LCI Industries/$LCII

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About LCI Industries

LCI Industries Inc supplies domestically and internationally components for the original equipment manufacturers of recreational vehicles and adjacent industries including buses; and trailers used to haul boats, livestock, equipment, and other cargo. It has two reportable segments; the original equipment manufacturers segment and the aftermarket segment. The OEM Segment manufactures or distributes components for the OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; pontoon boats; trains; manufactured homes; and modular housing. Its products are sold to manufacturers of RVs such as Thor Industries, Forest River, Winnebago, and other RV OEMs, and to manufacturers in adjacent industries.

Ticker

$LCII

Sector

Mobility

Primary listing

NYSE

Employees

11,500

LCI Industries Metrics

BasicAdvanced
$2.3B
15.80
$5.97
1.34
$4.60
4.87%

What the Analysts think about LCI Industries

Analyst ratings (Buy, Hold, Sell) for LCI Industries stock.

Bulls say / Bears say

Resilient revenue growth: Q2-2025 net sales increased 5% year-over-year to $1.1 billion, outperforming a flat RV market thanks to gains in key OEM product categories such as appliances, axles, and suspension systems (Investing.com).
Successful tariff mitigation: By Q2-2025, the company reduced China sourcing from 24% to 17%, aiming for 10% by year-end, which offset $15.4 million in tariffs and supported stable margins (Investing.com).
Strong liquidity and flexibility: On June 30, 2025, LCI had $192 million in cash and $595 million in available revolving credit, with net debt at 2.1× EBITDA, supporting acquisitions and shareholder returns (Investing.com).
Tariff-induced margin pressure: In Q2-2025, operating margin decreased by 70 basis points to 7.9% year-over-year, and unmitigated tariffs could further shrink margins by roughly 290 basis points in 2025 before offsetting actions (Investing.com).
Aftermarket margin squeeze: The Aftermarket segment's operating profit margin dropped to 13.5% in Q2-2025 from 15.5% a year prior, primarily impacted by $1.5 million in tariffs, higher freight costs, and lower automotive volumes (SEC.gov).
Softness in Adjacent Industries: In Q1-2025, Adjacent Industries OEM net sales fell 2% year-over-year, as softer demand in marine and powersports OEMs persisted, affected by high dealer inventories and inflation pressures (Nasdaq).
Data summarised monthly by Lightyear AI. Last updated on 1 Oct 2025.

LCI Industries Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

LCI Industries Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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