LCI Industries (NYSE:LCII) Releases FY 2026 Earnings Guidance

LCI Industries (NYSE:LCII) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 8.750-9.250 for the period, compared to the consensus estimate of 8.720. The company issued revenue guidance of $4.2 billion-$4.3 billion, compared to the consensus revenue estimate of $4.3 billion.

Analysts Set New Price Targets

Several brokerages have recently weighed in on LCII. Zacks Research cut shares of LCI Industries from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Benchmark increased their target price on shares of LCI Industries from $130.00 to $175.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Truist Financial decreased their target price on shares of LCI Industries from $147.00 to $135.00 and set a “hold” rating for the company in a research report on Tuesday, April 14th. Loop Capital reissued a “hold” rating and set a $149.00 target price on shares of LCI Industries in a research report on Thursday, January 22nd. Finally, Robert W. Baird set a $150.00 target price on shares of LCI Industries in a research report on Thursday, February 19th. Two research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $154.29.

LCI Industries Trading Down 8.5%

NYSE:LCII opened at $106.92 on Tuesday. The company has a quick ratio of 1.14, a current ratio of 2.85 and a debt-to-equity ratio of 0.69. LCI Industries has a 52 week low of $78.35 and a 52 week high of $159.66. The stock has a market capitalization of $2.60 billion, a price-to-earnings ratio of 14.16 and a beta of 1.21. The firm has a 50 day moving average of $125.52 and a 200 day moving average of $123.89.

LCI Industries (NYSE:LCII) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.17 by $0.42. LCI Industries had a net margin of 4.57% and a return on equity of 13.55%. The business had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.08 billion. LCI Industries has set its FY 2026 guidance at 8.750-9.250 EPS. As a group, sell-side analysts anticipate that LCI Industries will post 8.78 earnings per share for the current fiscal year.

LCI Industries Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Friday, March 13th were paid a dividend of $1.15 per share. The ex-dividend date was Friday, March 13th. This represents a $4.60 dividend on an annualized basis and a yield of 4.3%. LCI Industries’s dividend payout ratio is presently 60.93%.

Insider Buying and Selling at LCI Industries

In other LCI Industries news, CEO Jason Lippert sold 30,000 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $145.03, for a total transaction of $4,350,900.00. Following the transaction, the chief executive officer owned 344,973 shares in the company, valued at approximately $50,031,434.19. This represents a 8.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Ryan Richard Smith sold 20,000 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $147.81, for a total transaction of $2,956,200.00. Following the transaction, the insider owned 10,092 shares in the company, valued at $1,491,698.52. The trade was a 66.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 90,000 shares of company stock worth $13,137,900. 3.30% of the stock is owned by corporate insiders.

Institutional Trading of LCI Industries

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. AQR Capital Management LLC purchased a new position in shares of LCI Industries during the first quarter worth $588,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of LCI Industries by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,759 shares of the company’s stock worth $1,290,000 after purchasing an additional 643 shares during the last quarter. Empowered Funds LLC purchased a new position in shares of LCI Industries during the first quarter worth $1,124,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of LCI Industries by 10.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 76,660 shares of the company’s stock worth $6,702,000 after purchasing an additional 7,515 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership purchased a new position in shares of LCI Industries during the second quarter worth $1,542,000. Institutional investors and hedge funds own 99.71% of the company’s stock.

LCI Industries Company Profile

LCI Industries is a publicly traded manufacturer specializing in engineered components and systems for the recreation vehicle (RV), marine and housing industries. The company develops and supplies a diverse range of products designed to enhance comfort, convenience and functionality in mobile and leisure applications. LCI Industries serves original equipment manufacturers (OEMs) and aftermarket customers throughout North America.

The company’s core offerings include power conversion and control systems, slideout mechanisms, entry and docking products, seating and furniture solutions, as well as window and door assemblies.