Welcome to our dedicated page for Lsi Inds Ohio SEC filings (Ticker: LYTS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The LSI Industries Inc (Nasdaq: LYTS) SEC filings page brings together the company’s official regulatory disclosures, giving investors direct access to documents that describe its financial condition, governance, and capital structure. As an Ohio-incorporated, NASDAQ-traded issuer, LSI files annual reports on Form 10-K, quarterly reports on Form 10-Q, current reports on Form 8-K, and proxy statements on Schedule 14A with the U.S. Securities and Exchange Commission.
In its 8-K filings, LSI reports material events such as quarterly and annual operating results, amendments to its senior secured revolving credit facility, and the adoption of performance-based incentive plans. These current reports also furnish earnings press releases and investor presentations that discuss segment performance in Lighting and Display Solutions, vertical market demand, and the impact of acquisitions in the custom display fixtures and store design markets.
The company’s definitive proxy statement (DEF 14A) outlines proposals for the annual meeting of shareholders, including the election of directors, ratification of the independent registered public accounting firm, and advisory votes on executive compensation. It also provides detail on executive pay programs, including long-term and short-term incentive plans tied to metrics such as Adjusted EBITDA, net sales, and return on net assets.
Through this page, users can review LSI’s 10-K and 10-Q filings for audited and interim financial statements, risk factor discussions, and segment information, while 8-K filings highlight developments like expanded credit facilities and dividend-related announcements. AI-powered tools on the platform can summarize lengthy filings, highlight key sections on topics such as leverage, liquidity, incentive plans, and governance, and help users quickly locate items like executive compensation disclosures and other information contained in LSI’s SEC reports.
LSI Industries director Ronald D. Brown received an equity award of 1,200 Common Shares at $18.75 per share. This award increased his direct holdings to 74,363 Common Shares following the transaction. The award is classified as a grant or other acquisition rather than an open-market purchase.
Beech Robert P. reported acquisition or exercise transactions in this Form 4 filing.
LSI Industries Inc. director Robert P. Beech received a grant of 1,200 common shares on April 1, 2026 at a reported price of $18.75 per share. After this compensation-related award, he directly holds 102,141 common shares of LSI Industries.
The Vanguard Group filed Amendment No. 2 to a Schedule 13G/A reporting that it beneficially owns 0 shares (0%) of LSI Industries Inc. (Common Stock), following an internal realignment of subsidiaries effective January 12, 2026.
The amendment states certain Vanguard subsidiaries and business divisions will report ownership separately in reliance on SEC Release No. 34-39538, and that The Vanguard Group, Inc. no longer is deemed to have beneficial ownership over securities held by those entities. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
LSI Industries has closed its acquisition of Royston Group for an aggregate purchase price of $325 million, including $320 million in cash and $5 million in LSI common stock issued at $22.07 per share. The deal is funded by a new senior secured credit facility and a recent underwritten common stock offering.
The new Credit Agreement provides up to $350 million in senior secured financing, split between a $200 million five-year term loan and a $150 million revolving facility, expiring around March 31, 2031, with an option to increase by $75 million. On a trailing twelve-month basis ended September 30, 2025, Royston generated about $272 million in revenue and $38 million in adjusted EBITDA, and its results will be included in LSI’s Display Solutions segment starting in the fiscal 2026 third quarter.
LSI Industries Inc. has entered into an underwriting agreement for a public offering of 4,600,000 shares of its common stock at $19.75 per share, with closing expected on March 2, 2026, subject to customary conditions. The underwriters exercised in full a 30-day option to buy an additional 690,000 shares. The company expects to receive approximately $98.1 million in net proceeds after underwriting discounts and expenses. LSI plans to use the cash to support its growth and acquisition strategy, including funding a portion of the purchase price for its proposed acquisition of SRR Holdings, Inc. (Royston), repaying borrowings under a credit facility that will be increased to $425 million, and for general working capital and corporate purposes. The transaction is being conducted under an effective Form S-3 shelf registration statement and related prospectus supplement.
LSI Industries is offering 4,600,000 shares of its common stock at a public offering price of $19.75 per share pursuant to this prospectus supplement, representing gross proceeds of $90,850,000 before underwriting discounts and expenses. Delivery is expected on or about March 2, 2026.
Net proceeds are earmarked to fund growth and acquisitions, including payment of a portion of the purchase price for the proposed acquisition of Royston Group (the “Royston Acquisition”), repay borrowings under a proposed Senior Secured Credit Facility, and for general working capital. The Royston Merger Agreement provides for an aggregate purchase price of $325,000,000 (approximately $320,000,000 cash and $5,000,000 in LSI common stock valued as of February 19, 2026) and is subject to customary closing conditions, including Hart-Scott-Rodino clearance and absence of a Material Adverse Effect, with the transaction expected to close in the third quarter of fiscal 2026.
LSI Industries is offering $90,000,000 of common stock in a primary offering to raise proceeds for growth initiatives. The company intends to use net proceeds to fund all or part of the Royston Acquisition (aggregate purchase price $325,000,000), repay borrowings under a proposed senior secured credit facility, and for general corporate purposes. The Royston Merger Agreement contemplates $320,000,000 in cash at closing and $5,000,000 in LSI common stock valued as of February 19, 2026. This offering is not conditional on completion of the Royston Acquisition and the transaction is subject to customary closing conditions, including antitrust clearance; the Royston Acquisition is expected to close in the third quarter of fiscal year 2026. Shares outstanding were 31,113,681 as of December 31, 2025.
LSI Industries Inc. agreed to acquire Royston Group for $325 million, with $320 million in cash and $5 million in LSI common stock, subject to a working capital adjustment. Royston will merge into a wholly owned LSI subsidiary, with Royston surviving.
LSI obtained a commitment for a new $425 million senior secured credit facility from PNC, including term loans and a revolving line, to help fund the deal, and expects closing in the third quarter of its 2026 fiscal year, subject to antitrust clearance and other conditions. Royston generated about $272 million of revenue and $38 million of adjusted EBITDA in the twelve months ended September 30, 2025, implying combined pro forma revenue of roughly $864 million and adjusted EBITDA of about $95 million.
Systematic Financial Management filed a Schedule 13G reporting beneficial ownership of 2,558,709 shares of LSI Industries Inc.8.53% of the class as of December 31, 2025. The firm has sole voting power over 1,443,609 shares and sole dispositive power over all 2,558,709 shares.
Systematic Financial Management certifies that these securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of LSI Industries. The filing is signed by Michele Egeberg, Managing Director, Compliance.
LSI Industries Inc. reported net sales of $147.0 million for the quarter ended December 31, 2025, essentially flat with $147.7 million a year earlier, while operating income rose to $8.9 million and net income increased to $6.3 million from $5.6 million.
Quarterly Lighting Segment sales grew 15% to $66.7 million, offsetting a 10% decline in Display Solutions to $80.3 million. For the first six months, net sales climbed to $304.3 million from $285.8 million and net income rose to $13.6 million, supported by margin focus and contributions from the Canada’s Best Holdings acquisition.
Cash flow from operations for the six months improved to $25.7 million, helping reduce total debt to $27.9 million from $48.6 million. LSI ended the period with $6.4 million in cash, a $125 million revolving credit facility with $104.6 million available, and maintained a quarterly dividend of $0.05 per share.