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Upturn AI SWOT - About
LCII 
LCI Industries (LCII)
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Upturn Advisory Summary
09/15/2025: 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 -24.37% | Avg. Invested days 40 | 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 09/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.43B USD | Price to earnings Ratio 16.78 | 1Y Target Price 104.75 |
Price to earnings Ratio 16.78 | 1Y Target Price 104.75 | ||
Volume (30-day avg) 9 | Beta 1.34 | 52 Weeks Range 70.60 - 123.69 | Updated Date 09/15/2025 |
52 Weeks Range 70.60 - 123.69 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 4.33% | 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 - | When - | Estimate - | Actual - |
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 16.78 | Forward PE 13.97 | Enterprise Value 3444360241 | Price to Sales(TTM) 0.63 |
Enterprise Value 3444360241 | Price to Sales(TTM) 0.63 | ||
Enterprise Value to Revenue 0.89 | Enterprise Value to EBITDA 9.79 | Shares Outstanding 24244300 | Shares Floating 23314515 |
Shares Outstanding 24244300 | Shares Floating 23314515 | ||
Percent Insiders 3.79 | Percent Institutions 112.22 |
Upturn AI SWOT
LCI Industries
Company Overview
History and Background
LCI Industries, formerly known as Lippert Components, was founded in 1956. It began as a supplier of metal stampings to the manufactured housing industry. Over the years, it has expanded its product offerings and markets through organic growth and strategic acquisitions, becoming a major supplier to the recreational vehicle (RV), marine, and adjacent industries.
Core Business Areas
- RV Segment: Supplies a broad array of components for RVs, including chassis, axles, suspension systems, windows, doors, furniture, electronics, and awnings.
- Marine Segment: Provides components for boats, including furniture, windows, doors, pontoon tubes, and electrical systems.
- Aftermarket Segment: Sells RV and marine aftermarket products directly to consumers and through dealers.
- Adjacent Industries Segment: Supplies components to other industries, such as housing, transportation, and industrial equipment.
Leadership and Structure
LCI Industries is led by a team of experienced executives. The company's organizational structure includes various business units focused on specific product lines and markets. Jason Lippert serves as the President and CEO.
Top Products and Market Share
Key Offerings
- Chassis and Suspension Systems: LCI is a leading supplier of chassis and suspension systems for RVs. Market share is estimated to be around 50% within the RV chassis market. Key competitors include Dexter Axle (a division of DexKo Global) and MORryde. Revenue is bundled within the RV Segment revenue.
- RV Furniture: LCI supplies furniture for RVs, including sofas, chairs, and beds. LCI's market share is significant, estimated to be around 40% in the OEM market. Key competitors include Villa International and other smaller regional manufacturers. Revenue is bundled within the RV Segment revenue.
- Awnings: LCI provides a wide range of awnings for RVs and campers. Market share is estimated at about 60%. Competitors include Carefree of Colorado and Dometic. Revenue is bundled within the RV Segment revenue.
- Marine Furniture: LCI supplies a furniture for Boats, including sofas, chairs, and beds. Market share is smaller than the RV market, estimated at about 15-20%. Key competitors include Veada Industries and Wise Boat Seats. Revenue is bundled within the Marine Segment revenue.
Market Dynamics
Industry Overview
The RV and marine industries are cyclical and affected by economic conditions, consumer confidence, and fuel prices. Demand is also driven by demographic trends and the increasing popularity of outdoor recreation. The adjacent industries segment is subject to varied macroeconomic trends depending on the industries they are serving, but is subject to economic headwinds.
Positioning
LCI Industries is a leading supplier in the RV and marine component markets, known for its wide product range, strong customer relationships, and operational efficiency. It has a competitive advantage through its scale and integrated supply chain.
Total Addressable Market (TAM)
The TAM for RV components is estimated to be several billion dollars annually. LCI Industries, with its broad product portfolio, is well-positioned to capture a significant portion of this market. The Marine component TAM is smaller, but still substantial, also in the billions. LCI's penetration into the Marine market represents future potential for growth.
Upturn SWOT Analysis
Strengths
- Leading market position in RV components
- Diversified product portfolio
- Strong customer relationships
- Integrated supply chain
- Experienced management team
- Strategic Acquisitions and Integrations
Weaknesses
- Cyclical exposure to the RV and marine industries
- Reliance on a few large customers
- Exposure to commodity price fluctuations
Opportunities
- Expanding into new markets and product categories
- Increasing aftermarket sales
- Benefiting from the growing popularity of RVing and boating
- Further acquisitions to broaden product range
Threats
- Economic downturns
- Increased competition
- Changes in consumer preferences
- Supply chain disruptions
- Rising labor costs
Competitors and Market Share
Key Competitors
- Dometic Group AB (DOM.ST)
- DexKo Global Inc. (Private)
- REV Group (REVG)
Competitive Landscape
LCI Industries benefits from its broader product range and greater vertical integration than some of its competitors. However, Dometic has a strong brand and global presence.
Major Acquisitions
ASA Electronics
- Year: 2021
- Acquisition Price (USD millions): 66.5
- Strategic Rationale: Expanded LCI's electronics offerings and market reach.
Fischer Furniture
- Year: 2023
- Acquisition Price (USD millions): 32.5
- Strategic Rationale: Expands LCI's footprint and product expansion into Marine seating.
Growth Trajectory and Initiatives
Historical Growth: LCI Industries has experienced strong growth over the past decade, driven by organic expansion and strategic acquisitions.
Future Projections: Analysts project continued growth for LCI Industries, supported by favorable industry trends and the company's strong market position. However, growth is expected to be lower than the previous two years due to macroeconomic concerns.
Recent Initiatives: LCI Industries has recently focused on expanding its product offerings, improving operational efficiency, and investing in new technologies.
Summary
LCI Industries is a strong company with a leading market position in the RV component industry and an expanding presence in marine. Its diverse product portfolio and strategic acquisitions have fueled growth, but its cyclical exposure to economic downturns remains a risk. Future growth relies on capitalizing on opportunities and managing competitive threats effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- LCI Industries Investor Relations
- SEC Filings
- Third-party Market Research Reports
- Analyst Estimates
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market conditions and company performance can change rapidly. Please conduct your own due diligence 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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