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

LCI Industries (NYSE:LCII) updated its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 8.250-8.750 for the period, compared to the consensus estimate of 8.810. The company issued revenue guidance of $3.9 billion-$4.1 billion, compared to the consensus revenue estimate of $4.2 billion.

LCI Industries Trading Up 3.5%

NYSE LCII opened at $107.17 on Wednesday. The company’s fifty day simple moving average is $101.05 and its 200-day simple moving average is $119.78. LCI Industries has a 52 week low of $84.33 and a 52 week high of $159.66. The company has a current ratio of 2.91, a quick ratio of 1.20 and a debt-to-equity ratio of 0.68. The stock has a market cap of $2.60 billion, a P/E ratio of 13.17 and a beta of 1.18.

LCI Industries (NYSE:LCII) last announced its earnings results on Wednesday, August 5th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $2.61 by $0.09. The business had revenue of $1.06 billion during the quarter, compared to the consensus estimate of $1.12 billion. LCI Industries had a net margin of 4.84% and a return on equity of 14.03%. The business’s quarterly revenue was down 12.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.39 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-8.750 EPS. Equities research analysts predict that LCI Industries will post 8.71 EPS for the current fiscal year.

LCI Industries Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 12th. Shareholders of record on Friday, May 29th were issued a $1.15 dividend. The ex-dividend date was Friday, May 29th. This represents a $4.60 dividend on an annualized basis and a yield of 4.3%. LCI Industries’s payout ratio is currently 56.51%.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Roth Capital upgraded LCI Industries from a “neutral” rating to a “buy” rating and set a $164.00 target price for the company in a research note on Wednesday, May 6th. Truist Financial cut their price target on LCI Industries from $135.00 to $114.00 and set a “hold” rating on the stock in a research note on Wednesday, July 8th. Stifel Nicolaus reduced their price target on LCI Industries from $152.00 to $137.00 and set a “buy” rating for the company in a report on Monday, July 20th. Zacks Research lowered LCI Industries from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 20th. Finally, Wall Street Zen lowered LCI Industries from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. Three research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $140.57.

Institutional Inflows and Outflows

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

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.