LCI Industries
LCII
About: LCI Industries Inc supplies domestically and internationally components for the original equipment manufacturers of recreational vehicles and adjacent industries including buses; and trailers used to haul boats, livestock, equipment, and other cargo. It has two reportable segments; the original equipment manufacturers segment and the aftermarket segment. The OEM Segment manufactures or distributes components for the OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; pontoon boats; trains; manufactured homes; and modular housing. Its products are sold to manufacturers of RVs such as Thor Industries, Forest River, Winnebago, and other RV OEMs, and to manufacturers in adjacent industries.
Employees: 11,500
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
8% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 50
5% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 111
4% more capital invested
Capital invested by funds: $2.35B [Q1] → $2.44B (+$93.3M) [Q2]
0.56% more ownership
Funds ownership: 105.53% [Q1] → 106.1% (+0.56%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
1% less funds holding
Funds holding: 322 [Q1] → 320 (-2) [Q2]
16% less call options, than puts
Call options by funds: $5.58M | Put options by funds: $6.61M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
|
BMO Capital
Tristan Thomas-Martin
|
$85
|
Underperform
Maintained
|
6 Aug 2025 |
Financial journalist opinion
