LCI Industries Q4 revenue growth beats estimates on N.America RV sales

LCI Industries

18/02/2026 12:09

Overview

Component supplier's Q4 revenue rose 16%, beating analyst expectations

Adjusted EPS for Q4 more than doubled compared to previous year

Company expanded transportation market presence with key acquisitions

Outlook

Company expects 2026 revenue of $4.2 bln to $4.3 bln

LCI Industries projects 2026 operating profit margin of 7.5% to 8.0%

Company anticipates 2026 adjusted EPS of $8.25 to $9.25

Result Drivers

RV OEM GROWTH - Net sales increased 16% driven by organic growth in RV OEM, higher material costs, and strong North American RV sales

OPERATING MARGIN EXPANSION - Operating profit margin expanded 180 bps to 3.8%, benefitting from reduced material costs and increased sales volume

AFTERMARKET GROWTH - Aftermarket net sales rose 8% due to product innovations and increased demand for upgrade and service parts

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$932.70 mln
$898.67 mln (10 Analysts)
Q4 EPS
$0.77
Q4 Net Income
$18.68 mln
Q4 Capex
$14.57 mln
Q4 Gross Profit
$205.91 mln
Q4 Operating income
$35.36 mln
Q4 Pretax Profit
$25.66 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 8 "hold" and no "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 $127.00, about 17.6% below its February 17 closing price of $154.11

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nBw6mTFWFa

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(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.)