HIGHBuilt-inProduct / Revenue mix
62%
Display Solutions Segment
“10-K Item 1: 'the Display Solutions Segment, which represented 62 % of our fiscal 2026 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 62%, 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. How we score · Editorial policy
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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-inCustomer
refueling and convenience store and grocery markets
“10-K Item 1A: 'The Company has a concentration of sales in the refueling and convenience store and grocery markets.'”
LOWBuilt-inGeographic
7%
outside the United States
“10-K Item 1: 'approximately 7% of consolidated net sales are outside the United States'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-10-18LSI Industries' concentration is primarily structural and product-driven. The Display Solutions Segment represented 62% of fiscal net sales, a high-share exposure that makes the company's results largely a function of that segment's end markets. Those end markets are themselves concentrated: the company discloses a concentration of sales in the refueling and convenience store and grocery markets, a medium-share exposure with no disclosed percentage. The two are closely linked, since the segment and the vertical it serves are effectively one demand pool, so they compound rather than offset each other. Geographic exposure is small in scale. Approximately 7% of consolidated net sales are outside the United States, a low-share exposure that adds little diversification and little foreign risk alike. Netting these out, the verdict is most sensitive to capital spending cycles among refueling, convenience and grocery operators flowing through Display Solutions. These are structural, sector-level exposures rather than counterparty dependencies, and the sources name no single customer or supplier.
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.