LCI Industries leans on the ups and downs of the RV world, but it’s trying to smooth the ride by selling more parts and services after the sale and by expanding into nearby markets like buses, trailers, and marine. The big question is whether new products, cost cuts, and supply chain changes can lift results fast enough if RV demand and dealer restocking stay slow and costs keep rising.Read more
LCI Industries makes key parts for RV makers, but shifting travel habits and new mobility technology could leave fewer people wanting the kind of RVs its core business depends on. See why cost pressure and tougher competition may squeeze profits even as new products, acquisitions, and a growing repair-and-upgrade business could soften the blow.Read more
LCI Industries could benefit if RV makers keep adding more tech and features, and if more people keep traveling and upgrading their rigs for years instead of seasons. It’s also pushing into steadier markets like buses and utility trailers, but a slow RV recovery and higher costs could still keep results choppy.Read more
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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 and awnings; 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. LCI Industries was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. The company was founded in 1956 and is headquartered in Elkhart, Indiana.
