Q3 EPS Estimates for LCI Industries Boosted by Roth Capital

Key Points

• Roth Capital has increased its Q3 2025 earnings per share (EPS) estimate for LCI Industries from $1.25 to $1.47, while the consensus full-year EPS estimate currently stands at $6.76.
• LCI Industries reported a quarterly EPS of $2.39, exceeding the consensus estimate of $2.22, with revenue for the quarter rising by 5.1% year-over-year to $1.11 billion.
• The company's board has approved a share buyback plan authorizing the repurchase of $300 million in outstanding shares, indicating the management's belief in the stock's undervaluation.

LCI Industries (NYSE:LCII - Free Report) - Analysts at Roth Capital raised their Q3 2025 earnings per share (EPS) estimates for shares of LCI Industries in a research note issued on Tuesday, August 12th. Roth Capital analyst S. Stember now expects that the company will post earnings per share of $1.47 for the quarter, up from their previous forecast of $1.25. The consensus estimate for LCI Industries' current full-year earnings is $6.76 per share. Roth Capital also issued estimates for LCI Industries' Q4 2025 earnings at $0.43 EPS, Q1 2026 earnings at $2.17 EPS, Q2 2026 earnings at $2.56 EPS, Q3 2026 earnings at $1.70 EPS, Q4 2026 earnings at $0.76 EPS and FY2026 earnings at $7.19 EPS.

Other equities research analysts have also issued reports about the company. BMO Capital Markets raised their price target on LCI Industries from $80.00 to $85.00 and gave the stock an "underperform" rating in a research note on Wednesday, August 6th. Robert W. Baird decreased their price target on LCI Industries from $100.00 to $95.00 and set a "neutral" rating for the company in a research note on Wednesday, May 7th. Wall Street Zen lowered LCI Industries from a "buy" rating to a "hold" rating in a research note on Saturday, August 2nd. Finally, Truist Financial raised their price target on LCI Industries from $80.00 to $88.00 and gave the stock a "hold" rating in a research note on Tuesday, June 3rd. One research analyst has rated the stock with a sell rating, five have issued a hold rating and one has given a buy rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus price target of $103.25.

LCI Industries Price Performance

Shares of LCII stock opened at $105.35 on Thursday. LCI Industries has a 52-week low of $72.31 and a 52-week high of $129.38. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.34 and a current ratio of 2.80. The firm has a market capitalization of $2.55 billion, a P/E ratio of 17.59 and a beta of 1.25. The stock has a 50 day moving average price of $95.10 and a 200 day moving average price of $92.44.

LCI Industries (NYSE:LCII - Get Free Report) last posted its quarterly earnings data on Tuesday, August 5th. The company reported $2.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.22 by $0.17. LCI Industries had a return on equity of 11.57% and a net margin of 3.93%. The business had revenue of $1.11 billion during the quarter, compared to analyst estimates of $1.07 billion. During the same period last year, the company earned $2.40 EPS. The company's revenue for the quarter was up 5.1% on a year-over-year basis.

Institutional Investors Weigh In On LCI Industries

A number of institutional investors and hedge funds have recently bought and sold shares of LCII. BNP PARIBAS ASSET MANAGEMENT Holding S.A. bought a new stake in LCI Industries during the 2nd quarter valued at $26,000. SVB Wealth LLC purchased a new position in shares of LCI Industries in the 1st quarter valued at $28,000. Signaturefd LLC increased its holdings in shares of LCI Industries by 591.5% in the 2nd quarter. Signaturefd LLC now owns 325 shares of the company's stock valued at $30,000 after acquiring an additional 278 shares during the period. LRI Investments LLC increased its holdings in shares of LCI Industries by 345.6% in the 4th quarter. LRI Investments LLC now owns 401 shares of the company's stock valued at $41,000 after acquiring an additional 311 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. increased its holdings in shares of LCI Industries by 535.4% in the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 521 shares of the company's stock valued at $46,000 after acquiring an additional 439 shares during the period. 99.71% of the stock is owned by institutional investors.

LCI Industries declared that its Board of Directors has initiated a share buyback plan on Thursday, May 15th that authorizes the company to repurchase $300.00 million in outstanding shares. This repurchase authorization authorizes the company to repurchase up to 13.4% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company's management believes its stock is undervalued.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.