LCI IndustriesLCII
LCII
About: LCI Industries Inc supplies domestically and internationally components for the original equipment manufacturers of recreational vehicles and adjacent industries including buses; and trailers used to haul boats, livestock, equipment, and other cargo. It has two reportable segments; the original equipment manufacturers segment and the aftermarket segment. The OEM Segment manufactures or distributes components for the OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; pontoon boats; trains; manufactured homes; and modular housing. Its products are sold primarily to major manufacturers of RVs such as Thor Industries, Forest River, Winnebago, and other RV OEMs, and to manufacturers in adjacent industries.
Employees: 11,700
0
Funds holding %
of 7,139 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
3% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 40
3% less call options, than puts
Call options by funds: $15.9M | Put options by funds: $16.3M
2.4% less ownership
Funds ownership: 106.98% [Q3] → 104.57% (-2.4%) [Q4]
4% less funds holding
Funds holding: 300 [Q3] → 288 (-12) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 106
16% less capital invested
Capital invested by funds: $3.28B [Q3] → $2.75B (-$529M) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$108
3%
upside
Avg. target
$108
3%
upside
High target
$108
3%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Truist Securities Michael Swartz 36% 1-year accuracy 17 / 47 met price target | 3%upside $108 | Hold Maintained | 10 Feb 2025 |
Financial journalist opinion
Based on 5 articles about LCII published over the past 30 days
Neutral
Business Wire
2 days ago
LCI Industries Declares Quarterly Cash Dividend
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today announced that its Board of Directors approved a regular quarterly cash dividend of $1.15 per share of common stock. The dividend is payable on March 21, 2025, to stockholders of record at the close of business on March 7, 2025. About LCI Industries LCI Industries (NYSE: LCII), through its Lippert subsidiary, is a global leader in supplying.
Neutral
Seeking Alpha
1 week ago
LCI Industries (LCII) Q4 2024 Earnings Call Transcript
LCI Industries (NYSE:LCII ) Q4 2024 Results Conference Call February 11, 2025 8:30 AM ET Company Participants Lillian Etzkorn - Chief Financial Officer Jason Lippert - President and Chief Executive Officer Kip Emenhiser - VP of Finance and Treasurer Conference Call Participants Fred Wightman - Wolfe Research Daniel Moore - CJS Securities Joe Altobello - Raymond James Scott Stember - ROTH Capital Partners Mike Swartz - Truist Securities Patrick Buckley - Jefferies Brandon Rollé - D.A. Davidson Tristan Thomas-Martin - BMO Capital Markets Alice Wycklendt - Baird Operator Hello, and welcome, everyone, to the LCI Industries Fourth Quarter and Full Year 2024 Conference Call.
Positive
Zacks Investment Research
1 week ago
LCI (LCII) Surpasses Q4 Earnings and Revenue Estimates
LCI (LCII) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to loss of $0.09 per share a year ago.
Neutral
Business Wire
1 week ago
LCI Industries Reports Fourth Quarter and Full Year Financial Results
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today reported fourth quarter and full year 2024 results. “Lippert demonstrated continued market leadership and resilience in 2024, leveraging cost savings and operational improvements to increase EBITDA by $89 million over 2023. This performance came despite a challenging RV and marine industry backdrop, as meaningful investments toward innovati.
Neutral
Business Wire
3 weeks ago
LCI Industries Fourth Quarter and Full Year 2024 Conference Call Scheduled for February 11, 2025, at 8:30 a.m. ET
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, will release its fourth quarter and full year 2024 financial results before the market opens on Tuesday, February 11, 2025. Conference Call & Webcast LCI Industries will also host a conference call to discuss its fourth quarter and full year 2024 results on Tuesday, February 11, 2025, at 8:30 a.m. ET. The call will conclude with a question-an.
Positive
Seeking Alpha
1 month ago
Despite Recent Weak Spots, LCI Industries Is Still Appealing At Current Prices
Despite a 12.2% drop in LCI Industries' shares, the company's fundamentals remain strong, with improved profits and cash flow metrics. Revenue decline in the OEM segment was offset by gains in the aftermarket and cost-cutting measures, leading to higher net income. The RV industry's projected recovery and LCI's undervaluation relative to peers justify a bullish outlook, despite near-term interest rate concerns.
Positive
Seeking Alpha
2 months ago
Forget The S&P 500 - Here's What Smart Dividend Investors Buy Now
Dividend investing thrives outside the S&P 500, offering unique opportunities for smart investors seeking income and growth in dynamic markets. This article highlights four exceptional dividend stocks that stand out for their robust fundamentals, reliable payouts, and long-term potential. These picks are ideal for investors aiming to balance strong yields with sustainable growth, outperforming traditional index-based strategies.
Positive
Seeking Alpha
3 months ago
13 Upcoming Dividend Increases Including 2 Kings
This week's dividend increases feature two dividend kings, Stepan and Tennant, with average increases of 7.4% and a median of 5.4%. Thirteen companies are increasing their dividends this week, with an average increase of 7.4% and a median of 5.4%. My strategy focuses on buying, holding, and adding companies with consistent dividend growth and outperforming benchmarks, using data from U.S. Dividend Champions and NASDAQ.
Neutral
Business Wire
3 months ago
LCI Industries Declares Quarterly Cash Dividend
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today announced that its Board of Directors approved a regular quarterly cash dividend of $1.15 per share of common stock. The dividend is payable on December 13, 2024, to stockholders of record at the close of business on November 29, 2024. About LCI Industries LCI Industries (NYSE: LCII), through its Lippert subsidiary, is a global leader in su.
Neutral
Seeking Alpha
3 months ago
LCI Industries (LCII) Q3 2024 Earnings Call Transcript
LCI Industries (NYSE:LCII ) Q3 2024 Earnings Conference Call November 7, 2024 8:30 AM ET Company Participants Lillian Etzkorn - CFO Jason Lippert - President and CEO Conference Call Participants Frederick Wightman - Wolfe Research Craig Kennison - Robert W. Baird & Co Daniel Moore - CJS Securities Michael Swartz - Truist Securities Scott Stember - ROTH MKM Tristan Thomas-Martin - BMO Capital Markets Brandon Rolle - D.A.
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