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

LCI Industries (NYSE:LCII) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 8.250-8.500 for the period, compared to the consensus EPS estimate of 8.360. The company issued revenue guidance of $3.9 billion-$4.0 billion, compared to the consensus revenue estimate of $4.0 billion.

LCI Industries Stock Down 1.7%

LCII stock traded down $1.74 during midday trading on Thursday, hitting $102.54. The company’s stock had a trading volume of 664,179 shares, compared to its average volume of 409,342. The company has a debt-to-equity ratio of 0.59, a current ratio of 2.49 and a quick ratio of 1.20. LCI Industries has a twelve month low of $77.58 and a twelve month high of $159.66. The company’s fifty day moving average price is $89.77 and its 200 day moving average price is $111.11. The stock has a market capitalization of $2.49 billion, a P/E ratio of 11.92 and a beta of 1.19.

LCI Industries (NYSE:LCII) last issued its quarterly earnings results on Thursday, November 5th. The company reported $2.21 EPS for the quarter, topping the consensus estimate of $2.06 by $0.15. The firm had revenue of $992.48 million for the quarter, compared to analysts’ expectations of $990.62 million. LCI Industries had a net margin of 5.24% and a return on equity of 14.33%. The company’s revenue for the quarter was down 4.2% on a year-over-year basis. During the same period in the previous year, the firm posted $1.97 EPS. LCI Industries has set its FY 2026 guidance at 8.250-8.500 EPS. As a group, equities research analysts predict that LCI Industries will post 8.33 EPS for the current year.

LCI Industries Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Friday, August 21st were given a dividend of $1.15 per share. The ex-dividend date of this dividend was Friday, August 21st. This represents a $4.60 annualized dividend and a yield of 4.5%. LCI Industries’s dividend payout ratio is 53.49%.

Analyst Ratings Changes

LCII has been the topic of several recent analyst reports. Weiss Ratings lowered LCI Industries from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, October 8th. Stifel Nicolaus downgraded LCI Industries from a “buy” rating to a “hold” rating and cut their price objective for the company from $130.00 to $80.00 in a report on Sunday, October 18th. Jefferies Financial Group reissued a “hold” rating and issued a $120.00 price objective on shares of LCI Industries in a report on Thursday, August 6th. BMO Capital Markets set a $118.00 target price on shares of LCI Industries in a research note on Thursday, August 6th. Finally, Roth Capital set a $112.00 target price on shares of LCI Industries in a report on Tuesday, October 27th. Two equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $113.50.

Key LCI Industries News

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

• Positive Sentiment: Third-quarter adjusted EPS was $2.21, above the roughly $2.06 consensus and up from $1.97 a year earlier. Revenue of $992.5 million also narrowly beat estimates, and the company reported operating-margin expansion. Article: LCI Industries Reports Third-Quarter Growth Amid Merger Decision
• Positive Sentiment: LCI is targeting $150 million in merger synergies within three years, which could support future profitability if achieved. Article: LCI Industries anticipates 2026 revenue while targeting merger synergies
• Neutral Sentiment: 2026 EPS guidance of $8.25–$8.50 is broadly in line with the $8.36 analyst consensus, giving investors a relatively steady earnings outlook. Article: LCI Industries anticipates 2026 revenue while targeting merger synergies
• Negative Sentiment: Quarterly revenue fell 4.2% year over year. The company forecasts 2026 revenue of $3.9 billion–$4.0 billion, with the midpoint below analysts’ $4.0 billion estimate, highlighting continued sales-growth concerns. Article: LCI Industries Reports Third-Quarter Earnings Results

LCI Industries Company Profile

LCI Industries, formerly known as Drew Industries, is a manufacturer and supplier of components and systems used primarily in recreational vehicles (RVs), as well as in the marine, powersports, automotive, and other transportation markets. Through its Lippert business, the company provides products to original equipment manufacturers and serves consumers through replacement and aftermarket channels.

Its product portfolio includes chassis and structural components, axles and suspension systems, slide-out systems, windows, doors, entry steps, awnings, leveling systems, furniture, mattresses, appliances, electronics, and plumbing products.