Roth Capital Has Positive View of LCI Industries Q3 Earnings

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) - Research analysts at Roth Capital increased their Q3 2025 earnings per share estimates for shares of LCI Industries in a research report issued to clients and investors on Tuesday, August 12th. Roth Capital analyst S. Stember now expects that the company will post earnings of $1.47 per share 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.

A number of other equities analysts have also commented on LCII. Wall Street Zen lowered LCI Industries from a "buy" rating to a "hold" rating in a research note on Saturday, August 2nd. Robert W. Baird reduced their price objective on LCI Industries from $100.00 to $95.00 and set a "neutral" rating on the stock in a research note on Wednesday, May 7th. Truist Financial boosted their price objective on LCI Industries from $80.00 to $88.00 and gave the stock a "hold" rating in a research note on Tuesday, June 3rd. Finally, BMO Capital Markets boosted their price objective on LCI Industries from $80.00 to $85.00 and gave the stock an "underperform" rating in a research note on Wednesday, August 6th. One equities research analyst has rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Hold" and a consensus price target of $103.25.

LCI Industries Price Performance

LCII stock traded up $1.7250 during trading on Thursday, hitting $103.9550. The company had a trading volume of 61,114 shares, compared to its average volume of 390,972. The company has a fifty day moving average price of $95.94 and a two-hundred day moving average price of $92.21. The company has a current ratio of 2.80, a quick ratio of 1.34 and a debt-to-equity ratio of 0.68. The company has a market cap of $2.52 billion, a P/E ratio of 17.33 and a beta of 1.25. LCI Industries has a fifty-two week low of $72.31 and a fifty-two week high of $129.38.

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

LCI Industries declared that its board has authorized a stock repurchase plan on Thursday, May 15th that authorizes the company to repurchase $300.00 million in outstanding shares. This repurchase authorization authorizes the company to buy up to 13.4% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company's management believes its stock is undervalued.

LCI Industries Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 12th. Stockholders of record on Friday, August 29th will be given a dividend of $1.15 per share. The ex-dividend date is Friday, August 29th. This represents a $4.60 dividend on an annualized basis and a dividend yield of 4.4%. LCI Industries's payout ratio is presently 76.79%.

Institutional Investors Weigh In On LCI Industries

A number of institutional investors and hedge funds have recently made changes to their positions in LCII. Renaissance Technologies LLC bought a new stake in shares of LCI Industries during the fourth quarter worth $3,526,000. Summit Investment Advisors Inc. raised its position in shares of LCI Industries by 5.3% during the fourth quarter. Summit Investment Advisors Inc. now owns 2,595 shares of the company's stock worth $268,000 after acquiring an additional 130 shares during the last quarter. Marshall Wace LLP raised its position in shares of LCI Industries by 35.8% during the fourth quarter. Marshall Wace LLP now owns 3,785 shares of the company's stock worth $391,000 after acquiring an additional 997 shares during the last quarter. Dimensional Fund Advisors LP raised its position in shares of LCI Industries by 7.6% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,237,119 shares of the company's stock worth $127,904,000 after acquiring an additional 87,764 shares during the last quarter. Finally, MetLife Investment Management LLC raised its position in shares of LCI Industries by 5.4% during the fourth quarter. MetLife Investment Management LLC now owns 14,909 shares of the company's stock worth $1,541,000 after acquiring an additional 769 shares during the last quarter. Institutional investors own 99.71% of the company's stock.

LCI Industries Company Profile

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.