LCII — Stock Film
STOCK FILMSCENE 1/10LCII · $91.02
Stock Expert AI presents
LCII
LCI Industries
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
LCI Industries. What it actually does.

Manufactures steel chassis and related components for RVs. Provides axles and suspension solutions for recreational vehicles. Now — the numbers.

on the stock market since 1985
12K employees
$2.2B market value
WHERE DOES THE MONEY COME FROM?
44%OEM
OEMTravel Trailer and Fifth Wheels 23%OEMs Adjacent Industries 17%Aftermarket 13%Motorhomes 3%
44% of all revenue comes from a single line: OEM.

Revenue is spread across several lines; no single product carries the company.

Revenue last year:
$4.1B
The net profit left over:
$188.3M
Out of every $100 in sales, $5 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 5%

This is an established company with proven profits.

THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
11.8×

The market pays 11.8× for every dollar of annual profit — cheap, which is either an opportunity or a warning.

Against companies in its own sector, it looks cheaper than 84% of them.

Analysts' average target sits 36% above today's price.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
64
average

Profit indicators sit around the sector average.

FINANCIAL STRENGTH
79
strong

A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.

VALUATION
84
very strong

The price looks reasonable next to what the company earns.

GROWTH
67
strong

This grade is a blend: the profit side is strong, the sales tempo slow.

PRICE MOMENTUM
47
weak

Clearly below the class average.

WORTH WATCHING

Price Momentum: The stock has lagged the market in recent months; investor interest is weak right now.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 44% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Delivers on expectations

It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.

2
THE BRIGHT SIDE · 2/3
Executives are buying their own stock

Over the last 12 months, company executives reported 46 buys and 42 sells. Management buying with its own money is usually read as a good sign.

3
THE BRIGHT SIDE · 3/3
Pays a steady dividend

It pays out $4.60 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/3
Sales are shrinking

Over the last 4 years, sales fell about 2% a year on average. Profit is holding up, but a shrinking business is a risk worth watching.

2
THE RISKS · 2/3
The stock has lost its spark

Buyers haven’t stepped back in yet; the price hasn’t found its footing. Report-card grade: 47/100. For a turnaround signal, the stock first needs to close the gap with the market.

3
THE RISKS · 3/3
Costs eat into the margin

Costs swallow the gains that sales growth brings in.

FINALE · THE GRADE
A
76 / 100 · MoonshotScore

On our five-subject report card, LCII sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: LCII is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s what that quality should cost.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film