LCI Industries Q2 sales rise 5%, beat estimates

LCI Industries

05/08/2025 12:11

Overview

LCI Industries Q2 net sales rise 5% yr/yr, beating analyst expectations, per LSEG data

Adjusted net income for Q2 down 2% yr/yr, impacted by executive separation costs

Company completed Freedman Seating acquisition, adding $125 mln in annual revenue

Outlook

LCI Industries targets $5 bln organic revenue by 2027

Company aims for 85 basis points overhead improvement in 2025

LCI Industries focuses on efficiency to sustain profits at lower volumes

Company expects innovation to drive results through 2025

Result Drivers

TARIFF MITIGATION - Diversification of supply chain helped minimize tariff impact and support profitability

MARKET SHARE GAINS - Increased sales driven by market share gains and higher content fifth-wheel units

ACQUISITIONS - Sales from acquired businesses contributed significantly to revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$1.11 bln
$1.07 bln (8 Analysts)
Q2 Net Income
$57.64 mln
Q2 Capex
$12.74 mln
Q2 Gross Profit
$270.02 mln
Q2 Operating income
$87.80 mln
Q2 Pretax Profit
$78.12 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy."

Wall Street's median 12-month price target for LCI Industries is $96.00, about 0.1% above its August 4 closing price of $95.93

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBwT53rga

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)