We had the same thing happen to us in our townhome. Water was dripping down from the light fixtures (recessed, fwiw) into the kitchen. It turned out in our case that the big smitty pan under the hot water heater had rusted out just enough that it wasn't holding the condensation/run-off water from the central heat/ac and hot water heater anymore. It was running under the smitty pan and leaking through the areas in the subflooring that was cut for pipes. In our case, the hot water heater/ central furnace was above the kitchen.