Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LCII
HoldUnloved QualityLCI Industries · Consumer Cyclical · United States · $2.5B · Avg Vol: $25M/d
COMPANY DESCRIPTION
LCI Industries is a leading manufacturer and supplier of highly engineered components for the recreational vehicle (RV) and adjacent industries. It dominates the RV component supply market, offering a vast array of critical products from chassis to interiors, benefiting from significant economies of scale and strong OEM relationships. Its comprehensive product portfolio and market penetration create a substantial competitive moat.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.2B | 3.8B | 3.7B | 4.1B | -7.5% | 4.0B | 4.0B | 4.2B | 1.4% |
| EPS | 15.57 | 2.54 | 5.61 | 7.59 | -21.3% | 8.63 | 8.69 | 9.67 | 12.9% |
| Shares | 25.2M | 25.3M | 25.5M | 24.2M | -3.9% | 24.3M | — | — | — |
| Debt | 1.4B | 1.1B | 995.9M | 1.2B | -3.5% | 1.1B | — | — | — |
| Equity | 1.4B | 1.4B | 1.4B | 1.4B | -0.5% | — | — | — | — |
| Op CF | 602.5M | 527.2M | 370.3M | 331.0M | -18.1% | 346.3M | — | — | — |
| Inv CF | -241.8M | -83.7M | -61.1M | -147.1M | — | — | — | — | — |
| Fin CF | -374.9M | -426.2M | -208.2M | -125.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of LCII are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LCII | LCI Industries(you) | $2.5B | 60 | Hold |
| HOG | Harley-Davidson, Inc. | $2.9B | 75 | Buy |
| PII | Polaris Inc. | $3.6B | 46 | Hold |
| PATK | Patrick Industries, Inc. | $2.7B | 32 | Sell |
| BC | Brunswick Corporation | $5.0B | 44 | Hold |
| WGO | Winnebago Industries, Inc. | $865M | 47 | Hold |
| THO | THOR Industries, Inc. | $4.0B | 31 | Sell |
| MCFT | MasterCraft Boat Holdings, Inc. | $579M | 48 | Hold |
| MBUU | Malibu Boats, Inc. | $467M | 69 | Buy |
| FIGS | FIGS, Inc. | $2.6B | 59 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.7%