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LCII

LCI Industries

LCII

NYSE·Consumer Cyclical·Auto - Recreational Vehicles·Mkt cap $2.5B

$103.36

▲ +1.29%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$84.33 - $159.66

P/E

12.59

Fwd P/E

11.61

Beta

1.18

Div Yield

4.51%

Avg Vol

397.1K

Shares Out

24.3M

Mkt Cap

$2.5B

Price action

Price chart

Up 3.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

5 reasons

  • Dominant market position as the largest RV component supplier with deep relationships with major OEMs
  • Diversified product portfolio spanning chassis, mechanical systems, and interior components reduces customer concentration risk
  • Geographic concentration in Elkhart, Indiana provides supply chain efficiency and proximity to major RV manufacturers
  • Integrated OEM and Aftermarket segments create cross-selling opportunities and stable recurring revenue streams
  • High barriers to entry due to engineering expertise, manufacturing scale, and long-term OEM contracts
▼

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Steady revenue growth (10% YoY)

Value

Undervalued - trading well below Leisure Products peers

Momentum

Weak

-16.8% over 3m

Quality

Stable

Excellent business quality

Dividend

Solid

4.51% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 4, 2026

“
Q2 26 RECAP

MAY 5, 2026

Reported EPS of $2.59 vs $2.22 consensus (+16.7% surprise). Revenue of $1.1B vs $1.1B expected (+1.2%). Beat on both top and bottom lines.

EPS beat +16.7%
Rev beat +1.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+16.7%

Next: May 4, 2026

Revenue trend · last 8Q

—

—

-4%

+8%

+5%

+13%

+16%

+4%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$1.1B

$915.5M

$803.1M

$1.0B

$1.1B

$1.0B

$932.7M

$1.1B

Margins · last 8Q

Gross

—

Operating

—

Profit

5.8%

View full earnings history →

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

2

67%

Sell

0%

Median Price Target

$135.00

▲ +30.6% vs $103.36

Low $135.00
Median $135.00
High $140.00

Latest: Baird · $140.00 · May 6, 2026

2 analysts covering

View full analyst page →

vs Industry

How LCII stacks vs Auto - Recreational Vehicles

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.