LYTS
LSI Industries Inc.Industrials · $768M market cap
Verdict
Share price
$21.25
close of Oct 3, 2026
Fair value
$10.71
Sticker Price
Payback Price
$4.28
buy price
LYTS is Overpriced: at $21.25 it trades 98% above its fair value of $10.71. Its buy price (Payback Price) is $4.28, 80% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Free Cash Flow. Sales grew 12% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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1 of the investors we track holds LYTS. In Q2 2026, 1 added. Who we track
Moves in Q2 2026
Insider activity
Since Jan 2, 2026: 2 open-market purchases worth $39K, 9 sales worth $1.9M and 33 other filings (stock awards, tax withholding and similar). Why purchases matter
Purchases
MARSHALL ERNEST W JR
director · 2026-08-24
Bought
$26K
MARSHALL ERNEST W JR
director · 2026-08-24
Bought
$14K
Sales
Caneris Thomas A
EVP, HR and General Counsel · 2026-08-26
Sold
$64K
Clark James Anthony
CEO and President · 2026-08-26
Sold
$282K
Galeese James E
Executive VP; CFO · 2026-08-26
Sold
$97K
Caneris Thomas A
EVP, HR and General Counsel · 2026-08-25
Sold
$112K
Clark James Anthony
CEO and President · 2026-08-25
Sold
$476K
Other filings
Caneris Thomas A
EVP, HR and General Counsel · 2026-08-19
Award
7,316 shares
Caneris Thomas A
EVP, HR and General Counsel · 2026-08-19
Award
15,207 shares
Clark James Anthony
CEO and President · 2026-08-19
Award
41,563 shares
Clark James Anthony
CEO and President · 2026-08-19
Award
69,122 shares
Clark James Anthony
CEO and President · 2026-08-19
Award
124,689 shares
Show all 33 other filingsShow fewer
Galeese James E
Executive VP; CFO · 2026-08-19
Award
8,978 shares
Galeese James E
Executive VP; CFO · 2026-08-19
Award
24,884 shares
Beech Robert P.
director · 2026-08-19
Award
$35K
BROWN RONALD D
director · 2026-08-19
Award
$35K
Hanson Amy
director · 2026-08-19
Award
$35K
MARSHALL ERNEST W JR
director · 2026-08-19
Award
$35K
OGARA WILFRED T
director · 2026-08-19
Award
$35K
Beech Robert P.
director · 2026-07-01
Award
$23K
BROWN RONALD D
director · 2026-07-01
Award
$23K
Hanson Amy
director · 2026-07-01
Award
$23K
MARSHALL ERNEST W JR
director · 2026-07-01
Award
$23K
OGARA WILFRED T
director · 2026-07-01
Award
$23K
Beech Robert P.
director · 2026-07-01
Award
$90K
Hanson Amy
director · 2026-07-01
Award
$90K
Lenard Chantel E
director · 2026-07-01
Award
$90K
MARSHALL ERNEST W JR
director · 2026-07-01
Award
$90K
BROWN RONALD D
director · 2026-07-01
Award
$90K
Caneris Thomas A
EVP, HR and General Counsel · 2026-06-30
Award
3,925 shares
Galeese James E
Executive VP; CFO · 2026-06-30
Award
2,463 shares
Clark James Anthony
CEO and President · 2026-06-30
Award
7,125 shares
Hanson Amy
director · 2026-04-01
Award
$23K
Lenard Chantel E
director · 2026-04-01
Award
$23K
MARSHALL ERNEST W JR
director · 2026-04-01
Award
$23K
OGARA WILFRED T
director · 2026-04-01
Award
$23K
Hanson Amy
director · 2026-01-02
Award
$22K
Lenard Chantel E
director · 2026-01-02
Award
$22K
MARSHALL ERNEST W JR
director · 2026-01-02
Award
$22K
OGARA WILFRED T
director · 2026-01-02
Award
$22K
About LSI Industries Inc.
LSI Industries Inc. provides non-residential lighting and retail display solutions to customers across the United States, Canada, Mexico, Australia, and Latin America. The company's operations are organized into two key segments: Lighting and Display Solutions. The Lighting segment is responsible for the manufacturing, marketing, and sale of illumination products for commercial and institutional outdoor and indoor…
Electrical Equipment & Parts
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works