LCII: Inventory Restocking And Market Share Moves Will Shape Sector Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

05 Sep 24

Updated

03 Dec 25

Views

29

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

19.8%

7D

2.2%

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1Y

19.8%

7D

2.2%

You can edit this narrative until Dec 4 6:10 AM. Then, changes will post as Updates.

Author's Valuation

US$115.117.4% overvalued

AnalystConsensusTarget Fair Value

Shared on 03 Dec 25

LCII: Aftermarket Strength Will Offset Mixed Retail Demand As Margins Improve

Analysts have raised their price target for LCI Industries to $110, up $10 from $100, citing stronger than expected Q3 performance, improving operating margins, and confidence that inventory restocking and product mix shifts will support sustainable earnings. Analyst Commentary Recent Street research reflects a more constructive stance on LCI Industries, with multiple firms lifting price targets and, in some cases, upgrading their ratings following the latest quarterly results.

Shared on 19 Nov 25

Fair value Increased 4.86%

LCII: Future Performance Will Balance Aftermarket Gains With Retail Demand Risks

Analysts have raised their price target for LCI Industries from $109.78 to $115.11. They cite improved earnings performance, stronger revenue growth forecasts, and expectations for margin expansion as the reasons for this adjustment.

Shared on 02 Nov 25

Fair value Increased 4.80%

Narrative Update on LCI Industries Analysts have raised their price target for LCI Industries from $104.75 to $109.78, citing improved confidence following sector research. They highlighted LCI's ability to offset market share concerns with gains in other product categories, even as the company faces headwinds in retail demand.

Shared on 05 Sep 25

As both the discount rate and future P/E ratio for LCI Industries remained unchanged, the consensus analyst price target was maintained at $104.75. What's in the News Completed repurchase of 1,057,667 shares (4.19%) for $100.58 million under the buyback announced May 2025.

Shared on 30 Apr 25

Fair value Decreased 6.84%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 13%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 14%

AnalystConsensusTarget has increased revenue growth from 3.8% to 4.4%.

AnalystConsensusTarget Fair Value

US$115.11

7.4% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.09%

Auto Components revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.19%

Calculation

US$236.12m

Earnings '28

x

12.74x

PE Ratio '28

=

US$3.01b

Market Cap '28

US$3.01b

Market Cap '28

/

20.77m

No. shares '28

=

US$144.90

Share Price '28

US$144.90 Share Price '28

Discounted to 2025 @ 9.34% p.a.

=

US$110.86

Fair Value '25