LCI INDUSTRIES
LCIINYSE
$108.17
↓ -0.3%Jul 17 close · end-of-day
Price
1Y↑ +16.8%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$2.7B
Enterprise Value
$3.5B
P/E
13.3
P/S
0.6
P/B
1.9
EV/EBITDA
8.4
PEG
—
FCF Yield
7.5%
Dividend Yield
4.3%
Revenue (TTM)
$4.2B
Net Income (TTM)
$201.8M
Free Cash Flow (TTM)
$201.5M
Gross Margin
24.1%
Operating Margin
7.0%
Net Margin
4.8%
ROE
14.5%
ROIC
9.9%
Debt / Equity
0.7
Net Cash
-$802.8M
Return 1Y
+15.0%
Company profile
LCI Industries operates in two segments, Original Equipment Manufacturers (OEM) and Aftermarket. The Aftermarket segment supplies various components of RV and adjacent industries to retail dealers, wholesale distributors, and service centers. The company was formerly known as Drew Industries Incorporated.
- CEO
- Jason D. Lippert
- Sector
- Manufacturing
- Industry
- Automobiles And Trucks
- Employees
- 12,900
- Headquarters
- Indiana
- Website
- lci1.com
Management & directors
- Etzkorn LillianEVP, CFO
- Emenhiser Kip A.VP of Finance
- Lippert JasonPresident , CEO
- Smith Ryan RichardGroup President - N.A.
- Schnur JamieGroup President - Aftermarket
- Namenye Andrew JEVP, CLO, CHRO, & Corp Sec
Roles derived from SEC Form 4 filings.
Earnings
LCII Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$1.1B↑ +4.3%
Diluted EPS$2.53↑ +30.4%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $2.8B | $4.5B | $5.2B | $3.8B | $3.7B | $4.1B |
| Gross profit | $706.1M | $1.0B | $1.3B | $776.2M | $879.7M | $980.3M |
| Operating income | $222.9M | $398.4M | $553.0M | $123.4M | $218.2M | $279.9M |
| Net income | $158.4M | $287.7M | $395.0M | $64.2M | $142.9M | $188.3M |
| Diluted EPS | $6.27 | $11.32 | $15.48 | $2.52 | $5.60 | $7.57 |
| Operating cash flow | $231.4M | -$111.6M | $602.5M | $527.2M | $370.3M | $331.0M |
| Free cash flow | $174.1M | -$210.1M | $471.9M | $465.0M | $328.0M | $278.3M |
| Gross margin | 25.3% | 23.3% | 24.5% | 20.5% | 23.5% | 23.8% |
| Operating margin | 8.0% | 8.9% | 10.6% | 3.3% | 5.8% | 6.8% |
| Net margin | 5.7% | 6.4% | 7.6% | 1.7% | 3.8% | 4.6% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.1B | $915.5M | $803.1M | $1.0B | $1.1B | $1.0B | $932.7M | $1.1B |
| Gross profit | $266.4M | $220.0M | $169.4M | $251.7M | $270.0M | $252.6M | $205.9M | $273.7M |
| Operating income | $90.6M | $53.9M | $16.1M | $81.3M | $87.8M | $75.4M | $35.4M | $95.2M |
| Net income | $61.2M | $35.6M | $9.5M | $49.4M | $57.6M | $62.5M | $18.7M | $62.9M |
| Diluted EPS | $2.40 | $1.39 | $0.37 | $1.94 | $2.29 | $2.55 | $0.79 | $2.53 |
| Operating cash flow | $192.9M | $78.4M | $106.6M | $42.7M | $112.2M | $97.2M | $78.9M | -$33.5M |
| Free cash flow | $180.2M | $68.3M | $95.7M | $33.7M | $99.5M | $80.9M | $64.3M | -$43.1M |
| Gross margin | 25.3% | 24.0% | 21.1% | 24.1% | 24.4% | 24.4% | 22.1% | 25.1% |
| Operating margin | 8.6% | 5.9% | 2.0% | 7.8% | 7.9% | 7.3% | 3.8% | 8.7% |
| Net margin | 5.8% | 3.9% | 1.2% | 4.7% | 5.2% | 6.0% | 2.0% | 5.8% |
Company news
Jul 2, 2026
Jun 30, 2026
- 20d agoSector Update: Consumer Stocks Mixed Late Afternoonfinance.yahoo.com
- 20d agoSector Update: Consumer Stocks Mixed in Afternoon Tradingfinance.yahoo.com
- 20d agoTop Midday Stories: Air Products Ends Louisiana Clean Energy Project; Patrick Industries, LCI to Merge in All-Stock Dealfinance.yahoo.com
- 20d agoWall Street Set to Open Marginally Lower in Tuesday Trading; Investors Continue to Monitor Middle East Conflict, Await Key Labor Datafinance.yahoo.com
- 20d agoExchange-Traded Funds Mixed, Equity Futures Lower Pre-Bell Ahead of Key Economic Reportsfinance.yahoo.com
- 20d agoPatrick and LCI Industries to merge in all-stock dealfinance.yahoo.com
- 20d agoPatrick Industries and LCI Industries to Combine in All-Stock Merger, Creating a Premier Platform Serving Global Outdoor Enthusiast, Housing and Other Marketsfinance.yahoo.com
- 20d agoLCI (LCII) Surges 4.4%: Is This an Indication of Further Gains?finance.yahoo.com
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-05-12 | GERO JAMES | Option exercise | 11,876 | $112.42 | $1.3M | filing |
| 2026-05-12 | O'SULLIVAN KIERAN M | Option exercise | 1,761 | $112.42 | $197,971.62 | filing |
| 2026-05-12 | SIRPILLA JOHN A. | Option exercise | 1,761 | $112.42 | $197,971.62 | filing |
| 2026-05-12 | Myers Linda Kristine | Option exercise | 1,761 | $112.42 | $197,971.62 | filing |
| 2026-05-12 | Mains Stephanie K. | Option exercise | 1,761 | $112.42 | $197,971.62 | filing |
| 2026-05-12 | Henkels Virginia | Option exercise | 1,761 | $112.42 | $197,971.62 | filing |
| 2026-05-12 | Graham Tracy D | Option exercise | 1,761 | $112.42 | $197,971.62 | filing |
| 2026-05-12 | Deely Brendan | Option exercise | 1,761 | $112.42 | $197,971.62 | filing |
| 2026-05-12 | GERO JAMES | Option exercise | 1,761 | $112.42 | $197,971.62 | filing |
| 2026-04-17 | Etzkorn Lillian· EVP, CFO | Option exercise | 1,131 | $123.43 | $139,599.33 | filing |
| 2026-04-17 | Etzkorn Lillian· EVP, CFO | Tax withholding | 499 | $0.00 | $0.00 | filing |
| 2026-03-01 | LIPPERT JASON· President , CEO | Option exercise | 8,371 | $133.20 | $1.1M | filing |
| 2026-03-01 | LIPPERT JASON· President , CEO | Option exercise | 7,658 | $133.20 | $1.0M | filing |
| 2026-03-01 | LIPPERT JASON· President , CEO | Option exercise | 7,548 | $133.20 | $1.0M | filing |
| 2026-03-01 | SMITH RYAN RICHARD· Group President - N.A. | Option exercise | 4,069 | $133.20 | $541,990.80 | filing |
| 2026-03-01 | SMITH RYAN RICHARD· Group President - N.A. | Option exercise | 3,931 | $133.20 | $523,609.20 | filing |
| 2026-03-01 | SMITH RYAN RICHARD· Group President - N.A. | Option exercise | 3,722 | $133.20 | $495,770.40 | filing |
| 2026-03-01 | Schnur Jamie· Group President - Aftermarket | Option exercise | 2,780 | $133.20 | $370,296.00 | filing |
| 2026-03-01 | Schnur Jamie· Group President - Aftermarket | Option exercise | 2,544 | $133.20 | $338,860.80 | filing |
| 2026-03-01 | Schnur Jamie· Group President - Aftermarket | Option exercise | 2,386 | $133.20 | $317,815.20 | filing |
| 2026-03-01 | Etzkorn Lillian· EVP, CFO | Option exercise | 1,624 | $133.20 | $216,316.80 | filing |
| 2026-03-01 | Etzkorn Lillian· EVP, CFO | Option exercise | 1,351 | $133.20 | $179,953.20 | filing |
| 2026-03-01 | EMENHISER KIP A.· VP of Finance | Option exercise | 793 | $133.20 | $105,627.60 | filing |
| 2026-03-01 | EMENHISER KIP A.· VP of Finance | Option exercise | 668 | $133.20 | $88,977.60 | filing |
| 2026-03-01 | EMENHISER KIP A.· VP of Finance | Option exercise | 491 | $133.20 | $65,401.20 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.