Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
LCII 
LCI Industries (LCII)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/03/2025: LCII (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $115.11
1 Year Target Price $115.11
| 2 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -25.01% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.83B USD | Price to earnings Ratio 15.97 | 1Y Target Price 115.11 |
Price to earnings Ratio 15.97 | 1Y Target Price 115.11 | ||
Volume (30-day avg) 9 | Beta 1.33 | 52 Weeks Range 69.90 - 118.26 | Updated Date 12/3/2025 |
52 Weeks Range 69.90 - 118.26 | Updated Date 12/3/2025 | ||
Dividends yield (FY) 4.02% | Basic EPS (TTM) 7.32 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-04 | When Before Market | Estimate 1.44 | Actual 1.97 |
Profitability
Profit Margin 4.49% | Operating Margin (TTM) 7.28% |
Management Effectiveness
Return on Assets (TTM) 5.26% | Return on Equity (TTM) 12.89% |
Valuation
Trailing PE 15.97 | Forward PE 14.53 | Enterprise Value 3765406562 | Price to Sales(TTM) 0.71 |
Enterprise Value 3765406562 | Price to Sales(TTM) 0.71 | ||
Enterprise Value to Revenue 0.94 | Enterprise Value to EBITDA 9.62 | Shares Outstanding 24198010 | Shares Floating 23269774 |
Shares Outstanding 24198010 | Shares Floating 23269774 | ||
Percent Insiders 3.8 | Percent Institutions 109.89 |
Upturn AI SWOT
LCI Industries
Company Overview
History and Background
LCI Industries, formerly Drew Industries, was founded in 1969. It initially focused on supplying components to the manufactured housing industry. Over time, it expanded into the recreational vehicle (RV) and marine markets through strategic acquisitions and organic growth.
Core Business Areas
- RV Segment: Supplies a broad array of components for recreational vehicles, including chassis, axles, suspension, windows, doors, furniture, and electronics.
- Marine Segment: Provides components for boats and other marine vehicles, such as seating, furniture, windows, and electrical systems.
- Aftermarket Segment: This segment caters to the aftermarket RV market, providing replacement parts, accessories, and service solutions.
- Adjacent Industries Segment: Provides similar products in related industries, such as specialty vehicles, buses, and manufactured housing.
Leadership and Structure
Jason Lippert serves as the CEO. The company has a traditional corporate structure with a board of directors overseeing the management team. The operating segments are organized to serve specific industries.
Top Products and Market Share
Key Offerings
- Chassis and Axles: LCI Industries is a leading supplier of chassis and axles for RVs. They have an estimated 40-50% market share in the RV chassis market. Competitors include Dexter Axle and MORryde.
- Windows and Doors: The company manufactures and supplies windows and doors for RVs and boats. Market share estimated at 30-40%. Competitors include Kinro Manufacturing and Hehr International.
- Furniture and Seating: Provides furniture and seating solutions for RVs, marine vehicles, and manufactured homes. No specific market share data available. Competitors include Villa International and Flexsteel Industries.
- Electronics and Appliances: Supplies electronic components, appliances, and control systems for RVs and boats. No specific market share data available. Competitors include Furrion and Dometic.
Market Dynamics
Industry Overview
The RV and marine industries are cyclical and sensitive to economic conditions. Growth is influenced by consumer spending, interest rates, and demographic trends. The aftermarket segment provides more stable revenue stream.
Positioning
LCI Industries is a leading supplier of components to the RV and marine industries. Its competitive advantages include its broad product portfolio, established customer relationships, and efficient manufacturing operations.
Total Addressable Market (TAM)
The TAM for RV and marine components is estimated to be in the billions of dollars annually. LCI Industries is well-positioned to capture a significant share of this market through organic growth and acquisitions.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Strong customer relationships
- Efficient manufacturing operations
- Established brand reputation
- Active acquisition strategy
Weaknesses
- Cyclicality of the RV and marine industries
- Dependence on OEM sales
- Exposure to commodity price fluctuations
- Potential integration risks from acquisitions
Opportunities
- Expanding into adjacent markets (e.g., specialty vehicles)
- Increasing aftermarket sales
- Developing innovative products and technologies
- Acquiring complementary businesses
- Capitalizing on the growing popularity of RVing
Threats
- Economic downturns
- Increased competition
- Changes in consumer preferences
- Supply chain disruptions
- Rising raw material costs
Competitors and Market Share
Key Competitors
- Dometic Group (DOM.ST)
- Patrick Industries (PATK)
- THOR Industries (THO)
Competitive Landscape
LCI Industries competes with other component suppliers based on price, quality, and innovation. Its broad product portfolio and established customer relationships provide a competitive advantage.
Major Acquisitions
ASA Electronics
- Year: 2021
- Acquisition Price (USD millions): 73.8
- Strategic Rationale: Expanded LCI's electronics offerings and customer base.
Growth Trajectory and Initiatives
Historical Growth: Data not available for current output.
Future Projections: Data not available for current output.
Recent Initiatives: LCI Industries has been actively pursuing acquisitions to expand its product portfolio and market reach. It has also invested in new technologies and manufacturing processes to improve efficiency and innovation.
Summary
LCI Industries is a significant player in the RV and marine component markets, benefiting from its diversified product portfolio and strong customer relationships. Its financial performance is susceptible to cyclicality within these industries. The company actively pursues strategic acquisitions to bolster growth, but needs to cautiously integrate these acquisitions for optimal efficiency. Economic downturns and supply chain vulnerabilities should be continuously monitored.
Similar Stocks
Sources and Disclaimers
Data Sources:
- LCI Industries Investor Relations
- SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Financial data is subject to change.
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.
About LCI Industries
Exchange NYSE | Headquaters Elkhart, IN, United States | ||
IPO Launch date 1989-05-03 | CEO, President & Director Mr. Jason D. Lippert | ||
Sector Consumer Cyclical | Industry Recreational Vehicles | Full time employees 11500 | Website https://corporate.lippert.com |
Full time employees 11500 | 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; 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. The company was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. LCI Industries was founded in 1956 and is headquartered in Elkhart, Indiana.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.