← Back

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. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis, axles, anti-lock braking systems, and suspension systems; manual, electric, and hydraulic stabilizer and leveling systems; awnings, slide-out mechanisms, and accessories; vinyl, aluminum, and frameless windows; entry, luggage, patio, and ramp doors; electric and manual entry steps and awnings; thermoformed bath and kitchen products; furniture, mattresses, tankless water heaters, air conditioners, appliances, electronic components, televisions, and sound systems; windshields; and hitches, pin boxes, grill guards, towing electrical, and towing and truck accessories. This segment serves OEMs of RVs and adjacent industries, including boats, buses, cargo and utility trailers used to haul boats, livestock, equipment, and other cargo; trucks; trains; manufactured homes; and modular housing. The Aftermarket segment supplies engineered components to aftermarket channels of the recreation and transportation markets for retail dealers, wholesale distributors, and service centers, as well as direct-to-consumer sales through online platforms. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, fenders, towing products, truck accessories, appliances, air conditioners, televisions, sound systems, and tankless water heaters. LCI Industries was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. The company was founded in 1956 and is headquartered in Elkhart, Indiana.

Price · split & dividend adjusted
News & notes moving LCII
LCII3

LCI Industries lifts Q2 profit 13% despite RV slump, cuts full-year shipment outlook

LCI Industries reported a 13% rise in adjusted earnings per share to $2.70 for the second quarter of 2026, even as adjusted net sales fell 4% to $1.1 billion, driven by cost-cutting and higher product content. OEM net sales declined 10% while aftermarket sales grew 11%, and content per towable RV unit increased 11% to $5,831. The company lowered its full-year wholesale RV shipment guidance to 280,000–300,000 units and now expects adjusted revenue of $3.9 billion–$4.1 billion and adjusted EPS of $8.25–$8.75. LCI maintained its full-year adjusted operating margin target of 7.5%–8% and ended the quarter with $812 million in total liquidity. The proposed merger with Patrick Industries remains under regulatory review, with LCI continuing to operate normally.
MarketBeat·18dRead more ▾
LCII

Halper Sadeh LLC Investigates PATK, AXTA, EQH Deals for Shareholder Fairness

Halper Sadeh LLC, an investor rights law firm, is investigating whether Patrick Industries, Axalta Coating Systems, and Equitable Holdings are obtaining fair deals for their shareholders. The firm is examining Patrick Industries' merger with LCI Industries, where Patrick shareholders would own approximately 52% of the combined company, Axalta's sale to Akzo Nobel for 0.6539 shares of AkzoNobel stock per Axalta share, and Equitable Holdings' merger with Corebridge Financial, exchanging each Equitable share for 1.55516 shares of the combined company, leaving Equitable shareholders with about 49% ownership. Halper Sadeh may seek increased consideration or additional disclosures on behalf of shareholders, and encourages them to contact the firm at no cost to discuss their legal rights and options.
GlobeNewswire·42dRead more ▾
LCII

Halper Sadeh LLC Investigates ACA, TECH, IRDM, LCII Deals for Shareholder Fairness

Halper Sadeh LLC, an investor rights law firm, is investigating whether the proposed acquisitions of Arcosa, Bio-Techne, Iridium Communications, and LCI Industries are fair to shareholders. The firm is examining Arcosa's sale to CRH for $150.00 per share, Bio-Techne's sale to Merck KGaA for $73.00 per share in cash, Iridium's sale to Rocket Lab for $27.00 in cash plus Rocket Lab shares, and LCI Industries' sale to Patrick Industries for 1.2440 shares of Patrick common stock per LCI share. Halper Sadeh may seek increased consideration or additional disclosures on behalf of shareholders, and encourages them to contact the firm at no cost to discuss their legal rights and options.
GlobeNewswire·51dRead more ▾
LCII2

Brodsky & Smith Investigating LCI Industries, Iridium, Bio-Techne, and Arcosa Mergers

Brodsky & Smith is investigating the boards of LCI Industries, Iridium Communications, Bio-Techne Corporation, and Arcosa over potential fiduciary duty breaches in their respective merger agreements. LCI is being acquired by Patrick Industries in an all-stock deal where LCI shareholders would receive 1.2440 Patrick shares per LCI share. Iridium is being acquired by Rocket Lab for $54 per share in cash and stock, with an enterprise value of approximately $8.0 billion. Bio-Techne is being acquired by Merck KGaA for $73.00 per share in cash, representing a total enterprise value of approximately $11.3 billion. Arcosa is being acquired by CRH for $150.00 per share in cash, with a total enterprise value of approximately $8.5 billion. The investigations focus on whether the boards failed to conduct a fair process and whether shareholders are receiving fair value.
GlobeNewswire·51dRead more ▾
LCII5

LCI Industries and Patrick Industries agree to all-stock merger

LCI Industries and Patrick Industries have agreed to an all-stock merger to form a combined component supplier across outdoor recreation, housing, and transportation markets. The companies announced plans for a unified leadership structure and identified cost synergies as part of the proposed transaction. The deal remains subject to shareholder and regulatory approvals before it can close. LCI Industries shares are trading at $103.36, up 7.8% over the past week but down 16.9% year to date.
Simply Wall St·55dRead more ▾
LCII

Halper Sadeh LLC Investigates Whether LCII, NUVL, DAN, TMHC Are Obtaining Fair Deals for Their Shareholders

Halper Sadeh LLC, an investor rights law firm, is investigating LCI Industries, Nuvalent, Dana Incorporated, and Taylor Morrison Home Corporation for potential violations of federal securities laws or breaches of fiduciary duties to shareholders in connection with their proposed sales. The firm is examining LCI Industries' sale to Patrick Industries for 1.2440 shares of Patrick common stock per LCI share, Nuvalent's sale to GSK for $124.00 per share in cash, Dana's sale to Eaton Corporation where Dana shareholders would own approximately 49.9% of the combined company, and Taylor Morrison's sale to Berkshire Hathaway for $72.50 per common share in cash. Halper Sadeh LLC may seek increased consideration, additional disclosures, or other relief on behalf of shareholders, and encourages them to contact the firm to discuss their rights at no cost.
GlobeNewswire·57dRead more ▾
LCII

LCI Industries Earns Zacks Rank #2 and Value Grade A

LCI Industries currently holds a Zacks Rank #2, or Buy, and a Value grade of A, signaling it may be undervalued. The stock trades with a P/E ratio of 14.19, well below its industry average of 18.72, and its forward P/E has ranged from 10.65 to 19.04 over the past year. Its P/B ratio of 1.78 is also below the industry average of 4.18, while its P/S ratio of 0.56 compares favorably to the industry average of 0.71. These metrics, combined with a strong earnings outlook, suggest LCI Industries is a compelling value stock at this time.
Zacks·61dRead more ▾