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LCII 
LCI Industries (LCII)
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Upturn Advisory Summary
12/30/2025: 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
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 -19.55% | Avg. Invested days 41 | 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 12/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.00B USD | Price to earnings Ratio 17.3 | 1Y Target Price 115.11 |
Price to earnings Ratio 17.3 | 1Y Target Price 115.11 | ||
Volume (30-day avg) 9 | Beta 1.32 | 52 Weeks Range 69.90 - 125.00 | Updated Date 12/30/2025 |
52 Weeks Range 69.90 - 125.00 | Updated Date 12/30/2025 | ||
Dividends yield (FY) 3.72% | Basic EPS (TTM) 7.15 |
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 4.49% | Operating Margin (TTM) 7.28% |
Management Effectiveness
Return on Assets (TTM) 5.26% | Return on Equity (TTM) 12.89% |
Valuation
Trailing PE 17.3 | Forward PE 15.75 | Enterprise Value 3993351817 | Price to Sales(TTM) 0.75 |
Enterprise Value 3993351817 | Price to Sales(TTM) 0.75 | ||
Enterprise Value to Revenue 1 | Enterprise Value to EBITDA 10.2 | Shares Outstanding 24198010 | Shares Floating 23269774 |
Shares Outstanding 24198010 | Shares Floating 23269774 | ||
Percent Insiders 3.8 | Percent Institutions 110.24 |
Upturn AI SWOT
LCI Industries
Company Overview
History and Background
LCI Industries (NYSE: LII) was founded in 1954. It has evolved from a small, regional supplier to a diversified manufacturer serving the recreational vehicle (RV), marine, automotive, and industrial markets. Key milestones include significant acquisitions that expanded its product portfolio and market reach.
Core Business Areas
- RV and Marine Components: LCI Industries manufactures a wide range of components for the RV and marine industries, including chassis, frames, entry doors, windows, slide-out mechanisms, towing products, and interior components like furniture and appliances. This segment is a primary driver of the company's revenue.
- Automotive Components: The company produces various components for the automotive sector, focusing on specialized needs and aftermarket solutions. This segment leverages LCI's manufacturing expertise and supply chain capabilities.
- Industrial and Other Products: This segment encompasses a variety of manufactured goods for industrial applications, including material handling equipment, specialized tools, and other custom-engineered products. It diversifies LCI's revenue streams.
Leadership and Structure
LCI Industries is led by a seasoned management team with extensive experience in manufacturing and operations. The company is structured around its core business segments, with dedicated leadership for each area to ensure focused strategy and execution. Specific leadership details (CEO, CFO, etc.) can be found on the company's investor relations website.
Top Products and Market Share
Key Offerings
- Description: Manufactures the foundational structural components for recreational vehicles. LCI is a leading supplier in this segment. Competitors include Norcraft Companies and Lippert Components (a segment of LCI itself, indicating a strong internal position).
- Product Name 1: RV Chassis and Frames
- Description: Supplies a broad range of entry doors and windows specifically designed for RVs, offering durability and aesthetic appeal. LCI holds a significant market share. Competitors include Fleetwood RV and Kinro.
- Product Name 2: RV Entry Doors and Windows
- Description: Provides the sophisticated systems that allow RVs to extend their living space. This is a critical component for modern RVs, and LCI is a major player. Competitors include Power Gear and Schwintek (also part of LCI).
- Product Name 3: Slide-Out Mechanisms
- Description: Offers a variety of towing solutions for RVs and trailers, including hitches, suspension systems, and braking components. Competitors include Dexter Axle and Reese.
- Product Name 4: Towing Products
Market Dynamics
Industry Overview
LCI Industries operates within the outdoor recreation, automotive, and industrial manufacturing sectors. The RV and marine industries are cyclical and influenced by consumer discretionary spending, interest rates, and economic conditions. The automotive sector is driven by new vehicle production and aftermarket demand.
Positioning
LCI Industries is a leading, vertically integrated supplier to the RV and marine industries, known for its extensive product portfolio, manufacturing scale, and strategic acquisitions. Its competitive advantages include strong customer relationships, a broad distribution network, and cost efficiencies gained through vertical integration.
Total Addressable Market (TAM)
The total addressable market for RV components is substantial, driven by new RV production and the aftermarket. While precise TAM figures fluctuate, the RV industry alone represents billions of dollars in component sales annually. LCI is a dominant player within this TAM, particularly in North America.
Upturn SWOT Analysis
Strengths
- Dominant market share in key RV and marine component segments.
- Vertically integrated manufacturing capabilities.
- Diversified product portfolio across multiple industries.
- Strong track record of successful acquisitions and integration.
- Extensive dealer and OEM relationships.
Weaknesses
- Cyclicality of the RV and marine industries can impact revenue and profitability.
- Reliance on a few large customers in certain segments.
- Potential for supply chain disruptions impacting production.
- Integration challenges with new acquisitions.
Opportunities
- Growth in the outdoor recreation market and increased RV ownership.
- Expansion into international markets.
- Acquisition of complementary businesses to further diversify or strengthen market position.
- Development of new, innovative products to meet evolving consumer demands.
- Leveraging technology to improve manufacturing efficiency and customer service.
Threats
- Economic downturns leading to reduced consumer spending on recreational vehicles.
- Increased competition from existing players and new entrants.
- Rising raw material costs and labor shortages.
- Changes in consumer preferences or lifestyle trends affecting demand for RVs and boats.
- Regulatory changes impacting manufacturing or product standards.
Competitors and Market Share
Key Competitors
- Dometic Group AB (publ) (DOM:FN)
- Thor Industries, Inc. (THO)
- Forest River, Inc. (Private)
- Winnebago Industries, Inc. (WGO)
Competitive Landscape
LCI Industries holds a leading position due to its broad product range and vertical integration, particularly in RV components. Competitors like Thor and Winnebago are OEM manufacturers that also produce some in-house components, creating a complex competitive dynamic. Dometic offers a strong range of RV appliances and accessories. LCI's advantage lies in its comprehensive offering of structural and functional components for RVs.
Major Acquisitions
Duo Form
- Year: 2023
- Acquisition Price (USD millions): 100
- Strategic Rationale: Acquisition of Duo Form strengthened LCI's offering in specialized RV interior and exterior components, expanding its product portfolio and manufacturing capabilities in a key growth area.
Lippert Components, Inc.
- Year: 2018
- Acquisition Price (USD millions):
- Strategic Rationale: This was a significant transformative acquisition that significantly expanded LCI's presence and product offerings in the RV, marine, and manufactured housing industries. It became a cornerstone of the company's current structure and market leadership.
Growth Trajectory and Initiatives
Historical Growth: LCI Industries has exhibited strong historical growth, driven by a combination of organic expansion within its core markets and a consistent strategy of acquiring complementary businesses. This has allowed the company to expand its product offerings and geographic reach.
Future Projections: Analyst projections for LCI Industries are generally positive, anticipating continued revenue growth driven by the outdoor recreation sector and potential market share gains. Future growth is expected to be supported by further strategic acquisitions and innovation in its product lines.
Recent Initiatives: Recent initiatives have focused on expanding manufacturing capacity, optimizing supply chain logistics, and integrating newly acquired businesses to realize synergies. The company also continues to invest in product development to enhance its competitive edge.
Summary
LCI Industries is a robust manufacturer with a dominant position in the RV and marine component markets, driven by strategic acquisitions and vertical integration. Its diversified product lines and strong customer relationships provide resilience. While exposed to industry cyclicality, its consistent growth and strong financial performance indicate a healthy operational foundation. Continued focus on innovation and market expansion will be key to navigating future challenges.
Similar Stocks
Sources and Disclaimers
Data Sources:
- LCI Industries Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Market Research Reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Market share data is estimated and may vary depending on the reporting source and methodology. Financial data is based on publicly available information and may be subject to change. Investors should conduct their 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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