VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemes
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
Earnings
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Pharma & Energy
LLY vs NVOJNJ vs PFEXOM vs CVX
Compare Any Stocks...
WatchlistInsider
ScreenerThemes
Earnings
WatchlistInsider
LCII
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist
LCIILCI Industries
$105.82$2.6B
Overview & Verdict
Overview
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice HistoryTechnical Analysis
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Ownership
Holders

LCII logoLCI Industries(LCII)Earnings, Financials & Key Ratios

LCII•NYSE
$105.82
14.0× P/E·Price updated Jul 7, 2026
SectorConsumer CyclicalIndustryRecreational VehiclesSub-IndustryAftermarket Parts and Components
AboutLCI Industries, together with its subsidiaries, manufactures and supplies components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates in two segments, Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis and related components; axles and suspension solutions; slide-out mechanisms and solutions; thermoformed bath, kitchen, and other products; vinyl, aluminum, and frameless windows; manual, electric, and hydraulic stabilizer and leveling systems; entry, luggage, patio, and ramp doors; furniture and mattresses; electric and manual entry steps; awnings and awning accessories; towing products; truck accessories; electronic components; appliances; air conditioners; televisions and sound systems; and other accessories. This segment serves OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; boats; trains; manufactured homes; and modular housing, as well as travel trailers, fifth-wheel travel trailers, folding camping trailers, and truck campers. The Aftermarket segment supplies various components of RV and adjacent industries to retail dealers, wholesale distributors, and service centers. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, and fenders to the marine industry. The company was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. LCI Industries was incorporated in 1984 and is based in Elkhart, Indiana.Show more
  • Revenue$4.12B+10.2%
  • EBITDA$401M+16.6%
  • Net Income$188M+31.8%
  • EPS (Diluted)7.57+35.2%
  • Gross Margin23.78%+1.1%
  • EBITDA Margin9.73%+5.9%
  • Operating Margin6.79%+16.4%
  • Net Margin4.57%+19.6%
  • ROE13.7%+31.5%

LCII Price & Volume

LCI Industries (LCII) stock price & volume — 10-year historical chart

Loading chart...

Cyclical Recovery Faces Persistent Margin Volatility Risks

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Cyclical OEM demand volatility

Key Thesis Takeaways

  • LCI Industries is navigating a stabilization phase in the North American RV market, evidenced by a 10.18% year-over-year revenue growth trend as of 2026Q1.
  • While the company maintains a robust current ratio of 2.91, long-term value creation remains tethered to volatile OEM shipment volumes and the successful absorption of fixed costs.
  • Investors should monitor the sustainability of the 30.4% EPS growth observed in 2026Q1, as it relies heavily on a low historical base and remains sensitive to broader consumer demand fatigue.

Verdict Logic

while the stock trades at a forward P/E of 10.76, the high sensitivity to cyclical OEM demand and the 20% goodwill concentration in the $3.2 billion asset base warrant a cautious approach.

LCII Growth Metrics

LCI Industries (LCII) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years11.38%
5 Years8.07%
3 Years-7.49%
TTM9.12%

Profit CAGR

10 Years9.74%
5 Years3.51%
3 Years-21.89%
TTM29.53%

EPS CAGR

10 Years9.62%
5 Years3.84%
3 Years-21.22%
TTM33.44%

Return on Capital

10 Years17.66%
5 Years12.35%
3 Years8.01%
Last Year10.8%

LCII Recent Earnings

LCI Industries (LCII) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 5, 2026
Metric
Actual
Est
EPS
$2.59+16.7%
$2.22
Rev
$1.1B+1.2%
$1.1B
Q1 2026
Feb 18, 2026
Metric
Actual
Est
EPS
$0.89+29.0%
$0.69
Rev
$933M+2.1%
$913M
Q4 2025
Oct 30, 2025
Metric
Actual
Est
EPS
$1.97+36.8%
$1.44
Rev
$1.0B+7.5%
$964M
Q3 2025
Aug 5, 2025
Metric
Actual
Est
EPS
$2.39+7.7%
$2.22
Rev
$1.1B+15.2%
$961M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 5, 2026
$2.59vs $2.22+16.7%
$1.1Bvs $1.1B+1.2%
Q1 2026Feb 18, 2026
$0.89vs $0.69+29.0%
$933Mvs $913M+2.1%
Q4 2025Oct 30, 2025
$1.97vs $1.44+36.8%
$1.0Bvs $964M+7.5%
Q3 2025Aug 5, 2025
$2.39vs $2.22+7.7%
$1.1Bvs $961M+15.2%
Based on last 12 quarters of dataView full earnings history →

Latest LCII News

Recent stock market news and headlines for LCI Industries (LCII)

Globe News Wire·Jun 30, 2026
Halper Sadeh LLC is Investigating Whether LCII, NUVL, DAN, TMHC are Obtaining Fair Deals for their Shareholders

Insiders may stand to receive substantial financial benefits not available to ordinary shareholders. The proposed transactions may contain terms that could limit superior competing offers. Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation.

Seeking Alpha·Jun 30, 2026
LCI Industries (LCII) M&A Call Transcript

LCI Industries (LCII) M&A Call Transcript

GuruFocus·Jun 30, 2026
LCII Stock Alert: Halper Sadeh LLC is Investigating Whether LCI Industries is Obtaining a Fair Price for its Shareholders

Halper Sadeh LLC, an investor rights law firm, is investigating the sale of LCI Industries (NYSE: LCII) to Patrick Industries, Inc. for 1.2440 shares of Patrick

Zacks Investment Research·Jun 26, 2026
Should Value Investors Buy LCI Industries (LCII) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Peers Comparison

Key metrics vs top competitors for LCI Industries (LCII)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
LCII logoLCIILCI IndustriesCurrent
$105.82$2.57B13.9810.18%4.57%13.7%4.34%
THO logoTHOThor Industries, Inc.
$75.50$3.93B15.60-4.62%2.66%6.06%—
WGO logoWGOWinnebago Industries, Inc.
$30.88$872.94M33.93-5.9%1.36%3.13%—
CWH logoCWHCamping World Holdings, Inc.
$6.69$424.95M-4.684.41%-1.49%-21.83%—
PATK logoPATKPatrick Industries, Inc.
$87.73$2.92B22.496.33%3.46%11.64%—
DORM logoDORMDorman Products, Inc.
$139.64$4.17B21.036.03%8.84%13.06%—

Compare LCII vs Peers

LCI Industries (LCII) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs THO

Most directly comparable listed peer for LCII.

Scale Benchmark

vs NUE

Larger-name benchmark to compare LCII against a more recognizable public peer.

Peer Set

Compare Top 5

vs THO, WGO, CWH, PATK

LCII SEC Filings & Documents

LCI Industries (LCII) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 6, 2026·SEC

Material company update

May 5, 2026·SEC

Material company update

May 4, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 26, 2026·SEC

FY 2025

Feb 21, 2025·SEC

10-Q Quarterly Reports

4
FY 2026

May 5, 2026·SEC

FY 2025

Oct 30, 2025·SEC

FY 2025

Aug 5, 2025·SEC

Get notified when LCII posts new earnings or crosses analyst targets

Free. No account needed. Unsubscribe any time.

Free. Unsubscribe any time.

LCII Frequently Asked Questions

LCI Industries (LCII) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is LCI Industries's revenue?

LCI Industries (LCII) reported $4.17B in revenue for fiscal year 2025. This represents a 2377% increase from $168.2M in 1996.

How fast is LCI Industries growing?

LCI Industries (LCII) grew revenue by 10.2% over the past year. This is steady growth.

Is LCII profitable?

Yes, LCI Industries (LCII) is profitable, generating $201.8M in net income for fiscal year 2025 (4.6% net margin).

Dividend & Returns
Does LCII pay dividends?

Yes, LCI Industries (LCII) pays a dividend with a yield of 4.34%. This makes it attractive for income-focused investors.

What is LCII's return on equity?

LCI Industries (LCII) has a return on equity (ROE) of 13.7%. This is reasonable for most industries.

What is LCI Industries's free cash flow?

LCI Industries (LCII) generated $244.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in LCII back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →