For Q1 FY2026 ended March 31, 2026, LCI Industries reported revenue of $1.09 billion, up 4.3% year-over-year. Net income was $62.9 million, a 27.3% increase, with diluted EPS of $2.53, up 30.4%. Operating income rose 17.0% to $95.2 million. The company had $142.2 million in cash, $1.39 billion in equity, and $945.0 million in long-term debt.
•Revenue increased 4.3% YoY to $1.09 billion.
•Net income rose 27.3% to $62.9 million; diluted EPS up 30.4% to $2.53.
•Operating income grew 17.0% to $95.2 million.
•Cash and equivalents stood at $142.2 million; long-term debt at $945.0 million.
Informational summary based on SEC XBRL figures · generated by deepseek-v4-flash. Not investment advice.
LCI Industries manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and globally. Its business is organized into two segments, OEMs (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.
Its portfolio also includes 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 cargo. Its portfolio also includes 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
Direct-to-consumer sales through online platforms. This segment also sells replacement glass and awnings to fulfill insurance claims 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. Founded in 1956, the company is headquartered in Elkhart, Indiana.
What does LCI Industries (LCII) do and what are its main products?
LCI Industries manufactures and supplies engineered components for manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and globally. Its product portfolio includes steel chassis, axles, anti-lock braking systems, suspension systems, stabilizer and leveling systems, awnings, slide-out mechanisms, windows, doors, entry steps, thermoformed bath and kitchen products, furniture, mattresses, tankless water heaters, air conditioners, appliances, electronic components, televisions, sound systems, windshields, hitches, and towing accessories. The company serves OEMs of RVs and adjacent industries such as boats, buses, cargo and utility trailers, trucks, trains, manufactured homes, and modular housing. It also supplies aftermarket components to retail dealers, wholesale distributors, service centers, and directly to consumers online.
Where is LCI Industries (LCII) listed and what currency does it trade in?
LCI Industries is listed on the New York Stock Exchange (NYSE) under the ticker symbol LCII. Its shares are traded in US dollars (USD). The company is headquartered in the United States and its stock is part of the US equity market, making it accessible to investors through major brokerage platforms that trade on the NYSE.
What sector and industry does LCI Industries (LCII) belong to?
LCI Industries operates in the Consumer Cyclical sector, specifically within the Recreational Vehicles industry. This means the company's performance is closely tied to consumer spending on discretionary items like RVs and related products. As a supplier of engineered components to RV manufacturers and adjacent industries, LCI benefits from trends in outdoor recreation and travel. The cyclical nature of the industry means demand can fluctuate with economic conditions, consumer confidence, and fuel prices.
Where is LCI Industries (LCII) based and what markets does it serve?
LCI Industries is based in the United States and serves both domestic and global markets. The company's operations are organized into two segments: OEM and Aftermarket. The OEM segment supplies components to manufacturers of RVs and adjacent industries including boats, buses, cargo and utility trailers, trucks, trains, manufactured homes, and modular housing. The Aftermarket segment reaches retail dealers, wholesale distributors, service centers, and consumers directly through online platforms. This broad geographic and market reach allows LCI to serve customers across North America and internationally.
How does LCI Industries (LCII) generate revenue through its business model?
LCI Industries generates revenue through two primary segments: OEM and Aftermarket. The OEM segment manufactures and sells engineered components directly to original equipment manufacturers of RVs and adjacent industries such as boats, buses, trailers, and manufactured homes. This includes products like chassis, axles, braking systems, windows, doors, and appliances. The Aftermarket segment supplies replacement parts and accessories to retail dealers, wholesale distributors, service centers, and consumers via online platforms. This segment also fulfills insurance claims for replacement glass and awnings, and sells products like biminis, covers, buoys, fenders, and towing accessories. By serving both OEMs and the aftermarket, LCI captures revenue from initial manufacturing as well as ongoing maintenance and replacement needs.