HIGHBuilt-inProduct / Revenue mix
57%
Display Solutions Segment
“10-K Item 1: 'the Display Solutions Segment, which represented 57% of our fiscal 2025 net sales'”
LYTS · Concentration risk · 10-K extracted
LSI Industries (LYTS) concentration risks
Updated
The most significant concentration LSI Industries discloses is Display Solutions Segment at 57%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: LSI Industries’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH1
MEDIUM1
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inProduct / Revenue mix
43%
Lighting Segment
“10-K Item 1: 'the Lighting Segment, which represented 43% of our fiscal 2025 net sales'”
LOWBuilt-inGeographic
3%
sales outside the United States
“10-K Item 1: 'approximately 3% of consolidated net sales are outside the United States'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06LSI Industries' revenue is concentrated in its Display Solutions Segment, which represented 57% of fiscal 2025 net sales — a high-disclosed-size structural exposure — with the Lighting Segment contributing the remaining 43% at a medium share. This is a two-segment business rather than a single-product one, but the Display Solutions weighting means performance in that segment carries disproportionate influence over consolidated results. Geographic concentration runs the opposite direction: only about 3% of consolidated net sales come from outside the United States, a low-disclosed-size exposure that leaves the business overwhelmingly domestic and largely insulated from foreign-currency or cross-border trade disruption. Netting these together, the segment mix is the more consequential exposure of the two disclosed here — a slowdown in Display Solutions demand would weigh more heavily on the business than the modest international footprint would in either direction — while the near-total domestic revenue base is a structural feature of the company rather than a risk that is likely to swing the verdict on its own. Both exposures are plainly disclosed and neither rises to a counterparty-specific dependency.
For the engine’s reasoning on LYTS’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Electronic Components
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| APH | Amphenol Corporation | 2 | 1 | 1 | 4 |
| BELFB | Bel Fuse Inc. | 2 | 1 | 0 | 3 |
| BHE | Benchmark Electronics, Inc. | 2 | 0 | 0 | 2 |
| LYTS● | LSI Industries Inc. | 1 | 1 | 1 | 3 |
| ALNT | Allient Inc. | 1 | 1 | 0 | 2 |
| BELFA | Bel Fuse Inc. | 0 | 2 | 0 | 2 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.