Consumer Cyclical -
Auto - Recreational Vehicles - NYSE - US
$ 98.0
-1.13 %
$ 2.47 B
Market Cap
16.07
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 | 957 M |
| Other Non-Current Liabilities | 139 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
-18.37%
LCII Average Price Target
Wall Street Target
94 USD
-4.08%
LCII Highest Price Target
Wall Street Target
102 USD
4.08%
4. DIVIDEND
ANALYSIS
1.32%
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 to Participate in Upcoming CJS Securities 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 CJS Securities 25th Annual Summer Conference on July 10, 2025. Jason Lippert, President and Chief Executive Officer, and Lillian Etzkorn, Executive Vice President and Chief Financial Officer, will hold a presentation as well as engage in one-on-one meetings with institutional investors and analysts. Please contact CJS Secu.
businesswire.com
- 1 week ago
LCI Industries to Participate in Upcoming Investor Conferences
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, will participate in three upcoming investor conferences this June: Stifel 2025 Boston Cross Sector 1x1 Conference on June 3, 2025 in Boston, Massachusetts Baird 2025 Global Consumer, Technology & Services Conference on June 4-5, 2025 in New York City, New York Wells Fargo 2025 Industrials & Materials Conference on June 11, 2025 in Chicago.
businesswire.com
- 1 month ago
LCI Industries Declares Quarterly Cash Dividend and Announces Share Repurchase Authorization
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 and authorized a new $300 million stock repurchase program over the next three years. The dividend is payable on June 13, 2025, to stockholders of record at the close of business on May 30, 2025. “This stock repurchase program.
businesswire.com
- 1 month ago
LCI Industries Announces Retirement of Director David Reed
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, announced the retirement of David Reed from its Board of Directors, effective May 15, 2025, following 22 years of dedicated service. Mr. Reed spent much of his career at Ernst & Young LLP, where he held several senior leadership roles across U.S. and global operations, administration, and marketing, where he over saw indirectly over 100,000 t.
businesswire.com
- 1 month ago
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
- 2 months 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
- 2 months 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
- 2 months 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
- 2 months 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
- 2 months 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
- 2 months 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
- 3 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
- 3 months ago
8. Profile
Summary
LCI Industries LCII
COUNTRY
US
INDUSTRY
Auto - Recreational Vehicles
MARKET CAP
$ 2.47 B
Dividend Yield
1.32%
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
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. Ryan Richard Smith
Group President of North America
Mr. Kip A. Emenhiser
Vice President of Finance, Corporate Controller, Principal Accounting Officer & Treasurer