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 |
| Vol | 442.90K |
| As of | 25 Sep 2026 |
The Verdict
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/E | 9.79x |
| Forward P/E | 8.94x |
| EV / EBITDA | 6.81x |
| P / S (ttm) | 0.51x |
| Profit margin | 5.2% |
| Return on equity | 15.0% |
| Revenue growth | -12.5% |
| Earnings growth | +20.1% |
| Debt / equity | 80.05 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 0.96 |
|---|---|
| Corr SPX | 0.43 |
| Annual vol | 36.1% |
| Annual ret | -11.4% |
| Sharpe | -0.31 |
| Max DD | -46.8% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-10 | Other Material Event, Exhibits | read |
| 2026-08-07 | Reg FD Disclosure, Exhibits | read |
| 2026-08-07 | Other Material Event, Exhibits | read |
| 2026-08-05 | Earnings Release, Exhibits | read |
| 2026-07-22 | Reg FD Disclosure, Exhibits | read |
| 2026-07-20 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-06-30 | Material Agreement, Reg FD Disclosure… | read |
| 2026-06-23 | Officer / Director Change | read |
| 2026-06-05 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-05-12 | Shareholder Vote, Exhibits | read |
| 2026-05-12 | Other Material Event, Exhibits | read |
| 2026-05-06 | Reg FD Disclosure, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-12 | GERO JAMES | Option exercise | 1.76K | $197.97K | |
| 2026-05-12 | GERO JAMES | Option exercise | 11.88K | $1.34M | |
| 2026-05-12 | SIRPILLA JOHN A. | Option exercise | 1.76K | $197.97K | |
| 2026-05-12 | Myers Linda Kristine | Option exercise | 1.76K | $197.97K | |
| 2026-05-12 | Mains Stephanie K. | Option exercise | 1.76K | $197.97K | |
| 2026-05-12 | Henkels Virginia | Option exercise | 1.76K | $197.97K |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $83.96 | $85.18 | $82.78 | $84.51 | 442.90K |
| Sep 24 | $85.81 | $85.81 | $83.38 | $83.55 | 413.40K |
| Sep 23 | $87.00 | $87.08 | $84.94 | $85.03 | 253.00K |
| Sep 22 | $87.65 | $89.01 | $87.17 | $87.92 | 249.40K |
| Sep 21 | $86.50 | $87.43 | $85.28 | $86.95 | 232.20K |
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