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Added to YB: 2026-09-17

Pitch date: 2026-09-10

LYTS [bullish]

LSI Industries Inc.

Author Info

No bio for this author

Company Info

LSI Industries Inc. manufactures, markets, and sells non-residential lighting and retail display solutions in the United States.

Market Cap

$723.6M

Pitch Price

N/A

Price Target

N/A

Dividend

1.00%

EV/EBITDA

12.86

P/E

29.85

EV/Sales

1.47

Sector

Electrical Equipment

Category

growth

Show full summary:
Pender US Small/Mid Cap Equity Fund Portfolio Holding: LSI Industries Inc.

LYTS (added to position): LSI Industries’ fiscal Q4, its first quarter following the Royston acquisition, showed 8% organic revenue growth, led by 18% growth in Display Solutions. Near-term input-cost inflation is pressuring Royston’s margins, but management expects pricing actions to offset that pressure over the next two quarters. The position was increased after share-price weakness, supported by opportunities for further market-share gains.

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