LCI Industries

LCII • Auto - Recreational Vehicles

$102.60

▲ +1.56 (+1.54%)

Current price

EarningsLatest report: Jun 30, 2026

BALANCED PROFILENeutralConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Mixed profile. The company is not automatically unattractive, but valuation, growth, or balance-sheet evidence does not yet justify a stronger signal.

Market Cap

$2.52B

Growth

10.3%

Cash Flow

4/5

Trend

Mostly stable

Evidence

Positive free cash flow · 11.22Consistent free cash flow · 4/5Reasonable earnings multiple · 15.99Healthy liquidity · 2.85Negative growth trend

Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 7, 2026, 12:55 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$102.60

Change1.54%

Shares Out24.57M

Market Cap$2.52B

Enterprise Value$2.60B

52W Range84.33 - 159.66

Beta1.19

P/E11.93

P/S0.63

P/B1.76

P/FCF8.79

EV/Sales0.65

Price$102.60

Change1.54%

Shares Out24.57M

Market Cap$2.52B

Enterprise Value$2.60B

52W Range84.33 - 159.66

Beta1.19

P/E11.93

P/S0.63

P/B1.76

P/FCF8.79

EV/Sales0.65

EV/EBITDA6.80

EV/FCF9.07

Earnings Yield8.38%

FCF Yield11.38%

Dividend Yield3.35%

Gross Margin23.78%

Oper. Margin6.79%

Profit Margin4.57%

Debt/Eq0.91

Current Ratio2.85

Quick Ratio1.14

Revenue 5Y10.27%

Target$123.83

Target Upside20.69%

Target Median$119.50

Target Range114.00 - 137.00

Volume223.98K

Avg Volume452.26K

EPS Surprise0.37

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

42/100

Financial Strength

Debt, cash, stability

80/100

Growth Potential

Revenue and expansion

20/100

Price Attractiveness

Cheap or expensive today

86/100

Why this score▼

Positive free cash flow · 11.22Consistent free cash flow · 4/5Reasonable earnings multiple · 15.99Healthy liquidity · 2.85Negative growth trend

Analyst view

Analyst sentiment and price target

LCII

Analyst sentiment

Based on 15 analyst votes · 2026-09-05

60/100

Neutral

Bullish

Hold

Bearish

Price Target

2026-08-07

Low

$114.00

Mean

$128.67

Median

$119.50

High

$164.00

Company Overview

IPO: 5/29/1985

Industry: Auto - Recreational Vehicles

P/B i: 1.76

Debt / Equity i: 0.91

Operating Margin: 6.79%

Net Margin: 4.57%

ROE i: -

ROIC: -

Financial Health

Score16 / 20

Debt / Equity: 0.91

Current Ratio: 2.85

Quick Ratio: 1.14

Status: Strong

Insider Transactions

Recent executive and insider activity

Hureau Robert Paul

Transaction: 07/18/2026

OTHER

Change

Price

Not reported

Filing

07/20/2026

Type

OTHER

Hureau Robert Paul

Transaction: 07/18/2026

BUY

Change

+1,133

Price

Not reported

Filing

07/20/2026

Type

BUY

LIPPERT JASON

Transaction: 06/03/2026

SELL

Change

-26,066

Price

Not reported

Filing

06/05/2026

Type

SELL

Insider	Type	Change	Price	Transaction	Filing
Hureau Robert Paul	OTHER	0	Not reported	07/18/2026	07/20/2026
Hureau Robert Paul	BUY	+1,133	Not reported	07/18/2026	07/20/2026
LIPPERT JASON	SELL	-26,066	Not reported	06/03/2026	06/05/2026
Graham Tracy D	SELL	-1,335	Not reported	06/03/2026	06/05/2026
SIRPILLA JOHN A.	BUY	+16,503	Not reported	06/03/2026	06/05/2026
GERO JAMES	SELL	-11,876	Not reported	05/12/2026	05/14/2026
GERO JAMES	SELL	-1,761	Not reported	05/12/2026	05/14/2026
GERO JAMES	BUY	+1,761	$112.42	05/12/2026	05/14/2026
Deely Brendan	SELL	-1,761	Not reported	05/12/2026	05/13/2026
Deely Brendan	BUY	+1,761	$112.42	05/12/2026	05/13/2026
Graham Tracy D	SELL	-1,761	Not reported	05/12/2026	05/13/2026
Graham Tracy D	BUY	+1,761	$112.42	05/12/2026	05/13/2026
Henkels Virginia	SELL	-1,761	Not reported	05/12/2026	05/13/2026
Henkels Virginia	BUY	+1,761	$112.42	05/12/2026	05/13/2026
Mains Stephanie K.	SELL	-1,761	Not reported	05/12/2026	05/13/2026
Mains Stephanie K.	BUY	+1,761	$112.42	05/12/2026	05/13/2026
Myers Linda Kristine	SELL	-1,761	Not reported	05/12/2026	05/13/2026
Myers Linda Kristine	BUY	+1,761	$112.42	05/12/2026	05/13/2026
SIRPILLA JOHN A.	SELL	-1,761	Not reported	05/12/2026	05/13/2026
SIRPILLA JOHN A.	BUY	+1,761	$112.42	05/12/2026	05/13/2026

About the Company

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.

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Peers

CAKE COLM GEF HBI HOG PRKS TPH YETI ZGN

Size reflects market cap · color matches the chart line

1Y peer performance

Top performers + selected company

Latest news

Reviewing LCI Industries (NYSE:LCII) & Nexteer Automotive Group (OTCMKTS:NTXVF)

LCI Industries (NYSE: LCII - Get Free Report) and Nexteer Automotive Group (OTCMKTS:NTXVF - Get Free Report) are both consumer discretionary companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, valuation, risk, earnings, dividends, profitability and analyst recommendations. Profitability This table compares LCI Industries

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Gestamp Automoción (OTCMKTS:GMPUF) and LCI Industries (NYSE:LCII) Financial Comparison

Gestamp Automoción (OTCMKTS:GMPUF - Get Free Report) and LCI Industries (NYSE: LCII - Get Free Report) are both consumer discretionary companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, valuation, analyst recommendations, institutional ownership, profitability, risk and earnings. Insider and Institutional Ownership 99.7% of LCI

Defense World

California State Teachers Retirement System Has $3.48 Million Stake in LCI Industries $LCII

California State Teachers Retirement System boosted its holdings in LCI Industries (NYSE: LCII) by 21.1% during the quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 28,342 shares of the company's stock after buying an additional 4,938 shares during the period. California State Teachers

Defense World

LCI Industries Q2 Earnings Call Highlights

LCI Industries NYSE: LCII reported improved second-quarter profitability despite continued softness in outdoor recreation demand, as cost-cutting initiatives, operational efficiencies and higher product content helped offset lower OEM sales.

MarketBeat

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-05-05	2.22	2.59	0.37
2026-02-18	0.69	0.89	0.2
2025-10-30	1.44	1.97	0.53
2025-08-05	2.22	2.39	0.17
2025-05-06	1.55	2.19	0.64
2025-02-11	0.31	0.37	0.06
2024-11-07	1.37	1.39	0.02
2024-08-06	2.16	2.4	0.24
2024-05-08	0.52	1.44	0.92
2024-02-13	-0.11	-0.09	0.02
2023-11-07	1.51	1.02	-0.49
2023-08-08	1.24	1.31	0.07