LCI Industries (NYSE:LCII) Issues FY 2026 Earnings Guidance

Posted by Stanley Muller on May 5th, 2026

LCI Industries (NYSE:LCII – Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 8.750-9.250 for the period, compared to the consensus EPS estimate of 8.720. The company issued revenue guidance of $4.2 billion-$4.3 billion, compared to the consensus revenue estimate of $4.3 billion.

Analyst Ratings Changes

Several research firms have recently commented on LCII. Robert W. Baird set a $150.00 target price on shares of LCI Industries in a research report on Thursday, February 19th. Stifel Nicolaus began coverage on shares of LCI Industries in a research report on Tuesday, March 24th. They set a “buy” rating and a $152.00 target price for the company. Weiss Ratings reissued a “hold (c)” rating on shares of LCI Industries in a research report on Thursday, January 22nd. BMO Capital Markets restated a “market perform” rating and set a $155.00 price target on shares of LCI Industries in a report on Wednesday, February 18th. Finally, Loop Capital restated a “hold” rating and set a $149.00 price target on shares of LCI Industries in a report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $154.29.

Get Our Latest Research Report on LCI Industries

LCI Industries Stock Up 5.8%

LCI Industries stock traded up $6.24 during midday trading on Tuesday, hitting $113.03. 196,045 shares of the stock were exchanged, compared to its average volume of 366,890. LCI Industries has a 52-week low of $78.35 and a 52-week high of $159.66. The stock has a market capitalization of $2.74 billion, a price-to-earnings ratio of 14.97 and a beta of 1.21. The business’s 50-day moving average price is $125.52 and its 200-day moving average price is $123.89. The company has a quick ratio of 1.14, a current ratio of 2.85 and a debt-to-equity ratio of 0.69.

LCI Industries (NYSE:LCII – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The company reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.17 by $0.42. LCI Industries had a net margin of 4.57% and a return on equity of 13.55%. The business had revenue of $1.09 billion for the quarter, compared to analysts’ expectations of $1.08 billion. During the same period in the previous year, the company earned $2.19 earnings per share. The firm’s revenue for the quarter was up 4.3% compared to the same quarter last year. LCI Industries has set its FY 2026 guidance at 8.750-9.250 EPS. On average, research analysts expect that LCI Industries will post 8.78 EPS for the current fiscal year.

LCI Industries Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Friday, March 13th were issued a dividend of $1.15 per share. The ex-dividend date was Friday, March 13th. This represents a $4.60 annualized dividend and a yield of 4.1%. LCI Industries’s payout ratio is 60.93%.

Insider Buying and Selling at LCI Industries

In other LCI Industries news, insider Ryan Richard Smith sold 20,000 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $147.81, for a total value of $2,956,200.00. Following the transaction, the insider directly owned 10,092 shares in the company, valued at $1,491,698.52. The trade was a 66.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Jason Lippert sold 30,000 shares of the business’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $145.03, for a total transaction of $4,350,900.00. Following the completion of the transaction, the chief executive officer owned 344,973 shares in the company, valued at approximately $50,031,434.19. The trade was a 8.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 90,000 shares of company stock worth $13,137,900 over the last three months. 3.30% of the stock is currently owned by insiders.

Key LCI Industries News

Here are the key news stories impacting LCI Industries this week:

Positive Sentiment: Q1 results beat expectations — LCI reported $2.59 EPS and $1.09B revenue, topping consensus and showing year-over-year revenue growth; investors typically reward earnings beats. Read More.
Positive Sentiment: FY-2026 EPS guidance slightly above Street — management set FY2026 EPS at $8.75–$9.25, a touch above consensus, which supports the stock given visibility on earnings. Read More.
Neutral Sentiment: Merger talks with Patrick Industries terminated — the companies ended discussions after failing to reach terms; this removes near-term M&A upside but also avoids an uncertain deal. Read More.
Neutral Sentiment: Trading was briefly halted ahead of the news release — a temporary halt flagged “News Pending,” which is common around material announcements and simply concentrated activity around the print. (No article link available)
Neutral Sentiment: Analyst consensus remains cautious (“Hold” average) — sell-side ratings are mixed, so further upward momentum may need sustained execution. Read More.
Negative Sentiment: Revenue guidance is roughly flat-to-soft vs. Street — management’s revenue range (~$4.2B–$4.3B) is slightly below some consensus estimates, which could cap multiple expansion if top-line cadence disappoints. Read More.

Institutional Trading of LCI Industries

Several hedge funds and other institutional investors have recently modified their holdings of the business. Quadrant Capital Group LLC raised its position in shares of LCI Industries by 3.2% in the fourth quarter. Quadrant Capital Group LLC now owns 2,310 shares of the company’s stock valued at $280,000 after purchasing an additional 71 shares during the period. CIBC Asset Management Inc raised its position in shares of LCI Industries by 3.3% in the fourth quarter. CIBC Asset Management Inc now owns 2,402 shares of the company’s stock valued at $291,000 after purchasing an additional 76 shares during the period. California State Teachers Retirement System raised its position in shares of LCI Industries by 0.7% in the second quarter. California State Teachers Retirement System now owns 23,483 shares of the company’s stock valued at $2,141,000 after purchasing an additional 159 shares during the period. Vident Advisory LLC increased its holdings in LCI Industries by 2.5% during the 3rd quarter. Vident Advisory LLC now owns 9,241 shares of the company’s stock worth $861,000 after acquiring an additional 225 shares during the period. Finally, Global Retirement Partners LLC bought a new stake in LCI Industries during the 4th quarter worth approximately $30,000. Institutional investors own 99.71% of the company’s stock.

About LCI Industries

(Get Free Report)

LCI Industries is a publicly traded manufacturer specializing in engineered components and systems for the recreation vehicle (RV), marine and housing industries. The company develops and supplies a diverse range of products designed to enhance comfort, convenience and functionality in mobile and leisure applications. LCI Industries serves original equipment manufacturers (OEMs) and aftermarket customers throughout North America.

The company’s core offerings include power conversion and control systems, slideout mechanisms, entry and docking products, seating and furniture solutions, as well as window and door assemblies.