LCI Industries (LCII) Stock Overview
Manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 1/6 |
| Past Performance | 4/6 |
| Financial Health | 5/6 |
| Dividends | 6/6 |
Rewards
Risk Analysis
LCII Community Fair Values
Create NarrativeSee what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
LCI Industries Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$91.02 |
| 52 Week High | US$159.66 |
| 52 Week Low | US$84.33 |
| Beta | 1.18 |
| 1 Month Change | -15.05% |
| 3 Month Change | -2.19% |
| 1 Year Change | -9.31% |
| 3 Year Change | -23.93% |
| 5 Year Change | -31.25% |
| Change since IPO | 3,783.52% |
Recent News & Updates
Narrative Update • Sep 03
LCII: Pending Patrick Merger And Aftermarket Expansion Will Support Future Resilience
Analysts have trimmed the fair value estimate for LCI Industries from $137.70 to $129.40. This reflects a series of reduced price targets across the Street as they factor in softer RV trends, a higher discount rate, modestly lower revenue growth and margin assumptions, and a slightly higher future P/E multiple.
Narrative Update • Aug 20
LCII: Patrick Merger And Content Expansion Will Support Future Earnings Power
Analysts have trimmed their fair value estimate for LCI Industries by about $7 to $164.23, citing lower Street price targets tied to softer RV industry trends, a modestly higher discount rate, and slightly more cautious assumptions for revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on LCI Industries points to a more cautious tone on near term RV demand, but it also highlights several areas where bullish analysts still see value in the stock.Narrative Update • Aug 06
LCII: Patrick Merger And Industrial Exposure Will Support Future Earnings Power
Analysts have trimmed their average price target for LCI Industries to $137 from $152, citing weaker RV retail and wholesale trends, affordability pressure on volumes, and adjustments following the announced merger with Patrick, even as some still expect pockets of relative strength in diversified industrial activity. Analyst Commentary Even with price targets on LCI Industries coming down, several bullish analysts still see room for the stock to perform if the company executes well and the RV cycle stabilizes.Recent updates
Narrative Update • Sep 03
LCII: Pending Patrick Merger And Aftermarket Expansion Will Support Future Resilience
Analysts have trimmed the fair value estimate for LCI Industries from $137.70 to $129.40. This reflects a series of reduced price targets across the Street as they factor in softer RV trends, a higher discount rate, modestly lower revenue growth and margin assumptions, and a slightly higher future P/E multiple.Narrative Update • Aug 20
LCII: Patrick Merger And Content Expansion Will Support Future Earnings Power
Analysts have trimmed their fair value estimate for LCI Industries by about $7 to $164.23, citing lower Street price targets tied to softer RV industry trends, a modestly higher discount rate, and slightly more cautious assumptions for revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on LCI Industries points to a more cautious tone on near term RV demand, but it also highlights several areas where bullish analysts still see value in the stock.Narrative Update • Aug 06
LCII: Patrick Merger And Industrial Exposure Will Support Future Earnings Power
Analysts have trimmed their average price target for LCI Industries to $137 from $152, citing weaker RV retail and wholesale trends, affordability pressure on volumes, and adjustments following the announced merger with Patrick, even as some still expect pockets of relative strength in diversified industrial activity. Analyst Commentary Even with price targets on LCI Industries coming down, several bullish analysts still see room for the stock to perform if the company executes well and the RV cycle stabilizes.Narrative Update • Jul 23
LCII: Pending Patrick Merger Will Support Future Scale Benefits And Demand Resilience
Analysts have trimmed their average price target for LCI Industries to $137.70 from $146.00, reflecting slightly softer assumptions for revenue growth, profit margins, and future P/E as recent sector research highlights weaker RV trends and mixed sentiment around the pending Patrick merger. Analyst Commentary Recent research on LCI Industries shows analysts pulling back their price targets but still highlighting a mix of growth, execution, and valuation angles that matter if you are tracking the stock through softer RV trends and the pending Patrick merger.
Narrative Update • Jul 09
LCII: Higher Fair Value Will Rely On Patrick Merger Synergies
The updated analyst price target for LCI Industries has moved down by $11 to $114, as analysts adjust fair value assumptions and revenue growth expectations in light of softer RV industry trends and the initial impact of the Patrick merger news. Analyst Commentary Recent Street research on LCI Industries highlights a more cautious tone, with several bearish analysts revisiting price targets and assumptions as RV industry data and merger headlines filter into models.Narrative Update • Jun 23
LCII: Higher Fair Value Will Face Pressure From RV Demand Uncertainty
Analysts have revised the fair value estimate for LCI Industries to $125 from $105, reflecting updated views that factor in higher discount rates, more cautious revenue growth assumptions, slightly firmer profit margins, and a higher future P/E multiple in light of recent price target changes across the Street. Analyst Commentary Recent Street commentary on LCI Industries highlights a more cautious tone, with several bearish analysts adjusting price targets and assumptions around the core recreational vehicle market.Narrative Update • Jun 06
LCII: Leadership Transition And Reaffirmed Guidance Will Support Future Demand Resilience
Narrative Update: LCI Industries Analysts have adjusted their view on LCI Industries with the implied price target moving about $12.70 lower, as they factor in a slightly higher discount rate, modestly different assumptions for revenue growth and profit margins, and a higher future P/E multiple, alongside a mix of recent target cuts and upgrades in Street research. Analyst Commentary Recent Street research on LCI Industries sends a mixed message, with some firms trimming price targets while others initiate or upgrade with a constructive stance.Narrative Update • May 22
LCII: Potential Patrick Deal And Margin Discipline Will Drive Future Earnings Power
Narrative Update Analysts now frame LCI Industries around a slightly lower implied value of about $180 per share, down from roughly $185, as they balance reduced price targets with updated expectations for revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent Street research around LCI Industries centers on price target adjustments and fresh coverage, with several bullish analysts highlighting potential upside drivers even as some targets move slightly lower.Seeking Alpha • May 06
LCI Industries Continues To Prove That It Makes For A Good Ride
Summary LCI Industries continues to outperform in a challenged RV market, driven by innovation and increased content per vehicle. Q1 2026 results exceeded analyst expectations, with revenue at $1.09B and EPS at $2.53, despite lowered industry shipment guidance. Acquisitions in adjacent markets and aftermarket expansion are supporting revenue growth and diversification beyond core RVs. LCII remains a Buy due to resilient performance, attractive valuation, and potential upside from future catalysts. Read the full article on Seeking AlphaNarrative Update • May 03
LCII: Content Wins And Aftermarket Strength Will Drive Future Earnings Power
Analysts trimmed their average price target on LCI Industries by $12 while still pointing to stronger than expected Q4 results, solid FY26 guidance, and improving RV content and aftermarket trends as key supports for the updated outlook. Analyst Commentary Recent Street research on LCI Industries has centered on better than expected Q4 results, higher long term guidance and a reset in price targets that still reflects confidence in the company’s execution and end market positioning.Narrative Update • Apr 18
LCII: Expanding RV Content And M&A Pipeline Will Support Future Demand Resilience
Analysts have trimmed the LCI Industries fair value estimate from $160.40 to $158.70. This reflects slightly higher discount rates and more cautious assumptions on revenue growth and profit margins, even as recent Street research has reset price targets following stronger than expected Q4 results and updated guidance.Narrative Update • Apr 04
LCII: Expanding RV Content And Aftermarket Momentum Will Drive Demand Resilience
Analysts trimmed the fair value estimate for LCI Industries by about $1 to $160.40, reflecting updated models after better than expected Q4 results, above consensus guidance, stronger RV content trends and aftermarket contribution, as well as recent upward revisions to Street price targets into the $150 to $175 range. Analyst Commentary Recent Street research around LCI Industries has focused on how the latest Q4 results, content trends and aftermarket contribution feed into valuation, execution risk and growth expectations.Narrative Update • Mar 21
LCII: Expanding RV Content And Aftermarket Momentum Will Shape Demand Resilience
Analyst price targets for LCI Industries have shifted higher, with the updated fair value estimate moving from about $159.63 to $161.33 as analysts factor in better than expected Q4 results, above consensus guidance, and comments regarding expanding RV content and aftermarket trends. Analyst Commentary Recent research updates on LCI Industries focus on better than expected Q4 results, guidance that sits above prior expectations, and management commentary on RV content expansion and aftermarket growth.Narrative Update • Mar 06
LCII: Content Wins And Aftermarket Strength Will Support Higher Through Cycle Earnings
Analysts have raised their price target estimate for LCI Industries to $185 from $140, citing better than expected Q4 results, guidance above consensus, stronger revenue growth and profit margins, and slightly higher assumed future P/E multiples in updated models. Analyst Commentary Bullish analysts are broadly reacting to LCI Industries' Q4 report and forward guidance with higher price targets, reflecting confidence in the company’s execution and earnings power.Narrative Update • Feb 20
LCII: Content Wins And Margin Actions Will Test RV Demand Resilience
The analyst price target for LCI Industries has been raised from $125 to about $160, as analysts factor in better than expected Q4 results, guidance above prior forecasts, and company commentary pointing to content wins and a favorable production mix. Analyst Commentary Recent research updates cluster around a higher valuation range for LCI Industries, but views differ on how much upside is left and how durable the current setup is.Narrative Update • Feb 06
LCII: Higher Fair Value Will Face Pressure From Execution Risk
Narrative Update on LCI Industries The analyst price target for LCI Industries has shifted from $85 to $105. Analysts point to updated assumptions for revenue growth, profit margins, discount rate, and future P/E to support the new view.Narrative Update • Jan 23
LCII: Margin Resilience And Buybacks Will Eventually Confront RV Demand Risk
Narrative Update Analysts have raised their price target on LCI Industries by about $10 to $125. This reflects updated assumptions for slightly faster revenue growth, higher profit margins, a lower discount rate, and a modestly lower future P/E multiple following recent research that includes both target increases and a downgrade.Narrative Update • Jan 09
LCII: Margin Gains And Aftermarket Strength Will Eventually Confront Demand Headwinds
Analysts have lifted their average price target for LCI Industries from about $100 to roughly $112, citing stronger Q3 execution, resilient RV and aftermarket contributions, and more confident views on the company’s margin potential and 2026 expectations. Analyst Commentary Recent research paints a more balanced, but generally constructive, view on LCI Industries, with several firms lifting price targets and one moving to a more neutral stance after the latest Q3 report.Analysis Article • Jan 07
Investors Met With Slowing Returns on Capital At LCI Industries (NYSE:LCII)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Narrative Update • Dec 17
LCII: Q3 Execution And RV Content Will Drive Stronger Earnings Through Cycle
Analysts have nudged their price target on LCI Industries higher, lifting fair value to $140 from $135, as stronger than expected Q3 execution, resilient RV content and aftermarket trends, and confidence in the company’s ability to offset past market share concerns support a modestly higher growth and valuation outlook, despite slightly lower margin assumptions. Analyst Commentary Bullish analysts are increasingly constructive on LCI Industries following its Q3 earnings beat, highlighting a combination of stronger execution, resilient RV content growth, and a more supportive long term backdrop for margins and cash generation.Analysis Article • Dec 13
Lacklustre Performance Is Driving LCI Industries' (NYSE:LCII) Low P/E
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...Narrative Update • Dec 03
LCII: Aftermarket Strength Will Offset Mixed Retail Demand As Margins Improve
Analysts have raised their price target for LCI Industries to $110, up $10 from $100, citing stronger than expected Q3 performance, improving operating margins, and confidence that inventory restocking and product mix shifts will support sustainable earnings. Analyst Commentary Recent Street research reflects a more constructive stance on LCI Industries, with multiple firms lifting price targets and, in some cases, upgrading their ratings following the latest quarterly results.Narrative Update • Nov 19
LCII: Future Performance Will Balance Aftermarket Gains With Retail Demand Risks
Analysts have raised their price target for LCI Industries from $109.78 to $115.11. They cite improved earnings performance, stronger revenue growth forecasts, and expectations for margin expansion as the reasons for this adjustment.Analysis Article • Nov 17
LCI Industries' (NYSE:LCII) Dividend Will Be $1.15
LCI Industries ( NYSE:LCII ) has announced that it will pay a dividend of $1.15 per share on the 12th of December. This...Narrative Update • Nov 02
LCII: Inventory Restocking And Market Share Moves Will Shape Sector Outlook
Narrative Update on LCI Industries Analysts have raised their price target for LCI Industries from $104.75 to $109.78, citing improved confidence following sector research. They highlighted LCI's ability to offset market share concerns with gains in other product categories, even as the company faces headwinds in retail demand.Narrative Update • Sep 05
Demographic Shifts And RV Trends Will Shape Future Markets
As both the discount rate and future P/E ratio for LCI Industries remained unchanged, the consensus analyst price target was maintained at $104.75. What's in the News Completed repurchase of 1,057,667 shares (4.19%) for $100.58 million under the buyback announced May 2025.Analysis Article • Jul 27
Lacklustre Performance Is Driving LCI Industries' (NYSE:LCII) Low P/E
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Analysis Article • Jul 12
Investors Could Be Concerned With LCI Industries' (NYSE:LCII) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Analysis Article • Jun 24
Is LCI Industries (NYSE:LCII) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • May 09
LCI Industries Just Beat EPS By 24%: Here's What Analysts Think Will Happen Next
As you might know, LCI Industries ( NYSE:LCII ) just kicked off its latest quarterly results with some very strong...Analysis Article • Apr 17
A Piece Of The Puzzle Missing From LCI Industries' (NYSE:LCII) Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...Analysis Article • Apr 02
LCI Industries (NYSE:LCII) Will Want To Turn Around Its Return Trends
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analysis Article • Mar 18
Is LCI Industries (NYSE:LCII) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Mar 03
At US$104, Is It Time To Put LCI Industries (NYSE:LCII) On Your Watch List?
LCI Industries ( NYSE:LCII ), is not the largest company out there, but it received a lot of attention from a...Analysis Article • Feb 14
The LCI Industries (NYSE:LCII) Yearly Results Are Out And Analysts Have Published New Forecasts
It's been a good week for LCI Industries ( NYSE:LCII ) shareholders, because the company has just released its latest...Seeking Alpha • Jan 17
Despite Recent Weak Spots, LCI Industries Is Still Appealing At Current Prices
Summary 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. Maintaining a 'soft buy' rating for LCI Industries due to attractive pricing and industry recovery potential, despite slower-than-desired progress. Read the full article on Seeking AlphaAnalysis Article • Jan 10
Is LCI Industries (NYSE:LCII) Trading At A 30% Discount?
Key Insights The projected fair value for LCI Industries is US$146 based on 2 Stage Free Cash Flow to Equity LCI...Shareholder Returns
| LCII | US Auto Components | US Market | |
|---|---|---|---|
| 7D | -11.3% | -2.8% | -2.2% |
| 1Y | -9.3% | -18.7% | 13.1% |
Return vs Industry: LCII exceeded the US Auto Components industry which returned -18.7% over the past year.
Return vs Market: LCII underperformed the US Market which returned 13.1% over the past year.
Price Volatility
| LCII volatility | |
|---|---|
| LCII Average Weekly Movement | 5.1% |
| Auto Components Industry Average Movement | 7.1% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: LCII has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: LCII's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1956 | 12,300 | Johnny Sirpilla | corporate.lippert.com |
LCI Industries, together with its subsidiaries, manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates through two segments, Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis, axles, anti-lock braking systems, and suspension systems; manual, electric, and hydraulic stabilizer and leveling systems; awnings, slide-out mechanisms, and accessories; vinyl, aluminum, and frameless windows; entry, luggage, patio, and ramp doors; electric and manual entry steps and awnings; thermoformed bath and kitchen products; furniture, mattresses, tankless water heaters, air conditioners, appliances, electronic components, televisions, and sound systems; windshields; and hitches, pin boxes, grill guards, towing electrical, and towing and truck accessories.
LCI Industries Fundamentals Summary
| LCII fundamental statistics | |
|---|---|
| Market cap | US$2.27b |
| Earnings (TTM) | US$211.27m |
| Revenue (TTM) | US$4.03b |
10.5x
P/E Ratio0.5x
P/S RatioIs LCII overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LCII income statement (TTM) | |
|---|---|
| Revenue | US$4.03b |
| Cost of Revenue | US$3.00b |
| Gross Profit | US$1.03b |
| Other Expenses | US$822.07m |
| Earnings | US$211.27m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 8.69 |
| Gross Margin | 25.65% |
| Net Profit Margin | 5.24% |
| Debt/Equity Ratio | 59.5% |
How did LCII perform over the long term?
See historical performance and comparisonDividends
5.1%
Current Dividend Yield53%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/11 21:50 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
LCI Industries is covered by 17 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Craig Kennison | Baird |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |
| John Rogers | Brean Capital Historical (Janney Montgomery) |