LSI Industries Inc. LYTS

Competitive advantage analysis · technology

Corporate Default
Overall moat score
54/100
Moderate

Ranked against 51 peers in Electronic Components

About LSI Industries Inc.

LSI Industries Inc. manufactures, markets, and sells non-residential lighting and retail display solutions in the United States. The company operates through Lighting and Display Solutions segments. The Lighting segment offers outdoor and indoor lighting fixture and controls solutions, including sensors, photocontrols, dimming, motion detection, and circuit controllers. The Display Solutions segment provides exterior and interior visual image and display elements, … Full LYTS analysis →

Key strengths

  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.80), demonstrating pricing resilience across cycles.
  • Operating Expense Control OpEx growth is controlled (score 0.61), demonstrating operating leverage.

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.33), raising refinancing risk.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Moderate
64
Premium

Signals, strengths and risks for Pricing Power

Premium

Signals, strengths and risks for Cost Advantage

Premium

Signals, strengths and risks for Customer Stickiness

Premium

Signals, strengths and risks for Capital Efficiency

Premium

Signals, strengths and risks for Resilience

Premium

Signals, strengths and risks for Scale & Market Position

Where LYTS ranks in Electronic Components

LSI Industries Inc. ranks #22 of 52 scored companies in Electronic Components by moat score — the top 42%. The widest moat in the group is Universal Display Corporation (OLED) at 82/100.

# Company Moat score Rating
18 Sanmina Corporation SANM 61/100 Moderate
19 Knowles Corporation KN 60/100 Moderate
20 Neonode Inc. NEON 59/100 Moderate
21 Jabil Inc. JBL 59/100 Moderate
22 LSI Industries Inc. LYTS 54/100 Moderate
23 Deswell Industries, Inc. DSWL 53/100 Moderate
24 Benchmark Electronics, Inc. BHE 52/100 Moderate
25 Eltek Ltd. ELTK 50/100 Developing
26 Littelfuse, Inc. LFUS 49/100 Developing

See every General Corporate company ranked by moat score →

How LYTS scores on the Corporate Default defenses

Pricing Power

Score 64 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 54 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 56 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 54 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 40 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 51 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding LYTS's moat

What is LSI Industries Inc.'s moat score?

LSI Industries Inc. (LYTS) scores 54 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #22 of 52 scored companies in Electronic Components, the top 42%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 51 companies in Electronic Components. Its strongest defense is Pricing Power (64/100) and its weakest is Resilience (40/100).

How does LSI Industries Inc. compare with other Electronic Components companies?

LSI Industries Inc. ranks #22 of 52 scored companies in Electronic Components by moat score. The widest moat in Electronic Components is Universal Display Corporation (OLED) at 82/100. The companies ranked closest are Jabil Inc. (JBL) at 59 just above it and Deswell Industries, Inc. (DSWL) at 53 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 51 companies in Electronic Components. The defenses are then weighted to produce the overall score out of 100.

Why is LSI Industries Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for LSI Industries Inc.?

The Corporate Default template measures 6 defenses, and LYTS scores: Pricing Power (64), Cost Advantage (54), Customer Stickiness (56), Capital Efficiency (54), Resilience (40), Scale & Market Position (51). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

Send Feedback
Please select a category.
0/1000