LCI IndustriesLCII
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
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
18% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 39
15% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 96
12% more capital invested
Capital invested by funds: $2.81B [Q2] → $3.16B (+$348M) [Q3]
2% more funds holding
Funds holding: 291 [Q2] → 298 (+7) [Q3]
3.88% less ownership
Funds ownership: 106.79% [Q2] → 102.91% (-3.88%) [Q3]
13% less call options, than puts
Call options by funds: $5.7M | Put options by funds: $6.57M
Research analyst outlook
We haven’t received any recent analyst ratings for LCII.
Financial journalist opinion
