LCI Industries
LCI Industries
Your view on LCII
Overview
What the company does, where it operates, and who runs it.
About LCI Industries
- Industry
- Auto - Recreational Vehicles
- Sector
- Consumer Cyclical
- CEO
- Jason D. Lippert
- Headquarters
- 3501 County Road 6 East, Elkhart, IN, US
- Industry
- Auto - Recreational Vehicles
- Sector
- Consumer Cyclical
- CEO
- Jason D. Lippert
- Headquarters
- 3501 County Road 6 East, Elkhart, IN, US
LCI Industries, together with its subsidiaries, manufactures and supplies components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates in two segments, Original Equipment Manufacturers (OEM) and Aftermarket.
The OEM segment manufactures and distributes a range of engineered components, such as steel chassis and related components; axles and suspension solutions; slide-out mechanisms and solutions; thermoformed bath, kitchen, and other products; vinyl, aluminum, and frameless windows; manual, electric, and hydraulic stabilizer and leveling systems; entry, luggage, patio, and ramp doors; furniture and mattresses; electric and manual entry steps; awnings and awning accessories; towing products; truck accessories; electronic components; appliances; air conditioners; televisions and sound systems; and other accessories.
This segment serves OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; boats; trains; manufactured homes; and modular housing, as well as travel trailers, fifth-wheel travel trailers, folding camping trailers, and truck campers.
The Aftermarket segment supplies various components of RV and adjacent industries to retail dealers, wholesale distributors, and service centers. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, and fenders to the marine industry.
The company was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. LCI Industries was incorporated in 1984 and is based in Elkhart, Indiana.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for LCI Industries, and the rating behind it. LCII last traded at $91.02, 10.4× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for LCI Industries. Starting points for LCI Industries: P/E 10.4, EPS $8.69, beta 1.18 — an Auto - Recreational Vehicles name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for LCI Industries. LCI Industries paid $4.60 per share over the last year — a 5.1% yield at the current $91.02 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for LCI Industries. Trailing twelve-month EPS for LCI Industries stands at $8.69. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for LCI Industries. LCI Industries has reported as a listed company since 1985. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
LCI Industries valued side by side against its closest peers. LCI Industries is measured against Auto - Recreational Vehicles peers within the Consumer Cyclical sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold LCI Industries, and how their positions are changing. At a $2.21B market value, institutional positions materially move LCI Industries's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by LCI Industries executives and directors. Shares of LCI Industries have traded between $72.31 and $129.38 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming LCI Industries. LCI Industries is a $2.21B Consumer Cyclical company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming LCI Industries. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for LCI Industries. Coverage tracks LCI Industries within Auto - Recreational Vehicles (Consumer Cyclical). Press releases and market coverage, newest first.