The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

LCII

Concerning the House

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.

United States · corporate.lippert.com

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$4.12B+15.1%
Gross profit$980.29M+15.8%
Operating income$123.43M+6.0%
Net income$64.19M+4.3%
Cash from ops$370.28M+15.9%
Quotation

$107.14

-0.01 (-0.0%)

52w hi$154.08
52w lo$82.30
Vol100.16K
As ofAug 13
The Verdict

Sell

Our score -0.60

Short-0.56
Medium-0.75
Long-0.39

computed 2026-08-13

By the Numbers

LCI Industries

Consumer Cyclical · Recreational Vehicles

Market cap$2.60B
Enterprise value$3.53B
Trailing P/E12.41x
Forward P/E11.28x
EV / EBITDA8.07x
P / S (ttm)0.65x
Profit margin5.2%
Return on equity15.0%
Revenue growth-12.5%
Earnings growth+20.1%
Debt / equity80.05
Risk Metrics
Beta vs SPX0.99
Corr SPX0.44
Annual vol36.4%
Annual ret+3.8%
Sharpe0.10
Max DD-42.9%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.22
Sector+0.01
Technical-0.34
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$108.38$108.52$106.66$107.14100.16K
Aug 12$106.46$107.37$103.84$107.15127.60K
Aug 11$105.28$108.87$105.28$107.32276.90K
Aug 10$108.00$109.00$103.36$104.85225.90K
Aug 7$106.50$109.13$105.56$108.80183.40K