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

LCI Industries (NYSE:LCII) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 8.750-9.250 for the period, compared to the consensus EPS estimate of 8.720. The company issued revenue guidance of $4.2 billion-$4.3 billion, compared to the consensus revenue estimate of $4.3 billion.

LCI Industries Stock Up 3.4%

Shares of LCII stock traded up $3.82 on Wednesday, hitting $115.85. The stock had a trading volume of 216,130 shares, compared to its average volume of 371,299. The company has a quick ratio of 1.14, a current ratio of 2.85 and a debt-to-equity ratio of 0.69. The business has a 50 day moving average price of $124.81 and a 200 day moving average price of $124.06. The company has a market cap of $2.81 billion, a PE ratio of 15.30 and a beta of 1.21. LCI Industries has a one year low of $82.29 and a one year high of $159.66.

LCI Industries (NYSE:LCII) last released its quarterly earnings data on Tuesday, May 5th. The company reported $2.59 earnings per share for the quarter, beating the consensus estimate of $2.22 by $0.37. The firm had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. LCI Industries had a return on equity of 13.55% and a net margin of 4.57%.The firm’s quarterly revenue was up 4.3% on a year-over-year basis. During the same period in the previous year, the company posted $2.19 earnings per share. LCI Industries has set its FY 2026 guidance at 8.750-9.250 EPS. Research analysts anticipate that LCI Industries will post 8.78 earnings per share for the current fiscal year.

LCI Industries Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Friday, March 13th were issued a $1.15 dividend. The ex-dividend date was Friday, March 13th. This represents a $4.60 dividend on an annualized basis and a yield of 4.0%. LCI Industries’s payout ratio is currently 60.93%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on LCII. Roth Mkm upgraded shares of LCI Industries from a “neutral” rating to a “buy” rating and set a $164.00 target price for the company in a report on Wednesday. Wall Street Zen downgraded shares of LCI Industries from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. BMO Capital Markets reiterated a “market perform” rating and issued a $155.00 target price on shares of LCI Industries in a report on Wednesday, February 18th. Zacks Research downgraded shares of LCI Industries from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Finally, Benchmark reduced their target price on shares of LCI Industries from $175.00 to $150.00 and set a “buy” rating for the company in a report on Wednesday. Three research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $149.29.

Insider Activity

In other news, insider Ryan Richard Smith sold 20,000 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $147.81, for a total transaction of $2,956,200.00. Following the transaction, the insider owned 10,092 shares in the company, valued at $1,491,698.52. This represents a 66.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Jason Lippert sold 30,000 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $145.03, for a total transaction of $4,350,900.00. Following the transaction, the chief executive officer owned 344,973 shares in the company, valued at approximately $50,031,434.19. This trade represents a 8.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 90,000 shares of company stock worth $13,137,900 over the last 90 days. 3.30% of the stock is currently owned by corporate insiders.

LCI Industries News Roundup

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

• Positive Sentiment: Q1 results: LCI reported EPS of $2.59 vs. consensus $2.22 and revenue of $1.09B (up 4.3% YoY), showing sales and margin improvement that beat estimates — a primary driver of today’s upside. LCI (LCII) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: FY‑2026 EPS guidance: Management set FY EPS of $8.75–$9.25, slightly above the Street (~$8.72), supporting expectations for continued earnings power. LCI FY2026 Guidance Press Release
• Neutral Sentiment: Revenue guidance: the company gave revenue guidance of roughly $4.2B–$4.3B, which is slightly under some consensus models — a modest headwind to sentiment but not large enough to offset the EPS outlook. MarketBeat: LCI Earnings / Guidance
• Neutral Sentiment: Benchmark cut its price target from $175 to $150 but left a “buy” rating — less bullish upside than before, yet still an endorsement of the company’s outlook. Benchmark Lowers Price Target
• Negative Sentiment: Analyst consensus: coverage remains mixed — some firms keep a “hold” or neutral view on the stock, limiting broad analyst-driven upside despite the quarter’s beat. Average Rating of “Hold” from Analysts

Hedge Funds Weigh In On LCI Industries

Several hedge funds have recently modified their holdings of the stock. Quadrant Capital Group LLC increased its holdings in shares of LCI Industries by 3.2% during the fourth quarter. Quadrant Capital Group LLC now owns 2,310 shares of the company’s stock valued at $280,000 after acquiring an additional 71 shares in the last quarter. CIBC Asset Management Inc increased its holdings in shares of LCI Industries by 3.3% during the fourth quarter. CIBC Asset Management Inc now owns 2,402 shares of the company’s stock valued at $291,000 after acquiring an additional 76 shares in the last quarter. California State Teachers Retirement System increased its holdings in shares of LCI Industries by 0.7% during the second quarter. California State Teachers Retirement System now owns 23,483 shares of the company’s stock valued at $2,141,000 after acquiring an additional 159 shares in the last quarter. Vident Advisory LLC increased its holdings in shares of LCI Industries by 2.5% during the third quarter. Vident Advisory LLC now owns 9,241 shares of the company’s stock valued at $861,000 after acquiring an additional 225 shares in the last quarter. Finally, Global Retirement Partners LLC acquired a new position in shares of LCI Industries during the fourth quarter valued at about $30,000. Institutional investors and hedge funds 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.