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LCI Industries (LCII)
NYSE:LCII
Earnings Data
Report Date
Feb 17, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.68Last Year’s EPS
0.37Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflected a strong quarter for LCI Industries, with notable growth in sales, margins, and adjacent markets. The company's focus on innovation and effective cost management contributed positively. However, challenges related to material costs and tariffs were present, particularly affecting the aftermarket segment.Company Guidance
Sales Growth and Margin Improvement
LCI Industries reported a 13% increase in sales, exceeding $1 billion, with operating margins improving by 140 basis points to 7.3% year-over-year.
Innovation and Product Development
Annualized run rate for top five product innovations reached $225 million, more than doubling from $100 million two quarters ago.
Strong Adjacent Market Performance
Net sales in adjacent businesses increased 22% year-over-year, driven by acquisitions and growth in building products, utility trailer, transportation, and marine markets.
Aftermarket Growth
The aftermarket segment saw a 7% increase in net sales year-over-year, driven by strong OEM content and innovations like the Furrion air conditioners.
Effective Cost Management
The company achieved significant cost savings through facility consolidations and disciplined capital allocation, with five consolidations in 2025 expected to generate more than $5 million in annualized savings.
Improved Financial Flexibility
LCI Industries refinanced its term loan facility, lowering interest by 25 basis points and reducing annual interest expense by approximately $1 million.
LCII Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LCII Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $90.42 | $95.65 | +5.78% |
Aug 05, 2025 | $94.89 | $94.99 | +0.11% |
May 06, 2025 | $76.87 | $81.92 | +6.57% |
Feb 11, 2025 | $98.42 | $104.00 | +5.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does LCI Industries (LCII) report earnings?
LCI Industries (LCII) is schdueled to report earning on Feb 17, 2026, Before Open (Confirmed).
What is LCI Industries (LCII) earnings time?
LCI Industries (LCII) earnings time is at Feb 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LCII EPS forecast?
LCII EPS forecast for the fiscal quarter 2025 (Q4) is 0.68.