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

LCI Industries (NYSE:LCII) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 8.250-8.750 for the period, compared to the consensus earnings per share 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 Stock Up 0.8%

NYSE LCII traded up $0.86 during trading hours on Wednesday, hitting $107.92. 195,698 shares of the company were exchanged, compared to its average volume of 404,317. The company has a 50 day moving average of $101.05 and a two-hundred day moving average of $119.78. The company has a quick ratio of 1.20, a current ratio of 2.91 and a debt-to-equity ratio of 0.68. LCI Industries has a 52-week low of $84.33 and a 52-week high of $159.66. The firm has a market cap of $2.62 billion, a price-to-earnings ratio of 13.26 and a beta of 1.18.

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

LCI Industries Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, June 12th. Investors of record on Friday, May 29th were paid 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 Ratings Changes

A number of equities research analysts have commented on the stock. Weiss Ratings downgraded shares of LCI Industries from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, June 4th. Benchmark decreased their price objective on shares of LCI Industries from $150.00 to $125.00 and set a “buy” rating for the company in a research report on Tuesday, June 23rd. Robert W. Baird set a $140.00 target price on shares of LCI Industries in a research note on Wednesday, May 6th. Wall Street Zen lowered LCI Industries from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Finally, 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. Three equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, LCI Industries currently has an average rating of “Hold” and an average price target of $140.57.

Institutional Investors Weigh In On LCI Industries

A number of institutional investors and hedge funds have recently bought and sold shares of LCII. Global Retirement Partners LLC purchased a new position in shares of LCI Industries during the fourth quarter worth about $30,000. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of LCI Industries by 358.8% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 624 shares of the company’s stock valued at $58,000 after purchasing an additional 488 shares during the last quarter. Kestra Advisory Services LLC acquired a new stake in shares of LCI Industries in the 4th quarter valued at about $64,000. EverSource Wealth Advisors LLC boosted its position in shares of 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 purchasing an additional 426 shares during the period. Finally, Simplex Trading LLC grew its stake in LCI Industries by 228.8% during the 4th quarter. Simplex Trading LLC now owns 1,288 shares of the company’s stock worth $156,000 after buying an additional 2,288 shares during the last quarter. 99.71% of the stock is owned by hedge funds and other institutional investors.

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.