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Upturn AI SWOT - About
LCII 
LCI Industries (LCII)
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Upturn Advisory Summary
06/30/2025: 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $102.12
1 Year Target Price $102.12
| 2 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -31.75% | Avg. Invested days 32 | 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 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.32B USD | Price to earnings Ratio 15.07 | 1Y Target Price 102.12 |
Price to earnings Ratio 15.07 | 1Y Target Price 102.12 | ||
Volume (30-day avg) 9 | Beta 1.26 | 52 Weeks Range 71.37 - 125.04 | Updated Date 06/30/2025 |
52 Weeks Range 71.37 - 125.04 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 5.00% | Basic EPS (TTM) 6.1 |
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 4.08% | Operating Margin (TTM) 7.78% |
Management Effectiveness
Return on Assets (TTM) 4.97% | Return on Equity (TTM) 11.44% |
Valuation
Trailing PE 15.07 | Forward PE 17.21 | Enterprise Value 3264946745 | Price to Sales(TTM) 0.61 |
Enterprise Value 3264946745 | Price to Sales(TTM) 0.61 | ||
Enterprise Value to Revenue 0.85 | Enterprise Value to EBITDA 9.16 | Shares Outstanding 25237700 | Shares Floating 24305127 |
Shares Outstanding 25237700 | Shares Floating 24305127 | ||
Percent Insiders 3.6 | Percent Institutions 109.42 |
Analyst Ratings
Rating 3 | Target Price 102.12 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 5 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
LCI Industries
Company Overview
History and Background
LCI Industries, formerly Drew Industries, was founded in 1969. Initially focused on aluminum products, it expanded into a leading supplier of components for the recreational vehicle (RV) and manufactured housing industries. Key milestones include strategic acquisitions and product diversification.
Core Business Areas
- RV Segment: Supplies a broad array of components for recreational vehicles, including chassis, axles, windows, doors, furniture, and electronic components.
- Marine Segment: Offers components for boats, including furniture, seating, windows, and other accessories.
- Aftermarket Segment: Provides aftermarket parts and accessories for RVs and boats.
- Adjacent Industries: Serves industries such as cargo and equestrian trailers, buses and heavy trucks, and other general industrial markets.
Leadership and Structure
Jason Lippert is the CEO. The company has a standard corporate structure with a board of directors and various executive leadership positions overseeing different business units.
Top Products and Market Share
Key Offerings
- Chassis and Axles: LCI is a major provider of chassis and axles for RVs. They have a strong market share in this area, estimated to be around 40-50%. Competitors include Dexter Axle and AL-KO.
- Windows and Doors: LCI supplies windows and doors for RVs and boats. They compete with companies like Kinro and Hehr International. Market share is estimated at 30-40%.
- Furniture and Seating: LCI manufactures furniture and seating for RVs and boats. Competitors include Villa International. Market share estimated around 20-30%.
Market Dynamics
Industry Overview
The RV industry is cyclical and influenced by economic conditions, consumer confidence, and fuel prices. The marine industry is also subject to economic fluctuations and consumer spending habits. The aftermarket segment is generally more stable.
Positioning
LCI Industries is a leading supplier of components to the RV and marine industries, with a strong focus on innovation and customer service. Its competitive advantages include a broad product portfolio, strong relationships with OEMs, and a robust distribution network.
Total Addressable Market (TAM)
The total addressable market for RV and marine components is estimated to be in the billions of dollars annually. LCI Industries is positioned to capture a significant share of this market through its diverse product offerings and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Broad product portfolio
- Strong relationships with OEMs
- Extensive distribution network
- Innovation in product development
- Leading market position in RV components
Weaknesses
- Cyclical nature of the RV and marine industries
- Dependence on a few large customers
- Exposure to commodity price fluctuations
- Potential for product liability claims
Opportunities
- Expansion into new markets and industries
- Increased demand for aftermarket products
- Growing popularity of RVs and boats
- Strategic acquisitions to expand product offerings
- Development of new technologies and products
Threats
- Economic downturns
- Increased competition
- Changes in consumer preferences
- Rising raw material costs
- Government regulations
Competitors and Market Share
Key Competitors
- Patrick Industries (PATK)
- Thor Industries (THO)
- Winnebago Industries (WGO)
Competitive Landscape
LCI Industries is a leading player in the RV and marine components market. It competes with other suppliers based on product quality, price, innovation, and customer service. LCI has advantages from its scale and diverse product range, but some competitors might have focus on specific market niches.
Major Acquisitions
ASA Electronics
- Year: 2021
- Acquisition Price (USD millions): 66.5
- Strategic Rationale: Expands LCI's electronics offerings for the RV, marine, and commercial vehicle markets.
Growth Trajectory and Initiatives
Historical Growth: LCI Industries has experienced strong growth over the past decade, driven by acquisitions, product innovation, and the increasing popularity of RVs and boats.
Future Projections: Future Projections unavailable for direct insertion. Please refer to analyst reports on LCI Industries for detailed analysis of future projections.
Recent Initiatives: Recent Initiatives include acquisitions of companies in related industries, expansion of its product portfolio, and investments in new technologies.
Summary
LCI Industries is a leading supplier to the RV and marine industries, benefiting from a broad product portfolio and strong OEM relationships. Its cyclical nature and reliance on a few key customers present challenges. Strategic acquisitions and continued product innovation are key to future growth. Monitoring economic conditions and competitive pressures is crucial.
Peer Comparison
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 financial advice. Market share data is based on estimates and may vary. Investors should conduct their own research and 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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