LCI Industries (LCII) Q2 2026 Earnings Call Transcript
Although the revenue and EPS for LCI (LCII) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
LCI (LCII) came out with quarterly earnings of $2.7 per share, beating the Zacks Consensus Estimate of $2.63 per share. This compares to earnings of $2.39 per share a year ago.
| Automobiles Industry | Consumer Discretionary Sector | Jason D. Lippert CEO | XMEX Exchange | US50189K1034 ISIN |
| US Country | 12,300 Employees | 21 Aug 2026 Last Dividend | 8 Sep 2005 Last Split | 3 May 1989 IPO Date |
LCI Industries, operating through its subsidiaries, is a leading manufacturer and supplier of engineered components for the recreational vehicle (RV) industry and other adjacent industries, offering its services both domestically within the United States and internationally. The company, which changed its name from Drew Industries Incorporated to LCI Industries in December 2016, has been operational since 1956. Based in Elkhart, Indiana, LCI Industries operates in two main segments: Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment caters primarily to the manufacturers of RVs and other industries, including buses, trailers, trucks, boats, trains, manufactured homes, and modular housing. Conversely, the Aftermarket segment targets retail dealers, wholesale distributors, service centers, and end consumers, providing a wide range of products directly through the Internet and other sales channels.
Includes steel chassis and components, axles, ABS and suspension solutions, slide-out mechanisms, thermoformed products for bathrooms and kitchens, windows, stabilizer and leveling systems, doors, furniture, mattresses, entry steps, electronic components, appliances, air conditioners, televisions, sound systems, tankless water heaters, towing products, truck accessories, and a variety of other accessories. These are primarily supplied to OEMs in the RV, bus, trailer, truck, boat, train, manufactured home, and modular housing industries.
Comprises a wide range of engineered components distributed through aftermarket channels, including replacement glass and awnings for insurance claims, biminis, covers, buoys, fenders for the marine industry, and a variety of other towing and truck accessories. In addition, the segment offers appliances, air conditioners, televisions, sound systems, and tankless water heaters. These products are targeted towards retail dealers, wholesale distributors, and service centers, as well as being sold directly to consumers online.