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

LCI Industries (NYSE:LCII) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 8.250-9.25 for the period, compared to the consensus estimate of 7.960. The company issued revenue guidance of $4.2 billion-$4.3 billion, compared to the consensus revenue estimate of $4.3 billion.

Analyst Ratings Changes

Several research firms recently issued reports on LCII. Weiss Ratings reissued a “hold (c)” rating on shares of LCI Industries in a research report on Thursday, January 22nd. Roth Mkm restated a “neutral” rating on shares of LCI Industries in a research note on Thursday. Truist Financial set a $147.00 price objective on shares of LCI Industries in a research note on Tuesday, January 20th. Wall Street Zen upgraded LCI Industries from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 14th. Finally, BMO Capital Markets reaffirmed a “market perform” rating and set a $155.00 price target on shares of LCI Industries in a research report on Wednesday. One research analyst has rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $134.20.

LCI Industries Price Performance

LCI Industries stock traded down $3.79 during mid-day trading on Thursday, hitting $149.97. 8,585 shares of the company traded hands, compared to its average volume of 358,721. LCI Industries has a one year low of $72.31 and a one year high of $159.66. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.28 and a current ratio of 2.78. The stock has a market cap of $3.63 billion, a price-to-earnings ratio of 21.23 and a beta of 1.32. The stock has a fifty day moving average price of $137.14 and a 200-day moving average price of $114.00.

LCI Industries (NYSE:LCII) last released its earnings results on Wednesday, February 18th. The company reported $0.89 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.20. LCI Industries had a return on equity of 12.60% and a net margin of 4.49%.The business had revenue of $909.25 million for the quarter, compared to analysts’ expectations of $913.04 million. During the same quarter in the prior year, the firm earned $0.37 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. On average, equities analysts predict that LCI Industries will post 6.76 earnings per share for the current fiscal year.

LCI Industries News Summary

Here are the key news stories impacting LCI Industries this week:

• Positive Sentiment: Q4 EPS beat and strong year‑over‑year improvement — LCII reported $0.89 GAAP EPS vs. the $0.69 consensus and vs. $0.37 a year ago, a meaningful earnings uplift that signals margin improvement. Read More.
• Positive Sentiment: FY2026 EPS guidance raised — management set FY26 EPS of $8.25–$9.25, above the ~7.96 consensus, which supports a more constructive medium‑term earnings outlook. Read More.
• Neutral Sentiment: Revenue slightly missed estimates — Q4 revenue was $909.25M vs. a $913.04M consensus, a small shortfall that tempers the beat and keeps focus on top‑line momentum. Read More.
• Neutral Sentiment: Operational metrics provided but not game‑changing — net margin (~4.49%) and ROE (~12.6%) improved vs. prior year but keep attention on whether margin gains are sustainable as management executes FY26 plan. Read More.
• Negative Sentiment: Market reaction and technical/valuation pressure — despite the beat and stronger EPS guide, shares have pulled back amid light volume (suggesting profit‑taking) and because the stock is trading near its 52‑week high with a P/E around 21x, leaving limited near‑term upside for some investors. Read More.

Institutional Investors Weigh In On LCI Industries

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Global Retirement Partners LLC bought a new stake in shares of LCI Industries in the 4th quarter valued at approximately $30,000. Kestra Advisory Services LLC purchased a new stake in shares of LCI Industries in the fourth quarter worth approximately $64,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of LCI Industries by 358.8% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 624 shares of the company’s stock worth $58,000 after acquiring an additional 488 shares during the last quarter. EverSource Wealth Advisors LLC grew its position in LCI Industries by 57.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,172 shares of the company’s stock valued at $107,000 after acquiring an additional 426 shares during the last quarter. Finally, Simplex Trading LLC lifted its position in shares of LCI Industries by 228.8% during the fourth quarter. Simplex Trading LLC now owns 1,288 shares of the company’s stock worth $156,000 after purchasing an additional 2,288 shares during the last quarter. Hedge funds and other institutional investors own 99.71% of the company’s stock.

LCI Industries Company Profile

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.