LCI Industries (NYSE:LCII – Get Free Report) posted its earnings results on Wednesday. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.61 by $0.09, FiscalAI reports. The firm had revenue of $1.06 billion for the quarter, compared to analyst estimates of $1.12 billion. LCI Industries had a return on equity of 14.03% and a net margin of 4.84%.LCI Industries’s revenue was down 12.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.39 EPS. LCI Industries updated its FY 2026 guidance to 8.250-8.750 EPS.
Here are the key takeaways from LCI Industries’ conference call:
- Profitability improved despite weak demand: Q2 adjusted operating profit rose 8% to $99 million, with the margin expanding 110 basis points to 9.3%; adjusted EPS increased 13% to $2.70.
- The company lowered its 2026 RV wholesale shipment outlook to 280,000–300,000 units from 315,000–330,000 previously, reducing expected adjusted revenue to $3.9–$4.1 billion and adjusted EPS to $8.25–$8.75.
- Aftermarket sales grew 11% year over year, supported by repair and replacement demand, used-RV purchases, new automotive aftermarket business, and market-share gains following a competitor’s bankruptcy; management expects continued high-single- to low-double-digit growth.
- Product innovation and content gains remain important growth drivers, with RV content per unit up 11% to $5,831 and approximately $140 million of annualized revenue expected from new product placements during the 2027 model change.
- LCI ended the quarter with $812 million of liquidity and net debt leverage of 1.5x adjusted EBITDA, while maintaining its $1.15-per-share quarterly dividend; management also reiterated its 7.5%–8% full-year adjusted operating margin target.
LCI Industries Trading Up 0.7%
Shares of LCII stock traded up $0.76 during trading hours on Wednesday, hitting $107.81. 198,821 shares of the company were exchanged, compared to its average volume of 404,379. The firm has a fifty day moving average of $101.05 and a 200 day moving average of $119.78. The company has a quick ratio of 1.20, a current ratio of 2.91 and a debt-to-equity ratio of 0.68. LCI Industries has a 1 year low of $84.33 and a 1 year high of $159.66. The firm has a market cap of $2.62 billion, a PE ratio of 13.23 and a beta of 1.18.
LCI Industries Dividend Announcement
Wall Street Analyst Weigh In
LCII has been the topic of several recent research reports. Truist Financial reduced their price objective on LCI Industries from $135.00 to $114.00 and set a “hold” rating on the stock in a research report on Wednesday, July 8th. Robert W. Baird set a $140.00 target price on shares of LCI Industries in a research note on Wednesday, May 6th. Zacks Research lowered shares of LCI Industries from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Weiss Ratings downgraded shares of LCI Industries from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, June 4th. Finally, Stifel Nicolaus lowered their price target on shares of LCI Industries from $152.00 to $137.00 and set a “buy” rating for the company in a report on Monday, July 20th. Three investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $140.57.
Read Our Latest Research Report on LCI Industries
Hedge Funds Weigh In On LCI Industries
A number of hedge funds have recently made changes to their positions in the stock. Global Retirement Partners LLC acquired a new stake in shares of LCI Industries during the 4th quarter worth $30,000. Kestra Advisory Services LLC purchased a new stake in LCI Industries during the fourth quarter valued at about $64,000. Northwestern Mutual Wealth Management Co. grew its position in LCI Industries by 358.8% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 624 shares of the company’s stock valued at $58,000 after acquiring an additional 488 shares during the period. EverSource Wealth Advisors LLC increased its stake in LCI Industries by 57.1% during the second quarter. EverSource Wealth Advisors LLC now owns 1,172 shares of the company’s stock worth $107,000 after acquiring an additional 426 shares during the last quarter. Finally, Simplex Trading LLC increased its stake in LCI Industries by 228.8% during the fourth quarter. Simplex Trading LLC now owns 1,288 shares of the company’s stock worth $156,000 after acquiring an additional 2,288 shares during the last quarter. Institutional investors and hedge funds own 99.71% of the company’s stock.
LCI Industries Company Profile
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.
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