Inside the research

LCI Industries

LCII Research profile · latest available data

Price overview

$84.51

▲ +0.96 (+1.1%)

52w hi$152.40
52w lo$81.40
Vol442.90K
As of25 Sep 2026

The Verdict

Hold

Our score -0.24

Short-0.10
Medium-0.40
Long-0.22

computed 2026-09-27

Key fundamentals

LCI Industries

Consumer Cyclical · Recreational Vehicles

Market cap$2.05B
Enterprise value$2.98B
Trailing P/E9.79x
Forward P/E8.94x
EV / EBITDA6.81x
P / S (ttm)0.51x
Profit margin5.2%
Return on equity15.0%
Revenue growth-12.5%
Earnings growth+20.1%
Debt / equity80.05

Layer Breakdown

LayerRawContribution
Fundamental+0.23
Sector-0.03
Technical-0.35
Earnings+0.00
Sentiment+0.34

macro × 1.00 · 2026-09-27

Business 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.

United States · corporate.lippert.com

Risk Metrics

Beta vs SPX0.96
Corr SPX0.43
Annual vol36.1%
Annual ret-11.4%
Sharpe-0.31
Max DD-46.8%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-08-10Other Material Event, Exhibitsread
2026-08-07Reg FD Disclosure, Exhibitsread
2026-08-07Other Material Event, Exhibitsread
2026-08-05Earnings Release, Exhibitsread
2026-07-22Reg FD Disclosure, Exhibitsread
2026-07-20Officer / Director Change, Reg FD Disclosure…read
2026-06-30Material Agreement, Reg FD Disclosure…read
2026-06-23Officer / Director Changeread
2026-06-05Officer / Director Change, Reg FD Disclosure…read
2026-05-12Shareholder Vote, Exhibitsread
2026-05-12Other Material Event, Exhibitsread
2026-05-06Reg FD Disclosure, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-05-12GERO JAMESOption exercise1.76K$197.97K
2026-05-12GERO JAMESOption exercise11.88K$1.34M
2026-05-12SIRPILLA JOHN A.Option exercise1.76K$197.97K
2026-05-12Myers Linda KristineOption exercise1.76K$197.97K
2026-05-12Mains Stephanie K.Option exercise1.76K$197.97K
2026-05-12Henkels VirginiaOption exercise1.76K$197.97K

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

SEC Filings

DateFormDoc
2026-08-108-Kview
2026-08-078-Kview
2026-08-078-Kview
2026-08-0510-Qview
2026-08-058-Kview
2026-07-228-Kview
2026-07-204view
2026-07-208-Kview
2026-07-203view
2026-06-308-Kview
2026-06-238-Kview
2026-06-054view
2026-06-054view
2026-06-058-Kview
2026-06-054view

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%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$83.96$85.18$82.78$84.51442.90K
Sep 24$85.81$85.81$83.38$83.55413.40K
Sep 23$87.00$87.08$84.94$85.03253.00K
Sep 22$87.65$89.01$87.17$87.92249.40K
Sep 21$86.50$87.43$85.28$86.95232.20K

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