LCI Industries

LCI Industries engages in the manufacture, supply, and distribution of components for the original equipment manufacturers (OEM) of recreational vehicles and manufactured homes. It operates through the OEM and Aftermarket segments. The OEM segment offers components for buses, trailers used to haul boats, livestock, equipment and other cargo, trucks, pontoon boats, trains, manufactured homes, and modular housing. The Aftermarket segment includes training, product delivery, marketing, and technical support to customers, and the sale of replacement glass and awnings to fulfill insurance claims. The company was founded on March 20, 1984 and is headquartered in Elkhart, IN.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

LCI Industries reports record 2022 revenues, anticipates steady growth

LCI Industries had a strong year in 2022 driven by RV and Adjacent Industries, despite challenges in Q4. Diversification, innovation, and international growth were key strategies. The company expects volatile RV production levels but anticipates steady growth and strong cash flow in 2023.

LCI Industries reports Q1 resilience, eyes RV model changes

LCI Industries navigated a challenging quarter with a decrease in net sales but demonstrated resilience through sequential revenue growth and operational efficiencies.
The company's focus on innovation, culture, and customer experience, along with a strong balance sheet and liquidity position, positions it well for future growth.
While facing challenges in certain segments like aftermarket and marine, LCI Industries is poised to capitalize on opportunities in RV model changes, retail sales, and strategic collaborations.
Overall, LCI Industries remains optimistic about improved profitability in the second half of 2023, driven by a mix of organic growth, acquisitions, and operational enhancements.

LCI Industries reports Q2 revenues down but showcases segment strength

LCI Industries navigated challenging conditions with a focus on aftermarket, international, and housing segments, offsetting RV wholesale declines.
Efforts to reduce inventory, strong cash generation, and innovation in new product launches and automation projects were key highlights.
Challenges include softness in RV OEM and marine sectors, pricing pressures, and the need to balance consumer prices with product quality.
Opportunities lie in maintaining organic growth, pursuing acquisitions, and leveraging automation for efficiencies and market expansion.

LCI Industries reports resilient Q3 performance amidst margin challenges

LCI Industries showcased strong revenue growth and profitability despite challenges in the operating environment, with a focus on cost optimization and innovation.
The company's emphasis on culture, leadership development, and community service initiatives reflects a commitment to long-term sustainability and social responsibility.
While facing margin pressures and order reception challenges, LCI Industries is strategically positioned to capitalize on opportunities in RV OEM and aftermarket segments for future growth.
Maintaining a strong balance sheet, investing in innovation, and focusing on enhancing consumer value through product differentiation are key strategies driving LCI Industries' performance and resilience.

LCI Industries reports $3.8B revenues, focuses on diversification and growth

LCI Industries navigated challenges in RV and Marine industries through diversification and operational improvements.
The company's focus on cost optimization and market share gains contributed to a strong financial performance in 2023.
Opportunities in newer end markets and product innovations position LCI Industries for continued growth and market leadership.
Despite margin pressures and industry challenges, LCI Industries remains competitive through innovation and strategic partnerships.

LCI Industries posts robust Q1 results, eyes global expansion

LCI Industries (LCII) delivered a strong Q1 2024 performance with revenue growth, margin expansion, and operational efficiencies. The company's focus on innovation, strategic growth, and profitability underscores a positive outlook. Challenges in production alignment and organic growth require attention, while opportunities in global expansion and market diversification pave the way for future growth.

LCI Industries reports robust Q2 earnings, eyes European growth amid challenges

LCI Industries delivered strong financial performance in Q2 2024, driven by revenue growth, margin expansion, and operational efficiencies. While facing challenges in certain segments, the company remains agile in pursuing growth opportunities and cost-saving initiatives. Anticipated market softness in Q3 underscores the need for strategic planning and resilience.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

The RV market should continue to take a hit as pent-up pandemic demand appears to be over, while macroeconomic conditions weigh on the sector. LCI Industries' move toward diversification in order to mitigate risk on one sector is offsetting weakening RV demand.

LCI Industries: Challenging Quarters Ahead

Gravity Co

Kulicke & Soffa Industries

Matson

M.D.C. Holdings

Pfizer

Thor Industries

One of the more oft-cited phenomena in the market is the Santa Claus rally, which if you're a believer implies that you should plan ahead with stocks to buy that can benefit from this trend. Per Investopedia, the Santa Claus rally “describes a sustained increase in the stock market that occurs in the week leading up to Dec. 25.

7 Stocks to Buy for the Upcoming Santa Claus Rally

ELKHART, Ind.--( BUSINESS WIRE )--LCI Industries (NYSE: LCII), which, through its wholly-owned subsidiary, Lippert Components, Inc. ("Lippert"), supplies a broad array of highly engineered components for the leading original equipment manufacturers ("OEMs") in the recreation and transportation product markets, and the related aftermarkets of those industries, today announced the appointment of Linda Myers to the Company's Board of Directors as an additional independent director. Ms. Myers will serve as a member of the Audit Committee, Corporate Governance, Nominating, and Sustainability Committee, and the Risk Committee of the Board of the Board.

LCI Industries appoints Linda Myers to Board of Directors

ELKHART, Ind.--( BUSINESS WIRE )--LCI Industries (NYSE: LCII) through its wholly-owned subsidiary, Lippert Components, Inc. (“Lippert”) which supplies a broad array of highly engineered components for the leading original equipment manufacturers (“OEMs”) in the recreation and transportation product markets, and the related aftermarkets of those industries, today announced that its subsidiary, Furrion LLC, has acquired substantially all of the business assets of Way Interglobal Network LLC (“Way”). Way, headquartered in Elkhart, Indiana, designs, develops, and supplies innovative appliances and electronics to the RV Industry. The acquisition does not include Way's current power generator assets and operations.

Lippert Acquires Way Interglobal Network LLC

LCI Industries (NYSE:LCII ) Q3 2022 Earnings Conference Call November 1, 2022 8:30 AM ET Company Participants Brian Hall - EVP & CFO Jason Lippert - President, CEO & Director Conference Call Participants Kathryn Thompson - Thompson Research Group Fred Wightman - Wolfe Research Craig Kennison - Baird Scott Stember - MKM Partners Daniel Moore - CJS Securities Mike Swartz - Truist Securities Brandon Rolle - D.A. Davidson Patrick Buckley - Jefferies Operator Good morning, and welcome to today's LCI Industries Third Quarter 2022 Earnings Call.

LCI Industries (LCII) Q3 2022 Earnings Call Transcript

LCI (LCII) delivered earnings and revenue surprises of -1.23% and 2.88%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

LCI (LCII) Q3 Earnings and Revenues Miss Estimates

LCI Industries Announces Leadership Changes

LCI (LCII) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why LCI (LCII) Could Beat Earnings Estimates Again

LCI (LCII) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

LCI (LCII) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

LCI Industries Third-Quarter 2022 Conference Call Scheduled for November 1, 2022, at 8:30 a.m. ET

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Is LCI Industries (LCII) a Great Value Stock Right Now?

LCI Industries has demonstrated great performance on both its top and bottom lines so far this year. That trend doesn't look set to change in the near-term and LCII stock looks quite affordable right now.

LCI Industries Stock: Still A Promising Risk-To-Reward Prospect

ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), which, through its wholly-owned subsidiary, Lippert Components, Inc. ("Lippert"), supplies, domestically and internationally, a broad array of highly engineered components for the leading original equipment manufacturers ("OEMs") in the recreation and transportation product markets, and the related aftermarkets of those industries, announced today that it will hold an Investor Briefing with financial analysts and institutional investo

LCI Industries to Host Investor Briefing

Cavco Industries

Skyline Corp.

Low priced, efficient modular and manufactured homes are attracting retirees and millennials as the housing market faces challenges. The post Do Manufactured Homes Stand To Benefit As The Housing Market Weathers A Recession?

Do Manufactured Homes Stand To Benefit As The Housing Market Weathers A Recession?

Should Value Investors Buy LCI Industries (LCII) Stock?

LCI (LCII) could produce exceptional returns because of its solid growth attributes.

3 Reasons Why LCI (LCII) Is a Great Growth Stock

Are Investors Undervaluing LCI Industries (LCII) Right Now?

Bath and Body Works

Costco

Dollar Tree

Lowe's

MercadoLibre

MillerKnoll

NIKE

Patrick Industries

Tapestry

U.S. inflation hit a four-decade peak in June, with prices rising roughly 9.1% according to the U.S. Bureau of Labor Statistics. That has understandably rattled investors who are worried about cutbacks in spending as Americans look to fend off the pain at the gas pump and grocery aisle.

11 Consumer Stocks for Inflationary Times

Krispy Kreme

Coppersteel Holdco Inc

Group 1 Automotive

Life Time Group Holdings

Mister Car Wash

Do you want to know the worst stocks to buy in a recession? Read on, and I'll give you seven names to avoid should we officially enter the fourth recession in the 2000s.

The 7 Worst Stocks to Buy in a Recession

Camping World Hlds

Signs of peaking within the RV industry are bad news for OEMs but Camping World and LCI Industries service the aftermarket, too, and are better positioned

Two High-Yield Deep-Values You Shouldn't Ignore

LCI Industries (NYSE:LCII ) Q2 2022 Earnings Conference Call August 2, 2022 8:30 AM ET Company Participants Brian Hall - EVP & CFO Jason Lippert - CEO, President & Director Conference Call Participants Scott Stember - MKM Partners Daniel Moore - CGS Security Kathryn Thompson - Thompson Research Group Bret Jordan - Jefferies Michael Swartz - Truist Securities Frederick Wightman - Wolfe Research Operator Thank you, everybody for your patience. We welcome you today to today's LCI Second Quarter 2022 Conference Call.

LCI Industries (LCII) CEO Jason Lippert on Q2 2022 Results - Earnings Call Transcript

LCI (LCII) delivered earnings and revenue surprises of 17.21% and 9.87%, respectively, for the quarter ended June 2022. Do the numbers hold clues to what lies ahead for the stock?

LCI (LCII) Beats Q2 Earnings and Revenue Estimates

LCI (LCII) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

Here Is Why Bargain Hunters Would Love Fast-paced Mover LCI (LCII)

ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), which, through its wholly-owned subsidiary, Lippert Components, Inc. ("Lippert"), supplies, domestically and internationally, a broad array of highly engineered components for the leading original equipment manufacturers ("OEMs") in the recreation and transportation product markets, and the related aftermarkets of those industries, will release its second-quarter 2022 financial results before the market opens on Tuesday, August 2, 202

LCI Industries Second-Quarter 2022 Conference Call Scheduled for August 2, 2022, at 8:30 a.m. ET

Darden Restaurants

Fastenal

Global Partners

Genuine Parts

Despite being in more cyclical sectors, company-specific strengths outweigh uncertainties with these seven unconventional retirement stocks. The post 7 Retirement Stocks to Buy in Unexpected Sectors appeared first on InvestorPlace.

7 Retirement Stocks to Buy in Unexpected Sectors

News for LCI Industries Stock (LCII)