LCI Industries (LCII)
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No price history available.
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $m | 2,796 | 4,473 | 5,207 | 3,785 | 3,741 | 4,122 | 4,028 | 4,019 |
| Operating profit | $m | 280 | 302 | ||||||
| Net profit | $m | 158 | 288 | 395 | 64 | 143 | 188 | 211 | 210 |
| EPS reported | $ | 7.57 | 8.60 | ||||||
| Operating cashflow per share | $ | 13.34 | 14.24 | ||||||
| Capex per share | $ | 2.12 | 2.44 | ||||||
| FCF per share | $ | 11.22 | 11.80 | ||||||
| Free cash flow | $m | 278 | 287 | ||||||
| Net debt | $m | 723 | 636 | ||||||
| Book value equity | $m | 1,361 | 1,432 | ||||||
| Book value per share | $ | 54.75 | 58.70 | ||||||
| Number of shares | m | 24.86 | 24.39 | ||||||
| DPS (TTM paid) | $ | 4.60 | 4.60 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 16.03 | - | ||||||
| P/B LTM | x | 2.21 | 2.10 | ||||||
| P/S LTM | x | 0.73 | 0.75 | ||||||
| P/FCF LTM | x | 10.81 | 10.49 | ||||||
| EV/EBITDA LTM | x | 9.76 | 9.09 | ||||||
| EV/Sales LTM | x | 0.98 | 0.87 | ||||||
| Earnings Yield LTM | % | +6.24% | +8.19% | ||||||
| FCF Yield | % | +9.25% | +9.53% | ||||||
| Quality | |||||||||
| ROE | % | +13.83% | +15.25% | ||||||
| ROIC | % | +7.51% | +8.23% | ||||||
| Operating margin | % | +6.79% | +7.49% | ||||||
| Gross margin | % | +23.78% | +25.65% | ||||||
| FCF/Sales | % | +6.75% | +7.12% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +35.18% | +53.57% | ||||||
| Sales Growth YoY | % | +10.18% | +7.68% | ||||||
| Net Income Growth YoY | % | +31.77% | +47.88% | ||||||
| FCF Growth | % | -15.13% | -12.50% | ||||||
| Operating Profit Growth | % | +28.27% | +38.35% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | +3.79% | +4.34% | ||||||
| Dividend Growth | % | +6.98% | +6.98% | ||||||
| Payout Ratio | % | +60.61% | +52.87% | ||||||
| FCF/Debt | x | 0.23 | 0.25 | ||||||
| Net Debt/EBITDA | x | 2.46 | 2.10 | ||||||
| EBIT/Net interest | x | 7.84 | 8.33 | ||||||
| Net debt/market cap | % | +31.41% | +33.05% | ||||||
| Net debt/Equity | x | 0.53 | 0.44 | ||||||
| Gross debt/equity | x | 0.91 | 0.80 | ||||||
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
LCI Industries, operating globally through its subsidiaries, specializes in producing and delivering a wide array of components for recreational vehicle (RV) manufacturers and various associated industries. The company's operations are divided into two primary divisions: Original Equipment Manufacturers (OEM) and Aftermarket. The Original Equipment Manufacturers (OEM) segment is responsible for the design, production, and distribution of a comprehensive portfolio of engineered components. This extensive range covers structural elements like steel chassis and suspension solutions; functional systems such as slide-out mechanisms, leveling systems, and various doors; interior amenities including thermoformed bath/kitchen products, furniture, and mattresses; and exterior features like windows, awnings, and towing products. The segment also supplies advanced electronics, appliances, climate control units, and entertainment systems. It primarily serves primary manufacturers in the recreational vehicle sector, encompassing various trailer types and campers, alongside a broad spectrum of associated industries. These adjacent clients include makers of buses, diverse cargo and utility trailers, trucks, boats, trains, manufactured homes, and modular housing. Conversely, the Aftermarket segment focuses on distributing a diverse array of components for both RV and related sectors, catering primarily to retail dealerships, wholesale distributors, and service centers. This segment also addresses specific needs, such as providing replacement glass and awnings for insurance-related repairs, and supplying specialized marine accessories including biminis, covers, buoys, and fenders to the nautical industry. Originally established in 1984 as Drew Industries Incorporated, the company rebranded to LCI Industries in December 2016. Its headquarters are situated in Elkhart, Indiana.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
No price history available.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
LCI Industries, operating globally through its subsidiaries, specializes in producing and delivering a wide array of components for recreational vehicle (RV) manufacturers and various associated industries. The company's operations are divided into two primary divisions: Original Equipment Manufacturers (OEM) and Aftermarket. The Original Equipment Manufacturers (OEM) segment is responsible for the design, production, and distribution of a comprehensive portfolio of engineered components. This extensive range covers structural elements like steel chassis and suspension solutions; functional systems such as slide-out mechanisms, leveling systems, and various doors; interior amenities including thermoformed bath/kitchen products, furniture, and mattresses; and exterior features like windows, awnings, and towing products. The segment also supplies advanced electronics, appliances, climate control units, and entertainment systems. It primarily serves primary manufacturers in the recreational vehicle sector, encompassing various trailer types and campers, alongside a broad spectrum of associated industries. These adjacent clients include makers of buses, diverse cargo and utility trailers, trucks, boats, trains, manufactured homes, and modular housing. Conversely, the Aftermarket segment focuses on distributing a diverse array of components for both RV and related sectors, catering primarily to retail dealerships, wholesale distributors, and service centers. This segment also addresses specific needs, such as providing replacement glass and awnings for insurance-related repairs, and supplying specialized marine accessories including biminis, covers, buoys, and fenders to the nautical industry. Originally established in 1984 as Drew Industries Incorporated, the company rebranded to LCI Industries in December 2016. Its headquarters are situated in Elkhart, Indiana.
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