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 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1.68% more ownership
Funds ownership: 102.9% [Q3] → 104.58% (+1.68%) [Q4]
3% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 39
3% less call options, than puts
Call options by funds: $15.9M | Put options by funds: $16.3M
2% less funds holding
Funds holding: 299 [Q3] → 292 (-7) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 107
13% less capital invested
Capital invested by funds: $3.16B [Q3] → $2.75B (-$405M) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$80
4%
upside
Avg. target
$90
17%
upside
High target
$100
30%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
Truist Securities Michael Swartz 16% 1-year accuracy 9 / 55 met price target | 4%upside $80 | Hold Maintained | 14 Apr 2025 |
Baird Craig Kennison 15% 1-year accuracy 4 / 27 met price target | 30%upside $100 | Neutral Downgraded | 4 Apr 2025 |
Financial journalist opinion
Based on 5 articles about LCII published over the past 30 days
Neutral
Zacks Investment Research
1 day 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 day 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 week 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.
Positive
Zacks Investment Research
2 weeks 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.
Positive
Zacks Investment Research
2 weeks 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.
Positive
Seeking Alpha
1 month ago
History Says Shut Up And Buy: 12 Hyper-Growth Blue Chips To Buy Right Now
Market corrections, like the recent dip, are normal and temporary, with historical data showing average declines of 13-14% since 1950. Long-term investors should stay the course. Corrections often lead to robust recoveries, with historical returns averaging 25% in the year following volatility like the one we just experienced. Asset allocation, not market timing, is key. A balanced portfolio of stocks and bonds has historically minimized risk and delivered consistent returns.
Neutral
Business Wire
1 month ago
LCI Industries to Participate in Upcoming Roth Capital Partners 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 37th Annual Roth Conference from March 17-18, 2025. LCI Industries will participate in a fireside chat as well as engage in one-on-one meetings with institutional investors and analysts. The conference will be at the Laguna Cliffs Marriott Resort & Spa located in Dana Point, California. Please contact Roth Capital Partn.
Neutral
Business Wire
1 month ago
LCI Industries Announces Pricing of Offering of $400 Million Aggregate Principal Amount of 3.00% Convertible Senior Notes
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII) (the “Company”), a leading supplier of engineered components to the recreation and transportation markets, priced $400.0 million in aggregate principal amount of 3.00% convertible senior notes due 2030 (the “Notes”) in a previously announced private placement (the “Offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). In.
Positive
Zacks Investment Research
1 month ago
Are Investors Undervaluing LCI Industries (LCII) Right Now?
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.
Neutral
Business Wire
1 month ago
LCI Industries Announces Proposed Offering of $400 Million Aggregate Principal Amount of Convertible Senior Notes and Proposed Refinance of Term Loan
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII) (the “Company”), a leading supplier of engineered components to the recreation and transportation markets, today announced that it intends to offer, subject to market conditions and other factors, $400.0 million in aggregate principal amount of convertible senior notes due 2030 (the “Notes”) in a private placement (the “Offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securi.
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