LCI Industries (LCII)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
LCI Industries (LCII) trades at $103.46 with AI Score 68/100 (Grade B+). LCI Industries manufactures and supplies components for recreational vehicles (RVs) and adjacent industries. Market cap: $2.51B, Sector: Consumer cyclical.
Price live · AI analysis from May 10, 2026LCII stock analysis for 2026: Analysts have set a consensus price target of $153.00 for LCI Industries, suggesting 47.9% upside from the current price of $103.46. The AI MoonshotScore is 68/100, indicating a bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
LCII: 5/7 perspectives are bullish. Dominant signal: Moon AI bullish.
How is this calculated? →LCI Industries (LCII) Consumer Business Overview
LCI Industries, a key player in the recreational vehicle (RV) component manufacturing sector, serves both original equipment manufacturers and the aftermarket. With a diverse product range and international presence, the company leverages its established position to capitalize on the growing RV and related industries.
What Is the Investment Thesis for LCII?
LCI Industries presents a notable research candidate within the RV and related industries. With a market capitalization of $2.51B and a P/E ratio of 8.9, the company demonstrates a solid financial foundation. A dividend yield of 3.87% offers an attractive income stream for investors. The company's growth is tied to the expansion of the RV market and its ability to penetrate adjacent industries. Key catalysts include strategic acquisitions and product innovation. However, potential risks include economic downturns impacting RV demand and supply chain disruptions. Investors should monitor these factors to assess the long-term viability of LCI Industries.
Based on FMP financials and quantitative analysis
LCII Key Highlights
- Market Cap of $2.51B indicates a strong presence in the RV component manufacturing sector.
- P/E ratio of 8.9 suggests a reasonable valuation compared to earnings.
- Profit Margin of 4.8% reflects the company's ability to generate profits from its operations.
- Gross Margin of 24.1% highlights the efficiency in managing production costs.
- Dividend Yield of 3.87% provides an attractive return for income-seeking investors.
Who Are LCII's Competitors?
LCII is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ZGN Ermenegildo Zegna N.V. | $13.38 | +1.56% | $3.59B | 53 |
| GEF Greif Inc. | $73.74 | -1.92% | $3.40B | 51 |
| CAKE The Cheesecake Factory Incorporated | $76.97 | -2.80% | $3.82B | 70 |
| TPH Tri Pointe Homes, Inc. | $46.95 | -0.04% | $4.00B | 46 |
| COLM Columbia Sportswear Company | $63.52 | +0.32% | $3.25B | 77 |
| TAIMF Taiga Motors Corporation | $0.22 | +0.00% | $7.13M | 61 |
| EMPD Empery Digital Inc. | $4.07 | +2.52% | $114.41M | 54 |
| BC Brunswick Corporation | $78.69 | -0.51% | $5.11B | 50 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LCII's Key Strengths?
- Diversified product portfolio serving both OEM and Aftermarket segments.
- Established relationships with key RV manufacturers.
- Extensive distribution network and service capabilities.
- Strong brand reputation for quality and innovation.
What Are LCII's Weaknesses?
- Dependence on the cyclical RV industry.
- Exposure to fluctuations in raw material costs.
- Potential for supply chain disruptions.
- Limited presence in international markets.
What Could Drive LCII Stock Higher?
- Expansion into adjacent industries such as marine and manufactured housing.
- Strategic acquisitions to expand product offerings and market share.
- Development of innovative products and solutions for RVs.
- Growth in the RV aftermarket driven by increasing RV ownership.
What Are the Key Risks for LCII?
- Economic downturns impacting RV demand.
- Increased competition from other component manufacturers.
- Changes in consumer preferences and travel patterns.
- Regulatory changes affecting the RV industry.
- Fluctuations in raw material costs.
What Are the Growth Opportunities for LCII?
- Expansion into Adjacent Industries: LCI Industries has the opportunity to leverage its manufacturing capabilities and distribution network to expand into adjacent industries such as marine, manufactured housing, and commercial vehicles. These markets represent significant growth potential and diversification. The market size for these adjacent industries is estimated to be several billion dollars, offering substantial revenue opportunities for LCI. Timeline: Ongoing.
- Strategic Acquisitions: LCI Industries can pursue strategic acquisitions to expand its product portfolio, geographic reach, and market share. Acquisitions can provide access to new technologies, customers, and distribution channels. The company has a history of successful acquisitions and can continue to leverage this strategy to drive growth. Timeline: Ongoing.
- Product Innovation: Investing in research and development to develop innovative products and solutions for the RV and adjacent industries can drive growth. This includes developing lightweight materials, advanced electronic systems, and smart home technologies for RVs. The market for innovative RV components is growing rapidly, driven by consumer demand for enhanced comfort, convenience, and safety. Timeline: Ongoing.
- Aftermarket Expansion: Expanding the Aftermarket segment by increasing distribution channels, product offerings, and service capabilities can drive growth. This includes expanding online sales, partnering with more retail dealers, and offering mobile service solutions. The RV aftermarket is a large and growing market, driven by the increasing number of RVs on the road and the need for replacement parts and accessories. Timeline: Ongoing.
- International Expansion: Expanding into international markets can drive growth by tapping into new customer bases and revenue streams. This includes establishing manufacturing facilities, distribution centers, and sales offices in key international markets. The global RV market is growing, particularly in Europe and Asia, offering significant opportunities for LCI Industries. Timeline: Ongoing.
What Opportunities Does LCII Have?
- Expansion into adjacent industries such as marine and manufactured housing.
- Strategic acquisitions to expand product offerings and market share.
- Development of innovative products and solutions for RVs.
- Growth in the RV aftermarket driven by increasing RV ownership.
What Threats Does LCII Face?
- Economic downturns impacting RV demand.
- Increased competition from other component manufacturers.
- Changes in consumer preferences and travel patterns.
- Regulatory changes affecting the RV industry.
What Are LCII's Competitive Advantages?
- Established relationships with Original Equipment Manufacturers (OEMs) in the RV industry.
- Extensive distribution network in the Aftermarket segment.
- Broad product portfolio encompassing a wide range of RV components and accessories.
- Strong brand reputation for quality and reliability.
What Does LCII Do?
LCI Industries, formerly known as Drew Industries Incorporated, was founded in 1984 and is headquartered in Elkhart, Indiana. The company has evolved into a leading manufacturer and supplier of components for recreational vehicles (RVs) and adjacent industries. LCI operates through two primary segments: Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment produces a wide array of engineered components, including steel chassis, axles, suspension solutions, slide-out mechanisms, windows, doors, furniture, electronics, and appliances. These components are supplied to manufacturers of RVs, buses, trailers, trucks, boats, trains, and manufactured homes. The Aftermarket segment caters to retail dealers, wholesale distributors, and service centers, providing replacement parts, accessories, and components for RVs and other vehicles. This segment also handles insurance claims for replacement glass and awnings. LCI Industries' diverse product portfolio and extensive distribution network enable it to serve a broad customer base across the RV and adjacent industries, both domestically and internationally. The company changed its name to LCI Industries in December 2016 to better reflect its expanding product offerings and market reach.
What Products and Services Does LCII Offer?
- Manufactures steel chassis and related components for RVs.
- Provides axles and suspension solutions for recreational vehicles.
- Produces slide-out mechanisms and solutions for RVs.
- Offers thermoformed bath, kitchen, and other products for RV interiors.
- Supplies vinyl, aluminum, and frameless windows for RVs.
- Manufactures manual, electric, and hydraulic stabilizer and leveling systems.
- Provides entry, luggage, patio, and ramp doors for RVs.
- Offers furniture, mattresses, awnings, towing products, and electronic components.
How Does LCII Make Money?
- Manufactures and sells components to Original Equipment Manufacturers (OEMs) in the RV and adjacent industries.
- Supplies components and accessories to the Aftermarket through retail dealers, wholesale distributors, and service centers.
- Generates revenue from the sale of replacement parts and accessories for RVs and other vehicles.
What Industry Does LCII Operate In?
LCI Industries operates within the recreational vehicle (RV) industry, which is subject to cyclical trends and consumer spending patterns. The industry has experienced growth in recent years, driven by increased interest in outdoor recreation and travel. The competitive landscape includes other component manufacturers and suppliers. LCI Industries differentiates itself through its broad product portfolio, established relationships with OEMs, and extensive aftermarket distribution network. The company's ability to innovate and adapt to changing consumer preferences is crucial for maintaining its competitive edge.
Who Are LCII's Key Customers?
- Original Equipment Manufacturers (OEMs) of RVs, buses, trailers, trucks, boats, trains, manufactured homes, and modular housing.
- Retail dealers and wholesale distributors in the RV and adjacent industries.
- Service centers that provide maintenance and repair services for RVs and other vehicles.
ROE 15%Key Financial Metrics
Return on equity for LCI Industries stands at 14.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 6.3%, showing how much profit it generates from its asset base. LCII trades at a trailing price-to-earnings ratio of 8.92, below the Consumer Cyclical sector average of ~39x. Its free cash flow yield is 8.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.91 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 8.0%, the inverse of the P/E and a quick read on earnings relative to price.
LCI Industries (LCII) Valuation Context
Valued at $2.51B, LCII is classified as a mid-cap stock. Relative to its peer group, LCII's quantitative score of 68/100 is roughly in line with the peer average of 59/100.
Company Profile
LCI Industries operates in the Auto - Recreational Vehicles industry within the Consumer Cyclical sector. It is headquartered in Elkhart, US. The company is led by CEO Jason D. Lippert. LCII has traded publicly since 1985.
F-Score 7/9Financial Health
LCI Industries's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 3.36 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project LCI Industries revenue of about $4.25B for fiscal 2026, with EPS near $8.81. The estimate reflects 8 contributing analysts.
LCII Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- La reciente actividad de compra de acciones por parte de los insiders sugiere confianza en el futuro de la empresa.
- La comunidad ha mostrado un aumento en el sentimiento positivo, impulsado por el lanzamiento de nuevos productos.
- El enfoque en la sostenibilidad y la innovación ha resonado bien entre los consumidores y los inversores.
- Los desarrollos recientes en la cadena de suministro han mejorado la eficiencia operativa, lo que puede beneficiar a la empresa a largo plazo.
Bear Case
- A pesar de la actividad positiva, hay preocupaciones sobre la competencia creciente en el mercado de productos recreativos.
- El sentimiento de la comunidad ha mostrado cierta volatilidad, con algunos inversores expresando dudas sobre la dirección futura de la empresa.
- Los desafíos en la economía global podrían impactar negativamente en la demanda de productos de LCI Industries.
- Los informes recientes sobre costos de materiales en aumento han generado inquietud sobre los márgenes de beneficio.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
LCII Latest News
-
Wall Street's Most Accurate Analysts Spotlight On 3 Consumer Stocks Delivering High-Dividend Yields
benzinga · Jun 23, 2026
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Top 3 Consumer Stocks That May Explode In Q2
benzinga · Jun 12, 2026
LCII Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for LCII.
Price Targets
Consensus target: $153.00
LCII MoonshotScore
What does this score mean?
The MoonshotScore rates LCII's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest LCI Industries Analysis
Leadership: Jason D. Lippert
CEO
Jason D. Lippert serves as the CEO of LCI Industries, bringing extensive experience in the RV and manufacturing sectors. His career within LCI Industries has spanned various leadership roles, providing him with a deep understanding of the company's operations and strategic direction. Lippert's background includes a strong focus on operational efficiency, product innovation, and customer satisfaction. His leadership is characterized by a commitment to driving growth and creating value for shareholders. He manages a workforce of approximately 11,500 employees.
Track Record: Under Jason Lippert's leadership, LCI Industries has achieved significant milestones, including strategic acquisitions, product diversification, and expansion into new markets. He has overseen the company's growth in both the OEM and Aftermarket segments, driving revenue growth and profitability. Lippert has also focused on improving operational efficiency and implementing lean manufacturing principles. His strategic decisions have positioned LCI Industries as a leading player in the RV component manufacturing industry.
LCI Industries Consumer Cyclical Stock: Key Questions Answered
What does LCI Industries do?
LCI Industries manufactures and supplies a wide range of components for recreational vehicles (RVs) and adjacent industries. The company operates through two segments: Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment provides components such as chassis, axles, suspension systems, windows, doors, and furniture to RV manufacturers. The Aftermarket segment supplies replacement parts, accessories, and components to retail dealers, wholesale distributors, and service centers. LCI Industries serves a diverse customer base across the RV, marine, and manufactured housing industries.
What do analysts say about LCII stock?
Analyst consensus on LCII stock is mixed, with some analysts rating it as a 'hold' and others as a 'buy'. Key valuation metrics such as the P/E ratio and dividend yield are considered reasonable. Growth considerations include the company's ability to expand into adjacent industries, innovate new products, and manage raw material costs. Analysts also monitor the overall health of the RV industry and consumer spending patterns. Investors should conduct their own due diligence and consider their individual investment objectives before making any decisions.
What are the main risks for LCII?
The main risks for LCI Industries include economic downturns impacting RV demand, increased competition from other component manufacturers, changes in consumer preferences and travel patterns, and regulatory changes affecting the RV industry. Fluctuations in raw material costs and potential supply chain disruptions also pose risks to the company's profitability and operations. The cyclical nature of the RV industry makes LCI Industries vulnerable to economic cycles. Effective risk management and diversification strategies are crucial for mitigating these risks.
What is LCII's dividend and shareholder return track record?
LCI Industries has a history of increasing its dividend payout over the years, demonstrating a commitment to returning value to shareholders. The company's dividend yield of 3.87% is attractive compared to other companies in the consumer cyclical sector. LCI Industries also has a share buyback program in place, which can further enhance shareholder returns. The company's dividend growth history, payout ratio, and share buyback activity are important factors for investors to consider when evaluating the stock.
What are LCI Industries's strongest brands and market positions?
LCI Industries has established strong brands and market positions in the RV component manufacturing industry. The company's leading brands include Lippert, Taylor Made, and Lewmar. LCI Industries holds significant market share in key product categories such as chassis, axles, suspension systems, and windows. The company's brand loyalty is driven by its reputation for quality, reliability, and innovation. LCI Industries's strong brands and market positions provide a competitive advantage and contribute to its long-term success.
What are the key factors to evaluate for LCII?
LCI Industries (LCII) holds an AI score of 68/100 (moderate). P/E: 8.9x vs the S&P 500's ~20-25x. Analysts target $153.00 (+48%). Not financial advice.
How frequently does LCII data refresh on this page?
LCII prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven LCII's recent stock price performance?
LCI Industries (LCII) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified product portfolio serving both OEM and Aftermarket segments. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be based on individual research and risk tolerance.