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LCII

LCI Industries

LCII

116.11USD+1.24 (+1.08%)Market Closed
Watchlist

Market Summary

USD116.11+1.24
Market Closed
1.08%

LCII Alerts

  • 1 major insider sales recently.
  • Big fall in Revenue (Y/Y)
  • Big fall in earnings (Y/Y)

LCII Stock Price

View Fullscreen

LCII RSI Chart

LCII Valuation

Market Cap

2.9B

Price/Earnings (Trailing)

59.48

Price/Sales (Trailing)

0.77

EV/EBITDA

13.53

Price/Free Cashflow

6.85

LCII Price/Sales (Trailing)

LCII Profitability

EBT Margin

8.90%

Return on Equity

3.6%

Return on Assets

1.63%

Free Cashflow Yield

14.6%

LCII Fundamentals

LCII Revenue

Revenue (TTM)

3.8B

Revenue Y/Y

-15.26%

Revenue Q/Q

-5.45%

LCII Earnings

Earnings (TTM)

49.4M

Earnings Y/Y

-57.83%

Earnings Q/Q

-22.55%

Price Action

Last 7 days

2.4%

Last 30 days

6.0%

Last 90 days

-1.2%

Trailing 12 Months

18.9%

How does LCII drawdown profile look like?

LCII Financial Health

Current Ratio

2.97

LCII Investor Care

Dividend Yield

3.62%

Dividend/Share (TTM)

4.2

Buy Backs (1Y)

0.43%

Diluted EPS (TTM)

1.94

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20234.5B4.0B3.8B0
20225.1B5.6B5.5B5.2B
20213.1B3.7B4.0B4.5B
20202.4B2.3B2.6B2.8B
20192.4B2.4B2.3B2.4B
20182.3B2.4B2.5B2.5B
20171.8B1.9B2.0B2.1B
20161.5B1.5B1.6B1.7B
20151.3B1.3B1.4B1.4B
20141.1B1.1B1.2B1.2B
2013930.2M966.3M990.9M1.0B
2012735.9M800.9M860.5M901.1M
2011595.4M607.9M627.8M681.2M
2010441.6M485.3M529.0M572.8M
2009000397.8M

Latest Insider Trading transactions for LCII

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Nov 17, 2023
myers linda kristine
acquired
83,970
114
736
-
Nov 16, 2023
deely brendan
sold
-319,852
116
-2,750
-
May 19, 2023
hall brian michael
acquired
416,198
110
3,758
evp
May 19, 2023
hall brian michael
sold (taxes)
-
-
-5,995
evp
May 19, 2023
hall brian michael
acquired
1,075,830
110
9,714
evp
May 18, 2023
graham tracy d
acquired
169,390
114
1,479
-
May 18, 2023
deely brendan
acquired
169,390
114
1,479
-
May 18, 2023
reed david a
acquired
169,390
114
1,479
-
May 18, 2023
gero james
acquired
169,390
114
1,479
-
May 18, 2023
o'sullivan kieran m
acquired
169,390
114
1,479
-

1–10 of 50

Which funds bought or sold LCII recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Dec 06, 2023
CITIGROUP INC
reduced
-48.42
-1,489,160
1,371,000
-%
Dec 04, 2023
TUCKER ASSET MANAGEMENT LLC
unchanged
-
-72.00
939
-%
Dec 01, 2023
B. Riley Wealth Advisors, Inc.
new
-
203,927
203,927
0.01%
Nov 24, 2023
DEUTSCHE BANK AG\
added
9.13
20,763
1,489,820
-%
Nov 22, 2023
KBC Group NV
unchanged
-
-
2,648,000
0.01%
Nov 22, 2023
Public Sector Pension Investment Board
reduced
-30.3
-1,998,950
3,675,250
0.03%
Nov 21, 2023
COMERICA BANK
new
-
3,134,000
3,134,000
0.02%
Nov 17, 2023
SkyView Investment Advisors, LLC
added
3.35
-18,000
442,000
0.18%
Nov 16, 2023
Creative Planning
added
11.01
11,846
386,087
-%
Nov 15, 2023
JANE STREET GROUP, LLC
added
102
818,999
1,751,790
-%

1–10 of 46

Latest Funds Activity

Are funds buying LCII calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own LCII
No. of Funds

Schedule 13G FIlings of LCI Industries

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2023
kayne anderson rudnick investment management llc
8.64%
2,197,848
SC 13G/A
Feb 09, 2023
vanguard group inc
11.09%
2,820,043
SC 13G/A
Jan 26, 2023
blackrock inc.
16.7%
4,267,153
SC 13G/A
Jan 20, 2023
blackrock inc.
16.7%
4,267,153
SC 13G/A
Feb 14, 2022
neuberger berman group llc
5.34%
1,350,063
SC 13G/A
Feb 14, 2022
price t rowe associates inc /md/
3.2%
823,982
SC 13G/A
Feb 11, 2022
kayne anderson rudnick investment management llc
5.08%
1,284,973
SC 13G
Feb 10, 2022
vanguard group inc
10.67%
2,695,475
SC 13G/A
Feb 08, 2022
blackrock inc.
16.7%
4,243,113
SC 13G/A
Feb 16, 2021
price t rowe associates inc /md/
5.1%
1,285,716
SC 13G

Recent SEC filings of LCI Industries

View All Filings
Date Filed Form Type Document
Nov 20, 2023
4
Insider Trading
Nov 20, 2023
4
Insider Trading
Nov 16, 2023
8-K
Current Report
Nov 15, 2023
4/A
Insider Trading
Nov 08, 2023
8-K
Current Report
Nov 08, 2023
8-K
Current Report
Nov 07, 2023
8-K
Current Report
Nov 07, 2023
10-Q
Quarterly Report
Oct 17, 2023
8-K
Current Report
Oct 02, 2023
4
Insider Trading

LCII Fair Value

Loading...

Peers (Alternatives to LCI Industries)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
774.9B
95.9B
9.75% 40.55%
72.05
8.08
28.13% -3.88%
46.3B
172.0B
22.42% -11.47%
4.63
0.27
16.82% 5.03%
44.1B
174.2B
9.65% -10.76%
7.28
0.25
14.82% -32.67%
22.6B
-
7.88% -14.63%
9.89
6.77
44.99% 506.91%
10.7B
27.0B
4.87% 2.63%
23.51
0.4
-19.84% -43.83%
MID-CAP
7.7B
16.4B
1.61% -19.02%
10.57
0.47
7.05% -11.25%
4.4B
14.7B
6.79% 18.51%
4.92
0.3
2.19% 14.73%
4.3B
3.0B
5.34% 27.42%
8.04
1.54
10.50% 26.77%
4.0B
20.3B
9.57% 31.17%
-7.93
0.2
-0.79% -158.21%
3.1B
15.3B
1.23% -4.61%
26.79
0.2
15.66% -85.53%
SMALL-CAP
882.9M
6.0B
13.73% -19.96%
-1.5K
0.15
6.46% -114.63%
693.2M
1.1B
18.77% 64.11%
-38.72
0.64
47.93% 28.54%
109.6M
546.0M
6.14% -46.06%
3.52
0.2
1.19% 42.73%
104.7M
10.7M
2.50% -78.31%
-0.89
8.08
271.05% 50.02%
10.8M
949.9K
30.95% -50.91%
-0.35
11.33
-70.27% -28.13%

LCI Industries News

Latest updates
Defense World11 Dec 202307:03 am4 hours ago
Nasdaq07 Dec 202311:35 pm3 days ago
Yahoo Finance06 Dec 202305:40 pm4 days ago
Nasdaq28 Nov 202308:00 am13 days ago
Simply Wall St21 Nov 202308:00 am20 days ago
Simply Wall St20 Nov 202308:00 am21 days ago
Simply Wall St15 Nov 202308:00 am26 days ago
Defense World13 Nov 202309:35 am28 days ago
Seeking Alpha08 Nov 202308:00 am33 days ago
Yahoo Finance07 Nov 202308:00 am34 days ago
Barchart07 Nov 202308:00 am34 days ago
Simply Wall St06 Nov 202308:00 am35 days ago
Seeking Alpha03 Nov 202307:00 am38 days ago
The Elkhart Truth01 Nov 202307:00 am40 days ago

Financials for LCI Industries

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Revenue-5.5%9591,0159738941,1321,5361,6451,2131,1651,0941,000783828526660564586629592537604
Gross Profit-3.3%211218186147253409464292252258242197221129159122135149133103126
  S&GA Expenses1.5%16516316617016519019517816316414013412710811485.0086.0083.0085.0074.0081.00
EBITDA Margin---0.11*-0.15*0.15*0.13*0.10*0.11*0.12*0.11*0.11*0.10*0.09*0.10*0.11*0.11*----
Interest Expenses100.0%--10.25-10.39-8.22-6.91-6.19-6.25-5.52-4.67-3.47-2.70-2.61-1.95-3.70-5.20-2.29-1.90-2.10-2.51-1.95-1.72
Income Taxes-18.4%9.0011.002.00-14.1319.0058.0067.0026.0021.0023.0025.0012.0024.004.0011.007.0011.0016.0011.007.0010.00
Earnings Before Taxes-21.5%35.0045.0010.00-81.00213263-84.0091.0099.0061.0092.0017.0039.0035.0047.0064.0045.0028.0044.00
EBT Margin---0.09*-0.13*0.13*0.11*0.07*0.08*0.09*0.09*0.07*0.07*0.06*0.08*0.08*0.08*----
Net Income-22.6%26.0033.007.00-17.1361.0015519682.0063.0068.0074.0049.0068.0013.0028.0029.0036.0048.0034.0020.0034.00
Net Income Margin-39.2%0.01*0.02*0.05*0.08*0.09*0.09*0.08*0.06*0.06*0.07*0.07*0.06*0.05*0.05*0.06*------
Free Cashflow-45.2%10018258.0090.0010518493.00-148-43.43-2.04-16.11-9.7796.0051.0037.00------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Assets-1.4%3,0343,0763,2093,2473,2693,4833,6413,2883,0882,7762,5002,2982,1112,0182,0511,8631,4151,3301,3431,2441,234
  Current Assets-0.4%1,2311,2351,3651,3911,5051,6981,8271,5671,3601,2161,068870796697769671581538553527557
    Cash Equivalents41.4%31.0022.0023.0047.0023.0055.0055.0063.0073.0098.0063.0052.0068.0062.0098.0035.0027.0061.0014.0015.0018.00
  Inventory-4.6%7928309091,0301,0801,1551,1361,096791620535494369329351394334301325341326
  Net PPE-1.3%473479481482471457450426421409393387368365372366344340335323304
  Goodwill-0.8%58058456656755255513.0054346.00496454455413419399351204----
Liabilities-2.6%1,6621,7061,8501,8661,8452,0882,3812,1952,0571,7901,5411,3901,2351,2021,2431,062637577621538499
  Current Liabilities-6.2%414441436421500638741627684551535416401310300271256220215178183
    LT Debt, Current-98.0%1.0028.0025.0023.0022.0021.0021.0071.0074.0066.0067.0018.0020.0021.0018.0018.00---1.00-
    LT Debt, Non Current-0.8%9089161,0561,0961,0401,1021,2651,2321,012942727720616681751613262245286294244
Shareholder's Equity0.1%1,3721,3711,3601,3811,4241,3941,2591,0931,031986960908876817808801777753722706736
  Retained Earnings-0.1%1,2071,2081,2011,2211,2651,2311,104931872831787732702653657645633614583563559
  Additional Paid-In Capital2.3%241236231235232224217220213207227227222216212212209205201203205
Shares Outstanding-100.0%-25.0025.00-25.0025.0025.00-25.0025.0025.0025.0025.0025.0025.0025.0025.0025.0025.00-25.00
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
(In Thousands)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Cashflow From Operations-41.8%115,698198,88974,676117,007137,536213,045134,926-123,866-11,56619,0124,84718,913110,38657,34244,75959,98329,427127,53052,58549,01628,663
  Share Based Compensation12.8%4,9474,3854,6953,1316,8637,1846,5176,8666,4366,4237,4364,8566,2424,1093,2954,0164,2134,1153,7332134,090
Cashflow From Investing53.0%-16,038-34,140-21,449-84,470-36,898-28,077-92,345-64,346-70,443-122,088-24,341-112,701-14,434-3,417-101,749-402,508-57,261-19,684-24,381-54,697-41,128
Cashflow From Financing45.9%-90,128-166,495-76,824-9,941-130,540-185,074-49,316180,37755,384134,81533,98773,254-91,299-87,752119,845349,796-6,325-59,936-28,5642,35912,864
  Dividend Payments0.0%26,59026,59126,56326,45326,70126,70222,87022,74622,74722,73918,93918,86618,86516,34916,32116,28016,26716,26714,99915,15615,129

LCII Income Statement

2023-09-30
Condensed Consolidated Statements Of Income - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended9 Months Ended
Sep. 30, 2023
Sep. 30, 2022
Sep. 30, 2023
Sep. 30, 2022
Income Statement [Abstract]    
Net sales$ 959,315$ 1,132,079$ 2,947,264$ 4,312,797
Cost of sales748,367879,0252,332,1253,186,415
Gross profit210,948253,054615,1391,126,382
Selling, general and administrative expenses165,358165,479494,332550,317
Operating profit45,59087,575120,807576,065
Interest expense, net10,3256,91030,96819,353
Income before income taxes35,26580,66589,839556,712
Provision for income taxes9,37819,27323,267144,609
Net income$ 25,887$ 61,392$ 66,572$ 412,103
Net income per common share:    
Basic (in usd per share)$ 1.02$ 2.41$ 2.63$ 16.23
Diluted (in usd per share)$ 1.02$ 2.40$ 2.62$ 16.15
Weighted average common shares outstanding:    
Basic (in shares)25,34025,44725,29325,398
Diluted (in shares)25,50425,60025,40525,520

LCII Balance Sheet

2023-09-30
Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Sep. 30, 2023
Dec. 31, 2022
Current assets  
Cash and cash equivalents$ 31,242$ 47,499
Accounts receivable, net of allowances of $7,491 and $5,904 at September 30, 2023 and December 31, 2022, respectively338,847214,262
Inventories, net791,8841,029,705
Prepaid expenses and other current assets68,66699,310
Total current assets1,230,6391,390,776
Fixed assets, net472,518482,185
Goodwill579,912567,063
Other intangible assets, net462,412503,320
Operating lease right-of-use assets233,740247,007
Other long-term assets54,58656,561
Total assets3,033,8073,246,912
Current liabilities  
Current maturities of long-term indebtedness56623,086
Accounts payable, trade198,914143,529
Current portion of operating lease obligations34,64235,447
Accrued expenses and other current liabilities179,894219,238
Total current liabilities414,016421,300
Long-term indebtedness908,2451,095,888
Operating lease obligations211,289222,478
Deferred taxes25,28130,580
Other long-term liabilities102,83695,658
Total liabilities1,661,6671,865,904
Stockholders’ equity  
Common stock, par value $.01 per share287285
Paid-in capital240,972234,956
Retained earnings1,206,5251,221,279
Accumulated other comprehensive income6,5726,704
Stockholders' equity before treasury stock1,454,3561,463,224
Treasury stock, at cost(82,216)(82,216)
Total stockholders' equity1,372,1401,381,008
Total liabilities and stockholders' equity$ 3,033,807$ 3,246,912
LCII
LCI Industries, together with its subsidiaries, manufactures and supplies components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates in two segments, Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis and related components; axles and suspension solutions; slide-out mechanisms and solutions; thermoformed bath, kitchen, and other products; vinyl, aluminum, and frameless windows; manual, electric, and hydraulic stabilizer and leveling systems; entry, luggage, patio, and ramp doors; furniture and mattresses; electric and manual entry steps; awnings and awning accessories; electronic components; appliances; air conditioners; televisions and sound systems; tankless water heaters; towing products; truck accessories; and other accessories. This segment serves OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; boats; trains; manufactured homes; and modular housing, as well as travel trailers, fifth-wheel travel trailers, folding camping trailers, and truck campers. The Aftermarket segment supplies various components of RV and adjacent industries to retail dealers, wholesale distributors, and service centers. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, and fenders to the marine industry. The company was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. LCI Industries was incorporated in 1984 and is based in Elkhart, Indiana.
 CEO
 WEBSITEwww.lci1.com
 EMPLOYEES12900

LCI Industries Frequently Asked Questions


What is the ticker symbol for LCI Industries? What does LCII stand for in stocks?

LCII is the stock ticker symbol of LCI Industries. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of LCI Industries (LCII)?

As of Fri Dec 08 2023, market cap of LCI Industries is 2.94 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of LCII stock?

You can check LCII's fair value in chart. The fair value of LCI Industries is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of LCI Industries is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for LCII so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is LCI Industries a good stock to buy?

The fair value guage provides a quick view whether LCII is over valued or under valued. Whether LCI Industries is cheap or expensive depends on the assumptions which impact LCI Industries's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for LCII.

What is LCI Industries's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri Dec 08 2023, LCII's PE ratio (Price to Earnings) is 59.48 and Price to Sales (PS) ratio is 0.77. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. LCII PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on LCI Industries's stock?

In the past 10 years, LCI Industries has provided 0.106 (multiply by 100 for percentage) rate of return.