LCII Earnings Prediction
The chart below shows how LCII performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LCII sees a -0.28% change in stock price 10 days leading up to the earnings, and a +1.52% change 10 days following the report. On the earnings day itself, the stock moves by -0.46%. This data can give you a slight idea of what to expect for the next quarter's release.
LCII Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
803.14M
-4.11%
-12.27%
Gross Margin
21.09%
9.67%
-12.23%
Operating Margin
2.01%
548.39%
-65.87%
Net Margin
1.19%
525.00%
-69.41%
EPS
0.37
511.11%
-73.38%
No Data Available
LCII Earnings Analysis
LCI Industries Corporation (LCII.N) Earnings Conference Call
Positive
Earnings Per Share Beat: LCI Industries reported a Q4 2024 EPS of $0.37, exceeding expectations of $0.31.
2024 Revenue Resilience: Full year revenue for 2024 was $3.7 billion, only down 1% year-over-year, showcasing resilience in a challenging market.
Net Sales Increase: RV OEM net sales increased by 7% to $1.7 billion for the full year, driven by market share gains across key product categories.
EBITDA Increase and Improvements: EBITDA for Q4 2024 rose by 29% to $46 million, supported by operational improvements and a significant decrease in interest expenses.
Debt Reduction and Cash Flow: The company reduced net debt to below 2x EBITDA, with operating cash flow of $370 million, positioning it well for future growth and acquisitions.
Negative
Decline in Net Sales: Consolidated net sales for Q4 2024 were $803 million, a decrease of 4% from Q4 2023, indicating persistent softness in retail demand across RV and marine markets.
OEM Q4 Sales Decline: OEM net sales for Q4 2024 were $621.6 million, down 6% from the same period in 2023, primarily driven by a 24% decrease in motor home wholesale shipments.
OEM Net Sales Decline: Adjacent industries OEM net sales for Q4 2024 were $245.5 million, down 9% year-over-year, largely due to lower sales to North American marine and utility trailer OEMs.
Adjacent Market Sales Decline: Sales to adjacent markets decreased 13% to $1.1 billion in 2024, primarily due to lower sales to North American marine and utility trailer OEMs, driven by current dealer inventory levels and inflation.
Aftermarket Sales Performance: Aftermarket sales were relatively flat at $881 million compared to the prior year, as gains in the automotive aftermarket were offset by lower RV and marine aftermarket demand.
LCII FAQs
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LCII Earning Call Sentiment
LCI Industries (NYSE:LCII) Q4 2024 Earnings Call Transcript
LCII.N
2.58%Positive
The company's earnings call shows strong earnings recovery, improved margins, and a 10% dividend increase, indicating confidence in financial health. Despite revenue declines, optimistic guidance on market recovery, retail demand, and M&A strategy suggests potential growth. The Q&A revealed management's cautious optimism and ability to mitigate tariff impacts. Given the market cap, these factors are likely to result in a positive stock price movement within the 2% to 8% range over the next two weeks.
