adjusted earnings per share of $1.25, up from $1.07 in fiscal 2025. The company paid a regular cash dividend of $0.05 per share to shareholders of record as of August 31, 2026.