LSI Industries (LYTS)

Company Profile

leadership. strength. innovation. those are the key values behind the smart vision upon which lsi industries inc. was founded when established in 1976. today lsi demonstrates this in our dedication to advancing technology throughout all aspects of our business. we are a vertically integrated manufacturer who combines integrated technology, design and manufacturing to produce the most efficient, high quality products possible. everything we build is done right here in one of our us plants. we are committed to advancing solid-state technology to make affordable, high performance, energy efficient lighting and custom graphic products that bring value to our customers. we have a vast offering of innovative solutions for virtually any lighting or graphics application. further, we can provide design support, engineering, installation and project management for custom graphics rollout programs for today’s retail environment. official site: http://www.lsi-industries.com facebook: https:/

Company profile

Ticker

LYTS

Exchange

NASDAQ

Website

www.lsi-industries.com/

CEO

James Clark

Incorporated

Ohio

Location

Ohio

Fiscal year end

Jun 30

Sector

Manufacturing > Commercial, Industrial, and Institutional Electric Lighting Fixture Manufacturing

Industry (SIC)

Electric Lighting & Wiring Equipment

Acuity Brands • Chase • Orion Energy Systems • Energy Focus • Capstone Companies • Applied UV • SKYX Platforms • ColorStars • VirExit • Bionovate Technologies ...

SEC CIK

0000763532

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Atlas Lighting Products, Inc. • Grady McCauley Inc. • LSI ADL Technology Inc. • LSI Integrated Graphics LLC • LSI Kentucky LLC • LSI International Holdings, Inc. • AsLSI International, LLC • de de RL de C.V. • JSI Holding Corp. • Milo Holding Corp. ...

IRS number

310888951

LYTS stock data

1M 1Y 5Y

Latest filings (excl ownership)

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DEFA14A

Additional proxy soliciting materials

14 Sep 23

8 Sep 23

Departure of Directors or Certain Officers

22 Aug 23

8-K

Lsi Industries Reports Fiscal 2023 Fourth Quarter and Full-year Results

17 Aug 23

Conflict minerals disclosure

5 May 23

Lsi Industries Reports Fiscal 2023 Third Quarter Results

27 Apr 23

8-K

Regulation FD Disclosure

9 Mar 23

8-K

Lsi Industries Introduces Strategic Plan Update, Five-year Financial Targets

8 Mar 23

Transcripts

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LYTS

Earnings call transcript

2023 Q4

17 Aug 23

LYTS

Earnings call transcript

2023 Q3

27 Apr 23

LYTS

Earnings call transcript

2023 Q2

26 Jan 23

LYTS

Earnings call transcript

2023 Q1

2 Nov 22

LYTS

Earnings call transcript

2022 Q4

18 Aug 22

LYTS

Earnings call transcript

2022 Q3

30 Apr 22

LYTS

Earnings call transcript

2021 Q2

28 Jan 22

LYTS

Earnings call transcript

2022 Q1

7 Nov 21

LYTS

Earnings call transcript

2021 Q4

19 Aug 21

LYTS

Earnings call transcript

2021 Q3

22 Apr 21

Latest ownership filings

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Financial summary

Financial statements Chart LYTS financial data

Quarter (USD)	Jun 23	Mar 23	Dec 22	Sep 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jun 23	Jun 22	Jun 21	Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	1.83 mm	1.83 mm	1.83 mm	1.83 mm	1.83 mm	1.83 mm
Cash burn (monthly)	(no burn)	52.83 k	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	159.42 k	n/a	n/a	n/a	n/a
Cash remaining	n/a	1.67 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	31.6	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q2 2023

LYTS institutional ownership history Ownership history

74.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	121	113	+7.1%
Opened positions	33	26	+26.9%
Closed positions	25	11	+127.3%
Increased positions	39	47	-17.0%
Reduced positions	36	28	+28.6%

13F shares	Current	Prev Q	Change
Total value	243.32 bn	251.41 bn	-3.2%
Total shares	21.57 mm	20.19 mm	+6.8%
Total puts	4.30 k	3.60 k	+19.4%
Total calls	13.10 k	27.40 k	-52.2%
Total put/call ratio	0.3	0.1	+149.8%

Largest owners	Shares	Value	Change
Systematic Financial Management	2.36 mm	$29.60 bn	+4.9%
BLK Blackrock	1.86 mm	$23.34 bn	+154.3%
Dimensional Fund Advisors	1.67 mm	$20.91 bn	-1.5%
Accretive Capital Partners	1.64 mm	$12.21 mm	0.0%
Vanguard	1.39 mm	$17.43 bn	+11.2%
WealthTrust Axiom	882.14 k	$11.08 bn	+0.3%
Royce & Associates	796.60 k	$10.01 bn	0.0%
Renaissance Technologies	760.76 k	$9.56 bn	+6.3%
Archon Capital Management	574.16 k	$7.21 bn	0.0%
Geode Capital Management	554.58 k	$6.97 bn	+101.6%

Largest transactions	Shares	Bought/sold	Change
BLK Blackrock	1.86 mm	+1.13 mm	+154.3%
STT State Street	434.58 k	+326.96 k	+303.8%
EAM Investors	0.00	-302.37 k	EXIT
Geode Capital Management	554.58 k	+279.55 k	+101.6%
Susquehanna International	33.28 k	-232.17 k	-87.5%
NTRS Northern Trust	240.27 k	+182.79 k	+318.0%
JPM JPMorgan Chase & Co.	89.35 k	-175.36 k	-66.2%
Vanguard	1.39 mm	+139.21 k	+11.2%
G2 Investment Partners Management	350.00 k	-136.36 k	-28.0%
IVZ Invesco	49.91 k	-123.91 k	-71.3%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

LYTS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
29 Aug 23	James E Galeese	Common Shares	Sell	Dispose S	No	No	15.82	810	12.81 k	142,134
29 Aug 23	James E Galeese	Common Shares	Sell	Dispose S	No	No	15.71	6,345	99.68 k	142,944
24 Aug 23	James Anthony Clark	Common Shares	Sell	Dispose S	No	No	15.72	20,284	318.86 k	144,947
24 Aug 23	Thomas A Caneris	Common Shares	Sell	Dispose S	No	No	15.72	5,909	92.89 k	41,911
24 Aug 23	Jeffery S. Bastian	Common Shares	Sell	Dispose S	No	No	15.72	2,070	32.54 k	23,821
22 Aug 23	Jeffery S. Bastian	Common Shares	Sell	Dispose S	No	No	15.96	1,568	25.03 k	25,891