LCII

LCI Industries

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Advanced Chart

107.410

+5.8(5.708%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

108.630

Open

102.210

VWAP

107.32

Vol

397.40K

Mkt Cap

2.60B

Low

101.250

Amount

42.65M

EV/EBITDA(TTM)

8.73

Total Shares

25.45M

3.22B

EV/OCF(TTM)

9.47

P/S(TTM)

0.67

LCI Industries, through its wholly owned subsidiary, Lippert Components, Inc. (Lippert), and its subsidiaries are engaged in supplying engineered components to the outdoor recreation and transportation markets. In addition to serving original equipment manufacturers (OEMs), it also caters to aftermarket needs, selling through retail dealers, wholesale distributors, and service centers, as well as directly to consumers online. Its OEM segment manufactures and distributes an array of engineered components for the OEMs of recreational vehicles and adjacent industries, including boats; buses; trailers used to haul boats, livestock, equipment and other cargo; trucks; trains; and modular housing. Its Aftermarket segment supplies many of its engineered components to the related aftermarket channels of the recreation and transportation markets. Its portfolio includes chassis and suspension solutions, and outdoor living systems, among others. It also provides transportation seating solutions.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q1

FY2025Q4

FY2025Q3

1.07B

+2.15%

2.206

+13.7%

837.44M

+4.27%

0.433

+17.12%

963.96M

+5.29%

1.443

+3.84%

Estimates Revision

The market is revising Downward the revenue expectations for LCI Industries (LCII) for FY2025, with the revenue forecasts being adjusted by -0.02% over the past three months. During the same period, the stock price has changed by 22.82%.

Revenue Estimates for FY2025

Revise Downward

-0.02%

In Past 3 Month

EPS Estimates for FY2025

No Change

0.00%

In Past 3 Month

Stock Price

Go Up

+22.82%

In Past 3 Month

5 Analyst Rating

-8.20% Downside

Wall Street analysts forecast LCII stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LCII is 98.60 USD with a low forecast of 80.00 USD and a high forecast of 130.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

1 Buy

3 Hold

1 Sell

Hold

-8.20% Downside

Current: 107.410

Low

80.00

Averages

98.60

High

130.00

-8.20% Downside

Current: 107.410

Low

80.00

Averages

98.60

High

130.00

BMO Capital

Underperform

maintain

$80 -> $85

2025-08-06

Reason

BMO Capital

Price Target

$80 -> $85

2025-08-06

maintain

Underperform

Reason

BMO Capital raised the firm's price target on LCI Industries to $85 from $80 and keeps an Underperform rating on the shares. The company's Q2 came in better than expected with organic content growth and pricing offsetting ongoing unfavorable mix and tariff headwinds, the analyst tells investors in a research note.

Truist

Michael Swartz

Hold

maintain

$80 -> $88

2025-06-03

Reason

Truist

Michael Swartz

Price Target

$80 -> $88

2025-06-03

maintain

Hold

Reason

Truist analyst Michael Swartz raised the firm's price target on LCI Industries to $88 from $80 and keeps a Hold rating on the shares as part of a broader research note on RV names. The macro/tariff uncertainty has muted consensus expectations for FY25, but the recent dealer conversations were "remarkably resilient" relative to the firm's February survey, underpinned by a "status quo" demand backdrop through May, improving unit margins, and tamer-than-feared model-year 2026 pricing, the analyst tells investors in a research note.

Roth Capital

Neutral

downgrade

$111 -> $100

2025-05-12

Reason

Roth Capital

Price Target

$111 -> $100

2025-05-12

downgrade

Neutral

Reason

Roth Capital lowered the firm's price target on LCI Industries to $100 from $111 and keeps a Neutral rating on the shares. The company's Q1 saw a large out-performance compared to consensus estimates from better sales and operating margin, but uncertainty persists as tariffs create a challenging cost narrative for the second half and into FY26, the analyst tells investors in a research note. LCI Industries plans to achieve its cost-cutting target and mitigate most tariff impacts, though the firm remains cautious about the impact that levies will have on consumer demand, Roth added.

Truist Securities

Michael Swartz

Hold

Maintains

$108 → $80

2025-04-14

Reason

Truist Securities

Michael Swartz

Price Target

$108 → $80

2025-04-14

Maintains

Hold

Reason

Truist analyst Michael Swartz lowered the firm's price target on LCI Industries to $80 from $108 and keeps a Hold rating on the shares as part of a broader research note on Leisure Products, Leisure Facilities, and Recreational Vehicles. The firm notes that given the ongoing tariff and macro uncertainty, the Recreation & Leisure space is likely to remain volatile in the near term, though the recent selloff appears to have largely discounted potential tariff risks, the analyst tells investors in a research note. Truist adds however that there could be further downside to the group of as much as 20%-30% in the event of a deeper consumer downturn.

Baird

Craig Kennison

Buy

Hold

Downgrades

$130 → $100

2025-04-04

Reason

Baird

Craig Kennison

Price Target

$130 → $100

2025-04-04

Downgrades

Buy

Hold

Reason

Baird downgraded LCI Industries to Neutral from Outperform with a price target of $100, down from $130. The firm reset its rating baseline, with Neutral as the default setting for its powersports coverage. Trade policy has "upended trading patterns," and the right move "is to protect dry powder for our best shots when the fog clears," the analyst tells investors in a research note. The firm says tariffs threaten to upend the powersports ecosystem, "rekindling retaliatory tariffs and an affordability crisis - potentially forcing uncomfortable structural change on survivors." Baird moved to Neutral on a handful of stocks pending better visibility into the implications of "aggressive" trade policy.

Truist Securities

Michael Swartz

Hold

Maintains

$102 → $108

2025-02-10

Reason

Truist Securities

Michael Swartz

Price Target

$102 → $108

2025-02-10

Maintains

Hold

Reason

Truist raised the firm's price target on LCI Industries to $108 from $102 and keeps a Hold rating on the shares as part of a broader research note on Recreational Vehicles. Following a "tumultuous" three-year stretch, the recent conversations with dealers suggest that an industry-wide demand/earnings recovery has finally arrived, the analyst tells investors in a research note. This is also supported by improved demand signals, healthier margins and cash generation, and a broader restocking posture, indicating that FY25/FY26 Street numbers could ultimately prove "conservative", Truist added.

See All Ratings

Valuation Metrics

The current forward P/E ratio for LCI Industries (LCII.N) is 15.35, compared to its 5-year average forward P/E of 17.66. For a more detailed relative valuation and DCF analysis to assess LCI Industries 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

17.66

Current PE

15.35

Overvalued PE

27.46

Undervalued PE

7.87

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

9.50

Current EV/EBITDA

9.19

Overvalued EV/EBITDA

11.73

Undervalued EV/EBITDA

7.28

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

0.72

Current PS

0.61

Overvalued PS

0.83

Undervalued PS

0.61