LCI Industries（LCII）の株式分析LCIILCI Industries

LCI Industries, through its wholly owned subsidiary, Lippert Components, Inc. (Lippert), and its subsidiaries are engaged in supplying engineered components to the outdoor recreation and transportation markets. In addition to serving original equipment manufacturers (OEMs), it also caters to aftermarket needs, selling through retail dealers, wholesale distributors, and service centers, as well as directly to consumers online. Its OEM segment manufactures and distributes an array of engineered components for the OEMs of recreational vehicles and adjacent industries, including boats; buses; trailers used to haul boats, livestock, equipment and other cargo; trucks; trains; and modular housing. Its Aftermarket segment supplies many of its engineered components to the related aftermarket channels of the recreation and transportation markets. Its portfolio includes chassis and suspension solutions, and outdoor living systems, among others. It also provides transportation seating solutions. It operates in the Consumer Cyclicals sector (MOTOR VEHICLE PARTS & ACCESSORIES industry).

LCI Industries is a good buy right now due to its current price of $83.89 being significantly lower than the analyst price target of $135 from Roth Capital, indicating potential upside. Additionally, the company's gross margin has improved to 31.09% in Q2 2026, suggesting strong operational efficiency. However, the main risk is the recent leadership change, which has caused some uncertainty in the market, reflected in a 3% drop in stock price following the announcement.

6 analysts cover LCII: 6 rate it Buy, 0 Hold and 0 Sell. The average price target is 115.20.