LCI Industries (NYSE: LCII) is a Consumer Cyclical company in the Auto - Recreational Vehicles industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 10.62 | EPS (ttm) | 10.08 | Insider Own | 4.48% | Shs Outstand | 24.29M | Perf Week | -0.58% |
| Market Cap | 2.60B | Forward P/E | 10.90 | EPS next Y | 9.82 | Insider Trans | -8.28% | Shs Float | 23.53M | Perf Month | 2.49% |
| Enterprise Value | 3.65B | PEG | 0.54 | EPS next Q | - | Inst Own | - | Short Float | 9.88% | Perf Quarter | 0.24% |
| Income | 251.00M | P/S | 0.50 | EPS this Y | -13.59% | Inst Trans | - | Short Ratio | 4.82 | Perf Half Y | -27.75% |
| Sales | 5.21B | P/B | 1.87 | EPS next Y | 12.75% | ROA | 6.27% | Short Interest | 2.33M | Perf YTD | -11.78% |
| Book/sh | 57.11 | P/C | 18.31 | EPS next 5Y | 19.79% | ROE | 14.69% | 52W High | 159.66 -32.95% | Perf Year | 13.36% |
| Cash/sh | 5.85 | P/FCF | 12.34 | EPS past 3/5Y | -21.22% 3.84% | ROIC | 7.82% | 52W Low | 84.33 26.94% | Perf 3Y | -20.40% |
| Dividend Est. | 4.60 (4.30%) | EV/EBITDA | 6.79 | Sales past 3/5Y | -7.49% 8.07% | Gross Margin | 24.05% | Volatility | 3.89% 3.37% | Perf 5Y | -25.80% |
| Dividend TTM | 4.60 (4.30%) | EV/Sales | 0.70 | EPS Y/Y TTM | 80.00% | Oper. Margin | 7.05% | ATR (14) | 3.89 | Perf 10Y | 19.56% |
| Dividend Ex-Date | May 29, 2026 | Quick Ratio | 1.20 | Sales Y/Y TTM | 39.35% | Profit Margin | 4.84% | RSI (14) | 56.56 | Recom | 2.87 |
| Dividend Gr. 3/5Y | 4.34% 10.44% | Current Ratio | 2.91 | EPS Q/Q | 600.00% | SMA20 | 2.50% | Beta | 1.19 | Target Price | 142.00 |
| Payout | 55.82% | Debt/Eq | 0.88 | Sales Q/Q | 4.30% | SMA50 | 5.42% | Rel Volume | 0.71 | Prev Close | 103.50 |
| Employees | 12,300 | LT Debt/Eq | 0.87 | Earnings | Aug 05 | SMA200 | -8.87% | Avg Volume | 454.76K | Price | 107.05 |
| IPO Date | May 29, 1985 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 19.41% 1.17% | Net Debt/EBITDA | 2.52 | Volume | 321,440 | Change | 3.43% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Jul-20-26 | Reiterated | Stifel Nicolaus | $152 → $137 | |
| Jul-08-26 | Reiterated | Truist Securities | Hold | $135 → $114 |
| May-06-26 | Reiterated | Robert W. Baird | $145 → $140 | |
| Feb-19-26 | Reiterated | Robert W. Baird | $110 → $150 | |
| Feb-19-26 | Reiterated | Roth Capital | Neutral | $110 → $164 |
| Feb-18-26 | Reiterated | BMO Capital | Underperform | $150 → $155 |
| Jan-22-26 | Downgrade | Loop Capital | Buy → Hold | $149 |
| Jan-20-26 | Reiterated | Truist Financial | Hold | $91 → $147 |
| Nov-03-25 | Reiterated | BMO Capital | Underperform | $110 |
| Nov-03-25 | Reiterated | Roth Capital | Neutral | $110 |
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.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 5,213 | 4,122 | 3,741 | 3,785 | 5,207 | 4,473 | 2,796 | 2,371 | 2,476 | |
| Cost of Goods Sold Incl. D&A | 3,959 | 3,142 | 2,861 | 3,009 | 3,934 | 3,430 | 2,090 | 1,832 | 1,955 | |
| Gross Profit | 1,255 | 980 | 880 | 776 | 1,273 | 1,043 | 706 | 539 | 520 | |
| Selling, General and Administrative Excl. Other | 771 | 495 | 601 | 588 | 657 | 585 | 436 | 310 | 295 | |
| Research and Development | 0 | 0 | 21 | 20 | 26 | 17 | 13 | 14 | 16 | |
| Other Operating Expense | 108 | 205 | 39 | 45 | 37 | 43 | 34 | 15 | 11 | |
| Operating Income | 374 | 280 | 218 | 123 | 553 | 398 | 223 | 200 | 199 | |
| Interest Expense | 46 | 36 | 29 | 40 | 28 | 16 | 13 | 9 | 6 | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 11 | 11 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Net Income Before Taxes | 340 | 255 | 189 | 83 | 525 | 382 | 209 | 191 | 192 | |
| Income Taxes | 89 | 67 | 46 | 19 | 130 | 94 | 51 | 45 | 44 | |
| Consolidated Net Income | 251 | 188 | 143 | 64 | 395 | 288 | 158 | 147 | 149 | |
| Net Income From Continuing Operations | 251 | 188 | 143 | 64 | 395 | 288 | 158 | 147 | 149 | |
| Net Income | 251 | 188 | 143 | 64 | 395 | 288 | 158 | 147 | 149 | |
| EPS (Recurring) | 10.16 | 7.59 | 5.61 | 2.54 | 15.57 | 11.39 | 6.30 | 5.86 | 5.90 | |
| EPS (Basic, Before Extraordinaries) | 10.16 | 7.59 | 5.61 | 2.54 | 15.57 | 11.39 | 6.30 | 5.86 | 5.90 | |
| EPS (Diluted) | 10.08 | 7.57 | 5.60 | 2.52 | 15.48 | 11.32 | 6.27 | 5.84 | 5.83 | |
| EBITDA | 537 | 412 | 344 | 255 | 682 | 513 | 321 | 274 | 266 | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 10.62 | 16.03 | 18.46 | 49.88 | 5.97 | 13.77 | 20.68 | 18.34 | 11.46 | |
| Price To Sales Ratio | 0.49 | 0.74 | 0.69 | 0.83 | 0.44 | 0.87 | 1.16 | 1.13 | 0.67 | |
| Gross Margin | 24.07 | 23.77 | 23.52 | 20.50 | 24.45 | 23.32 | 25.25 | 22.73 | 21.00 | |
| Operating Margin | 7.17 | 6.79 | 5.83 | 3.25 | 10.62 | 8.90 | 7.98 | 8.44 | 8.04 | |
| Net Margin | 4.81 | 4.56 | 3.82 | 1.69 | 7.59 | 6.44 | 5.65 | 6.20 | 6.02 | |
| Shares Outstanding | 24 | 25 | 25 | 25 | 25 | 25 | 25 | 25 | 25 | |
| Market Capitalization | 2,569 | 3,034 | 2,585 | 3,143 | 2,311 | 3,897 | 3,242 | 2,678 | 1,670 | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| GERO JAMES | Director | May 12 '26 | Option Exercise | 112.42 | 13,637 | 1,533,072 | 333,123 | May 14 |
| Graham Tracy D | Director | May 12 '26 | Option Exercise | 112.42 | 1,761 | 197,972 | 17,427 | May 13 |
| Deely Brendan | Director | May 12 '26 | Option Exercise | 112.42 | 1,761 | 197,972 | 16,160 | May 13 |
| Myers Linda Kristine | Director | May 12 '26 | Option Exercise | 112.42 | 1,761 | 197,972 | 5,267 | May 13 |
| Mains Stephanie K. | Director | May 12 '26 | Option Exercise | 112.42 | 1,761 | 197,972 | 7,254 | May 13 |
| Henkels Virginia | Director | May 12 '26 | Option Exercise | 112.42 | 1,761 | 197,972 | 16,086 | May 13 |
| O'SULLIVAN KIERAN M | Director | May 12 '26 | Option Exercise | 112.42 | 1,761 | 197,972 | 24,722 | May 13 |
| SIRPILLA JOHN A. | Director | May 12 '26 | Option Exercise | 112.42 | 1,761 | 197,972 | 10,294 | May 13 |
| Etzkorn Lillian | EVP, CFO | Apr 17 '26 | Option Exercise | 123.43 | 1,131 | 139,599 | 5,621 | Apr 20 |
| LIPPERT JASON | President , CEO | Mar 01 '26 | Option Exercise | 133.20 | 23,577 | 3,140,457 | 358,550 | Mar 03 |
| SMITH RYAN RICHARD | Group President - N.A. | Mar 01 '26 | Option Exercise | 133.20 | 11,722 | 1,561,370 | 21,814 | Mar 03 |
| EMENHISER KIP A. | VP of Finance | Mar 01 '26 | Option Exercise | 133.20 | 1,952 | 260,007 | 7,457 | Mar 03 |
| Etzkorn Lillian | EVP, CFO | Mar 01 '26 | Option Exercise | 133.20 | 2,975 | 396,270 | 5,393 | Mar 03 |
| Schnur Jamie | Group President - Aftermarket | Mar 01 '26 | Option Exercise | 133.20 | 7,710 | 1,026,972 | 27,130 | Mar 03 |
| LIPPERT JASON | President , CEO | Feb 24 '26 | Sale | 142.76 | 10,000 | 1,427,600 | 334,973 | Feb 24 |