Earnings summaries and quarterly performance for LCI INDUSTRIES.
Executive leadership at LCI INDUSTRIES.
Jason Lippert
Detailed
President and Chief Executive Officer
CEO
AN
Andrew Namenye
Detailed
Executive Vice President, Chief Legal Officer, and Corporate Secretary
JS
Jamie Schnur
Detailed
Group President - Aftermarket
LE
Lillian Etzkorn
Detailed
Executive Vice President and Chief Financial Officer
RS
Ryan Smith
Detailed
Group President - North America
Board of directors at LCI INDUSTRIES.
Research analysts who have asked questions during LCI INDUSTRIES earnings calls.
TT
Tristan Thomas-Martin
BMO Capital Markets
4 questions for LCII
Also covers: BC, CWH, DOOO +6 more
CK
Craig Kennison
Robert W. Baird & Co. Incorporated
3 questions for LCII
Also covers: BC, CPRT, CWH +15 more
JA
Joseph Altobello
Raymond James & Associates, Inc.
3 questions for LCII
Also covers: BC, BRCC, CWH +16 more
Michael Swartz
Truist Securities
3 questions for LCII
Also covers: BC, CWH, FOXF +11 more
Scott Stember
ROTH MKM
3 questions for LCII
Also covers: AZO, BC, CWH +9 more
BR
Brandon Rollé
D.A. Davidson
2 questions for LCII
Also covers: CWH, DOOO, HOG +5 more
DM
Daniel Moore
CJS Securities, Inc.
2 questions for LCII
Also covers: BOWL, CHB, CVCO +18 more
DM
Dan Moore
B. Riley Securities
2 questions for LCII
Also covers: CHB, CVCO, CVLG +20 more
FW
Frederick Wightman
Wolfe Research, LLC
2 questions for LCII
Also covers: BC, CCL, CUK +9 more
PB
Patrick Buckley
Jefferies Financial Group Inc.
2 questions for LCII
Also covers: CWH, GPI, HLLY +4 more
Alice Wycklendt
Robert W. Baird & Co.
1 question for LCII
Also covers: CPRT, CWH, PATK +1 more
BJ
Bret Jordan
Jefferies
1 question for LCII
Also covers: AAP, ABG, AN +19 more
Recent press releases and 8-K filings for LCII.
LCII Presents Q3 2025 Investor Update with Revenue Targets and Market Outlook
LCII
Guidance Update
Earnings
Debt Issuance
- LCI Industries reported $3.7 billion in net sales for 2024 and is targeting $5 billion in organic revenue by 2027, alongside a goal of achieving a double-digit operating margin.
- The company generated approximately $900 million in operating cash flows over a two-year period and returned $215 million to shareholders through dividends and strategic share repurchases year-to-date through September 30, 2025.
- LCII anticipates a strong RV market recovery, forecasting 340-350k North American RV wholesale shipments for FY25 and 345-360k for FY26.
- Net Debt to EBITDA was 1.7x as of December 31, 2024, with $366 million of debt paid down since 2023, and the company successfully refinanced debt to extend most maturities to 2030 and 2032.
Nov 7, 2025, 9:16 PM
LCI Industries Reports Strong Q3 2025 Results and Provides Positive Outlook
LCII
Earnings
Guidance Update
Revenue Acceleration/Inflection
- LCI Industries reported strong Q3 2025 results with consolidated net sales of $1 billion, up 13% year-over-year, and operating margins improving 140 basis points to 7.3%.
- The company provided a positive outlook, projecting North American RV wholesale shipments for 2025 in the range of 340,000 to 350,000 units and for 2026 in the range of 345,000 to 360,000 units.
- Strategic initiatives are driving growth and efficiency, including a $225 million annualized run rate from new product innovations and $5 million in annualized savings from 2025 facility consolidations.
- Capital allocation remains disciplined, with $215 million returned to shareholders year-to-date through share repurchases and dividends, and a refinanced term loan reducing annual interest expense by $1 million.
- For Q4 2025, net sales are expected to be approximately $380 million, up 15% from the prior year, with year-over-year operating margin expansion anticipated to match Q3 levels.
Oct 31, 2025, 7:17 PM
LCI Industries Reports Strong Q3 2025 Financial Results
LCII
Earnings
Revenue Acceleration/Inflection
M&A
- LCI Industries reported a 13.2% increase in net sales to $1.04 billion in the third quarter of 2025, driven by growth in the recreational vehicle (RV) sector and the OEM segment's higher sales prices, acquisitions, and increased North American RV sales.
- Net income rose sharply to $62.5 million, or $2.55 per diluted share, which included a $19.7 million gain from the sale of real estate.
- The company's gross profit increased to $252.6 million from $220.0 million year-over-year, and the operating profit margin improved to 7.3% in Q3 2025 from 5.9% in Q3 2024, reflecting improved cost management and operational efficiency.
- The OEM segment contributed 77% of consolidated net sales, primarily from RVs and adjacent industries, while the Aftermarket Segment accounted for 23%.
Oct 30, 2025, 5:52 PM
LCII Announces Strong Q3 2025 Financial Results
LCII
Earnings
Revenue Acceleration/Inflection
M&A
- LCII reported net sales of $1.0 billion, an increase of 13% year-over-year, and net income of $62 million (or $2.55 per diluted share), up 75% year-over-year for Q3 2025.
- The company achieved an operating profit margin of 7.3%, a 140 basis point improvement year-over-year, and Adjusted EBITDA of $106 million, up 24% year-over-year.
- LCII continued its M&A strategy, acquiring Bigfoot Hydraulic Systems in October 2025 and completing three other acquisitions earlier in 2025, including Freedman Seating and Trans Air, which represent approximately $200 million in combined annual revenues.
- The company returned capital to shareholders by paying a quarterly dividend of $1.15 per share and repurchasing 634K shares for $63 million in Q3 2025 under a new $300 million repurchase program.
- For October 2025, LCII projects consolidated net sales of approximately $380 million, an increase of 15% year-over-year, and is on track to deliver an 85 basis point operating profit margin improvement for the full year 2025 compared to 2024.
Oct 30, 2025, 12:30 PM
LCI Industries Reports Strong Q3 2025 Results with Double-Digit Sales Growth and Margin Expansion
LCII
Earnings
Guidance Update
M&A
- LCI Industries reported consolidated net sales of $1 billion in Q3 2025, an increase of 13% year-over-year, with operating profit expanding by 140 basis points to 7.3%.
- The company achieved double-digit gains across its RV and adjacent businesses, with RV OEM net sales up 11% to $470 million and diversified business net sales up 22% to $320 million, partially driven by acquisitions.
- Management provided a positive outlook, anticipating mid-teens year-over-year growth for Q4 2025 net sales and projecting North American RV wholesale shipments to be in the range of 340,000 to 350,000 units for 2025.
- LCI Industries returned $38 million to shareholders through share repurchases and $29 million through dividends in Q3 2025, contributing to $215 million returned year-to-date.
- Efficiency initiatives, including five facility consolidations in 2025, are expected to generate $5 million in annualized savings.
Oct 30, 2025, 12:30 PM
LCI Industries Reports Strong Q3 2025 Results and Positive Outlook
LCII
Earnings
Guidance Update
Share Buyback
- LCI Industries reported Q3 2025 consolidated net sales of $1 billion, a 13% increase year-over-year, driven by 11% growth in RV OEM net sales and 22% growth in adjacent businesses.
- Operating margins expanded by 140 basis points year-over-year to 7.3%, contributing to a 24% increase in Adjusted EBITDA to $106 million and GAAP net income of $62 million or $2.55 per diluted share.
- The company projects North American RV wholesale shipments for 2025 in the range of 340,000-350,000 units, with mid-teens year-over-year growth anticipated for Q4 2025 net sales.
- For 2026, LCII expects North American RV wholesale shipments of 345,000-360,000 units and targets operating margins between 7%-8%, supported by ongoing efficiency initiatives and planned additional facility consolidations.
- Year-to-date, $215 million has been returned to shareholders through $129 million in stock repurchases and $86 million in dividends, reflecting a commitment to capital allocation and shareholder returns.
Oct 30, 2025, 12:30 PM
LCII Reports Strong Q3 2025 Results with Double-Digit Sales Growth and Margin Expansion
LCII
Earnings
Guidance Update
Share Buyback
- LCI Industries reported strong Q3 2025 results, with consolidated net sales increasing 13% year over year to $1 billion and operating margins expanding 140 basis points to 7.3%.
- GAAP net income for the quarter was $62 million, or $2.55 per diluted share, with adjusted net income at $48 million, or $1.97 per diluted share.
- The company projects mid-teens year-over-year net sales growth for Q4 2025, with operating margin expansion expected to match Q3 levels.
- North American RV wholesale shipments are forecast at 340,000 to 350,000 units for 2025 and 345,000 to 360,000 units for 2026, with a target of 7% to 8% operating margins in 2026.
- Year-to-date, LCI Industries has returned $215 million to shareholders, including $129 million in stock repurchases and $86 million in dividends.
Oct 30, 2025, 12:30 PM
LCI Industries' Lippert Acquires Bigfoot Hydraulic Systems
LCII
M&A
New Projects/Investments
- LCI Industries, through its wholly owned subsidiary Lippert Components, Inc., acquired substantially all the business assets of Leveltron, LLC, the provider of Bigfoot Hydraulic Systems, as announced on October 13, 2025.
- Bigfoot Hydraulic Systems offers hydraulic leveling solutions and landing gear for Class A, B & C motorhomes, utility and equine trailers, the US Military, and construction equipment markets.
- Lippert plans to expand Bigfoot's RV Aftermarket footprint by making the leveling systems available through its distribution and dealer networks and will integrate these unique solutions into its existing leveling and stabilization product offerings.
Oct 14, 2025, 12:38 PM
LCI Industries Acquires Bigfoot Hydraulic Systems
LCII
M&A
New Projects/Investments
- LCI Industries, through its wholly owned subsidiary Lippert Components, Inc., has acquired substantially all the business assets of Leveltron, LLC, which includes Bigfoot Hydraulic Systems.
- Bigfoot provides hydraulic leveling solutions and landing gear for Class A, B & C motorhomes, utility and equine trailer markets, and other sectors like the US Military and construction equipment.
- Lippert plans to expand Bigfoot's RV Aftermarket footprint by making the leveling systems available through its distribution and dealer networks, and intends to expand installation services nationwide.
- This acquisition is expected to add unique and innovative solutions to Lippert's offerings, addressing markets in the RV and Utility Trailer sectors that Lippert has not historically filled.
Oct 13, 2025, 11:00 AM
LCI Industries Provides 2024 Financial Overview and Future Growth Targets
LCII
Earnings
Guidance Update
Share Buyback
- LCI Industries reported $3.7 billion in net sales for 2024 and aims for $5.0 billion in organic revenue by 2027, targeting a return to double-digit operating margins from 6% in 2024.
- The company returned cash to shareholders by paying $4.30 per share in dividends in 2024 and repurchasing 1,366,565 shares for $128.2 million YTD through August 1, 2025. It also maintained a Net Debt to EBITDA of 1.7x as of December 31, 2024, and refinanced debt maturities.
- For 2025, LCI Industries anticipates $200 million of organic growth across its end markets and forecasts 320-350k North American RV wholesale shipments, while focusing on innovation and market share expansion.
Sep 19, 2025, 8:38 PM
Quarterly earnings call transcripts for LCI INDUSTRIES.
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