LCI Industries (NYSE:LCII) Updates FY 2026 Earnings Guidance

LCI Industries (NYSE:LCII) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 8.250-8.750 for the period, compared to the consensus estimate of 8.810. The company issued revenue guidance of $3.9 billion-$4.1 billion, compared to the consensus revenue estimate of $4.2 billion.

LCI Industries Stock Down 0.8%

Shares of LCI Industries stock traded down $0.84 on Thursday, hitting $106.33. 147,758 shares of the company traded hands, compared to its average volume of 403,417. The company has a 50-day moving average price of $100.93 and a 200 day moving average price of $119.57. The company has a quick ratio of 1.20, a current ratio of 2.91 and a debt-to-equity ratio of 0.68. LCI Industries has a 12-month low of $84.33 and a 12-month high of $159.66. The company has a market cap of $2.58 billion, a PE ratio of 13.06 and a beta of 1.18.

LCI Industries (NYSE:LCII) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.57 by $0.13. The business had revenue of $1.06 billion during the quarter, compared to analyst estimates of $1.12 billion. LCI Industries had a return on equity of 14.03% and a net margin of 4.84%.LCI Industries’s quarterly revenue was down 12.6% compared to the same quarter last year. During the same period last year, the company earned $2.39 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-8.750 EPS. Sell-side analysts predict that LCI Industries will post 8.71 earnings per share for the current year.

LCI Industries Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, June 12th. Shareholders of record on Friday, May 29th were given a $1.15 dividend. This represents a $4.60 annualized dividend and a yield of 4.3%. The ex-dividend date of this dividend was Friday, May 29th. LCI Industries’s dividend payout ratio is presently 53.49%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Stifel Nicolaus cut their price target on LCI Industries from $137.00 to $130.00 and set a “buy” rating for the company in a research note on Thursday. BMO Capital Markets set a $118.00 price objective on LCI Industries in a report on Thursday. Wall Street Zen lowered shares of LCI Industries from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Roth Capital raised shares of LCI Industries from a “neutral” rating to a “buy” rating and set a $164.00 price objective on the stock in a research report on Wednesday, May 6th. Finally, Benchmark reduced their target price on shares of LCI Industries from $150.00 to $125.00 and set a “buy” rating for the company in a research note on Tuesday, June 23rd. Three research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, LCI Industries has a consensus rating of “Hold” and a consensus price target of $129.88.

Key Stories Impacting LCI Industries

Here are the key news stories impacting LCI Industries this week:

• Positive Sentiment: LCI reported second-quarter adjusted earnings of approximately $2.70 per share, exceeding the $2.57 analyst consensus and improving from $2.39 a year earlier. Net income rose 16%, while operating margin expanded to 9.9% from 7.9%. LCI Industries earnings report
• Positive Sentiment: The aftermarket segment delivered 10% sales growth to $293.9 million, helping offset weakness in the OEM business. LCI also reported $812 million in liquidity and announced a definitive all-stock merger agreement with Patrick Industries, which could create longer-term strategic and operating benefits. LCI Industries second-quarter results
• Positive Sentiment: Stifel Nicolaus maintained a Buy rating, although it reduced its price target from $137 to $130. The revised target still implies substantial upside from current trading levels. Stifel price target update
• Neutral Sentiment: The earnings call focused on the company’s outlook, cost controls, segment trends, and the planned Patrick Industries combination. Investors are likely to monitor merger execution and whether margin gains can continue while recreational-vehicle and related OEM demand remains soft. LCI Industries Q2 earnings call transcript
• Negative Sentiment: Quarterly revenue fell roughly 12.6% year over year and came in below expectations. OEM sales declined about 20% to $674.8 million, indicating continued pressure in LCI’s largest business area. LCI Industries key metrics
• Negative Sentiment: LCI’s fiscal 2026 guidance calls for earnings of $8.25–$8.75 per share and revenue of $3.9–$4.1 billion, below consensus estimates of $8.81 and $4.2 billion, respectively. The guidance reduction appears to be the primary reason investors remain cautious despite the earnings beat.
• Negative Sentiment: Recent insider activity has consisted entirely of sales, including share disposals by CEO Jason Lippert and other senior executives. While insider transactions may not reflect near-term fundamentals, the selling adds a modest negative signal.

Institutional Investors Weigh In On LCI Industries

A number of hedge funds have recently bought and sold shares of LCII. Global Retirement Partners LLC acquired a new position in shares of LCI Industries during the 4th quarter worth about $30,000. Northwestern Mutual Wealth Management Co. grew its holdings in LCI Industries by 358.8% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 624 shares of the company’s stock valued at $58,000 after buying an additional 488 shares during the last quarter. Kestra Advisory Services LLC bought a new position in LCI Industries in the 4th quarter worth approximately $64,000. EverSource Wealth Advisors LLC increased its position in LCI Industries by 57.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,172 shares of the company’s stock worth $107,000 after buying an additional 426 shares during the period. Finally, Simplex Trading LLC lifted its holdings in shares of LCI Industries by 228.8% during the fourth quarter. Simplex Trading LLC now owns 1,288 shares of the company’s stock worth $156,000 after buying an additional 2,288 shares during the last quarter. 99.71% of the stock is currently owned by institutional investors.

LCI Industries Company Profile

LCI Industries is a publicly traded manufacturer specializing in engineered components and systems for the recreation vehicle (RV), marine and housing industries. The company develops and supplies a diverse range of products designed to enhance comfort, convenience and functionality in mobile and leisure applications. LCI Industries serves original equipment manufacturers (OEMs) and aftermarket customers throughout North America.

The company’s core offerings include power conversion and control systems, slideout mechanisms, entry and docking products, seating and furniture solutions, as well as window and door assemblies.