Consumer Cyclical -
Auto - Recreational Vehicles - NYSE - US
$ 80.0
-2.58 %
$ 2.02 B
Market Cap
14.29
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 | 200 M |
| Other Non-Current Liabilities | 896 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 $111 , with forecasts ranging from
a
low of
$100 to a high of $150 .
LCII Lowest Price Target
Wall Street Target
100 USD
25.00%
LCII Average Price Target
Wall Street Target
111 USD
38.50%
LCII Highest Price Target
Wall Street Target
150 USD
87.50%
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
1.26 M USD 1
6-9 MONTHS
0 USD 0
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
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
- 1 month 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
- 1 month 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
- 1 month 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
- 1 month ago
LCI Industries Declares Quarterly Cash Dividend
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today announced that its Board of Directors approved a regular quarterly cash dividend of $1.15 per share of common stock. The dividend is payable on March 21, 2025, to stockholders of record at the close of business on March 7, 2025. About LCI Industries LCI Industries (NYSE: LCII), through its Lippert subsidiary, is a global leader in supplying.
businesswire.com
- 1 month ago
LCI Industries (LCII) Q4 2024 Earnings Call Transcript
LCI Industries (NYSE:LCII ) Q4 2024 Results Conference Call February 11, 2025 8:30 AM ET Company Participants Lillian Etzkorn - Chief Financial Officer Jason Lippert - President and Chief Executive Officer Kip Emenhiser - VP of Finance and Treasurer Conference Call Participants Fred Wightman - Wolfe Research Daniel Moore - CJS Securities Joe Altobello - Raymond James Scott Stember - ROTH Capital Partners Mike Swartz - Truist Securities Patrick Buckley - Jefferies Brandon Rollé - D.A. Davidson Tristan Thomas-Martin - BMO Capital Markets Alice Wycklendt - Baird Operator Hello, and welcome, everyone, to the LCI Industries Fourth Quarter and Full Year 2024 Conference Call.
seekingalpha.com
- 2 months ago
LCI (LCII) Surpasses Q4 Earnings and Revenue Estimates
LCI (LCII) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to loss of $0.09 per share a year ago.
zacks.com
- 2 months ago
LCI Industries Reports Fourth Quarter and Full Year Financial Results
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today reported fourth quarter and full year 2024 results. “Lippert demonstrated continued market leadership and resilience in 2024, leveraging cost savings and operational improvements to increase EBITDA by $89 million over 2023. This performance came despite a challenging RV and marine industry backdrop, as meaningful investments toward innovati.
businesswire.com
- 2 months ago
LCI Industries Fourth Quarter and Full Year 2024 Conference Call Scheduled for February 11, 2025, at 8:30 a.m. ET
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, will release its fourth quarter and full year 2024 financial results before the market opens on Tuesday, February 11, 2025. Conference Call & Webcast LCI Industries will also host a conference call to discuss its fourth quarter and full year 2024 results on Tuesday, February 11, 2025, at 8:30 a.m. ET. The call will conclude with a question-an.
businesswire.com
- 2 months ago
Despite Recent Weak Spots, LCI Industries Is Still Appealing At Current Prices
Despite a 12.2% drop in LCI Industries' shares, the company's fundamentals remain strong, with improved profits and cash flow metrics. Revenue decline in the OEM segment was offset by gains in the aftermarket and cost-cutting measures, leading to higher net income. The RV industry's projected recovery and LCI's undervaluation relative to peers justify a bullish outlook, despite near-term interest rate concerns.
seekingalpha.com
- 3 months ago
Forget The S&P 500 - Here's What Smart Dividend Investors Buy Now
Dividend investing thrives outside the S&P 500, offering unique opportunities for smart investors seeking income and growth in dynamic markets. This article highlights four exceptional dividend stocks that stand out for their robust fundamentals, reliable payouts, and long-term potential. These picks are ideal for investors aiming to balance strong yields with sustainable growth, outperforming traditional index-based strategies.
seekingalpha.com
- 4 months ago
13 Upcoming Dividend Increases Including 2 Kings
This week's dividend increases feature two dividend kings, Stepan and Tennant, with average increases of 7.4% and a median of 5.4%. Thirteen companies are increasing their dividends this week, with an average increase of 7.4% and a median of 5.4%. My strategy focuses on buying, holding, and adding companies with consistent dividend growth and outperforming benchmarks, using data from U.S. Dividend Champions and NASDAQ.
seekingalpha.com
- 4 months ago
8. Profile
Summary
LCI Industries LCII
COUNTRY
US
INDUSTRY
Auto - Recreational Vehicles
MARKET CAP
$ 2.02 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. Ryan Richard Smith
Group President of North America
Mr. Jason D. Lippert
Chief Executive Officer, President & Director
Mr. Jamie M. Schnur
Group President of Aftermarket
Ms. Lillian D. Etzkorn
Executive Vice President & Chief Financial Officer
Mr. Andrew J. Namenye
Executive Vice President, Chief Legal Officer & Corporate Secretary
Mr. Kip A. Emenhiser
Vice President of Finance, Corporate Controller, Principal Accounting Officer & Treasurer