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

Key Points

• LCI Industries updated FY2026 guidance to EPS $8.75–9.25 (versus consensus $8.72) and revenue of $4.2–$4.3 billion (consensus $4.3B).
• The company beat Q1 estimates with $2.59 EPS (vs. $2.17 expected) on $1.09B revenue, and pays a quarterly dividend of $1.15 (annualized yield ~4.3%).
• Analysts' consensus rating is a Hold with an average price target of $154.29, while insiders have sold roughly 90,000 shares (~$13.1M) in the last three months.

LCI Industries (NYSE:LCII - Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 8.750-9.250 for the period, compared to the consensus earnings per share estimate of 8.720. The company issued revenue guidance of $4.2 billion-$4.3 billion, compared to the consensus revenue estimate of $4.3 billion.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. Zacks Research downgraded shares of LCI Industries from a "strong-buy" rating to a "hold" rating in a report on Monday, April 20th. Benchmark upped their price target on shares of LCI Industries from $130.00 to $175.00 and gave the company a "buy" rating in a report on Thursday, February 19th. Robert W. Baird set a $150.00 price target on shares of LCI Industries in a report on Thursday, February 19th. Roth Mkm reiterated a "neutral" rating and set a $164.00 price target on shares of LCI Industries in a report on Thursday, February 19th. Finally, Stifel Nicolaus assumed coverage on shares of LCI Industries in a report on Tuesday, March 24th. They set a "buy" rating and a $152.00 price target on the stock. Two investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and a consensus target price of $154.29.

LCI Industries Price Performance

Shares of LCII stock opened at $106.92 on Tuesday. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.85 and a quick ratio of 1.14. The company has a market capitalization of $2.60 billion, a P/E ratio of 14.16 and a beta of 1.21. The company's 50-day simple moving average is $125.52 and its two-hundred day simple moving average is $123.89. LCI Industries has a one year low of $78.35 and a one year high of $159.66.

LCI Industries (NYSE:LCII - Get Free Report) last issued its earnings results on Tuesday, May 5th. The company reported $2.59 EPS for the quarter, topping analysts' consensus estimates of $2.17 by $0.42. The business had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.08 billion. LCI Industries had a net margin of 4.57% and a return on equity of 13.55%. LCI Industries has set its FY 2026 guidance at 8.750-9.250 EPS. As a group, equities analysts anticipate that LCI Industries will post 8.78 EPS for the current year.

LCI Industries Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Friday, March 13th were paid a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date was Friday, March 13th. LCI Industries's dividend payout ratio is currently 60.93%.

Insiders Place Their Bets

In other LCI Industries news, insider Ryan Richard Smith sold 20,000 shares of the company's stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $147.81, for a total value of $2,956,200.00. Following the transaction, the insider directly owned 10,092 shares in the company, valued at $1,491,698.52. This represents a 66.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Jamie Schnur sold 10,000 shares of the company's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $144.66, for a total transaction of $1,446,600.00. Following the completion of the transaction, the insider owned 19,420 shares in the company, valued at $2,809,297.20. This represents a 33.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 90,000 shares of company stock worth $13,137,900 in the last three months. Corporate insiders own 3.30% of the company's stock.

Institutional Investors Weigh In On LCI Industries

Hedge funds have recently modified their holdings of the business. State of Wyoming lifted its position in shares of LCI Industries by 571.4% in the 2nd quarter. State of Wyoming now owns 3,545 shares of the company's stock worth $323,000 after purchasing an additional 3,017 shares during the period. CIBC Asset Management Inc lifted its position in shares of LCI Industries by 3.3% in the 4th quarter. CIBC Asset Management Inc now owns 2,402 shares of the company's stock worth $291,000 after purchasing an additional 76 shares during the period. Guggenheim Capital LLC purchased a new stake in shares of LCI Industries in the 4th quarter worth approximately $290,000. Quadrant Capital Group LLC lifted its position in shares of LCI Industries by 3.2% in the 4th quarter. Quadrant Capital Group LLC now owns 2,310 shares of the company's stock worth $280,000 after purchasing an additional 71 shares during the period. Finally, Headlands Technologies LLC purchased a new stake in shares of LCI Industries in the 2nd quarter worth approximately $247,000. Hedge funds and other institutional investors own 99.71% of the company's stock.

LCI Industries Company Profile

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.

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