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LCI Industries (DE:0DI)
FRANKFURT:0DI

LCI Industries (0DI) Price & Analysis

1 Followers

0DI Stock Chart & Stats

€93.50
€3.50(3.89%)
At close: 4:00 PM EDT
€93.50
€3.50(3.89%)

Bulls Say, Bears Say

Bulls Say
Innovation And Content GrowthRising content per unit and a visible innovation pipeline can lift revenue per vehicle even when industry volumes are subdued. The top five innovations already carry a $270M annualized run rate, while planned 2027 placements add a further source of medium-term growth.
Margin ImprovementProfitability is recovering through operating efficiencies, sourcing actions and higher content, with Q2 adjusted operating margin at 9.3% and EBITDA margin at 12.2%. Maintaining 7.5%-8.0% full-year margin guidance despite lower revenue suggests improved earnings resilience.
Deleveraging And Balance-Sheet FlexibilityThe sharp reduction in total debt strengthens LCI's financial flexibility and reduces balance-sheet pressure during a cyclical downturn. Meaningful equity relative to assets and moderate leverage also improve the company's ability to support investment and manage earnings volatility.
Bears Say
RV Demand WeaknessLCI remains exposed to RV production cycles, and current volume weakness can suppress OEM sales and fixed-cost absorption. Towable wholesale units fell 20%, OEM sales declined 10%, and lower industry shipment guidance limits near-term operating leverage.
Input-Cost PressureElevated input and operating costs can erode the benefit of efficiency programs or force difficult pass-through actions. Management cited aluminum up about 80% and steel up 20% year over year, alongside higher fuel and capacity costs, creating margin volatility.
Merger Regulatory UncertaintyThe proposed Patrick merger is undergoing extended DOJ review after a Second Request, delaying completion and keeping regulatory uncertainty active. Until HSR clearance and other closing conditions are satisfied, integration timing and the expected benefits of consolidation remain unresolved.

LCI Industries News

0DI FAQ

What was LCI Industries’s price range in the past 12 months?
LCI Industries lowest stock price was €69.50 and its highest was €132.00 in the past 12 months.
    What is LCI Industries’s market cap?
    LCI Industries’s market cap is €1.72B.
      When is LCI Industries’s upcoming earnings report date?
      LCI Industries’s upcoming earnings report date is Nov 03, 2026 which is in 20 days.
        How were LCI Industries’s earnings last quarter?
        LCI Industries released its earnings results on Aug 05, 2026. The company reported €2.417 earnings per share for the quarter, beating the consensus estimate of €2.309 by €0.108.
          Is LCI Industries overvalued?
          According to Wall Street analysts LCI Industries’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does LCI Industries pay dividends?
            LCI Industries does not currently pay dividends.
            What is LCI Industries’s EPS estimate?
            LCI Industries’s EPS estimate is 1.92.
              How many shares outstanding does LCI Industries have?
              LCI Industries has 24,311,506 shares outstanding.
                What happened to LCI Industries’s price movement after its last earnings report?
                LCI Industries reported an EPS of €2.417 in its last earnings report, beating expectations of €2.309. Following the earnings report the stock price went up 2.793%.
                  Which hedge fund is a major shareholder of LCI Industries?
                  Currently, no hedge funds are holding shares in DE:0DI
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    LCI Industries

                    LCI Industries, operating globally through its subsidiaries, specializes in producing and delivering a wide array of components for recreational vehicle (RV) manufacturers and various associated industries. The company's operations are divided into two primary divisions: Original Equipment Manufacturers (OEM) and Aftermarket. The Original Equipment Manufacturers (OEM) segment is responsible for the design, production, and distribution of a comprehensive portfolio of engineered components. This extensive range covers structural elements like steel chassis and suspension solutions; functional systems such as slide-out mechanisms, leveling systems, and various doors; interior amenities including thermoformed bath/kitchen products, furniture, and mattresses; and exterior features like windows, awnings, and towing products. The segment also supplies advanced electronics, appliances, climate control units, and entertainment systems. It primarily serves primary manufacturers in the recreational vehicle sector, encompassing various trailer types and campers, alongside a broad spectrum of associated industries. These adjacent clients include makers of buses, diverse cargo and utility trailers, trucks, boats, trains, manufactured homes, and modular housing. Conversely, the Aftermarket segment focuses on distributing a diverse array of components for both RV and related sectors, catering primarily to retail dealerships, wholesale distributors, and service centers. This segment also addresses specific needs, such as providing replacement glass and awnings for insurance-related repairs, and supplying specialized marine accessories including biminis, covers, buoys, and fenders to the nautical industry. Originally established in 1984 as Drew Industries Incorporated, the company rebranded to LCI Industries in December 2016. Its headquarters are situated in Elkhart, Indiana.

                    LCI Industries (0DI) Earnings & Revenues

                    0DI Company Deck

                    0DI Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a balanced picture: management highlighted solid execution on self-help initiatives that drove margin expansion, EPS growth, improved liquidity and deleveraging, strong innovation-driven content gains, and durable aftermarket opportunities. Offsetting these positives were meaningful demand softness—particularly a 20% drop in towable RV wholesale units and a lowered industry shipment outlook—along with elevated commodity and tariff-related costs and near-term revenue guidance cuts (~$250M). Given the comparable weight of operational/financial improvements and significant top-line challenges and guidance reductions, the tone is cautiously stable but realistic about headwinds.View all DE:0DI earnings summaries

                    0DI Net sales Breakdown

                    76.72%76.72%23.28%
                    76.72% OEM Segment
                    23.28% Aftermarket Segment
                    tipranks

                    0DI Stock 12 Month Forecast

                    Average Price Target

                    €109.76
                    ▲(17.39% Upside)
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1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":108.642,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":103.787,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n   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