LCI Industries

LCII.US
Consumer Cyclical · Recreational Vehicles
107.75
+4.23 (+4.09%)
USD · NYSE

Company Information

Company Name
LCI Industries
Sector
Consumer Cyclical
Industry
Recreational Vehicles
Exchange
NYSE
ISIN: US50189K1034
CIK: 0000763744
CUSIP: 26168L205
Currency: USD
Full Time Employees: 12,300
Phone: 574 535 1125
Fiscal Year End: December
IPO Date: May 03, 1989
Description:

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.

Address:

3501 County Road 6 East, Elkhart, IN, United States, 46514

People

Directors & Officers

Name Title Year Born
Mr. John A. Sirpilla Interim CEO & Director 1967
Ms. Lillian D. Etzkorn Executive VP & CFO 1969
Mr. Jason Douglas Lippert Advisor 1972
Mr. Jamie M. Schnur Group President of Aftermarket & Technology Groups 1972
Mr. Ryan Richard Smith Group President of North America 1984
Mr. Kip A. Emenhiser VP of Finance, Corporate Controller, Principal Accounting Officer & Treasurer 1975
Mark Woloszyk Chief Technology Officer NA
Mr. Brian Lowery Chief Information Officer NA
Kelly Stanley EVP, Co-CLO & Head of Compliance NA
Jarod Lippert Chief Marketing Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 13, 2026 Ro Khanna N/A Sale N/A $123.27 N/A
Feb 24, 2026 Jason Lippert N/A Sale 10.00K $142.76 $1.43M
Feb 23, 2026 Jamie Schnur N/A Sale 10.00K $144.66 $1.45M
Feb 23, 2026 Jason Lippert N/A Sale 30.00K $145.03 $4.35M
Feb 20, 2026 Jamie Schnur N/A Sale 10.00K $147.65 $1.48M
Feb 20, 2026 Jason Lippert N/A Sale 10.00K $148.01 $1.48M
Feb 20, 2026 Ryan Richard Smith N/A Sale 20.00K $147.81 $2.96M

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 3.55M Mar 31, 2026 14.58% $0.01 0.18%
Vanguard Group Inc 2.67M Dec 31, 2025 10.98% $0.00 -0.25%
FMR Inc 2.03M Mar 31, 2026 8.37% $0.01 40.13%
Kayne Anderson Rudnick Investment Management LLC 1.92M Mar 31, 2026 7.89% $0.69 -3.83%
Vanguard Portfolio Management, LLC 1.48M Mar 31, 2026 6.08% $0.01 0.00%
Dimensional Fund Advisors, Inc. 1.41M Mar 31, 2026 5.81% $0.04 1.51%
Vanguard Capital Management, LLC 1.05M Mar 31, 2026 4.30% $0.00 0.00%
State Street Corp 921.66K Mar 31, 2026 3.79% $0.00 -0.80%
American Century Companies Inc 893.33K Mar 31, 2026 3.67% $0.06 1.44%
Principal Financial Group Inc 655.92K Mar 31, 2026 2.70% $0.04 36.70%
Royce & Associates, LP 609.77K Mar 31, 2026 2.51% $0.74 -6.63%
Wells Fargo & Co 606.75K Mar 31, 2026 2.50% $0.01 -6.65%
Geode Capital Management, LLC 583.91K Mar 31, 2026 2.40% $0.00 2.64%
Morgan Stanley - Brokerage Accounts 524.20K Mar 31, 2026 2.16% $0.00 3.85%
JPMorgan Chase & Co 492.98K Mar 31, 2026 2.03% $0.00 -1.92%
Bank of Montreal 462.36K Mar 31, 2026 1.90% $0.02 2.30%
BMO Capital Markets Corp. 462.36K Mar 31, 2026 1.90% $0.02 2.30%
Charles Schwab Investment Management Inc 450.50K Mar 31, 2026 1.85% $0.01 -0.04%
Frontier Capital Management CO Inc 429.09K Mar 31, 2026 1.77% $0.54 -27.99%
Bank of New York Mellon Corp 414.64K Mar 31, 2026 1.71% $0.01 -3.47%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 1.46M 6.02% ▲ 0.02% Jun 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 732.46K 3.01% ▼ 0.59% Jun 30, 2026
3 iShares Russell 2000 ETF 622.40K 2.56% ▲ 0.60% Jun 30, 2026
4 Avantis US Small Cap Value ETF 550.80K 2.27% ▲ 0.00% Jun 30, 2026
5 Vanguard Small Cap Index 529.42K 2.18% ▲ 0.06% Jun 30, 2026
6 Strategic Advisers Fidelity US TtlStk 494.93K 2.04% ▼ 46.51% May 31, 2026
7 Fidelity Low-Priced Stock 453.15K 1.86% ▼ 0.44% Apr 30, 2026
8 Vanguard Small Cap Value Index Inv 336.12K 1.38% ▼ 1.38% Jun 30, 2026
9 DFA US Small Cap Value I 303.53K 1.25% ▲ 2.08% May 31, 2026
10 Virtus KAR Small-Cap Core I 298.02K 1.23% ▼ 4.49% Mar 31, 2026

Financial Highlights

Market Cap: $2.52B
EBITDA: $415.25M
P/E Ratio: $12.69
PEG Ratio: $1.04
Book Value: $57.12
Dividend/Share: $4.60
Dividend Yield: 4.45%
Earnings/Share: $8.16
Profit Margin: 4.84%
Operating Margin: 8.73%
ROA (TTM): 5.81%
ROE (TTM): 14.65%
Revenue (TTM): $4.17B
Revenue/Share (TTM): $170.03
Earnings Growth (YOY): 30.40%
Revenue Growth (YOY): 4.30%

Valuation Metrics

Enterprise Value: $3.61B
Trailing P/E: 12.69
Forward P/E: 12.90

Shares Statistics

Shares Outstanding: 24.31M
Shares Float: 23.53M
% Insiders: 295.10%
% Institutions: 9,604.10%
Short % Float: 13.69%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$4.12B
Cost of Goods Sold
adjust
$-3.14B
Gross Profit
subtotal
$980.30M
SG&A
adjust
$-495.31M
Other Operating Expense
adjust
$-205.06M
Operating Income
subtotal
$279.92M
Other / Non-Operating Items
adjust
$-91.67M
Net Income
subtotal
$188.25M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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