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

Key Points

• FY 2026 guidance: LCI expects EPS of $8.25–$8.50, broadly in line with the $8.36 consensus. Revenue guidance of $3.9 billion–$4.0 billion has a midpoint slightly below analysts’ $4.0 billion estimate.
• Latest quarter: Earnings of $2.21 per share and revenue of $992.48 million topped estimates, but revenue fell 4.2% year over year.
• Analyst view: The consensus rating is “Hold,” with an average price target of $113.50; two analysts rate the stock Buy and seven rate it Hold.

LCI Industries (NYSE:LCII - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 8.250-8.500 for the period, compared to the consensus estimate of 8.360. The company issued revenue guidance of $3.9 billion-$4.0 billion, compared to the consensus revenue estimate of $4.0 billion.

Analyst Upgrades and Downgrades

Several research firms recently commented on LCII. Stifel Nicolaus downgraded shares of LCI Industries from a "buy" rating to a "hold" rating and cut their price objective for the stock from $130.00 to $80.00 in a report on Sunday, October 18th. Weiss Ratings cut shares of LCI Industries from a "hold (c)" rating to a "hold (c-)" rating in a report on Thursday, October 8th. Truist Financial lowered their target price on shares of LCI Industries from $114.00 to $85.00 and set a "hold" rating on the stock in a report on Friday, October 23rd. Jefferies Financial Group restated a "hold" rating and set a $120.00 target price on shares of LCI Industries in a research report on Thursday, August 6th. Finally, Robert W. Baird set a $119.00 price target on LCI Industries in a report on Thursday, August 6th. Two analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Hold" and a consensus target price of $113.50.

LCI Industries Price Performance

Shares of LCII stock traded down $1.74 during trading on Thursday, hitting $102.54. The company had a trading volume of 663,157 shares, compared to its average volume of 409,102. The stock's 50-day moving average is $89.77 and its two-hundred day moving average is $111.11. The stock has a market capitalization of $2.49 billion, a price-to-earnings ratio of 11.92 and a beta of 1.19. The company has a quick ratio of 1.20, a current ratio of 2.49 and a debt-to-equity ratio of 0.59. LCI Industries has a 52 week low of $77.58 and a 52 week high of $159.66.

LCI Industries (NYSE:LCII - Get Free Report) last posted its quarterly earnings data on Thursday, November 5th. The company reported $2.21 earnings per share for the quarter, beating the consensus estimate of $2.06 by $0.15. LCI Industries had a net margin of 5.24% and a return on equity of 14.33%. The firm had revenue of $992.48 million for the quarter, compared to analysts' expectations of $990.62 million. During the same quarter last year, the company posted $1.97 EPS. The business's quarterly revenue was down 4.2% on a year-over-year basis. LCI Industries has set its FY 2026 guidance at 8.250-8.500 EPS. As a group, analysts predict that LCI Industries will post 8.33 EPS for the current fiscal year.

LCI Industries Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Friday, August 21st were paid a $1.15 dividend. The ex-dividend date of this dividend was Friday, August 21st. This represents a $4.60 dividend on an annualized basis and a dividend yield of 4.5%. LCI Industries's dividend payout ratio is 53.49%.

Key Headlines Impacting LCI Industries

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

• Positive Sentiment: Q3 adjusted EPS was $2.21, above analyst estimates of $2.06 and up from $1.97 a year earlier. Revenue of $992.48 million also edged past the $990.62 million estimate. LCI Q3 Earnings Surpass Estimates
• Neutral Sentiment: LCI’s FY 2026 EPS guidance of $8.25–$8.50 brackets the $8.36 consensus, leaving the midpoint broadly in line with expectations.
• Negative Sentiment: Quarterly revenue fell 4.2% year over year. The company’s $3.9 billion–$4.0 billion FY 2026 revenue outlook has a midpoint below analysts’ $4.0 billion estimate, signaling potential pressure on sales growth. LCI Industries Reports Third Quarter Financial Results

About LCI Industries

LCI Industries, formerly known as Drew Industries, is a manufacturer and supplier of components and systems used primarily in recreational vehicles (RVs), as well as in the marine, powersports, automotive, and other transportation markets. Through its Lippert business, the company provides products to original equipment manufacturers and serves consumers through replacement and aftermarket channels.

Its product portfolio includes chassis and structural components, axles and suspension systems, slide-out systems, windows, doors, entry steps, awnings, leveling systems, furniture, mattresses, appliances, electronics, and plumbing products.

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