LCII Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Diversified OEM And Aftermarket Revenue StreamsLCI's mix of OEM and aftermarket sales provides durable revenue diversification: OEM contracts drive volume when production is healthy, while aftermarket and adjacent markets (marine, housing, transportation) supply recurring, higher-margin demand from the installed base. This dual channel model reduces dependency on any single cycle and supports steadier cash generation over multiple quarters.
Higher Content Per Unit And Product InnovationRising content-per-unit and successful new-product introductions materially lift revenue per vehicle and create stickier OEM relationships. The €270M+ run rate and planned placements indicate sustainable organic growth beyond unit volumes: product-driven attach rates and higher content support margin improvement and create runway as new model placements scale over the 2026–2027 product cycle.
Strong Liquidity And Disciplined Capital ReturnsAmple liquidity and active capital returns provide financial flexibility for operational investment, M&A integration and shareholder distributions. A large revolver and >$700M total liquidity reduce short-term refinancing risk, support planned facility consolidations and buybacks, and allow management to pursue strategic allocations without forcing short-term asset sales.
Bears Say
Cyclical RV Demand And Lowered Shipment OutlookLCI's OEM revenue is tightly linked to RV production cycles; a materially lower industry shipment backdrop directly reduces OEM volumes and delays aftermarket spend tied to new-vehicle installations. Prolonged weakness in wholesale shipments can depress revenue growth, increase working-capital volatility, and lengthen the time needed for margins to fully normalize while new-product placements scale.
Tariff And Material Cost Pressure On MarginsSustained steel, input-cost and tariff complexity compress gross and aftermarket margins because pass-through to customers lags. Given Lippert's global supply chain and significant consumable inputs, persistent tariffs or elevated commodity prices would erode profitability, forcing either ongoing pricing actions that hurt demand or margin dilution until sourcing and pricing adjustments take full effect.
Execution Risk From Facility Consolidations And Elevated LeverageThe company is pursuing multiple plant consolidations to drive long-term cost savings, but these initiatives carry multi-quarter execution and disruption risk (shutdowns, integration costs). Coupled with historically elevated leverage and net debt that requires ongoing free cash flow generation to preserve flexibility, execution slips could strain liquidity or delay expected margin benefits.
LCI Industries News
LCII FAQ
What was Lci Industries’s price range in the past 12 months?
Currently, no data Available
What is Lci Industries’s market cap?
Lci Industries’s market cap is $45.60B.
When is Lci Industries’s upcoming earnings report date?
Lci Industries’s upcoming earnings report date is Aug 05, 2026 which is in 5 days.
How were Lci Industries’s earnings last quarter?
Lci Industries released its earnings results on May 05, 2026. The company reported $44.94 earnings per share for the quarter, beating the consensus estimate of $37.635 by $7.305.
Is Lci Industries overvalued?
According to Wall Street analysts Lci Industries’s price is currently Undervalued.
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 45.23.
How many shares outstanding does Lci Industries have?
Lci Industries has 24,285,202 shares outstanding.
What happened to Lci Industries’s price movement after its last earnings report?
Lci Industries reported an EPS of $44.94 in its last earnings report, beating expectations of $37.635. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Lci Industries?
Currently, no hedge funds are holding shares in MX:LCII
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
LCI Industries Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$2,293.95 (― Upside)
$2,293.95 (― Upside)
Blogger Sentiment
Bullish
MX:LCII Sentiment 100%
Sector Average ―
Sector Average ―
Technicals
SMA
Negative
20 days / 200 days
Momentum
9.89%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
3.77%
Trailing 12-Months
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.
LCII Company Deck
LCII Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a largely positive operational and financial picture: revenue growth, margin expansion, strong cash/liquidity and successful diversification and product innovation drove outperformance despite a weak RV industry. Management highlighted meaningful self-help cost savings, successful integration of acquisitions, and sizable aftermarket and product-driven upside (e.g., $270M run rate from new products and ~$140M incremental placements). Key headwinds remain industry softness in RV wholesale and retail demand, tariff and material cost pressures (with some margin impact in Aftermarket), and execution/disruption risk from planned facility consolidations. Overall, the positives—particularly margin expansion, cash position, product/content gains and diversification—outweigh the near-term industry-related lowlights.View all MX:LCII earnings summariesLCII Net sales Breakdown
76.72% OEM Segment
23.28% Aftermarket Segment
