Is LCI Industries (LCII) overvalued or fairly valued?

MarketChacha shows LCI Industries's valuation in context — a trailing P/E of about 8.2, a forward P/E of about 8.8, a price-to-book of about 1.4 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does LCI Industries's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (3.11×) from reported figures — education, not a rating.

What is LCI Industries's revenue?

LCI Industries reported revenue of $4.1B for FY2025, with net profit of $188.3M, per official filings.

What is the share price of LCI Industries (LCII)?

LCI Industries last traded at $82.61 (+0.8% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

LCI Industries

LCII · NYSE · Consumer Discretionary · United States

Snapshot

TickerLCII

ExchangeNYSE

SectorConsumer Discretionary

IndustryRecreational Vehicles

CountryUnited States

Employees12,300

HeadquartersElkhart, United States

Websitecorporate.lippert.com

Filings tracked25

About 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.

Who owns it

Insiders3.5%
Institutions96.5%
Public & other0.0%

487 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.15.22%
Kayne Anderson Rudnick Investment Management LLC7.16%
Dimensional Fund Advisors LP6.17%
Vanguard Portfolio Management LLC6.13%
FMR, LLC4.91%
Vanguard Capital Management LLC4.33%
State Street Corporation3.90%
Geode Capital Management, LLC2.84%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion3.11×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend1.7% → 4.6%

Margin has expanded by about 2.9 points — the business is getting more profitable.

Growth qualityrev 4% · PAT 71%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $916.1M · EPS 1.09

Est. earnings growth +22.1%

Next fiscal year

Rev $4.2B · EPS 9.26

Est. earnings growth +9.8%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$4.1B

Net margin

4.6%

ROE

13.8%

Revenue CAGR (2y)

+4.4%

Profit CAGR (2y)

+71.2%

EPS (FY2025)

7.57

Net profit (FY2025)

$188.3M

Ask MarketChacha about LCII

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$4.1B	$188.3M	7.57	4.6%	13.8%
FY2024	$3.7B	$142.9M	5.60	3.8%	10.3%
FY2023	$3.8B	$64.2M	2.52	1.7%	4.7%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$968.7M	$67.1M	2.75	6.9%
2026Q1	$1.1B	$62.9M	2.53	5.8%
2025Q3	$1.0B	$62.5M	2.55	6.0%
2025Q2	$1.1B	$57.6M	2.29	5.2%
2025Q1	$1.0B	$49.4M	1.94	4.7%
2024Q3	$915.5M	$35.6M	1.39	3.9%
2024Q2	$1.1B	$61.2M	2.40	5.8%
2024Q1	$968.0M	$36.5M	1.44	3.8%
2023Q3	$959.3M	$25.9M	1.02	2.7%
2023Q2	$1.0B	$33.4M	1.31	3.3%
2023Q1	$973.3M	$7.3M	0.29	0.7%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Other events, Exhibits
SEC9/10/2026material
8-K — Other events, Exhibits
SEC8/10/2026material
8-K — Reg FD disclosure, Exhibits
SEC8/7/2026material
8-K — Other events, Exhibits
SEC8/7/2026material
10-Q filing
SEC8/5/2026
8-K — Results of operations, Exhibits
SEC8/5/2026material
8-K — Reg FD disclosure, Exhibits
SEC7/22/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC7/20/2026material
8-K — Material agreement, Reg FD disclosure, Exhibits
SEC6/30/2026material
8-K — Executive/director change
SEC6/23/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC6/5/2026material
8-K — Other events, Exhibits
SEC5/12/2026material
8-K — Shareholder vote results, Exhibits
SEC5/12/2026material
8-K — Reg FD disclosure, Exhibits
SEC5/6/2026material
8-K — Results of operations, Exhibits
SEC5/5/2026material
10-Q filing
SEC5/5/2026
8-K — Reg FD disclosure, Exhibits
SEC5/4/2026material
8-K — Reg FD disclosure, Exhibits
SEC4/20/2026material
8-K — Reg FD disclosure, Exhibits
SEC4/17/2026material
8-K — Other events, Exhibits
SEC2/27/2026material
10-K filing
SEC2/26/2026
8-K — Reg FD disclosure, Exhibits
SEC2/20/2026material
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC2/18/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC2/13/2026material
8-K — Reg FD disclosure, Exhibits
SEC2/4/2026material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.