LCI Industries stock | Price, analyst rating, price target & growth

LCI Industries

NYSE:LCII

$ 123,75

+ $0,83 (0,68%)

123,75 $

+$0,83 (0,68%)

End-of-day quote: 03/26/2026

LCI Industries Stock Value

Analysts currently give NYSE:LCII a rating of Outperform.

Outperform

LCI Industries Company Info

EPS Growth 5Y

2,83%

Market Cap

$3,00 B

Long-Term Debt

$0,94 B

Short Interest

7,96%

Quarterly earnings

05/06/2026 (E)

Dividend

$4,63

Dividend Yield

3,74%

Founded

1956

Industry

Consumer Discretionary

Country

United States

ISIN Number

US50189K1034

Website

http://corporate.lippert.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$155,50

25.66%

Last Update: 03/26/2026

Analysts: 9

Highest Price Target $185,00

Average Price Target $155,50

Lowest Price Target $145,00

In the last five quarters, LCI Industries’s Price Target has risen from $84,28 to $117,78 - a 39,75% increase. Ten analysts predict that LCI Industries’s share price will increase in the coming year, reaching $155,50. This would represent an increase of 25,66%.

Top growth stocks in the consumer discretionary sector (5Y.)

What does LCI Industries do?

LCI Industries, together with its subsidiaries, manufactures and supplies engineered components to the outdoor recreation, transportation, and building products industries. In addition to serving original equipment manufacturers (OEMs), the company supplies engineered components to the related aftermarket needs, selling through retail dealers, wholesale distributors, and service centers, as well as directly to consumers online. The company’s products include steel chassis, axles, anti-lock brak...

The company’s products include steel chassis, axles, anti-lock braking systems (abs), suspension systems, and stabilizer/leveling systems (manual, electric, and hydraulic); awnings, slide-out mechanisms, and accessories; vinyl, aluminum, and frameless windows; entry, luggage, patio, and ramp doors; and electric and manual entry steps; thermoformed bath and kitchen products, furniture, mattresses, tankless water heaters, air conditioners, appliances, electronic components, televisions, and sound systems; hitches, pin boxes, grill guards, towing electrical, and towing and truck accessories.

Segments

The company operates through two segments: the Original Equipment Manufacturers (OEM) and Aftermarket.

OEM Segment

This segment services leading OEMs in recreation, transportation, and housing markets. The company strategically located manufacturing and distribution facilities across North America and Europe provide efficient service to OEMs. Key markets served by the company’s OEM segment include RVs and Adjacent Industries.

Recreational Vehicles (RVs): Sales to RV OEMs include motorhomes, travel trailers, fifth-wheel trailers, and other towables. In 2024, sales to RV OEMs were $1.7 billion, representing 61 percent of OEM segment net sales. Majority of customers include Thor Industries, Inc. (symbol: THO), Forest River, Inc. (a Berkshire Hathaway company, symbol: BRKA), and Winnebago Industries (symbol: WGO), as well as other RV OEMs. The company serves the RV industry by delivering quality components such as windows, furniture, leveling systems, awnings, and chassis, supported by innovation and strong customer relationships.

Adjacent Industries: Sales to OEMs in adjacent industries include boats, buses, cargo and utility trailers, trucks, trains, and manufactured and modular homes. In 2024, sales to adjacent industries OEMs were $1.1 billion, representing 39 percent of OEM segment net sales. Major customers include Brunswick corporation (symbol: BC), Polaris Inc. (symbol: PII), Blue Bird corporation (symbol: BLBD), Skyline Champion corporation (symbol: SKY), and Cavco Industries, Inc. (symbol: CVCO). The company serves its adjacent industries customers by delivering high-quality components such as axles, windows, furniture, windshields, and chassis for manufactured homes.

Aftermarket segment

This segment enhances the product lifecycle for the recreation and transportation markets by offering discretionary accessories, replacement parts, and upgrades. This approach drives additional revenue, deepens customer engagement, and leverages its OEM expertise. Products are sold through retail dealers, wholesale distributors, and service centers, as well as direct-to-consumer sales through online platforms.

Performance: Products from the company’s subsidiary CURT Manufacturing LLC (CURT), a leading manufacturer of towing products and truck accessories, contributed approximately half of Aftermarket sales in both years. CURT complements its OEM markets by serving automotive, RV, marine, and trailer industries.

Key Drivers: The company serves its aftermarket customers by delivering quality components such as hitches, truck accessories, towing accessories, towing electrical, and slide toppers.

Customer Channels, Strategy, and Support: The company sells aftermarket products through retail dealers, wholesale distributors, and service centers, as well as direct-to-consumer sales through online platforms. Multiple customer care centers offer rapid responses to inquiries related to product delivery, technical support, and critical repairs, designed to minimize consumer downtime. Dedicated teams offer product, technical, and installation training, as well as marketing support for aftermarket customers.

Raw Materials

Raw materials used across the company’s RV and adjacent industry businesses consist primarily of steel (coil, sheet, tube, and I-beam), extruded aluminum, glass, wood, fabric, and foam, and are available from several sources, both domestic and foreign.

Customer Concentrations

Thor Industries, Inc. (Thor), a customer of both segments, accounted for 16 percent, of the company’s consolidated net sales for the year ended December 31, 2024. Berkshire Hathaway Inc. (through its subsidiaries Forest River, Inc. and Clayton Homes, Inc.), a customer of both segments, accounted for 18 percent, of the company’s consolidated net sales for the year ended December 31, 2024.

Acquisition

In May 2024, the company acquired the business and certain assets of the furniture operations of CWDS, LLC, a subsidiary of Camping World Holdings, Inc.

Sales and Marketing

The company sales activities are related to developing new customer relationships and maintaining existing customer relationships, primarily through the quality and reliability of its products, innovation, price, customer service, and customer satisfaction. It has several supply agreements or other arrangements with certain of its customers.

Seasonality

Most industries where the company sells products or where its products are used historically have been seasonal and are generally at the highest levels when the weather is moderate. Accordingly, its sales and profits have generally been the highest in the second quarter and lowest in the fourth quarter. However, because of fluctuations in dealer inventories, the impact of international, national, and regional economic conditions, consumer confidence on retail sales of RVs and other products for which the company sells its components, the timing of dealer orders, and the impact of severe weather conditions on the timing of industry-wide shipments from time to time, current and future seasonal industry trends have been, and may in the future be, different than in prior years. Additionally, many of the optional upgrades and non-critical replacement parts for RVs are purchased outside the normal product selling season, thereby causing certain Aftermarket Segment sales to be counter seasonal.

International

The company continues to focus on developing products tailored for international recreation and transportation markets. The company participates in the largest caravan shows in Europe and have been receiving positive feedback on its products. Recently, some of the product innovations it developed for European markets have been gaining popularity in the United States as well. The company’s international business development team works with customers and prospects in Europe and other international markets, assessing the dynamics of the local marketplace, building relationships with OEMs and helping introduce its existing products and develop new products for those markets, with the goal of identifying long-term growth opportunities. The company targets the same international product markets that it supplies to in the United States, including RV, adjacent industries such as marine, cargo trailers, and high-speed trains, and the related aftermarkets. The company’s largest domestic customer, Thor, has a presence in the European caravan market, which provides additional business opportunities for it in Europe.

Intellectual Property

The company holds approximately 630 United States and foreign patents and have approximately 165 patent applications pending that relate to various products it sells. The company has also granted certain licenses that permit third parties to manufacture and sell products in consideration for royalty payments.

Research and Development

The company’s research and development expenses were approximately $21 million in 2024.

Regulatory Matters

Rules promulgated under the Transportation Recall Enhancement, Accountability and Documentation Act require manufacturers of motor vehicles and certain motor vehicle related equipment to regularly make reports and submit documents and certain historical data to the National Highway Traffic Safety Administration (NHTSA) of the United States Department of Transportation (DOT) to enhance motor vehicle safety, and to respond to requests for information relating to specific complaints or incidents.

Trailers produced by the company for hauling boats, personal watercraft, snowmobiles and equipment must comply with Federal Motor Vehicle Safety Standards (FMVSS) promulgated by NHTSA relating to lighting, braking, wheels, tires and other vehicle systems.

Windows and doors produced by the company for the RV industry must comply with regulations promulgated by NHTSA governing safety glass performance, egress ability, door hinge and lock systems, egress window retention hardware, and baggage door ventilation. Windows produced by the company for buses also must comply with FMVSS promulgated by NHTSA.

Upholstered products and mattresses produced by the company for RVs and buses must comply with FMVSS promulgated by NHTSA regarding flammability. In addition, upholstered products and mattresses produced by the company for RVs must comply with regulations promulgated by the Consumer Product Safety Commission regarding flammability, as well as standards for toxic chemical levels and labeling requirements promulgated by the California Office of Environmental Health Hazard Assessment. Plywood, particleboard and fiberboard used in RV products are required to comply with standards for formaldehyde emission levels promulgated by the California Air Resources Board and adopted by the Recreation Vehicle Industry Association (RVIA).

Windows and entry doors produced by the company for manufactured homes must comply with performance and construction regulations promulgated by the U.S. Department of Housing and Urban Development (HUD) and by the American Architectural Manufacturers Association relating to air and water infiltration, structural integrity, thermal performance, emergency exit conformance, and hurricane resistance. Certain of the company’s products must also comply with the International Code Council standards, such as the IRC (International Residential Code), the IBC (International Building Code), and the IECC (International Energy Conservation Code), as well as state and local building codes. Thermoformed bath products manufactured by the company for manufactured homes must comply with performance and construction regulations promulgated by HUD.

History

The company was founded in 1956. It was incorporated under the laws of Delaware in 1984. It was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in 2016.

LCI Industries Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - Recreational Vehicles (RV): approx. 60% - Marine: approx. 20% - Residential and Commercial Construction: approx. 10% - Other: approx. 10% **TOP 3 markets and their percentage shares:** - USA: approx. 75% - Canada: approx. 10% - Europe: approx. 8% LCI Industri...

At which locations are the company’s products manufactured?

**Production Sites of LCI Industries:** LCI Industries mainly produces its products in the United States. The company has several production facilities, primarily located in the Midwest of the USA, especially in Indiana, known as a center for RV and trailer production. In addition to the US locati...

What strategy does LCI Industries pursue for future growth?

**Revenue Growth:** 8.5% (2025) **Profit Growth:** 7.1% (2025) LCI Industries pursues a growth strategy that heavily emphasizes innovation and expansion into new markets. The company continuously invests in research and development to expand its product range and offer technologically advanced...

Which raw materials are imported and from which countries?

**Main raw materials:** Steel, aluminum, wood, plastics, electronic components **Countries of origin:** - **Steel:** China, South Korea, USA - **Aluminum:** Canada, China - **Wood:** Canada, USA - **Plastics:** USA, Germany - **Electronic components:** China, Taiwan, South Korea LCI Industries, as...

How strong is the company’s competitive advantage?

**Market share in the RV industry:** approximately 60% (2025) **EBITDA margin:** 10.5% (2025) **R&D expenses:** 3% of revenue (2025) LCI Industries enjoys a significant competitive advantage in the recreational vehicle industry, particularly due to its dominant market position with a market sha...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 80% (estimated, 2026) **Insider Buys/Sells:** No significant transactions in the last quarter (2026) The institutional investor share in LCI Industries is estimated to be 80%, indicating that a large portion of the shares are held by major investment funds, pensio...

What percentage market share does LCI Industries have?

**Market Share LCI Industries:** Estimate 25% (2026) **Main Competitors and their Market Shares:** 1. **Thor Industries** - 30% 2. **Winnebago Industries** - 20% 3. **Forest River (Berkshire Hathaway)** - 15% 4. **REV Group** - 5% 5. **Tiffin Motorhomes** - 3% **Moat of LCI Industries:** LCI Indu...

Is LCI Industries stock currently a good investment?

**Revenue Growth:** 8.5% (2025) **Profit Growth:** 6.2% (2025) **Market Share in RV Sector:** 35% (2025) LCI Industries recorded solid revenue growth of 8.5% in 2025, driven by strong demand in the recreational vehicle sector. The company was able to expand its market share to 35%, highlighting its...

Does LCI Industries pay a dividend – and how reliable is the payout?

**Dividend Yield:** 3.2% (2026, estimated) **Dividend History:** Continuous payout over the last 5 years LCI Industries is known for regularly distributing dividends to its shareholders. The dividend yield is currently estimated at 3.2%, which can be considered attractive compared to other comp...

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LCI Industries Stock Value

LCI Industries Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does LCI Industries do?

LCI Industries Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

LCI Industries Stock Value

LCI Industries Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does LCI Industries do?

LCI Industries Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.