LCI Industries

LCI Industries (LCII) Stock Analysis

$83.890

-0.126 (-0.15%)At close

Loading chart…
High
86.060
Open
84.700
VWAP
84.38
Volume
454.97K
Mkt Cap
2.57B
Low
83.205
Amount
38.39M
EV/EBITDA, TTM
20.69

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.

AI analysis of LCI Industries (LCII)

Buy

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.

Analyst Ratings (6)

+37.32% upside
Buy
6 Buy
0 Hold
0 Sell
Current: 83.89
Low
110.00
Average
115.20
High
130.00

Roth Capital

2026-08-10

Price Target

$135

Buy

Baird

2026-08-06

Price Target

$119

Neutral

Stifel

2026-07-20

Price Target

$137

Buy

Truist

2026-07-08

Price Target

$114

Hold

Benchmark

2026-06-23

Price Target

$125

Buy

Valuation Metrics

The current forward P/E ratio for LCI Industries (LCII) is 9.46, compared to its 5-year average forward P/E of 17.62.

Forward P/E

Fair
5Y Average P/E
17.62
Current P/E
9.46
Overvalued
27.45
Undervalued
7.79

Forward EV/EBITDA

Strongly Overvalued
5Y Average EV/EBITDA
9.84
Current EV/EBITDA
20.69
Overvalued
12.98
Undervalued
6.71

Forward P/S

Undervalued
5Y Average P/S
0.67
Current P/S
0.49
Overvalued
0.77
Undervalued
0.57

Alphio AI Price Scenarios for LCII

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%LCII

$89.37

Scenario price

B

Base

Base · 50%LCII

$84.45

Scenario price

B

Bear

Bear · 25%LCII

$77.31

Scenario price

Whales holding LCII

A

ARGA Investment Management, LLC

+ HoldingLCII

+12.47%

3M Return

R

Rice Hall James & Associates, LLC

+ HoldingLCII

-0.61%

3M Return

Events Timeline

2026-08-05 (ET)

07:30:00

Q2 Revenue at $968.675M, Below Consensus

07:30:00

Sees FY26 Revenue at $3.9B-$4.1B, Consensus $4.23B

2026-07-20 (ET)

07:31:00

LCI Industries Appoints Robert Hureau as Independent Director

2026-06-30 (ET)

16:30:00

Major Averages Broadly Higher to Close Q2

12:30:00

Major Averages Rise as S&P 500 and Nasdaq Rebound

News

LCII FAQ — answered by Alphio AI

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.

Community

More ↗

No posts yet

Sign up or log in to join the discussion

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

Start trading