LCI Industries
Rank #224Capital ReturnLCII · NYSE · Consumer Cyclical
LCI Industries (LCII) — Rank #224 by gross profitability (GP/assets 0.30) · ROE 13.1% · Piotroski F-Score 8 / 9.
As-of 2026-09-15 · CIK 0000763744 · all metrics point-in-time as of the filing date.
About
LCI Industries, together with its subsidiaries, manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally.
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It operates through two segments, Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis, axles, anti-lock braking systems, and suspension systems; manual, electric, and hydraulic stabilizer and leveling systems; awnings, slide-out mechanisms, and accessories; vinyl, aluminum, and frameless windows; entry, luggage, patio, and ramp doors; electric and manual entry steps and awnings; thermoformed bath and kitchen products; furniture, mattresses, tankless water heaters, air conditioners, appliances, electronic components, televisions, and sound systems; windshields; and hitches, pin boxes, grill guards, towing electrical, and towing and truck accessories. This segment serves OEMs of RVs and adjacent industries, including boats, buses, cargo and utility trailers used to haul boats, livestock, equipment, and other cargo; trucks; trains; manufactured homes; and modular housing. The Aftermarket segment supplies engineered components to aftermarket channels of the recreation and transportation markets for retail dealers, wholesale distributors, and service centers, as well as direct-to-consumer sales through online platforms. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, fenders, towing products, truck accessories, appliances, air conditioners, televisions, sound systems, and tankless water heaters. LCI Industries was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016.
The company was founded in 1956 and is headquartered in Elkhart, Indiana.
- Industry
- Recreational Vehicles
- Sector
- Consumer Cyclical
- State
- DE
- Filer Category
- Large accelerated filer
- Fiscal Year End
- December 31
- Website
- corporate.lippert.com
Financials
Stable
Direction over 5 fiscal years
- Free cash flowimproving
- Gross marginstable
- Gross profitabilitystable
- Net cashimproving
- Operating margindeteriorating
- Return on equitydeteriorating
- Share count (dilution)improving
Monitoring diagnostic of business direction — not a prediction of returns.
Each fiscal year is read as-of that year’s own 10-K filing, so nothing restated after the fact leaks backwards. Line items this filer never tagged are omitted. Hover or tap a badge for the diagnostic behind it.
| Fiscal year end | 2025-12-31filed 2026-02-26 | 2024-12-31filed 2025-02-21 | 2023-12-31filed 2024-02-23 | 2022-12-31filed 2023-02-24 |
|---|---|---|---|---|
| Income statement | ||||
| Revenue | 4,122.0 | 3,741.2 | 3,784.8 | 5,207.1 |
| Revenue growth (YoY) | 10.2% | -1.2% | -27.3% | 16.4% |
| Gross profit | 980.3 | 879.7 | 776.2 | 1,273.3 |
| Gross margin | 23.8% | 23.5% | 20.5% | 24.5% |
| Net income | 188.3 | 142.9 | 64.2 | 395.0 |
| Net margin | 4.6% | 3.8% | 1.7% | 7.6% |
| EPS (diluted) | $7.57 | $5.60 | $2.52 | $15.48 |
| EPS growth (YoY) | 35.2% | 122.2% | -83.7% | — |
| Cash flow | ||||
| Operating cash flow | 331.0 | 370.3 | 527.2 | 602.5 |
| Capital expenditures | 52.6 | 42.3 | 62.2 | 130.6 |
| Free cash flow | 278.3 | 328.0 | 465.0 | 471.9 |
Figures are as originally filed with the SEC (point-in-time), not restated, so they can differ slightly from sites that show later-restated numbers. Why point-in-time?