L

    LCI Industries (LCII)

    Official site

    CONSUMER CYCLICAL • RECREATIONAL VEHICLES • NYSE

    $100.80
    -2.16 (-2.10%)

    Market Cap: $2.50B

    Last updated: Sep 01, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    78%(31/40)
    Avg Surprise
    +65.78%
    Streak
    10 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$2.14
    Range$1.92 - $2.39
    11 analysts
    EPS RevisionsNo revisions (7d)
    0
    4
    30d
    EPS Estimate Drift
    90d ago$2.36+10.3%
    60d ago$2.36+10.3%
    30d ago$2.30+7.6%
    7d ago$2.30+7.6%
    Current$2.14
    Revenue Consensus
    $1.0B
    Range$951M - $1.1B
    11 analysts
    Period ending Dec 31, 2026
    EPS Consensus$1.67
    Range$1.40 - $2.11
    11 analysts
    Revenue Consensus
    $833M
    Range$715M - $1.1B
    11 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$1.67---
    Sep 26EST
    		-$2.14---
    Jun 26
    Reported Aug 4
    		$2.70$2.63+2.66%Beat+13.0%
    Mar 26
    Reported May 5
    		$2.59$2.17+19.35%Beat+18.3%
    Dec 25
    Reported Feb 18
    		$0.89$0.69+28.99%Beat+140.5%
    Sep 25
    Reported Oct 30
    		$1.97$1.44+36.81%Beat+41.7%
    Jun 25
    Reported Aug 5
    		$2.39$2.29+4.37%Beat-0.4%
    Mar 25
    Reported May 6
    		$2.19$1.56+40.38%Beat+52.1%
    Dec 24
    Reported Feb 11
    		$0.37$0.29+27.59%Beat+511.1%
    Sep 24
    Reported Nov 7
    		$1.39$1.36+2.21%Beat+36.3%
    Jun 24
    Reported Aug 6
    		$2.40$2.16+11.11%Beat+83.2%
    Mar 24
    Reported May 8
    		$1.44$0.52+176.92%Beat+396.6%
    Dec 23
    Reported Feb 13
    		$-0.09$-0.04-125.00%Miss+86.8%
    Sep 23
    Reported Nov 7
    		$1.02$1.37-25.55%Miss-57.5%
    Jun 23
    Reported Aug 8
    		$1.31$1.24+5.65%Beat-78.4%
    Mar 23
    Reported May 9
    		$0.29$-0.02+1550.00%Beat-96.2%
    Dec 22
    Reported Feb 14
    		$-0.68$-0.44-54.55%Miss-121.1%
    Sep 22
    Reported Nov 1
    		$2.40$2.38+0.84%Beat-4.0%
    Jun 22
    Reported Aug 2
    		$6.06$5.17+17.21%Beat+126.1%
    Mar 22
    Reported May 10
    		$7.71$4.99+54.51%Beat+163.1%
    Dec 21
    Reported Feb 10
    		$3.22$2.75+17.09%Beat+67.7%
    Sep 21
    Reported Nov 2
    		$2.50$2.55-1.96%Miss-8.1%
    Jun 21
    Reported Aug 3
    		$2.68$2.72-1.47%Miss+396.3%
    Mar 21
    Reported May 4
    		$2.93$2.31+26.84%Beat+123.7%
    Dec 20
    Reported Feb 9
    		$1.92$1.79+7.26%Beat+68.4%
    Sep 20
    Reported Nov 2
    		$2.72$2.42+12.40%Beat+91.5%
    Jun 20
    Reported Aug 4
    		$0.54$-0.08+775.00%Beat-71.4%
    Mar 20
    Reported May 5
    		$1.31$1.30+0.77%Beat-5.1%
    Dec 19
    Reported Feb 11
    		$1.14$1.06+7.55%Beat+39.0%
    Sep 19
    Reported Nov 5
    		$1.42$1.39+2.16%Beat+6.8%
    Jun 19
    Reported Aug 6
    		$1.89$1.67+13.17%Beat+1.6%
    Mar 19
    Reported May 7
    		$1.38$1.32+4.55%Beat-25.8%
    Dec 18
    Reported Feb 7
    		$0.82$1.01-18.81%Miss-31.7%
    Sep 18
    Reported Nov 1
    		$1.33$1.32+0.76%Beat+5.6%
    Jun 18
    Reported Aug 2
    		$1.86$1.83+1.64%Beat+17.0%
    Mar 18
    Reported May 4
    		$1.86$1.91-2.62%Miss+8.8%
    Dec 17
    Reported Feb 8
    		$1.20$1.16+3.45%Beat+14.3%
    Sep 17
    Reported Nov 2
    		$1.26$1.29-2.33%Miss+5.9%
    Jun 17
    Reported Aug 4
    		$1.59$1.59+0.00%Beat-
    Mar 17
    Reported May 4
    		$1.71$1.65+3.64%Beat-
    Dec 16
    Reported Feb 9
    		$1.05$0.96+9.38%Beat-
    Sep 16
    Reported Nov 3
    		$1.19$1.20-0.83%Miss-

    Dividends

    Dividend Metrics

    Yield4.56%
    Annual/Share$4.60
    Payout Ratio32.30%
    Frequency4
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+4.34%
    5Y CAGR+10.44%
    View LCII's full dividend history

    Key Metrics

    Valuation
    P/E Ratio12.37EV/EBITDA7.71x
    Price/FCF8.54xFCF Yield11.71%
    Profitability
    Profit Margin5.24%Operating Margin0.54%
    ROE15.00%ROIC9.79%
    Financial Health
    Debt/Equity0.60xInterest Coverage8.15x
    Current Ratio2.49xQuick Ratio1.20x
    Trading Statistics
    Beta1.19Avg Volume256.71K
    52-Week High$154.8552-Week Low$80.98

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$103.32
    SMA 20$104.34
    SMA 50$102.51
    SMA 200$116.30
    EMA 10$103.09
    EMA 20$103.51
    EMA 50$103.76
    EMA 200$108.55

    MACD

    Line: -0.25Signal: 0.21Hist: -0.46

    ADX

    ADX: 13.5+DI: 12.7-DI: 20.7

    Aroon & PSAR

    Aroon Up28.0
    Aroon Down100.0
    PSAR$107.21

    Bollinger Bands

    Upper Band$107.97
    Lower Band$100.72
    %B Position695%(Upper)
    Band Width0.01

    RSI (14-Day)

    Neutral
    43.9

    Momentum Oscillators

    Stoch %K13.2
    Stoch %D18.0
    Williams %R-91.4
    ROC (10d)-2.1%
    Momentum-2.16
    CCI (20d)-175.5
    MFI (14d)26.8

    Volatility Measures

    ATR (14d)$3.46(3.4%)
    StdDev (20d)1.81
    Hist Vol34.0%(Moderate)

    Volume Flow

    VWAP$101.06
    OBV-1.6M
    AD Line-180.9M
    CMF (20d)-0.394

    Volume Metrics

    Avg Vol (20d)250.6K
    Vol Ratio1.3x
    VWMA (20d)$104.24

    Pivot Points

    R3$105.22
    R2$104.27
    R1$103.62
    Pivot Point$102.67
    S1$102.01
    S2$101.06
    S3$100.41

    Advanced Oscillators

    TSI-1.78
    Ultimate Osc41.9
    KST0.99

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$968.67M$1.09B$932.70M$1.04B$1.11B$1.05B$803.14M$915.50M$1.05B$968.03M$837.54M$959.32M
    Cost of Revenue$667.53M$816.85M$726.79M$783.86M$837.23M$793.84M$633.73M$695.54M$788.10M$744.12M$676.49M$748.37M
    Gross Profit$301.14M$273.67M$205.91M$252.61M$270.02M$251.75M$169.41M$219.96M$266.44M$223.91M$161.05M$210.95M
    Operating Expenses$204.63M$178.51M$170.55M$157.46M$182.22M$170.43M$153.27M$166.07M$175.84M$166.29M$158.43M$165.36M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$143.84M$122.62M$-34,510,000$177.17M$127.98M$120.58M$-43,210,000$166.07M$175.84M$166.29M$-41,001,000$165.36M
    Operating Income$95.96M$95.16M$35.36M$75.44M$87.80M$81.32M$16.13M$53.89M$90.60M$57.61M$2.62M$45.59M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$6.32M$9.91M$9.71M$11.13M$9.69M$14.04M$5.10M$6.52M$7.96M$9.32M$9.46M$10.32M
    Income Before Tax$90.19M$85.25M$25.66M$84.03M$78.11M$67.27M$11.03M$47.37M$82.64M$48.29M$-6,835,000$35.27M
    Income Tax Expense$23.05M$22.30M$6.97M$21.53M$20.48M$17.84M$1.49M$11.76M$21.48M$11.74M$-4,458,000$9.38M
    Net Income$67.14M$62.95M$18.68M$62.49M$57.63M$49.44M$9.55M$35.61M$61.16M$36.55M$-2,377,000$25.89M
    EBITDA$126.82M$124.96M$66.24M$105.92M$118.13M$110.86M$45.83M$85.16M$122.64M$90.30M$35.57M$78.86M
    EBIT$95.96M$95.16M$35.36M$75.44M$87.80M$81.32M$16.13M$53.89M$90.60M$57.61M$2.62M$45.59M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $48896
    Gov Obligations / Revenue
    0.0%
    Obligations YoY
    N/A
    Active Awards
    1
    New Awards (TTM)
    1
    Avg Remaining Term
    N/A

    Top agency: Department of Defense at 100.0% of trailing twelve month obligations across 1 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    SPE7L125F8697Department of DefenseDefense Logistics Agency$48896Aug 14, 2025

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    Moore Capital Management LP Invests $5.29 Million in LCI Industries $LCII

    Moore Capital Management LP has acquired a new stake in LCI Industries (NYSE:LCII) worth approximately $5.29 million, purchasing 50,000 shares. LCI Industries, a manufacturer for the RV and marine industries, reported quarterly EPS of $2.70 against expectations of $2.58, though revenue declined 12.6% year-over-year. The company maintains a "Hold" rating from analysts with a target price of $126.25 and offers an annual dividend of $4.60 per share, yielding 4.6%.

    MarketBeat•9/1/26•
    Neutral

    Empowered Funds LLC Purchases Shares of 100,329 LCI Industries $LCII

    Empowered Funds LLC acquired a new stake in LCI Industries, purchasing 100,329 shares valued at approximately $10.6 million, giving them a 0.41% stake in the company. Institutional investors collectively own 99.71% of LCI Industries. Despite cautious analyst sentiment with a "Hold" rating and lowered price targets, LCI Industries beat quarterly EPS estimates and declared a $1.15 per share quarterly dividend.

    MarketBeat•8/30/26•
    Neutral

    Callan Family Office LLC Makes New Investment in LCI Industries $LCII

    Callan Family Office LLC has made a new investment in LCI Industries (NYSE:LCII) during the second quarter, acquiring 22,676 shares valued at approximately $2.40 million. Several other institutional investors also adjusted their positions in LCII, indicating significant institutional interest. Analysts have issued mixed ratings, with an average price target of $126.25, and the company recently announced a quarterly dividend of $1.15 per share.

    MarketBeat•8/23/26•
    Neutral

    De Lisle Partners LLP Makes New $10.08 Million Investment in LCI Industries $LCII

    De Lisle Partners LLP has made a new investment of $10.08 million in LCI Industries, acquiring 94,952 shares, which now represents 1.1% of their portfolio. LCI Industries reported mixed quarterly results with EPS beating estimates but revenue declining year-over-year, while maintaining its fiscal 2026 EPS guidance and declaring a $1.15 per share quarterly dividend. Analysts currently hold a consensus "Hold" rating for LCII with a price target of $126.25.

    MarketBeat•8/23/26•
    Somewhat-Bullish

    Is LCI Industries Inc (LCII) a Bargain After 3.3% Drop? GF Value Says Undervalued

    LCI Industries Inc (LCII) experienced a 3.3% stock drop, leading its shares to trade at $101.98, which is 13.7% below its GF Value™ estimate of $118.22, suggesting it is undervalued. The company has a solid GF Score™ of 79/100, with a strong valuation rank but moderate momentum. Despite institutional investors adding to their positions, significant insider selling of $13.1 million raises a cautionary flag for potential investors.

    GuruFocus•8/22/26•
    Somewhat-Bullish

    Frequently Asked Questions About LCII

    What is LCII's current dividend yield?
    LCI Industries (LCII) has a current dividend yield of 4.56%.
    Does LCII pay dividends?
    Yes, LCI Industries pays dividends with a current yield of 4.56%.
    What is LCII's P/E ratio?
    LCI Industries has a price-to-earnings (P/E) ratio of 12.37.
    What is LCII's market cap?
    LCI Industries (LCII) has a market capitalization of $2.50B with a current stock price of $100.80.

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