LCI Industries (LCII) Projected to Post Quarterly Earnings on Tuesday

Key Points

• LCI Industries is set to release its Q2 2025 quarterly earnings on August 5th, with analysts expecting earnings of $2.22 per share and revenue of $1.07 billion.
• The company's recent quarterly earnings surpassed expectations, reporting a EPS of $2.19 and revenue growth of 8.0% year-over-year.
• LCI Industries has authorized a stock repurchase plan of $300 million, indicating that the board views its shares as undervalued.

LCI Industries (NYSE:LCII - Get Free Report) will likely be issuing its Q2 2025 quarterly earnings data before the market opens on Tuesday, August 5th. Analysts expect LCI Industries to post earnings of $2.22 per share and revenue of $1.07 billion for the quarter. LCI Industries has set its Q2 2025 guidance at EPS.

LCI Industries (NYSE:LCII - Get Free Report) last issued its earnings results on Tuesday, May 6th. The company reported $2.19 EPS for the quarter, beating the consensus estimate of $1.55 by $0.64. LCI Industries had a net margin of 4.08% and a return on equity of 11.63%. The firm had revenue of $1.05 billion during the quarter, compared to the consensus estimate of $972.04 million. During the same quarter in the prior year, the firm earned $1.44 earnings per share. The business's quarterly revenue was up 8.0% on a year-over-year basis. On average, analysts expect LCI Industries to post $7 EPS for the current fiscal year and $8 EPS for the next fiscal year.

LCI Industries Stock Down 0.9%

Shares of LCII stock traded down $0.89 during trading hours on Friday, hitting $94.11. 437,540 shares of the company were exchanged, compared to its average volume of 396,459. LCI Industries has a 52 week low of $72.31 and a 52 week high of $129.38. The business has a 50 day moving average of $93.29 and a two-hundred day moving average of $93.03. The company has a market capitalization of $2.38 billion, a PE ratio of 15.43 and a beta of 1.26. The company has a current ratio of 2.96, a quick ratio of 1.41 and a debt-to-equity ratio of 0.68.

LCI Industries declared that its board has approved a share repurchase program on Thursday, May 15th that allows the company to buyback $300.00 million in outstanding shares. This buyback authorization allows the company to repurchase up to 13.4% of its shares through open market purchases. Shares buyback programs are usually an indication that the company's board believes its shares are undervalued.

LCI Industries Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, June 13th. Stockholders of record on Friday, May 30th were paid a dividend of $1.15 per share. This represents a $4.60 dividend on an annualized basis and a dividend yield of 4.9%. The ex-dividend date was Friday, May 30th. LCI Industries's dividend payout ratio (DPR) is currently 75.41%.

Hedge Funds Weigh In On LCI Industries

Several institutional investors have recently added to or reduced their stakes in the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in LCI Industries by 10.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 76,660 shares of the company's stock valued at $6,702,000 after purchasing an additional 7,515 shares during the last quarter. Empowered Funds LLC purchased a new stake in LCI Industries during the first quarter valued at about $1,124,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in LCI Industries by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,759 shares of the company's stock valued at $1,290,000 after purchasing an additional 643 shares during the last quarter. Finally, AQR Capital Management LLC purchased a new stake in shares of LCI Industries in the first quarter worth about $588,000. Institutional investors own 99.71% of the company's stock.

Analyst Ratings Changes

Several research firms have commented on LCII. Truist Financial raised their target price on shares of LCI Industries from $80.00 to $88.00 and gave the company a "hold" rating in a report on Tuesday, June 3rd. Robert W. Baird dropped their price target on shares of LCI Industries from $100.00 to $95.00 and set a "neutral" rating on the stock in a research report on Wednesday, May 7th. Baird R W downgraded shares of LCI Industries from a "strong-buy" rating to a "hold" rating in a research report on Friday, April 4th. Finally, Wall Street Zen upgraded shares of LCI Industries from a "hold" rating to a "buy" rating in a research note on Monday, July 14th. Four research analysts have rated the stock with a hold rating and three have issued a buy rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Hold" and a consensus target price of $114.50.

About LCI Industries

LCI Industries, together with its subsidiaries, manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates through two segments: Original Equipment Manufacturers (OEM) and Aftermarket.