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

LCI Industries (NYSE:LCII) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 8.250-8.750 for the period, compared to the consensus EPS estimate of 8.810. The company issued revenue guidance of $3.9 billion-$4.1 billion, compared to the consensus revenue estimate of $4.2 billion.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on LCII shares. Truist Financial lowered their price objective on shares of LCI Industries from $135.00 to $114.00 and set a “hold” rating for the company in a research report on Wednesday, July 8th. Roth Capital raised shares of LCI Industries from a “neutral” rating to a “buy” rating and set a $164.00 target price for the company in a research note on Wednesday, May 6th. BMO Capital Markets set a $118.00 target price on LCI Industries in a report on Thursday. Zacks Research downgraded LCI Industries from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 20th. Finally, Wall Street Zen downgraded LCI Industries from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. Three equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, LCI Industries presently has a consensus rating of “Hold” and a consensus target price of $129.88.

LCI Industries Stock Up 2.0%

Shares of LCII traded up $2.11 during mid-day trading on Friday, hitting $107.92. 75,399 shares of the company’s stock were exchanged, compared to its average volume of 401,904. The company has a market cap of $2.62 billion, a PE ratio of 12.55 and a beta of 1.18. LCI Industries has a 52 week low of $84.33 and a 52 week high of $159.66. The company has a 50-day simple moving average of $100.79 and a 200 day simple moving average of $119.35. 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 (NYSE:LCII) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.58 by $0.12. The company had revenue of $1.10 billion for the quarter, compared to the consensus estimate of $1.12 billion. LCI Industries had a net margin of 5.24% and a return on equity of 14.33%. The firm’s revenue was down 12.6% compared to the same quarter last year. During the same period last year, the company earned $2.39 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-8.750 EPS. On average, research analysts forecast that LCI Industries will post 8.71 earnings per share for the current fiscal year.

LCI Industries Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 12th. Shareholders of record on Friday, May 29th were paid a $1.15 dividend. This represents a $4.60 annualized dividend and a yield of 4.3%. The ex-dividend date was Friday, May 29th. LCI Industries’s payout ratio is presently 53.49%.

Hedge Funds Weigh In On LCI Industries

Several hedge funds have recently modified their holdings of the stock. Global Retirement Partners LLC bought a new stake in LCI Industries during the fourth quarter worth about $30,000. Northwestern Mutual Wealth Management Co. grew its stake in LCI Industries by 358.8% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 624 shares of the company’s stock valued at $58,000 after purchasing an additional 488 shares in the last quarter. Kestra Advisory Services LLC acquired a new position in shares of LCI Industries during the 4th quarter worth approximately $64,000. EverSource Wealth Advisors LLC increased its position in shares of LCI Industries by 57.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,172 shares of the company’s stock worth $107,000 after purchasing an additional 426 shares during the last quarter. Finally, Simplex Trading LLC increased its position in shares of LCI Industries by 228.8% during the 4th quarter. Simplex Trading LLC now owns 1,288 shares of the company’s stock worth $156,000 after purchasing an additional 2,288 shares during the last quarter. Institutional investors own 99.71% of the company’s stock.

About LCI Industries

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.