LCII
LCI Industries·NYSE
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LCII fundamentals
LCI Industries (LCII) released its earnings on Oct 30, 2025: revenue was 1.04B (YoY +13.60%), beat estimates; EPS was 1.97 (YoY +41.73%), beat estimates.
Revenue / YoY
1.04B
+13.60%
EPS / YoY
1.97
+41.73%
Report date
Oct 30, 2025
LCII Earnings Call Summary for Q3,2025
- Revenue Surge: Q3 2025 sales hit $1.0B (+13% YoY), driven by 11% RV OEM growth and 22% Adjacent expansion. Key innovations generated $225M annualized revenue.
- Margin Breakthrough: Operating margin expanded 140 bps to 7.3%, with $5M savings from 5 facility consolidations. 2026 targeting 7-8% margin.
- Aftermarket Dominance: Aftermarket sales +7% YoY to $246M, with Furrion ACs generating $20M+ aftermarket revenue. New DC and tech training boost service growth.
- Strategic Expansion: Acquired Bigfoot and MAS, entering $150M bus seating market. 8-10 more consolidations and $75M divestitures planned for 2026.
- Industry Outlook: 2026 RV shipments 345-360K, with 3-5% organic content growth. 1M+ RVs entering service cycle fueling aftermarket demand.
EPS
Revenue
Revenue & Expenses
LCII has released its 2025 Q3 earnings report, with revenue of 1.04B, reflecting a YoY change of 13.21%, and net profit of 62.49M, showing a YoY change of 75.48%. 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.
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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Breakdown
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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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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Where does LCI Industries (LCII) generate its revenue? Explore its key revenue streams and top earning regions.
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Track LCI Industries (LCII) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What is LCI Industries's gross profit margin?Did LCI Industries beat or miss consensus estimates last quarter?What factors drove the changes in LCI Industries's revenue and profit?What guidance did LCI Industries's management provide for the next earnings period?What does LCI Industries do and what are its main business segments?What is LCI Industries's latest dividend and current dividend yield?What were the key takeaways from LCI Industries’s earnings call?What is the market's earnings forecast for LCI Industries next quarter?
