LCI Industries outlines $4.2B–$4.3B 2026 revenue target while expanding consolidation and margin initiatives
LCI Industries (LCII) announced a 2026 revenue target of $4.2 billion to $4.3 billion, with adjusted EBITDA margins projected to be between 10.25% and 10.75%. The company aims to achieve these goals by continuing consolidation strategies and focusing on margin enhancement initiatives. This outlook comes as the company navigates ongoing market dynamics while emphasizing operational efficiency.
LCI Industries (NYSE:LCII) Shares Gap Down - Here's Why
LCI Industries (NYSE:LCII) experienced a gap down in its share price before trading on Friday, opening at $145.20 after closing at $153.75. This occurred despite the company reporting a quarterly earnings beat and providing strong FY2026 guidance. Analysts generally hold a "Hold" rating on the stock, with a consensus target price of $156.67.
LCI Industries Reports Strong Q4 Growth and Margins
LCI Industries (LCII) announced strong Q4 2025 results, with revenue growing 15% and operating margins more than doubling due to robust OEM and aftermarket performance. The company's growth was fueled by market share gains, increased content per RV, and successful acquisitions in the bus-related sector, which also contributed to a growing base of high-margin aftermarket revenues. Spark, TipRanks' AI Analyst, rates LCII as "Neutral" due to improving financials and outlook, balanced against mixed technical momentum and valuation concerns.
Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: LCI Industries (LCII), Arhaus (ARHS) and TJX Companies (TJX)
This article summarizes analysts' ratings and price targets for three consumer cyclical stocks: LCI Industries (LCII), Arhaus (ARHS), and TJX Companies (TJX). LCI Industries and Arhaus received Hold ratings, with specific price targets and analyst success rates detailed. TJX Companies received a Buy rating, with a higher price target and noted upside potential.
Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: LCI Industries (LCII), Arhaus (ARHS) and TJX Companies (TJX)
Analysts have issued mixed opinions on several consumer cyclical stocks, including LCI Industries (LCII), Arhaus (ARHS), and TJX Companies (TJX). LCI Industries received a Hold rating from Roth MKM, while Arhaus also got a Hold rating from Telsey Advisory. TJX Companies, however, maintained a Buy rating from Telsey Advisory and Citi, with analysts citing potential upside.
LCI Industries price target raised to $164 from $110 at Roth Capital
Roth Capital analyst Scott Stember has increased the price target for LCI Industries (LCII) to $164 from $110, while maintaining a Neutral rating. This adjustment comes after the company reported better-than-expected Q4 results and strong FY26 guidance, significantly outperforming industry growth. The analyst attributes this success to expanding RV content trends, surging aftermarket offerings, increased sales leverage, and cost-cutting initiatives.
Lippert: Innovation & Perseverance Leads Company Growth
Jason Lippert, CEO of LCI Industries, stated that the company is in its most competitive position in 70 years, following strong Q4 and full-year 2025 financial results. He highlighted significant growth across various segments, driven by product innovation, increased market share, and strategic investments in aftermarket service. Despite an anticipated slow RV market recovery and dealer caution, Lippert expressed optimism for 2026, noting efforts to improve RV affordability and the industry's ability to manage market factors better than others.
LCI Industries price target raised to $175 from $130 at Benchmark
Benchmark has increased its price target for LCI Industries (LCII) to $175 from $130, maintaining a Buy rating after a strong fourth quarter. Despite the stock's significant gains of 40% over the past year and 30% year-to-date, the analyst does not view it as a "take-profits" situation due to its continued momentum. This upgrade follows similar target increases from other firms including Roth Capital and BMO Capital.
Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: LCI Industries (LCII), Arhaus (ARHS) and TJX Companies (TJX)
This article summarizes analysts' opinions on three consumer cyclical stocks: LCI Industries (LCII), Arhaus (ARHS), and TJX Companies (TJX). LCI Industries and Arhaus received "Hold" ratings from analysts Scott Stember and Joe Feldman, respectively, with specific price targets. TJX Companies, however, received a "Buy" rating from Dana Telsey of Telsey Advisory, with Citi also maintaining a "Buy" rating and a price target indicating a potential upside.
LCI Industries (NYSE:LCII) Q4 2025 Earnings Call Transcript
LCI Industries (NYSE:LCII) reported strong Q4 2025 earnings, with EPS of $0.89 exceeding expectations and a 15% year-over-year top-line growth. The company saw significant growth in its OEM and aftermarket segments, driven by market share gains, new product innovations, and strategic acquisitions. LCI Industries provided an optimistic outlook for 2026, anticipating continued growth, margin expansion, and shareholder value creation through disciplined capital allocation and operational efficiencies.
LCI Industries (LCII) Margin Improvement And 36.8% Earnings Growth Test Bullish Turnaround Narratives
LCI Industries (LCII) reported strong Q3 2025 results with revenue of US$1.0 billion and 36.8% earnings growth over the last year, pushing its net margin to 4.5%. While bulls see this as a turnaround, skeptics point to a 15.1% five-year earnings decline and high debt levels as significant risks. The company's current P/E of 20.8x is below peers, and its valuation sits between analyst targets and discounted cash flow estimates, reflecting a balanced market view.
LCI Industries Board Member James Gero To Retire After 33 Years | THE SHOP
James Gero, LCI Industries' longest-serving board member, will retire from the company's board of directors after 33 years. His retirement will be effective at the 2026 Annual Meeting of Stockholders. Gero played a crucial role in the company's growth, including the acquisition of Lippert Components Inc. and its listing on the New York Stock Exchange.
LCI Industries Reports Net Sales Increase in Q4, Full-Year Financials
LCI Industries reported strong financial results for Q4 and the full year 2025, with net sales increasing 16% in Q4 to $933 million and 10% for the full year to $4.1 billion. The growth was driven by organic expansion in RV OEM, strategic acquisitions, and improved operating margins. The company highlighted increased content per unit in towable RVs and a robust aftermarket business, positioning it well for future growth.
Why Camping World (CWH) Stock Is Trading Up Today
Camping World (CWH) stock rose by 4.6% after LCI Industries, a major RV component supplier, reported strong Q4 results, indicating robust demand in the RV market. LCI Industries' 16% net sales growth and 96% net income surge suggested more RVs are being built, boosting investor confidence in the sector and lifting Camping World's shares. Despite this positive movement, the stock remains significantly below its 52-week high, and past concerns about its balance sheet and cash flow still linger.
LCI Industries (LCII) Q4 2025 Earnings Transcript
LCI Industries reported strong Q4 2025 earnings with consolidated net sales up 16% to $933 million and adjusted EBITDA up 53% to $70 million. The company delivered significant growth in OEM and aftermarket segments, driven by product innovation, market share gains, and strategic acquisitions. LCI Industries provided 2026 guidance anticipating revenues of $4.2-4.3 billion and an operating margin of 7.5%-8%, supported by continued operational efficiencies and facility consolidations.
LCI Industries Reports ‘Very Strong’ Q4, Full Year Results
LCI Industries (NYSE: LCII) announced "very strong" financial results for the fourth quarter and full year 2025, driven by significant growth in net sales and improved profitability. The company reported a 16% increase in Q4 net sales to $933 million and a 10% increase for the full year to $4.1 billion, attributing success to strategic execution, operational excellence, market diversification, and acquisitions. Despite a challenging wholesale environment in Q4, LCI Industries saw double-digit growth in diluted earnings per share for both periods and expects continued revenue and operating profit margin expansion in 2026.
LCI: Q4 Earnings Snapshot
LCI Industries (LCII) reported strong fourth-quarter results, with a profit of $18.7 million, or 77 cents per share, which exceeded Wall Street expectations. The recreational vehicle parts supplier announced revenue of $932.7 million for the quarter and provided an optimistic outlook for its full-year earnings and revenue. The company expects full-year earnings between $8.25 and $9.25 per share, with revenue projected to be between $4.2 billion and $4.3 billion.
LCI: Q4 Financial Results Overview
LCI Industries reported strong fourth-quarter financial results, with a net profit of $18.7 million and adjusted earnings of $0.89 per share, surpassing analyst expectations. The company, a supplier of recreational vehicle components, generated $932.7 million in revenue for the quarter. LCI Industries also provided optimistic guidance for the upcoming year, projecting earnings between $8.25 and $9.25 per share and revenues between $4.2 billion and $4.3 billion.
Earnings Flash (LCII) LCI Industries Reports Q4 Revenue $932.7M, vs. FactSet Est of $913.1M
LCI Industries (LCII) reported Q4 revenue of $932.7 million, exceeding FactSet's estimate of $913.1 million. This financial announcement was part of their fourth-quarter 2025 earnings results. The company also announced an adjusted EPS of $0.89 per share, surpassing the FactSet estimate of $0.70.
LCI: Q4 Earnings Snapshot
LCI Industries (LCII) reported strong fourth-quarter earnings, exceeding Wall Street expectations with a profit of $18.7 million, or 89 cents per share adjusted. The recreational vehicle parts supplier posted revenue of $932.7 million for the quarter. For the full year, LCI reported a profit of $188.3 million on $4.12 billion in revenue and provided an optimistic outlook for the coming year.
LCI Industries Adjusts Valuation Amid Strong Financial Performance and Competitive Metrics
LCI Industries has recently undergone a valuation adjustment, reflecting strong financial performance and competitive metrics. The company boasts a favorable P/E ratio, competitive price-to-book value, and efficient resource utilization, underscored by a robust ROCE of 11.46% and effective debt management. These indicators highlight LCI Industries' solid financial foundation and strong market position within its sector.
Wall Street Zen Upgrades LCI Industries (NYSE:LCII) to Strong-Buy
Wall Street Zen upgraded LCI Industries (NYSE:LCII) from a "buy" to a "strong-buy" rating. Despite this, the MarketBeat consensus remains a "Hold" with a target price of $125.20, reflecting mixed analyst views. LCII shares opened at $157.38, near their 12-month high, with a market cap of $3.81 billion.
Precision Trading with Lci Industries (LCII) Risk Zones
This article from Stock Traders Daily provides a detailed analysis of Lci Industries (LCII) using predictive AI, highlighting strong sentiment across all horizons for an overweight bias. It outlines specific trading strategies, including position trading, momentum breakout, and risk hedging, complete with entry zones, targets, and stop losses. The analysis also includes multi-timeframe signal analysis, identifying support and resistance levels for various time horizons.
LCI Industries Announces Retirement Of Long-Serving Director James Gero
LCI Industries announced the upcoming retirement of James Gero, a long-serving director, at the company's 2026 Annual Meeting of Stockholders, concluding his 33-year tenure. Gero, formerly Chairman of the Board, played a vital role in the company's growth, including the acquisition of Lippert Components and its NYSE listing. LCI Industries is focusing on succession planning to ensure a seamless leadership transition and continued growth.
LCI Industries Announces Upcoming Retirement of Director James Gero
LCI Industries announced that James Gero will retire from its Board of Directors at the Company’s 2026 Annual Meeting of Stockholders, after 33 years of service. Mr. Gero, the longest-serving board member and former Chairman, played a crucial role in the company's growth, including its New York Stock Exchange listing. The Board will continue to evaluate its composition in light of his departure.
LCI Industries Announces Upcoming Retirement of Director James Gero
LCI Industries announced the upcoming retirement of James Gero from its Board of Directors, effective at the Company’s 2026 Annual Meeting of Stockholders, after 33 years of service. Mr. Gero previously served as the Chairman of the Board from May 2014 to May 2021 and played a pivotal role in the company's growth, including the acquisition of Lippert Components, Inc. and its NYSE listing. The Board and management expressed their gratitude for his significant contributions and wisdom over the decades.
LCI Industries Announces Upcoming Retirement of Director James Gero
LCI Industries announced that James Gero will retire from its Board of Directors at the 2026 Annual Meeting of Stockholders after 33 years of service. Gero previously served as Chairman of the Board and played a pivotal role in significant company events, including the acquisition of Lippert Components, Inc., and the company's listing on the New York Stock Exchange. The company expressed gratitude for his long-standing leadership and counsel.
Versor Investments LP Sells 8,300 Shares of LCI Industries $LCII
Versor Investments LP significantly reduced its stake in LCI Industries (LCII) by selling 8,300 shares, cutting its holdings by 52.7%. Despite this, other institutions increased their positions, and institutional investors collectively own 99.71% of LCII's stock. Current analyst consensus is a "Hold" with a target price of $125.20, while the stock is trading near its 52-week high at $156.26.
LCI Industries stock hits 52-week high at $156.63
LCI Industries (LCII) stock recently hit a 52-week high of $156.63, reflecting a 43.29% increase over the past year. This milestone follows the company's announcement of a $1.15 per share quarterly cash dividend and a reiterated Buy rating from Benchmark, which cited strong performance and growth in the recreational vehicle and aftermarket sectors. Investor confidence is high due to these positive developments and strategic market positioning.
New York State Common Retirement Fund Has $4.83 Million Stock Position in LCI Industries $LCII
The New York State Common Retirement Fund significantly increased its stake in LCI Industries (NYSE:LCII) during the third quarter, raising its holdings by 563.9% to 51,846 shares valued at $4.83 million. Institutional ownership of LCI Industries is notably high at 99.71%, with several other large investors also modifying their positions. LCI Industries recently paid a quarterly dividend of $1.15, has a market cap of approximately $3.75 billion, trades near its 52-week high, and currently holds a consensus "Hold" rating from analysts with an average price target of $128.50.
Is LCI Industries (LCII) Priced Right After Strong 1-Year Share Price Rebound?
LCI Industries (LCII) has seen a strong share price rebound over the last year. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 21.8% at $152.75 per share, indicating a potential intrinsic value of $195.43. However, its P/E ratio of 20.64x is above Simply Wall St's proprietary "Fair Ratio" of 16.45x, suggesting it might be overvalued based on earnings multiples tailored to its specific characteristics.
Technical Reactions to LCII Trends in Macro Strategies
This article analyzes LCI Industries (NASDAQ: LCII) from a technical perspective, highlighting strong sentiment across all horizons and identifying elevated downside risk due to a lack of long-term support signals. It provides AI-generated institutional trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for near-term, mid-term, and long-term horizons.
LCI Industries Fourth Quarter and Full Year 2025 Conference Call Scheduled for February 18, 2026, at 8:30 a.m. ET
LCI Industries (NYSE: LCII) announced it will release its fourth quarter and full year 2025 financial results prior to market opening on Wednesday, February 18, 2026. The company will host a conference call and webcast on the same day at 8:30 a.m. ET to discuss these results. Details for accessing the webcast and conference call, including replay information, are provided for investors and interested parties.
LCI Industries To Release 2025 Results: Insights For Tourism And Transport Markets
LCI Industries (NYSE: LCII) will release its fourth quarter and full-year 2025 financial results on February 18, 2026, followed by a conference call and webcast. As a major supplier of engineered components for recreational and transportation markets, the company's performance offers crucial insights into the health of the tourism and transportation sectors. Stakeholders can glean valuable information regarding market trends, consumer preferences, and the economic conditions affecting travel-related industries.
LCI Industries: Fourth Quarter Results to Gauge Market Resilience
LCI Industries is set to release its Q4 and full fiscal year 2025 earnings on February 17, 2026, which will offer key insights into consumer demand for outdoor lifestyle products. Investors will focus on the OEM segment's performance, the success of diversification efforts into adjacent markets, and the effectiveness of operational efficiency measures in managing costs and increasing revenue per vehicle. The report will help assess the company's market resilience amid macroeconomic uncertainties.
Feb. 18: LCI Industries to review full 2025 results on live call
LCI Industries (NYSE: LCII) will release its fourth quarter and full-year 2025 financial results before the market opens on Wednesday, February 18, 2026. The company will also host a conference call and webcast on the same day at 8:30 a.m. ET to discuss these results. Details for accessing the webcast and conference call, including replay information, are provided for interested participants.
LCI Industries Schedules Q4 and Full Year 2025 Earnings Call
LCI Industries (LCII) has scheduled its Q4 and full year 2025 earnings call for February 18, 2026. The company will release its financial results before market open on that day, with a conference call and webcast to follow at 8:30 a.m. ET. A replay of the call will be available for two weeks.
LCI Industries stock hits 52-week high at $152.64 By Investing.com
LCI Industries (LCII) stock recently hit a 52-week high of $152.64, driven by strong market demand and strategic business initiatives. The stock has seen significant gains over the past year and half-year, supported by a healthy P/E ratio of 21.04 and a PEG ratio of 0.52. Despite some indicators suggesting it might be overvalued, the company maintains investor confidence through a 3.05% dividend yield and positive analyst ratings, including a recent Buy rating from Benchmark.
LCI Industries (LCII) Expected to Announce Earnings on Tuesday
LCI Industries (LCII) is projected to release its Q4 2025 earnings before market open on Tuesday, February 10th. Analysts anticipate earnings per share of $0.69 and revenue of $913.04 million. The company's stock currently trades around $148.11, with institutional investors holding a significant portion, and Wall Street analysts generally rate it as a "Hold" with a consensus target price of $128.50.
Wall Street Zen Downgrades LCI Industries (NYSE:LCII) to Buy
Wall Street Zen has downgraded LCI Industries (NYSE:LCII) from a "strong-buy" to a "buy" rating. Despite this, the analyst consensus remains cautious, with an average rating of "Hold" and a price target of $128.50, as several firms have also weighed in on the stock with "neutral" or "hold" ratings. LCI Industries recently reported strong quarterly earnings, topping analyst estimates with $1.97 EPS and $1.04 billion in revenue.
AlphaQuest LLC Purchases 38,490 Shares of LCI Industries $LCII
AlphaQuest LLC significantly increased its stake in LCI Industries (NYSE:LCII) by purchasing an additional 38,490 shares, boosting its total holdings by 449.3% to 47,057 shares valued at $4.38 million. This move makes LCI Industries the 28th biggest position for AlphaQuest LLC, representing 0.3% of their portfolio. Other institutional investors have also adjusted their holdings in LCII, while analysts maintain a consensus "Hold" rating with a price target of $128.50.
LCI Industries: RV Cycles, Supply-Chain Whiplash and a Stock Caught Between Caution and Quiet Optimi
LCI Industries' stock has been quietly drifting lower as investors weigh soft recreational vehicle demand against early signs of stabilization. The stock is in a holding pattern, with muted volume, suggesting the market is grudgingly lowering expectations rather than panicking. Analysts are nuanced, with cautious Buy and Hold ratings, seeing the company as a mid-cycle recovery story rather than a high-growth engine.
Teacher Retirement System of Texas Purchases 20,741 Shares of LCI Industries $LCII
The Teacher Retirement System of Texas significantly increased its stake in LCI Industries by 174.5% during the third quarter, acquiring an additional 20,741 shares to reach a total of 32,624 shares valued at $3.04 million. LCI Industries has demonstrated strong financial performance, beating Q3 earnings expectations with an EPS of $1.97 and revenue of $1.04 billion, representing a 13.2% year-over-year increase. The company also pays a quarterly dividend of $1.15, and institutional investors collectively own 99.71% of its stock.
Y Intercept Hong Kong Ltd Makes New Investment in LCI Industries $LCII
Y Intercept Hong Kong Ltd has made a significant new investment in LCI Industries, acquiring 36,818 shares valued at approximately $3.43 million, representing 0.15% ownership. This move comes as LCI Industries performed well last quarter, surpassing earnings expectations with an EPS of $1.97 and revenue of $1.04 billion. Other institutional investors have also adjusted their holdings in the company, which recently announced a quarterly dividend of $1.15 per share.
LCI Industries (LCII) Valuation Check After Strong Q3 Results And Optimistic 2025 Outlook
LCI Industries (LCII) reported strong Q3 results, driven by its OEM segment, higher North American sales, and acquisitions, along with a positive 2025 outlook. Despite recent share price momentum and an estimated intrinsic discount by one model, a "most popular narrative" suggests the stock is 17.7% overvalued at $147.18 compared to its fair value of $125. Another discounted cash flow model, however, indicates a higher fair value of $184.28, suggesting the stock might still be undervalued.
LCI Industries (LCII) Valuation Check After Strong Q3 Results And Optimistic 2025 Outlook
LCI Industries (LCII) reported strong Q3 results and issued an optimistic 2025 outlook, leading to significant share price momentum. Despite a "most popular narrative" suggesting the stock is 17.7% overvalued at $147.18 with a fair value of $125, Simply Wall St's DCF model indicates it might be undervalued with an estimated future cash flow value of $184.28. The article encourages investors to analyze risks and consider different valuation frameworks.
LCI Industries (NYSE:LCII) Given Average Recommendation of "Hold" by Analysts
Analysts have issued a "Hold" recommendation for LCI Industries (NYSE:LCII), with an average 12-month price target of $128.50. The company recently surpassed earnings expectations, reporting an EPS of $1.97 against an expected $1.44, and revenue of $1.04 billion. LCI Industries trades at approximately $147 with a market cap of $3.56 billion and offers a quarterly dividend of $1.15.
BMO Capital Reaffirms Their Hold Rating on LCI Industries (LCII)
BMO Capital analyst Tristan M. Thomas-Martin has maintained a Hold rating on LCI Industries (LCII) with a price target of $150.00. This comes as LCI Industries also received a Hold rating from Loop Capital Markets, although TipRanks – OpenAI reiterated a Buy rating. The company recently reported quarterly revenue of $1.04 billion and a net profit of $62.49 million, showing significant growth from the previous year.
ARGA Investment Management LP Sells 166,526 Shares of LCI Industries $LCII
ARGA Investment Management LP significantly reduced its stake in LCI Industries (NYSE:LCII) by 39.2% in Q3, selling 166,526 shares, though LCI Industries remains its 29th largest position. Despite the sell-off by ARGA, LCI Industries beat Q3 earnings estimates with $1.97 EPS and $1.04 billion in revenue, and analysts predict full-year EPS of about $6.76. The company pays an annual dividend of $4.60, yielding approximately 3.1%, and currently holds a consensus "Hold" rating from Wall Street analysts with a target price of $128.50.
BMO Capital Maintains LCI Industries(LCII.US) With Hold Rating, Raises Target Price to $150
BMO Capital analyst Tristan M. Thomas-Martin has maintained a "Hold" rating on LCI Industries (LCII.US) and increased the target price from $110 to $150. According to TipRanks data, the analyst has a 52.3% success rate and an average return of 3.9% over the past year. This report highlights the latest analyst rating and target price adjustment for LCI Industries.
