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LCI Industries Stock Price

NYSE:LCII Community·US$2.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 10 Fair Values set on narratives written by author

LCII Share Price Performance

US$95.87
4.68 (5.13%)
US$146.00
Fair Value
US$95.87
4.68 (5.13%)
34.3% undervalued intrinsic discount
US$146.00
Fair Value
Price US$95.87
AnalystConsensusTarget US$146.00
AnalystLowTarget US$125.00
AnalystHighTarget US$180.11

LCII Community Narratives

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Fair Value US$146 34.3% undervalued intrinsic discount

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

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·
Fair Value US$125 23.3% undervalued intrinsic discount

Shifting US Demographics And Tech Disruptions Will Erode Margins

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Fair Value US$180.11 46.8% undervalued intrinsic discount

Vertical Integration And Secular Tailwinds Will Fuel RV Expansion

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US$125
23.3% undervalued intrinsic discount
Revenue
3.52% p.a.
Profit Margin
5.99%
Future PE
14.3x
Price in 2029
US$162.05
US$180.11
46.8% undervalued intrinsic discount
Revenue
5.28% p.a.
Profit Margin
6.27%
Future PE
18.54x
Price in 2029
US$231.54

Trending Discussion

Updated Narratives

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LCII: Higher Fair Value Will Face Pressure From RV Demand Uncertainty

Fair Value: US$125 23.3% undervalued intrinsic discount
1 users have set this as their fair value
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LCII: Leadership Transition And Reaffirmed Guidance Will Support Future Demand Resilience

Fair Value: US$146 34.3% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
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LCII: Potential Patrick Deal And Margin Discipline Will Drive Future Earnings Power

Fair Value: US$180.11 46.8% undervalued intrinsic discount
1 users have set this as their fair value
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Snowflake Analysis

Very undervalued 6 star dividend payer.

1 Risk
6 Rewards

LCI Industries Key Details

US$4.2b

Revenue

US$3.2b

Cost of Revenue

US$1.0b

Gross Profit

US$800.5m

Other Expenses

US$201.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
8.31
24.05%
4.84%
68.1%
View Full Analysis

About LCII

Founded
1956
Employees
12300
CEO
John Sirpilla
WebsiteView website
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 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.

Recent LCII News & Updates

Narrative Update Jun 23

LCII: Higher Fair Value Will Face Pressure From RV Demand Uncertainty

Analysts have revised the fair value estimate for LCI Industries to $125 from $105, reflecting updated views that factor in higher discount rates, more cautious revenue growth assumptions, slightly firmer profit margins, and a higher future P/E multiple in light of recent price target changes across the Street. Analyst Commentary Recent Street commentary on LCI Industries highlights a more cautious tone, with several bearish analysts adjusting price targets and assumptions around the core recreational vehicle market.
Narrative Update Jun 06

LCII: Leadership Transition And Reaffirmed Guidance Will Support Future Demand Resilience

Narrative Update: LCI Industries Analysts have adjusted their view on LCI Industries with the implied price target moving about $12.70 lower, as they factor in a slightly higher discount rate, modestly different assumptions for revenue growth and profit margins, and a higher future P/E multiple, alongside a mix of recent target cuts and upgrades in Street research. Analyst Commentary Recent Street research on LCI Industries sends a mixed message, with some firms trimming price targets while others initiate or upgrade with a constructive stance.

Recent updates

No updates