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LCI Industries LCII R2K

Consumer Cyclical · Recreational Vehicles · United States
https://corporate.lippert.com
Company Profile ↓
$103.55
+8.35% 1Y
Mkt Cap$2.51B
P/E12.69
P/B1.63
Div. Yield4.94%
52W High$154.08
52W Low$82.30
Book Value$57.12
EPS (TTM)$8.16

Company Overview

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. This segment serves OEMs of RVs and adjacent industries, including boats, buses, cargo and utility trailers used to haul boats, livestock, equipment, and other cargo; trucks; trains; manufactured homes; and modular housing. The Aftermarket segment supplies engineered components to aftermarket channels of the recreation and transportation markets for retail dealers, wholesale distributors, and service centers, as well as direct-to-consumer sales through online platforms. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, fenders, towing products, truck accessories, appliances, air conditioners, televisions, sound systems, and tankless water heaters. LCI Industries was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. The company was founded in 1956 and is headquartered in Elkhart, Indiana.

Why Investors Should Care

Steady Revenue Expansion

Revenue has grown at a 15.7% CAGR over the past five years.

Reasonable Valuation

Trades at a P/E of 12.7, below the sector median of 22.8.

Dividend Income

Offers a dividend yield of 4.94%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $4.12B (+10.2% YoY); net profit $188.25M.
  • Trailing 12 Months Year-on-year growth — revenue +4.3%, earnings +30.4%.
  • 5-Year Trend Long-term compounding — revenue CAGR 15.7%, profit CAGR 3.5%.

Growth & Price Performance

Compounded Sales Growth

5 Years:15.73%
1 Year:4.30%

Compounded Profit Growth

5 Years:3.51%
1 Year:30.40%

Stock Price Performance

1 Year:+8.35%
6 Months:-19.39%
3 Months:-15.08%
1 Month:+13.06%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Mixed
52-Week Range 30% of range
$82.30 $154.08
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMABelow
  • RSI (14)54.89 · Neutral
Price Performance
1M+13.06%
3M-15.08%
6M-19.39%
1Y+8.35%
Valuation vs Sector

P/E of 12.69 is below the sector median of 22.82 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 15.7% over 5 years.
  • Attractive dividend yield of 4.94%.
  • Generates positive free cash flow.

CONS

  • Trading 32.8% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
12.69
Industry PE
22.82
Forward P/E
10.29
PEG Ratio
1.04
Book Value
$57.12
Price to Book
1.63
P/S
0.54
EV/EBITDA
8.07
Dividend Yield
4.94%

Growth (CAGR)

Revenue 5Y
15.73%
Profit 5Y
3.51%
Revenue (YoY)
4.30%
Earnings (YoY)
30.40%

Profitability & Returns

ROCE
10.36%
ROE
14.65%
ROA
5.81%
Profit Margin
4.84%
Op Margin
8.73%
Gross Margin
24.05%
EPS (Latest Qtr)
$2.53
EPS (TTM)
$8.16

Balance Sheet & Liquidity

Debt/Equity
0.89
Quick Ratio
1.06
Current Ratio
2.91
Debt
$1.24B
Total Assets
$3.22B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
2.95%
Chg in Prom Hold
-0.58%
FII / Inst Holding
96.09%
Chg in FII Hold
-18.73%

Financial Snapshot

Enterprise Value
$2.51B
Total Revenue (TTM)
$4.17B
EBITDA
$415.25M
Free Cash Flow
$127.54M
Operating Cash Flow
$254.80M
Shares Outstanding
24.29M
Gross Margin
24.05%
Payout Ratio
56.37%

Peer comparison

Peer companies in the same sector (Consumer Cyclical).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 LCII LCI Industries R2K 103.55 12.69 $2.51B 4.94% 10.36% 14.65% 15.73% 3.51%
2 AMZN Amazon.com, Inc. NDXSPXAI 247.49 32.82 $2.66T 0.00% 16.60% 24.29% 11.73% 984.47%
3 TSLA Tesla, Inc. NDXSPXAI 396.18 360.16 $1.49T 0.00% 4.10% 4.90% 52.40% 39.39%
4 HD The Home Depot, Inc. SPX 337.74 23.97 $336.77B 2.84% 28.75% 128.38% 1.52% -6.11%
5 BABA Alibaba Group Holding Limited AI 112.32 17.28 $269.47B 0.93% 4.16% 9.22% 5.62% 12.49%
6 MCD McDonald's Corporation SPX 268.94 22.17 $191.08B 2.61% 22.47% - 0.92% 7.33%
7 TJX The TJX Companies, Inc. SPX 150.34 29.25 $166.08B 1.14% 21.26% 61.25% 6.84% 8.48%
8 BKNG Booking Holdings Inc. NDXSPX 174.85 23.04 $135.49B 0.97% 70.23% -96.88% 16.93% 22.07%
9 SBUX Starbucks Corporation NDXSPX 106.17 81.05 $121.00B 2.41% 13.46% -22.93% 7.93% 5.80%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Dec 2014Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue ---------498.34M547.48M554.81M547.14M650.49M684.46M604.24M536.62M592.17M629.07M586.22M564.02M659.67M525.76M827.73M1.00B1.09B1.17B1.64B1.54B1.13B973.31M1.01B959.32M968.03M1.05B915.50M1.05B1.11B1.04B1.09B
Gross Profit 57.23M76.40M82.06M74.12M73.41M108.44M116.90M105.55M98.01M124.01M131.09M121.22M116.79M140.73M150.46M125.90M103.25M132.59M148.65M135.47M122.48M158.60M128.74M221.44M241.78M257.61M251.58M464.24M409.08M253.05M186.07M218.12M210.95M223.91M266.44M219.96M251.75M270.02M252.61M273.67M
Operating Income -31.84M33.63M27.17M-55.73M59.39M45.14M-59.13M63.04M47.93M-59.82M64.09M45.35M-47.76M65.66M49.15M-44.27M20.78M94.43M101.43M93.98M89.02M269.70M218.79M87.58M20.04M55.17M45.59M57.61M90.60M53.89M81.32M87.80M75.44M95.16M
Net Income 12.00M20.07M20.87M17.26M16.14M35.96M37.57M29.84M26.30M43.15M40.14M32.14M17.46M47.34M47.22M33.81M20.18M34.37M47.53M35.81M28.81M28.21M13.19M68.35M74.12M67.89M63.40M196.18M154.53M61.39M7.26M33.43M25.89M36.55M61.16M35.61M49.44M57.63M62.49M62.95M
Diluted EPS 0.490.820.850.700.651.451.511.191.051.711.591.260.681.861.861.330.801.381.891.421.141.120.522.702.932.672.497.716.062.400.291.311.021.442.401.391.942.292.552.53

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 397.84M572.75M681.17M901.12M1.02B1.19B1.40B1.68B2.15B2.48B2.37B2.80B4.47B5.21B3.78B3.74B4.12B
Gross Profit 78.71M126.17M139.72M168.66M213.11M254.92M306.00M428.90M493.11M520.34M539.20M706.09M1.04B1.27B776.19M879.72M980.29M
Operating Income -35.58M45.43M48.55M58.13M78.30M95.49M116.25M200.85M214.28M198.79M200.21M222.93M398.41M553.03M123.43M218.24M279.92M
Net Income -24.05M28.03M30.06M37.34M50.12M62.27M74.34M129.67M132.88M148.55M146.51M158.44M287.74M394.97M64.19M142.87M188.25M
Diluted EPS -1.101.261.341.642.112.563.025.205.245.835.846.2711.3215.482.525.607.57

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --306.78M351.08M373.87M453.18M543.84M622.86M786.90M945.86M1.24B1.86B2.30B3.29B3.25B2.96B2.89B3.18B
Total Equity 258.88M244.12M243.46M277.30M284.25M313.61M394.90M438.57M550.27M652.75M706.25M800.67M908.33M1.09B1.38B1.36B1.39B1.36B
Cash & Equivalents 8.69M52.37M38.88M6.58M9.94M66.28M4.00K12.30M86.17M26.05M14.93M35.36M51.82M62.90M47.50M66.16M165.76M222.62M
Long Term Debt -----015.65M49.91M49.95M49.92M293.53M612.91M720.42M1.23B1.10B846.83M756.83M941.50M
Total Liabilities --63.32M73.79M89.62M139.57M148.94M184.28M236.63M293.11M537.64M1.06B1.39B2.20B1.87B1.60B1.51B1.82B
Current Liabilities --45.07M51.91M69.78M118.19M107.19M98.86M149.35M182.01M177.58M271.26M416.39M627.22M421.30M394.99M412.05M473.37M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 63.26M42.06M36.83M72.69M82.68M107.02M95.02M201.67M152.70M156.61M269.52M231.40M-111.57M602.51M527.23M370.28M330.98M
Investing Cash Flow -16.45M-22.55M-69.12M-28.20M-36.05M-144.07M-66.12M-91.71M-145.88M-302.80M-503.83M-232.30M-281.22M-241.79M-83.75M-61.10M-147.07M
Financing Cash Flow -3.14M-33.00M-3.00K-41.14M9.72M-29.22M-16.60M-36.09M-66.95M135.07M254.97M14.05M404.56M-374.87M-426.18M-208.22M-125.49M
Capital Expenditure -3.11M-10.15M-24.32M-32.03M-32.59M-42.46M-28.99M-44.67M-87.22M-119.83M-58.20M-57.35M-98.53M-130.64M-62.21M-42.33M-52.64M
Free Cash Flow 60.15M31.91M12.51M40.66M50.08M64.56M66.03M157.00M65.48M36.78M211.32M174.05M-210.11M471.87M465.02M327.95M278.33M
Share Buybacks -1.04M626.00K----0028.70M00024.05M00128.57M
Dividends Paid ------48.23M34.44M51.06M59.27M63.81M70.40M87.17M102.73M106.34M109.47M114.04M

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % 19.8%22.0%20.5%18.7%21.0%21.4%21.8%25.5%23.0%21.0%22.7%25.3%23.3%24.5%20.5%23.5%23.8%
Operating Margin % -8.9%7.9%7.1%6.5%7.7%8.0%8.3%12.0%10.0%8.0%8.4%8.0%8.9%10.6%3.3%5.8%6.8%
Net Margin % -6.0%4.9%4.4%4.1%4.9%5.2%5.3%7.7%6.2%6.0%6.2%5.7%6.4%7.6%1.7%3.8%4.6%
ROE % -9.9%11.5%10.8%13.1%16.0%15.8%17.0%23.6%20.4%21.0%18.3%17.4%26.3%28.6%4.7%10.3%13.8%
ROCE % -17.4%16.2%19.1%23.4%21.9%22.2%31.5%28.1%18.6%12.6%11.8%15.0%19.6%4.8%8.8%10.4%

Shareholding Pattern

Insiders
2.95%
Institutions
96.09%
Public Float
99.01%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 14.60% 3.55M $365.88M
2 FMR, LLC 8.38% 2.03M $209.96M
3 Kayne Anderson Rudnick Investment Management LLC 7.90% 1.92M $198.05M
4 Vanguard Portfolio Management LLC 6.09% 1.48M $152.63M
5 Dimensional Fund Advisors LP 5.81% 1.41M $145.71M
6 Vanguard Capital Management LLC 4.30% 1.05M $107.88M
7 State Street Corporation 3.80% 921.66K $95.11M
8 American Century Companies Inc 3.68% 893.33K $92.18M
9 Principal Financial Group, Inc. 2.70% 655.92K $67.68M
10 Royce & Associates LP 2.51% 609.77K $62.92M

Analyst View

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Latest News

Recent headlines for LCII

Google News Mon, 25 May 2026

Should Value Investors Buy LCI Industries (LCII) Stock? - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMioAFBVV95cUxNT2tON0gyWjJrVHh3UUx6eTBMdmJxUnRxYUZlNXcyYTZKcDFWVFVHUk1ocndyUVlWSEhVY2RaLW5XdGp5WVNOSEJLYzA0V2dJMjNOOEJKd3F2dThmTXpaYXQyWXo2U1Q3ODJjdFJDcEdDZER6N1ljaFVzR2ZlbGlHRDRQUHRkWnBaTVdnSU…

Google News Fri, 10 Jul 2026

LCI Industries (LCII) Stock Looks Cheap On Earnings While Cash Flow Points Higher - simplywall.st

<a href="https://news.google.com/rss/articles/CBMizwFBVV95cUxPbHpVT0hYM0NiOHRMLUNxVlMtTk51bDR5VHM5UzduMWtBdTA1Ym9DWjBxWVBFWmdSQTI0d1VVcnhzWXRTZ0FrNnB3LUh1TmRvT21oaWtwWUNIaHFESmJqMzE1eGxYZDlBbGR3M0t3WW5KS3RvVml6aTRDM2s0dnY5bVNZZ01iSksySGZ6aU…

Google News Sat, 11 Jul 2026

ARGA Investment Management LP Sells 32,524 Shares of LCI Industries $LCII - MarketBeat

<a href="https://news.google.com/rss/articles/CBMizAFBVV95cUxOaUdKUmRIek5FaWFxSkNUQ01xV3ZYYldNR3N5elJfMzRwVHVYdkxiQWNkYjd5LTBrV3FvanFMTkhtX0tOaHkwV29xTERhWG5HeGstVThxc21oU0tZR0l6NWlTUGJ2cW1naXFSczg0alZiSW5CM0YtOFFnTkpvY2RmaWowRFRsUGEweTJSTD…

Google News ue, 30 Jun 2026

Patrick and LCI combine in all-stock merger, target $150M in synergies - Stock Titan

<a href="https://news.google.com/rss/articles/CBMiwAFBVV95cUxQZzRoU3VnTkxydG9LUHMyZG10MzhlSndDN2I4Y05obGx4Nm9CTHpSeGZJZC10b3lyMWdtSzl3S1F1bUh3dGpWRWt5dzQtemtzdXd3MEJDUkdaZFVwbnNNVHJLZXJJZ0lxZjZHZUdnakVGcG1uMUJLbWhVZEZna1pOTzd2b0hvNVU0a2ROc3…

Google News hu, 09 Jul 2026

Are TBPH, IRDM, LCII, PATK Obtaining Fair Deals for their Shareholders? - TradingView

<a href="https://news.google.com/rss/articles/CBMixwFBVV95cUxQOEloMjJTSUp3X25PVEdWTjktblowTWc1X0h1Sm5NZXV1OVY0N0xCRHVLMWFseUtITEJ4M1VpZXo1WHFrQ2NUb1E1MzBKM2U5Sm1ZY0ZCZWxmb3RkSVp3WVl6QTNWMkR5SXE3MzFBNEpzeTJXTlFZa1QtZTFPR0JYSTRETUVpSzI4WmQxbF…

Google News Fri, 26 Jun 2026

Should Value Investors Buy LCI Industries (LCII) Stock? - Yahoo Finance

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LCII — Frequently Asked Questions

What is the current share price of LCI Industries (LCII)?

As of 2026-07-14 21:23 PDT, LCI Industries (LCII) trades at $103.55 on NYSE. Its 52-week range is $82.30 to $154.08.

What is the market capitalisation of LCII?

LCI Industries (LCII) has a market capitalisation of $2.51B on NYSE.

What is the P/E ratio of LCII?

LCII trades at a trailing price-to-earnings (P/E) ratio of 12.69. The industry average P/E is 22.82. Its price-to-book (P/B) ratio is 1.63.

Does LCII pay a dividend?

LCI Industries (LCII) currently offers a dividend yield of 4.94%.

What is the return on equity (ROE) of LCII?

LCII has a return on equity (ROE) of 14.65%. Its return on capital employed (ROCE) is 10.36%.

Is LCII a good stock to buy?

This page provides a data-driven analysis of LCI Industries (LCII), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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