Employees: 3,175
Size LSI Industries (LYTS) is a United States Industrials company (Building Products) with a market value of $642M, the 2548th largest of 3,117 United States companies the cockpit tracks. Shares closed at $17.20 on 6 Nov 2026.
Performance Over six months the shares fell 30.0%, against -18.9% for the median peer and -1.1% for the United States market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue grew 20.2% over the last twelve months (peer median -1.7%); the operating margin is 7.0% (peer median 2.9%).
Valuation It trades at 14.3× forward earnings against a peer median of 18.8× (4th cheapest of 14).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.0 points below its cost of capital (6.9% WACC).
Short interest Short interest is 9.0% of the free float (15 Oct 2026).
Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $689M | $689M | $573M | $470M | $497M |
| Revenue growth | — | +20% | +22% | -6% | — |
| Gross profit | $173M | $173M | $142M | $134M | $137M |
| EBITDA | $64.9M | $64.9M | $49.7M | $47.1M | $46.8M |
| Net income | $22.6M | $22.6M | $24.4M | $25.0M | $25.8M |
| Free cash flow | $39.0M | $39.0M | $34.7M | $38.0M | $46.4M |
| Capital expenditure | $5.14M | $5.14M | $3.46M | $5.39M | $3.21M |
| Total debt | $307M | $307M | $66.6M | $72.0M | $46.0M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | LYTS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -15.8% | -14.4% | 8th lowest of 21 |
| 6-month return | -30.0% | -18.9% | 7th lowest of 21 |
| Distance from 52-week high | -37.1% | -45.5% | 7th highest of 21 |
| Revenue growth (TTM) | +20.2% | -1.7% | 2nd highest of 21 |
| Operating margin | 7.0% | 2.9% | 9th highest of 21 |
| Forward P/E | 14.3× | 18.8× | 4th cheapest of 14 |
| Growth the price implies (Req g, 7 yrs) | 7.7% | 3.2% | 7th most demanding of 14 |
| Growth delivered (Del g) | +16.9% | -0.5% | highest of 14 |
| Hurdle (Req g minus delivered) | -9.2 pp | +7.5 pp | 3rd least demanding of 14 |
| ROIC minus cost of capital | -1.0 pp | -2.9 pp | 8th highest of 21 |
| EV / EBITDA | 14.4× | 9.0× | 3rd most expensive of 7 |
| Net debt / EBITDA | 4.5× | 1.2× | most indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| LSI Industries LYTS | United States | $642M | -30% | +20% | 7% | 14.3× | 7.7% | +16.9% |
| Elegant Home-Tech 603221.SS | China | $635M | +53% | -9% | -6% | 18.8× | n/a | n/a |
| Janus International JBI | United States | $633M | -11% | 0% | 11% | 7.0× | 2.9% | -4.6% |
| Runa Smart Equipment 301129.SZ | China | $617M | -26% | +18% | 20% | 14.3× | 18.1% | +5.5% |
| Century Iron & Steel Industrial 9958.TW | Taiwan | $611M | -25% | +18% | 21% | 6.0× | n/a | n/a |
| Shenzhen Bauing Construction 002047.SZ | China | $608M | -50% | -62% | 12% | n/a | n/a | n/a |
| IFE Elevators 002774.SZ | China | $677M | +10% | +3% | 2% | n/a | 30.1% | +9.3% |
| ERA 002641.SZ | China | $690M | -11% | -2% | 0% | 42.0× | -1.8% | -2.5% |
| Canny Elevator 002367.SZ | China | $594M | -19% | 0% | 1% | 14.4× | 10.7% | +0.8% |
| NPK International NPKI | United States | $725M | -42% | +19% | 18% | 16.4× | 15.5% | -10.9% |
| Yimikang Tech 300249.SZ | China | $739M | -38% | +29% | 2% | 77.5× | n/a | n/a |
| Monalisa 002918.SZ | China | $553M | -17% | -7% | 3% | 26.1× | 3.2% | -4.2% |
| Nanjing Kangni Mechanical & Electrical 603111.SS | China | $749M | -16% | -1% | 8% | n/a | -7.1% | +4.8% |
| James Halstead JHD.L | United Kingdom | $762M | +4% | -1% | 18% | 15.1× | -4.7% | -0.5% |
| Zhejiang Southeast Space Frame 002135.SZ | China | $764M | -46% | -4% | 2% | 25.7× | -12.0% | +0.3% |
| General Elevator 300931.SZ | China | $526M | -5% | -16% | -19% | n/a | 38.0% | -1.5% |
| FM Mattsson FMM-B.ST | Sweden | $516M | +45% | +6% | 10% | 24.7× | 0.9% | +5.1% |
| Everjoy Health 002162.SZ | China | $502M | -19% | -2% | 2% | n/a | 29.9% | -2.3% |
| Arctech Solar 688408.SS | China | $820M | -38% | -19% | -1% | 34.8× | n/a | n/a |
| Center International 603098.SS | China | $847M | -26% | -30% | 4% | n/a | n/a | n/a |
| Samhyun 437730.KS | South Korea | $860M | -31% | -18% | -17% | n/a | n/a | n/a |