Lighting and graphics company LSI Industries (LYTS +1.22%) was shining very brightly on the stock exchange Thursday. Investors were impressed with the company's latest quarterly earnings report, which prominently featured a pair of convincing beats. In late-afternoon trading, the stock was up by more than 4%, against the S&P 500's (^GSPC +0.62%) 0.3% dip.
Solid growth in both business units
LSI's fiscal fourth quarter of 2025 was topped by a net sales line that grew a robust 20% year over year to slightly over $155 million. Non-GAAP (generally accepted accounting principles) adjusted net income zoomed even higher, racing 27% skyward to just under $10.6 million, for $0.34 earnings per share (EPS).
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Both figures crushed the consensus analyst estimates, which called for less than $139 million in net sales, and an adjusted EPS of a mere $0.22 per share.
LSI basically concentrates on two activities: its core lighting business and the adjacent display solutions unit. In its earnings release, the company attributed its strong performance to notably higher demand for both. It said that lighting managed to grow its sales by 12% in the quarter, a feat attributed to "improved project order rates." Display solutions enjoyed 29% growth over the same stretch.
The fundamentals were also helped by a pair of recent acquisitions, EMI Industries and Canada's Best Holdings. The former was bought in April 2024, and the latter in March 2025.
NASDAQ: LYTS
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Onward and upward
LSI quoted CEO James Clark as saying that the good results of both its divisions "reflects the sustained vitality of our key vertical markets and increasing customer recognition of our expanding suite of products and services."
