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Upturn AI SWOT - About
LCII 
LCI Industries (LCII)
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Upturn Advisory Summary
08/14/2025: 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 $104.75
1 Year Target Price $104.75
| 2 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -21.71% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.54B USD | Price to earnings Ratio 17.49 | 1Y Target Price 104.75 |
Price to earnings Ratio 17.49 | 1Y Target Price 104.75 | ||
Volume (30-day avg) 9 | Beta 1.25 | 52 Weeks Range 71.37 - 125.04 | Updated Date 08/15/2025 |
52 Weeks Range 71.37 - 125.04 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 4.27% | Basic EPS (TTM) 5.98 |
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 2025-08-05 | When - | Estimate 2.32 | Actual 2.39 |
Profitability
Profit Margin 3.93% | Operating Margin (TTM) 7.93% |
Management Effectiveness
Return on Assets (TTM) 4.83% | Return on Equity (TTM) 10.95% |
Valuation
Trailing PE 17.49 | Forward PE 19.61 | Enterprise Value 3547156001 | Price to Sales(TTM) 0.66 |
Enterprise Value 3547156001 | Price to Sales(TTM) 0.66 | ||
Enterprise Value to Revenue 0.92 | Enterprise Value to EBITDA 10.08 | Shares Outstanding 24244300 | Shares Floating 23306514 |
Shares Outstanding 24244300 | Shares Floating 23306514 | ||
Percent Insiders 3.79 | Percent Institutions 114.75 |
Upturn AI SWOT
LCI Industries
Company Overview
History and Background
LCI Industries, formerly known as 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), marine, and adjacent industries through organic growth and strategic acquisitions.
Core Business Areas
- OEM Segment: Supplies a broad array of components for recreational vehicles (RVs) and manufactured homes, including chassis, axles, windows, doors, and furniture.
- Aftermarket Segment: Provides parts and accessories for RVs, marine products, and other specialty vehicles through distribution networks and retail channels.
- Marine Segment: supplies parts for marine products such as boat interiors, covers and furniture.
Leadership and Structure
Jason Lippert serves as the CEO of LCI Industries. The company has a hierarchical organizational structure with various divisions focusing on specific product lines and market segments.
Top Products and Market Share
Key Offerings
- Aftermarket RV Awnings and Accessories: LCI provides RV awnings, furniture, and accessories through its aftermarket segment. Revenue from the segment is substantial, and the company enjoys a significant competitive advantage, especially with its direct-to-consumer sales. Competitors include Carefree of Colorado and Dometic.
- RV Chassis: LCI is a leading supplier of RV chassis. Market share estimates suggest LCI holds a significant portion of the North American RV chassis market, potentially exceeding 60%. Competitors include Dexter Axle, and MORryde.
- Marine Windows and Doors: LCI provides marine windows and doors. The company estimates it has 20% market share of the boat window and door segment. Competitors include Taylor Made.
Market Dynamics
Industry Overview
The RV and manufactured housing industries are cyclical, influenced by economic conditions, consumer confidence, and interest rates. Demand for RVs surged during the COVID-19 pandemic but has since moderated. The marine products sector is also seeing growth due to increased interest in boating and water activities.
Positioning
LCI Industries holds a strong position as a key supplier to RV and manufactured housing manufacturers. Its vertical integration and diverse product portfolio provide a competitive advantage.
Total Addressable Market (TAM)
The total addressable market (TAM) for RV components, marine components, and related aftermarket products is estimated to be in the tens of billions of dollars annually. LCI is well-positioned to capture a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Leading market share in RV components
- Diversified product portfolio
- Strong relationships with OEMs
- Vertical integration
- Established distribution network
Weaknesses
- Dependence on cyclical industries (RV and housing)
- Exposure to commodity price fluctuations
- Potential for supply chain disruptions
Opportunities
- Expansion into adjacent markets (e.g., specialty vehicles, international markets)
- Increased aftermarket sales through e-commerce and strategic partnerships
- Product innovation and new technology adoption
- Acquisitions of complementary businesses
Threats
- Economic downturns affecting RV and housing demand
- Increased competition from new entrants or existing players
- Changes in consumer preferences and RV usage patterns
- Rising material costs
Competitors and Market Share
Key Competitors
- DOOR
- PATK
- THO
- WGO
Competitive Landscape
LCI Industries competes primarily on product breadth, quality, and customer service. It has an advantage due to its vertical integration and established relationships with OEMs. Competitors may focus on specific product segments or regions.
Major Acquisitions
Lavanture Products Company
- Year: 2021
- Acquisition Price (USD millions): 156
- Strategic Rationale: The acquisition will expand LCI's product portfolio and manufacturing capabilities.
Trazcor
- Year: 2022
- Acquisition Price (USD millions): 30
- Strategic Rationale: The acquisition will expand LCI's product portfolio and manufacturing capabilities.
Growth Trajectory and Initiatives
Historical Growth: LCI Industries has experienced significant growth through organic initiatives and strategic acquisitions. Historical growth rates would be available in their annual reports.
Future Projections: Future growth projections would be based on analyst estimates and the company's strategic plans.
Recent Initiatives: Recent initiatives include expanding its product portfolio, investing in new technologies, and pursuing acquisitions to strengthen its market position.
Summary
LCI Industries is a strong player in the RV and marine components market, benefiting from its broad product portfolio and established OEM relationships. However, the company is subject to cyclical industry trends and faces risks related to material costs and competition. Strategic acquisitions and expansions into adjacent markets represent key growth opportunities. While reliant on the health of the RV market, it leverages its market share and integrated supply chain to maintain profitability and shareholder value.
Peer Comparison
Sources and Disclaimers
Data Sources:
- LCI Industries Investor Relations
- SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
The data and analysis provided are based on available information and are subject to change. It is not financial advice. Consult with a qualified financial advisor before making any investment decisions.
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.
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