LCI IndustriesLCII
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
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
95% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 37
52% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $10.5M
9% more funds holding
Funds holding: 292 [Q4 2024] → 319 (+27) [Q1 2025]
2% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 104
0.84% more ownership
Funds ownership: 104.58% [Q4 2024] → 105.43% (+0.84%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
15% less capital invested
Capital invested by funds: $2.75B [Q4 2024] → $2.35B (-$404M) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$88
0%
upside
Avg. target
$92
4%
upside
High target
$95
8%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
Truist Securities Michael Swartz | 0%downside $88 | Hold Maintained | 3 Jun 2025 |
Baird Craig Kennison | 8%upside $95 | Neutral Maintained | 7 May 2025 |
Financial journalist opinion
Neutral
Business Wire
2 weeks 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.
Neutral
Business Wire
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.
Neutral
Business Wire
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.
Neutral
Seeking Alpha
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.
Positive
Zacks Investment Research
1 month 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.
Neutral
Business Wire
1 month 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.
Positive
Seeking Alpha
1 month 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.
Neutral
Zacks Investment Research
1 month 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.
Neutral
Business Wire
1 month 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,.
Neutral
Business Wire
1 month ago
LCI Industries First Quarter 2025 Conference Call Scheduled for May 6, 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 first quarter 2025 financial results before the market opens on Tuesday, May 6, 2025. Conference Call & Webcast LCI Industries will also host a conference call to discuss its first quarter 2025 results on Tuesday, May 6, 2025, at 8:30 a.m. ET. The call will conclude with a question-and-answer session with questions from insti.
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