LCI Industries (LCII) AI Stock Analysis

LCI Industries manufactures and supplies components for recreational vehicles and related markets across two operating segments: Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment produces engineered parts such as steel chassis, axles, suspension systems, slide-out mechanisms, windows, furniture, awnings, leveling systems, and appliances for RV builders, trailer makers, bus manufacturers, and modular home producers. The Aftermarket segment supplies replacement components to retail dealers, wholesale distributors, and service centers in the RV sector, as well as marine replacement items like glass, awnings, covers, buoys, and fenders.

LCI Industries achieved a 5-year revenue CAGR of 8.1% from FY2020 to FY2025. Annual revenue peaked in FY2022 at $5.21B before dropping 27.3% to $3.78B in FY2023. Business rebounded in FY2025, with revenue growing 10.2% to $4.12B and net income rising to $188.2M with a net margin of 4.6% and EPS of $7.44. Over the trailing twelve months, revenue totaled $4.03B with an operating margin of 0.5% and net margin of 5.2%. In the latest quarter ended June 30, 2026, quarterly revenue fell 12.5% year-over-year, while quarterly earnings increased 20.1%.

As of June 30, 2026, LCI Industries held $216.5M in cash and short-term investments against total debt of $1.15B, resulting in net debt of $929.7M. Total assets stood at $3.27B, while shareholders' equity was $1.43B, reflecting a debt-to-equity ratio of 0.80 and a current ratio of 2.49. In FY2025, operating cash flow was $331.0M and free cash flow reached $278.3M. The company directed capital toward $52.6M in capital expenditures, $128.6M in share buybacks, and $114.0M in dividends paid.

LCII closed at $83.89 on October 16, 2026, with a market capitalization of $2.04B and enterprise value of $3.00B. It trades at a trailing P/E of 9.8x and a forward P/E of 9.5x, below the median of its US-listed Consumer Cyclical peers (trailing P/E of 18.0x and forward P/E of 14.1x). Its EV/EBITDA of 6.8x is also lower than the peer median of 11.1x. Over the past year, LCII fell 0.2% compared to a 16.8% return for the S&P 500, and over five years it declined 28.5% while the index gained 83.0%.

LCI Industries pays a quarterly dividend with an annualized forward rate of $4.60 per share, delivering a dividend yield of 5.48%. The company has paid dividends for 12 consecutive years, generating a 5-year annualized dividend growth rate of 10.4%. Its payout ratio stands at 56.4%, and the most recent ex-dividend date was August 21, 2026.

Wall Street coverage includes 4 Strong Buy, 1 Buy, and 6 Hold ratings, with no Sell ratings. The mean price target is $124.80, which sits 48.8% above the last close of $83.89. For the current fiscal year ending December 31, 2026, analysts forecast revenue of $4.01B and EPS of $8.46, representing 13.4% EPS growth. LCII beat EPS estimates in all 4 of its last four quarters. The next earnings release date is October 29, 2026.

This page is an AI-written research summary of LCI Industries (LCII). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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