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Acuity vs LSI Industries: AYI and LYTS compared
Acuity is the larger company: $1.2B of revenue in its latest quarter (Q4 FY26) against $226M for LSI Industries (Q1 FY27). LSI Industries is growing faster (+44% against +3% a year earlier). Acuity is more profitable, with an operating margin of 18.2% against 6.3%.
Where the money goes: AYI and LYTS
Acuity (AYI) · Q4 FY26
Acuity, Q4 FY26: revenue $1.2B (+3% year over year), operating margin 18.2%, net earnings $173M, operating cash flow $305M. The chart follows the revenue to costs, profit and cash.
LSI Industries (LYTS) · Q1 FY27
LSI Industries, Q1 FY27: revenue $226M (+44% year over year), operating margin 6.3%, net earnings $7.1M, operating cash flow $15.2M. The chart follows the revenue to costs, profit and cash.
| Acuity (AYI) | LSI Industries (LYTS) | |
|---|---|---|
| Latest quarter | Q4 FY26 | Q1 FY27 |
| Revenue | $1.2B | $226M |
| Revenue growth, Y/Y | +3% | +44% |
| Gross margin | 53.8% | 23.1% |
| Operating margin | 18.2% | 6.3% |
| Net earnings | $173M | $7.1M |
| Net margin | 13.9% | 3.2% |
| Operating cash flow | $305M | $15.2M |
| Free cash flow | $286M | $13.8M |
| Market value | $10.1B | — |
| P/E | 19.1× | — |
| Analysts’ mean target | $370.17 | — |
Where the revenue comes from
LSI Industries
- Display Solutions Segment: $161M (71%)
- Lighting Segment: $64.8M (29%)
Questions
Which is bigger, Acuity or LSI Industries?
Acuity is the larger company: $1.2B of revenue in its latest quarter (Q4 FY26) against $226M for LSI Industries (Q1 FY27).
Is Acuity or LSI Industries growing faster?
LSI Industries is growing faster (+44% against +3% a year earlier).
Which is more profitable, Acuity or LSI Industries?
Acuity is more profitable, with an operating margin of 18.2% against 6.3%.
More: Acuity earnings · how Acuity makes money · LSI Industries earnings · how LSI Industries makes money
From the companies' latest 10-Q, 10-K or earnings release (10-K filed Oct 23, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.