
LCI Industries (LCII) Stock Forecast & Price Target
LCI Industries (LCII) Analyst Ratings
Bulls say
LCI Industries is expecting a revenue increase of approximately 5% year-over-year in the third quarter, driven by a growth in RV OEM sales of 4% to 5%, supported by a significant embedded pricing benefit and a stable operating margin of 5.9%. The company's recent performance has outpaced both internal and market expectations, with sales and adjusted earnings per share (EPS) exceeding forecasts. Additionally, LCI Industries has reiterated its commitment to achieving $5 billion in organic sales by 2027, alongside making substantial progress toward its 2025 goal of improving overhead and general administrative expenses by 85 basis points.
Bears say
LCI Industries faces significant downside risks related to potential economic deterioration and loss of market share, which could lead to a substantial decrease in earnings per share (EPS) down to $5.00, with a corresponding market valuation applying a discounted multiple of 8x. Despite reporting a year-over-year increase in net sales of approximately 5% to $327 million in July, this growth has been primarily driven by mergers and acquisitions as well as pricing adjustments, which were unable to fully offset the decline in RV production. Continuing concerns over product mix headwinds and tariff uncertainties regarding the company's ability to implement price increases raise further skepticism about its future market position and profitability.
This aggregate rating is based on analysts' research of LCI Industries and is not a guaranteed prediction by Public.com or investment advice.
LCI Industries (LCII) Analyst Forecast & Price Prediction
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