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Upturn AI Summary - About
LCI Industries(LCII)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LCII
09/25/2026: LCII (1-star) is currently NOT-A-BUY. Pass it for now.
LCI Industries is a leading manufacturer of components for the RV and marine industries, known for its extensive product catalog and strong OEM relationships. The company's business model benefits from a robust aftermarket segment that provides more consistent revenue than its cyclical OEM manufacturing business. Its primary growth opportunity lies in diversifying into residential housing and adjacent transportation markets to reduce cyclicality. Key risks include exposure to volatile interest rates and raw material price fluctuations, which can impact profitability. The stock may suit investors looking for value in cyclical industries who also appreciate a consistent dividend, though it requires monitoring of macro RV shipment data.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is largely tied to cyclical industry trends rather than secular, high-growth technology drivers. |
| Momentum investor | Mixed fit | Performance is highly conditional on macro RV shipment cycles and interest rate environments. |
| Value investor | Strong fit | The stock often trades at valuations that reflect cyclical downturns, potentially offering value for long-term investors. |
| Dividend investor | Strong fit | The company maintains a reliable dividend program suitable for income-focused portfolios. |
| Low-risk investor | Weak fit | Exposure to cyclical consumer industries makes this stock more volatile than defensive assets. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Cyclical nature of RV demand leads to significant price swings. |
| Valuation risk | Medium | Market sentiment shifts quickly based on macroeconomic forecasts. |
| Competition risk (OEM component supply) | Medium | Facing intense competition from diversified suppliers like Patrick Industries. |
| Business quality | Medium / high | Strong franchise in RV components tempered by cyclical risks. |
| Dividend income | Medium | Dividend sustainability depends on managing cash flows through industry cycles. |
| Execution risk | Medium | Successful integration of acquired companies is key to sustaining margins. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -11.04% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.05B USD | Price to earnings Ratio 9.79 | 1Y Target Price 127.7 |
Price to earnings Ratio 9.79 | 1Y Target Price 127.7 | ||
Volume (30-day avg) 305.3K shares | Beta 1.18 | 52 Weeks Range 80.98 - 154.85 | Updated Date 09/26/2026 |
52 Weeks Range 80.98 - 154.85 | Updated Date 09/26/2026 | ||
Dividends yield (FY) 5.51% | Basic EPS (TTM) 8.63 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Original Equipment Manufacturing | Supplying chassis, doors, windows, and slide-outs to RV and marine manufacturers. | The company makes money when RVs and boats are being built and shipped. |
| Aftermarket | Selling replacement parts, upgrades, and accessories to dealers and retail consumers. | This provides a more stable revenue stream that continues even when new manufacturing slows. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 9.79 | Forward PE 9.46 | Enterprise Value 3.00B | Price to Sales(TTM) 0.51 |
Enterprise Value 3.00B | Price to Sales(TTM) 0.51 | ||
Enterprise Value to Revenue 0.74 | Enterprise Value to EBITDA 6.76 | Shares Outstanding 24.31M | Shares Floating 23.44M |
Shares Outstanding 24.31M | Shares Floating 23.44M | ||
Percent Insiders 3.52 | Percent Institutions 111.47 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About LCI Industries
Exchange NYSE | Headquarters Elkhart, IN, United States | ||
IPO Launch date 1989-05-03 | Interim CEO & Director Mr. John A. Sirpilla | ||
Sector Consumer Cyclical | Industry Recreational Vehicles | Full time employees 12300 | Website https://corporate.lippert.com |
Full time employees 12300 | Website https://corporate.lippert.com | ||
LCI Industries, together with its subsidiaries, manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates through two segments, Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis, axles, anti-lock braking systems, and suspension systems; manual, electric, and hydraulic stabilizer and leveling systems; awnings, slide-out mechanisms, and accessories; vinyl, aluminum, and frameless windows; entry, luggage, patio, and ramp doors; electric and manual entry steps and awnings; thermoformed bath and kitchen products; furniture, mattresses, tankless water heaters, air conditioners, appliances, electronic components, televisions, and sound systems; windshields; and hitches, pin boxes, grill guards, towing electrical, and towing and truck accessories. This segment serves OEMs of RVs and adjacent industries, including boats, buses, cargo and utility trailers used to haul boats, livestock, equipment, and other cargo; trucks; trains; manufactured homes; and modular housing. The Aftermarket segment supplies engineered components to aftermarket channels of the recreation and transportation markets for retail dealers, wholesale distributors, and service centers, as well as direct-to-consumer sales through online platforms. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, fenders, towing products, truck accessories, appliances, air conditioners, televisions, sound systems, and tankless water heaters. LCI Industries was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. The company was founded in 1956 and is headquartered in Elkhart, Indiana.
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