LCI Industries
LCII
NYSE·Consumer Cyclical·Auto - Recreational Vehicles·Mkt cap $2.5B
$102.60
▲ +1.54%
P/E
11.82
Mkt Cap
$2.5B
52-Wk Range
$84.33–$159.66
52-Week Range
$84.33 - $159.66
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 2.5% over the trailing year
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
Attractively priced below Leisure Products peer average
Momentum
Strong
+10.8% over 3m
Quality
Stable
Strong fundamentals
Dividend
Solid
4.48% yield
Smart-money signal
Who's buying LCII right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 5, 2026
Reported EPS of $2.70 vs $2.58 consensus (+4.7% surprise). Revenue of $968.7M vs $1.1B expected (-13.6%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+4.7%
Revenue trend · last 8Q
—
-4%
+8%
+5%
+13%
+16%
+4%
-13%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$915.5M
$803.1M
$1.0B
$1.1B
$1.0B
$932.7M
$1.1B
$968.7M
Margins · last 8Q
Gross
31.1%
Operating
9.9%
Profit
6.9%
Wall Street consensus
3 analysts · 33% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
33%
Hold
67%
Sell
0%
Median Price Target
—
Latest: Jefferies · Aug 6, 2026
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.
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