Seeking Alpha·2d ago
LCI Industries (LCII) Q3 2026 Earnings Call TranscriptLCI Industries (LCII) Q3 2026 Earnings Call Transcript
LCI Industries is navigating a cyclical RV market recovery, evidenced by gross margin expansion from 21.1% in 2024Q4 to 31.1% in 2026Q2 and a 108.1% EPS surge in 2025Q4. However, revenue growth remains uneven, with a -12.5% YoY decline in 2026Q2, highlighting demand sensitivity.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $2.21+7.3% vs $2.06 | $992M+0.2% vs $991M |
Q3 2026 Aug 5, 2026 | $2.70+4.7% vs $2.58 | $969M-13.6% vs $1.1B |
Q2 2026 Mar 31, 2026 | $2.60+19.8% vs $2.17 | $1.1B+1.2% vs $1.1B |
Q1 2026 Feb 18, 2026 | $0.89+29.0% vs $0.69 | $933M+2.1% vs $913M |
LCI Industries (LCII) Q3 2026 Earnings Call Transcript
LCI (LCII) came out with quarterly earnings of $2.21 per share, beating the Zacks Consensus Estimate of $2.03 per share. This compares to earnings of $1.97 per share a year ago.
Although the revenue and EPS for LCI (LCII) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today reported third quarter 2026 results. "Our third-quarter results reflect continued progress in improving profitability in a soft outdoor recreation market. Margin expansion and 6% growth in product content per unit contributed to our performance and position us to achieve our updated full-year outlook," said Johnny Sirpilla, Interim Chief Ex.
Benchmark LCII against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for LCI Industries (LCII)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $97.81 | $2.38B | 12.92 | 10.18% | 4.57% | 13.7% | 4.69% | |
| $80.77 | $4.2B | 23.91 | 0.29% | 1.85% | 4.13% | 2.56% | |
| $31.34 | $885.95M | 25.80 | -3.37% | 1.28% | 2.79% | 4.48% | |
| $4.59 | $291.56M | -1.15 | 4.41% | -4.2% | -84.47% | 13.51% | |
| $78.79 | $2.59B | 19.34 | 6.33% | 3.38% | 11.45% | 2.03% | |
| $136.70 | $4.08B | 20.20 | 6.03% | 9.3% | 13.42% | — |
LCI Industries (LCII) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
LCI Industries (LCII) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Aug 7, 2026·SEC
Aug 5, 2026·SEC
Feb 26, 2026·SEC
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LCI Industries (LCII) stock FAQ — growth, dividends, profitability & financials explained
LCI Industries (LCII) reported $4.12B in revenue in fiscal year 2025. That is 2351% more than the $168.2M of fiscal year 1996.
LCI Industries (LCII) grew revenue by 10.2% in fiscal year 2025, compared with the prior fiscal year.
Yes. LCI Industries (LCII) earned $188.3M in net income in fiscal year 2025 (a 4.6% net margin).
Yes. LCI Industries (LCII) pays a dividend that yields 4.69% at the current price, a high yield.
LCI Industries (LCII) had a return on equity (ROE) of 13.7% in fiscal year 2025. That is in line with the market's typical 10-15%.
LCI Industries (LCII) generated $278.3M in free cash flow in fiscal year 2025.
