LCI Industries (LCII)
Supplies Lippert component systems and aftermarket parts for RV, marine, transportation, and housing markets.
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Supplies Lippert chassis, suspension, glass, furniture, appliance, towing, and other systems to RV, marine, transportation, and housing manufacturers, then sells replacement parts and upgrades through aftermarket channels. Most revenue comes from OEM customers, leaving demand tied to recreational-vehicle production and consumer financing.
Supplies engineered components through Lippert to manufacturers of RVs, boats, transportation equipment, and housing. Products include chassis and suspension systems, windows and glass, furniture and appliances, towing accessories, doors, awnings, leveling equipment, and slide-outs. Operations span North America and Europe.
Sells replacement parts, accessories, and upgrades through dealers, distributors, service centers, and online channels; CURT towing products account for roughly half of aftermarket sales. Metal, glass, furniture, electronics, and power-and-motion manufacturing near major customers supports short lead times.
Demand follows discretionary RV and marine purchases, OEM production cycles, dealer financing and inventories, large-customer concentration, and steel and aluminum costs. An agreed all-stock merger with Patrick Industries remains subject to shareholder, regulatory, and other closing approvals.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | Roth Capital | Reiterate | Rating: —Target: $164 | Target: $135 |
| Aug 6, 2026 | Robert W. Baird | Target | Target: $140 | Target: $119 |
| Aug 6, 2026 | BMO Capital | Target | Target: $155 | Target: $118 |
| Aug 6, 2026 | Jefferies | Reiterate | Rating: —Target: — | Target: $120 |
| Jul 20, 2026 | Stifel Nicolaus | Target | Target: — | Target: $137 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $216.5M · Total debt $1.15B · Total assets $3.27B · Shareholders' equity $1.43B
- Revenue
- $968.7M
- Operating income
- $96.0M
- Net income
- $67.1M
HistoryDividendAnnual yield
| Institutions | ≈ 106.70% | 25.94M shares | |
|---|---|---|---|
| 374 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.63% | 882.5K shares | |
| 15 holders · as of May 14, 2026 | |||
| Adds to | 110.33% | ||
24.31M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 110.33%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.22% | 3.70M | as of Jun 30, 2026 |
Kayne Anderson Rudnick Investment Management LLCInstitution | 7.16% | 1.74M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.17% | 1.50M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.13% | 1.49M | as of Jun 30, 2026 |
FMR LLCInstitution | 4.91% | 1.19M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 24, 2026 | Jason Lippert | director, officer: President , CEO | −10,000 | $142.76 |
| Feb 23, 2026 | Jason Lippert | director, officer: President , CEO | −30,000 | $145.03 |
| Feb 20, 2026 | Jason Lippert | director, officer: President , CEO | −10,000 | $148.01 |
| Feb 23, 2026 | Jamie Schnur | officer: Group President - Aftermarket | −10,000 | $144.66 |
| Feb 20, 2026 | Jamie Schnur | officer: Group President - Aftermarket | −10,000 | $147.65 |
- Patrick Industries
Closest public peer across RV, marine, and housing components
- Brunswick
Marine parts, accessories, and electronics overlap
- Commercial Vehicle Group
Commercial-vehicle seating and electrical-systems peer
- Camping World
RV aftermarket channel rival for parts, service, and installs
- Modine
Thermal-management overlap in transport HVAC
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| LCI Industries | $88.29 | +1.54% | $2.11B | — | 9.9 | — | −12.5% |
| Patrick Industries | $71.04 | +2.79% | $2.27B | 16.4 | 15.0 | 0.6 | −0.6% |
| Brunswick | $66.41 | +0.62% | $4.29B | — | 13.5 | 0.8 | +7.7% |
| Commercial Vehicle Group | $3.02 | +0.84% | $101.5M | — | 24.4 | 0.2 | +13.5% |
| Camping World | $5.67 | +3.38% | $348.1M | — | 8.7 | 0.1 | −2.1% |
| Modine | $196.29 | −0.67% | $10.50B | 74.3 | 24.1 | 3.1 | +28.0% |
| Median | 45.4 | 15.0 | 0.6 | +7.7% |