Consumer Cyclical -
Auto - Recreational Vehicles - NYSE - US
$ 88.59
-0.405 %
$ 2.24 B
Market Cap
14.52
P/E
1. INTRINSIC VALUE
Balance Sheet
LCI Industries
| Current Assets | 1.16 B |
| Cash & Short-Term Investments | 166 M |
| Receivables | 200 M |
| Other Current Assets | 795 M |
| Non-Current Assets | 1.73 B |
| Long-Term Investments | 0 |
| PP&E | 657 M |
| Other Non-Current Assets | 1.08 B |
| Current Liabilities | 412 M |
| Accounts Payable | 188 M |
| Short-Term Debt | 39.1 M |
| Other Current Liabilities | 185 M |
| Non-Current Liabilities | 1.1 B |
| Long-Term Debt | 757 M |
| Other Non-Current Liabilities | 339 M |
EFFICIENCY
Earnings Waterfall
LCI Industries
| Revenue | 3.74 B |
| Cost Of Revenue | 2.86 B |
| Gross Profit | 880 M |
| Operating Expenses | 661 M |
| Operating Income | 218 M |
| Other Expenses | 75.4 M |
| Net Income | 143 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
LCI Industries
| Net Income | 143 M |
| Depreciation & Amortization | 126 M |
| Capital Expenditures | -42.3 M |
| Stock-Based Compensation | 18.7 M |
| Change in Working Capital | 82.9 M |
| Others | 26.9 M |
| Free Cash Flow | 328 M |
Wall Street Analysts Price Targets
LCI Industries
Wall Street analysts predict an average 1-year price target for LCII of $94 , with forecasts ranging from
a
low of
$80 to a high of $102 .
LCII Lowest Price Target
Wall Street Target
80 USD
-9.70%
LCII Average Price Target
Wall Street Target
94 USD
6.11%
LCII Highest Price Target
Wall Street Target
102 USD
15.14%
4. DIVIDEND
ANALYSIS
1.11%
DIVIDEND YIELD
1.15 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
LCI Industries
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
1.26 M USD 1
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
LCI Industries (LCII) Q1 2025 Earnings Call Transcript
LCI Industries (NYSE:LCII ) Q1 2025 Earnings Conference Call May 6, 2025 8:30 AM ET Company Participants Lillian Etzkorn - Executive Vice President & Chief Financial Officer Jason Lippert - President & Chief Executive Officer Kip Emenhiser - Vice President of Finance and Treasurer Conference Call Participants Daniel Moore - CJS Securities, Inc. Joseph Altobello - Raymond James Michael Swartz - Truist Securities Bret Jordan - Jefferies Craig Kennison - Baird Tristan Thomas-Martin - BMO Capital Markets Operator Hello, everyone, and thank you for joining the LCI Industries First Quarter 2025 Conference Call. My name is Lucy, and I will be coordinating your call today.
seekingalpha.com
- 1 month ago
LCI (LCII) Q1 Earnings and Revenues Top Estimates
LCI (LCII) came out with quarterly earnings of $2.19 per share, beating the Zacks Consensus Estimate of $1.55 per share. This compares to earnings of $1.44 per share a year ago.
zacks.com
- 1 month ago
LCI Industries Reports First Quarter Financial Results
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today reported first quarter 2025 results. “We delivered strong first quarter results, exceeding expectations despite ongoing macroeconomic headwinds. We continued to leverage both our innovative product portfolio and our distinct competitive advantages to capture content growth and market share across multiple product categories. This success, a.
businesswire.com
- 1 month ago
LCI Industries: Taking A Test Drive Leading Up To Earnings
The tariff situation could significantly impact the recreational vehicle market, with LCI Industries' stock falling 27.3% since January, despite RV shipment growth projections for 2025. LCI Industries' recent performance shows mixed results, with revenue down but net income and EBITDA improving. January 2025 sales increased by 6% year-over-year. Management is optimistic, aiming for $5 billion in organic revenue by 2027, but tariffs and economic conditions pose risks to this ambitious target.
seekingalpha.com
- 1 month ago
LCI (LCII) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
LCI (LCII) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
zacks.com
- 1 month ago
Lippert Acquires Freedman Seating Company
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), through its wholly owned subsidiary, Lippert Components, Inc. (“Lippert”), a leading supplier of engineered components to the recreation and transportation markets, today announced that it has acquired substantially all of the business assets of Freedman Seating Company (“Freedman”), an Illinois-based manufacturer of transportation seating solutions. For over 130 years, Freedman has provided a variety of seating solutions to the bus,.
businesswire.com
- 1 month ago
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.
zacks.com
- 2 months ago
Strength Seen in LCI (LCII): Can Its 8.9% Jump Turn into More Strength?
LCI (LCII) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
zacks.com
- 2 months ago
History Says Shut Up And Buy: 12 Hyper-Growth Blue Chips To Buy Right Now
Market corrections, like the recent dip, are normal and temporary, with historical data showing average declines of 13-14% since 1950. Long-term investors should stay the course. Corrections often lead to robust recoveries, with historical returns averaging 25% in the year following volatility like the one we just experienced. Asset allocation, not market timing, is key. A balanced portfolio of stocks and bonds has historically minimized risk and delivered consistent returns.
seekingalpha.com
- 3 months ago
LCI Industries to Participate in Upcoming Roth Capital Partners Conference
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets will participate in the 37th Annual Roth Conference from March 17-18, 2025. LCI Industries will participate in a fireside chat as well as engage in one-on-one meetings with institutional investors and analysts. The conference will be at the Laguna Cliffs Marriott Resort & Spa located in Dana Point, California. Please contact Roth Capital Partn.
businesswire.com
- 3 months ago
LCI Industries Announces Pricing of Offering of $400 Million Aggregate Principal Amount of 3.00% Convertible Senior Notes
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII) (the “Company”), a leading supplier of engineered components to the recreation and transportation markets, priced $400.0 million in aggregate principal amount of 3.00% convertible senior notes due 2030 (the “Notes”) in a previously announced private placement (the “Offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). In.
businesswire.com
- 3 months ago
LCI Industries to Participate in Upcoming Raymond James Conference
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets will participate in Raymond James' 46th Annual Institutional Investors Conference on March 3, 2025. LCI Industries will participate in a fireside chat as well as engage in one-on-one meetings with institutional investors and analysts. The conference will be at the JW Marriott Orlando Grande Lakes Hotel, located in Orlando, FL. Please contact Raymo.
businesswire.com
- 3 months ago
8. Profile
Summary
LCI Industries LCII
COUNTRY
US
INDUSTRY
Auto - Recreational Vehicles
MARKET CAP
$ 2.24 B
Dividend Yield
1.11%
Description
LCI 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.
Contact
3501 County Road 6 East, Elkhart, IN, 46514
https://www.lci1.com
IPO
Date
May 29, 1985
Employees
11500
Officers
Mr. Jason D. Lippert
Chief Executive Officer, President & Director
Ms. Lillian D. Etzkorn
Executive Vice President & Chief Financial Officer
Mr. Jamie M. Schnur
Group President of Aftermarket
Mr. Andrew J. Namenye
Executive Vice President, Chief Legal Officer & Corporate Secretary
Mr. Ryan Richard Smith
Group President of North America
Mr. Kip A. Emenhiser
Vice President of Finance, Corporate Controller, Principal Accounting Officer & Treasurer