LSI Industries Sees Strong Growth in Q2 2025

Lsi Industries Inc. ( (LYTS) ) has released its Q2 earnings. Here is a breakdown of the information Lsi Industries Inc. presented to its investors.

LSI Industries Inc., based in Cincinnati, is a prominent U.S. manufacturer specializing in commercial lighting and display solutions, offering a variety of advanced lighting, graphics, and custom display products across North America.

LSI Industries has reported a robust fiscal 2025 second quarter, marked by a 36% increase in net sales year-over-year, driven by organic growth and strategic acquisitions. The company also declared a quarterly cash dividend, showcasing its continued commitment to returning value to shareholders.

The financial highlights for the quarter include net sales of $147.7 million, adjusted net income of $8.0 million, and an adjusted EBITDA of $13.3 million. The Display Solutions segment was a significant contributor, showing over 100% growth, supported by the acquisition of EMI and strong demand in refueling, grocery, and c-store verticals. Notably, free cash flow reached $8.8 million, enhancing the company’s financial flexibility and reducing its net debt to adjusted EBITDA ratio to 0.6x.

Despite a 10% decline in the Lighting segment sales due to fewer large projects, the segment’s backlog remains strong, with a book-to-bill ratio of 1.1 entering a typically slower period. The company’s integrated solutions and proactive product transition efforts have positioned it well for continued demand in display and lighting solutions.

Looking forward, LSI Industries appears poised for continued growth, backed by a solid order backlog and robust demand across its markets. The company will maintain its strategic focus on organic and inorganic growth opportunities while prioritizing innovation and customer-centric solutions to drive long-term profitability.