LCI Industries (LCII)

Over the past year, LCI Industries (LCII) stock has seen a 32.90% change, with a 52-week range between $72.31 and $131.28. As of December 18, 2025, the share price was $121.90, representing a 15.95% increase from December 19, 2024. In Q3 2025, consolidated net sales grew 13.2% year-over-year to $1.036 billion, and net income increased by 75% to $62 million, or $2.55 per diluted share, leading to a 14.45% stock surge. In Q2 2025, consolidated net sales increased 5% to $1.1 billion from Q2 2024. In Q1 2025, consolidated net sales were $953.7 million, up 0.8% from Q1 2024. In Q4 2024, consolidated net sales were $803.1 million, a 4% decrease from Q4 2023, but the company increased EBITDA by $89 million over 2023. Analyst ratings in late 2025 and early 2026 have generally been "Hold" or "Buy," with an average price target of $113.67, and the stock reached a new 52-week high in January 2026.

Demand for LCI Industries' products is influenced by the cyclical nature of the RV and marine industries, and is affected by interest rates and macroeconomic factors. The company mitigates this seasonality through diversification into adjacent transportation markets, the aftermarket segment, product innovation, and geographic expansion.

LCI Industries is a global manufacturer and supplier of engineered components for the outdoor recreation and transportation markets, operating in the Consumer Discretionary sector, specifically within the Auto Parts: O.E.M. industry. The company produces components for OEMs in recreation, transportation, and housing, including steel chassis, axles, slide-out mechanisms, windows, doors, bath and kitchen products, furniture, and appliances. These products are used in recreational vehicles, boats, buses, trailers, trucks, trains, manufactured homes, and modular housing. LCI Industries operates under several brands and distributes products through retail dealers, wholesale distributors, service centers, and directly to retail customers via the internet.

LCI Industries has a global presence with over 140 manufacturing and distribution facilities in North America, Africa, and Europe, and is headquartered in Elkhart, Indiana, USA. Acquisitions in Italy and other European countries have expanded its European footprint and product offerings.

LCI Industries, through its Lippert subsidiary, has maintained a strong brand reputation, particularly in corporate responsibility. Lippert was named among Newsweek's list of America's Most Responsible Companies for 2024, ranking #221 overall and #5 in the Automotive & Components category. The company focuses on ESG initiatives and enhances customer experience through extensive technical support.

Approximately 85.38% to 96.5% of LCI Industries' stock is held by institutional investors, insiders own about 3.80%, and public companies and individual investors hold between 10.82% and 32.38%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and others.