Symbols

LCII

LCI Industries·NYSE

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LCII fundamentals

LCII Q4 2025 Earnings

LCI Industries (LCII) released its earnings on Feb 18, 2026: revenue was 915.30M (YoY +13.97%), beat estimates; EPS was 0.68 (YoY +83.78%), missed estimates.

Revenue / YoY

915.30M

+13.97%

EPS / YoY

0.68

+83.78%

Report date

Feb 18, 2026

LCII Earnings Call Summary for Q4,2025

Revenue Growth: Q4 2025 net sales up 16% YoY to $933 million, driven by 18% OEM growth and 8% aftermarket expansion.
Content Innovation: Towable RV content per unit rose 11% to $5,670, with 5 new products generating $225 million annualized revenue.
Aftermarket Dominance: 8% YoY growth in aftermarket sales, supported by 1.5 million RVs entering repair cycle and $50 million opportunity from competitor bankruptcy.
2026 Outlook: Revenue $4.2-4.3 billion, operating margin 7.5-8%, and EPS $8.25-9.25, with 70-120bps margin expansion through 8-10 facility consolidations.
Balance Sheet Strength: $223 million cash, 1.8x net debt-to-EBITDA, and $300 million share buyback program.

Earnings

EPS

Revenue

Revenue & Expenses

LCII has released its 2025 Q4 earnings report, with revenue of 932.70M, reflecting a YoY change of 16.13%, and net profit of 18.68M, showing a YoY change of 95.71%. The Sankey diagram below clearly presents LCII's revenue sources and cost distribution.

Key Indicators

LCI Industries (LCII) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

LCI Industries (LCII)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

LCI Industries (LCII)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Cash Flow

LCI Industries (LCII)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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