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

LCI Industries (NYSE:LCII) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 8.250-9.25 for the period, compared to the consensus earnings per share estimate of 7.960. The company issued revenue guidance of $4.2 billion-$4.3 billion, compared to the consensus revenue estimate of $4.3 billion.

LCI Industries Stock Down 2.0%

Shares of LCII stock opened at $153.99 on Wednesday. The company’s fifty day simple moving average is $136.48 and its two-hundred day simple moving average is $113.72. LCI Industries has a 52 week low of $72.31 and a 52 week high of $159.66. The stock has a market cap of $3.73 billion, a P/E ratio of 21.54 and a beta of 1.32. The company has a quick ratio of 1.28, a current ratio of 2.78 and a debt-to-equity ratio of 0.69.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Loop Capital reiterated a “hold” rating and issued a $149.00 target price on shares of LCI Industries in a research report on Thursday, January 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of LCI Industries in a report on Thursday, January 22nd. Roth Mkm increased their target price on LCI Industries from $100.00 to $110.00 and gave the company a “neutral” rating in a research report on Monday, November 3rd. Zacks Research cut shares of LCI Industries from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 2nd. Finally, Robert W. Baird upped their price target on shares of LCI Industries from $95.00 to $110.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Seven research analysts have rated the stock with a Hold rating, According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $125.20.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the stock. Dimensional Fund Advisors LP lifted its holdings in LCI Industries by 0.9% during the 4th quarter. Dimensional Fund Advisors LP now owns 1,391,159 shares of the company’s stock valued at $168,806,000 after buying an additional 11,726 shares in the last quarter. Bank of Montreal Can increased its position in shares of LCI Industries by 5.2% during the third quarter. Bank of Montreal Can now owns 458,478 shares of the company’s stock worth $42,707,000 after acquiring an additional 22,634 shares during the period. Bank of New York Mellon Corp increased its position in shares of LCI Industries by 29.0% during the fourth quarter. Bank of New York Mellon Corp now owns 429,541 shares of the company’s stock worth $52,120,000 after acquiring an additional 96,572 shares during the period. Goldman Sachs Group Inc. raised its stake in shares of LCI Industries by 8.9% during the fourth quarter. Goldman Sachs Group Inc. now owns 198,830 shares of the company’s stock valued at $24,126,000 after acquiring an additional 16,289 shares in the last quarter. Finally, Bridgeway Capital Management LLC boosted its holdings in shares of LCI Industries by 2.8% in the third quarter. Bridgeway Capital Management LLC now owns 176,267 shares of the company’s stock valued at $16,419,000 after purchasing an additional 4,830 shares during the period. Hedge funds and other institutional investors own 99.71% of the company’s stock.

About LCI Industries

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.