Financial Performance - LSI reported net sales of $147.7 million in Q2 2025, a 36% increase year-over-year, with organic net sales growing by 14%[4] - Net income for the second quarter was $5.6 million, or $0.18 per diluted share, while adjusted net income was $8.0 million, or $0.26 per diluted share[5] - Adjusted EBITDA reached $13.3 million, representing 9.0% of net sales, an increase of over 20% compared to the previous year[5] - Free cash flow generated in the second quarter was $8.8 million, with a trailing twelve-month free cash flow of nearly $41.4 million[6] - The company reported a net income of $5,647,000 for the three months ended December 31, 2024, a decrease of 4% from $5,906,000 in the same period of 2023[34] - Earnings per share (diluted) as reported for the three months ended December 31, 2024, was $0.18, down 7% from $0.20 in the same period of 2023[34] - FY 2024 Q1 reported net income was $8,028 million with an EPS of $0.27, while Q2 reported net income was $5,906 million with an EPS of $0.20[37] - FY 2024 Q3 reported net income was $5,375 million with an EPS of $0.18, and Q4 reported net income was $5,668 million with an EPS of $0.19[37] - FY 2025 Q1 reported net income was $6,682 million with an EPS of $0.22, while Q2 reported net income was $5,647 million with an EPS of $0.18[37] Cash Flow and Debt Management - Free cash flow for the three months ended December 31, 2024, was $8,825,000, a 21% increase from $7,320,000 in the same period of 2023[35] - The ratio of net debt to trailing twelve-month adjusted EBITDA improved to 0.6x, down from 1.3x at the time of the EMI acquisition[6] - The net debt to adjusted EBITDA ratio improved to 0.6 as of December 31, 2024, down from 1.0 in June 2024[35] Segment Performance - Display Solutions segment achieved organic sales growth of 50% in Q2, with sales to refueling/c-store customers increasing by over 60% year-over-year[11] - The grocery vertical saw sales growth exceeding 50% due to increased demand for refrigerated and non-refrigerated display cases[12] - The company experienced a 50% increase in comparable Display Solutions sales, rising from $44,209,000 to $66,133,000[35] - Lighting segment sales decreased by 10% year-over-year, attributed to a challenging comparison with the previous year’s large projects[16] Product Development and Innovation - LSI plans to launch over 40 new products in fiscal 2025, continuing its focus on innovation and meeting customer requirements[18] Dividends - The company declared a quarterly cash dividend of $0.05 per share, payable on February 11, 2025[8] - The Board of Directors declared a quarterly cash dividend of $0.05 per share, with an annual cash dividend rate of $0.20 per share[31] Adjusted Income and Expenses - Adjusted net income for FY 2024 Q1 was $9,610 million, representing an adjusted net income percentage of 7.8%, and Q2 adjusted net income was $7,249 million with a percentage of 6.7%[37] - Adjusted net income for FY 2024 Q3 was $7,131 million, with an adjusted net income percentage of 6.6%, and Q4 adjusted net income was $8,304 million with a percentage of 6.4%[37] - Adjusted net income for FY 2025 Q1 was $7,981 million, representing an adjusted net income percentage of 5.8%, and Q2 adjusted net income was $7,996 million with a percentage of 5.4%[37] Amortization and Compensation - Amortization expense of acquired intangible assets for FY 2024 Q1 was $870 million, and for Q2 it was $885 million[37] - Long-term performance-based compensation for FY 2024 Q1 was $974 million, and for Q2 it was $625 million[37] - Severance costs for FY 2024 Q1 were $256 million, while Q2 saw a reduction to $34 million[37] - The tax rate difference between reported and adjusted net income for FY 2024 Q1 was $(531) million, and for Q2 it was $(201) million[37]

Core Viewpoint - The article emphasizes the importance of confirming the sustainability of stock trends for successful short-term investing, highlighting the use of a specific screening strategy to identify stocks with strong fundamentals and positive price momentum [1][2]. Group 1: Stock Screening Strategy - The "Recent Price Strength" screen is designed to identify stocks with sufficient fundamental strength to maintain their recent uptrend, focusing on those trading in the upper portion of their 52-week high-low range, indicating bullishness [3]. - LYTS (LSI) is highlighted as a strong candidate for trend investing, having increased by 30.5% over the past 12 weeks, reflecting investor confidence in its potential upside [4]. - A recent price increase of 21.2% over the past four weeks for LYTS suggests that the upward trend is still intact, with the stock currently trading at 85.9% of its 52-week high-low range, indicating a potential breakout [5]. Group 2: Fundamental Strength - LYTS holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6]. - The stock also has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. - The article suggests that the price trend for LYTS is unlikely to reverse soon, and encourages consideration of other stocks that meet the screening criteria for potential investment [8].

Fiscal First Quarter 2025 Results Conference Call November 7, 2024 DISCLAIMER This presentation contains "forward-looking statements"—that is, statements related to future events within the meaning of the Private Securities Litigation Reform Act of 1995. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements. In this context, forward-looking statements often address our expected future business, financial performance, financial condition and results of ope ...

LSI (LYTS) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.20 per share. This compares to earnings of $0.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10%. A quarter ago, it was expected that this lighting and LED display company would post earnings of $0.18 per share when it actually produced earnings of $0.19, delivering a surprise of 5.56%.Over the last four quarters, the ...

Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it. Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, etc. - ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks. Luckily, Zacks has develope ...

Investors might want to bet on LSI (LYTS) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. The power of a changing ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers. Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on ke ...

Commission File No. 0-13375 LSI Industries Inc. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Exact name of registrant as specified in its charter) Ohio 31-0888951 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 10000 Alliance Road, Cincinnati, Ohio 45242 (Address of principal executive offices) (Zip Code) (513) 793-3200 Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of ...

LSI (LYTS) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 12.50%. A quarter ago, it was expected that this lighting and LED display company would post earnings of $0.07 per share when it actually produced earnings of $0.20, delivering a surprise of 185.71%.Over the last four quarters ...