LCI INDUSTRIES (LCII)
Consumer Discretionary · RV and transportation components manufacturing and aftermarket accessories distribution · NYSE
LCI Industries is the leading global supplier of engineered components—from chassis and appliances to furniture and towing accessories—to RV, transportation, marine, and housing manufacturers, with a growing aftermarket distribution channel.
What LCI INDUSTRIES does
LCI Industries is a global manufacturer and supplier of engineered components for the recreational vehicle (RV), transportation, marine, and housing industries. The company operates through two segments: OEM (serving original equipment manufacturers) and Aftermarket (selling accessories, replacement parts, and upgrades through dealers, distributors, and direct-to-consumer channels). With over 100 manufacturing facilities in North America and Europe and 2025 net sales of $4.1 billion, LCI provides a broad portfolio of products including chassis, suspension systems, furniture, windows, appliances, doors, awnings, and towing accessories.
Themes: ["RV components and systems","OEM supply chain for recreation and transportation","Aftermarket RV and automotive accessories","Marine component solutions","Manufactured and modular housing components","Towing and truck accessories","Transportation (buses, trailers, commercial vehicles)"]
Fundamentals
- Price$101.88 as of 2026-07-09 close
- Market cap$2.5B as of 2026-07-10
- 1-year return+2.2% as of 2026-07-09 close
- P/E12.47 as of 2026-07-10
- Net margin+4.8% as of 2026-07-10
- Gross margin+24.1% as of 2026-07-10
- ROE+14.7% as of 2026-07-10
- Debt / equity0.68 as of 2026-07-10
- Revenue growth (YoY)+9.1% as of 2026-07-10
- Revenue CAGR (3y)-7.5% SEC XBRL
- Beta1.20 as of 2026-07-10
Dividend: yield +4.5%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Dependency on RV industry demand and consumer discretionary spending, which is cyclical and sensitive to economic downturns and interest rate fluctuations","Concentration in major OEM customers (Thor Industries, Forest River, Winnebago Industries) limiting pricing power and increasing customer concentration risk","Exposure to raw material cost inflation and supply chain disruptions across global manufacturing operations"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.