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

Primary listing

NYSE

Industry

Automobile Components

Employees

11,500

ISIN

US50189K1034

LCI Industries Metrics

BasicAdvanced
$2.6B
16.59
$6.10
1.27
$4.50
4.55%

What the Analysts think about LCI Industries

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

Bulls say / Bears say

LCI Industries reported an 8% year-over-year increase in net sales to $1 billion in Q1 2025, indicating strong demand and effective operational strategies. (businesswire.com)
The company's strategic acquisitions, including Trans/Air and Freedman Seating, are expected to contribute approximately $200 million in annual revenue, enhancing its market position and diversification. (businesswire.com)
LCI Industries achieved a 35% increase in net income to $49.4 million in Q1 2025, reflecting improved profitability and operational efficiency. (businesswire.com)
Despite the revenue growth, the Aftermarket segment's operating profit margin declined to 8.7% in Q1 2025 from 11.8% in the previous year, due to a shift towards lower-margin products and increased investments. (businesswire.com)
The company faces customer concentration risk, with Thor Industries and Berkshire Hathaway accounting for 34% of net sales, potentially impacting revenue stability if these relationships change. (panabee.com)
LCI Industries' heavy reliance on the cyclical RV industry exposes it to economic downturns and shifts in consumer discretionary spending, which could adversely affect financial performance. (panabee.com)
Data summarised monthly by Lightyear AI. Last updated on 9 Jul 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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