Nama Insights

LCI Industries (LCII)

Consumer Cyclical · Recreational Vehicles · NYSE

LCI Industries (LCII) is a Consumer Cyclical company in the Recreational Vehicles industry. It has a market capitalization of $2.38B, a trailing price-to-earnings ratio of 11.7 and a free-cash-flow yield of 11.4%. Over the most recent reported fiscal year, revenue grew 10.2% and free cash flow per share fell 12.9%. Nama's AI scorecard rates it Buy, 6.9 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 6.9/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Trailing · -25.8% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-40.1%
How far the last close sits under the highest price of the past five years.
Market cap$2.38B
Trailing P/E11.7
Price / book1.7
Price / sales0.6
FCF yield11.4%
Dividend yield4.7%
Gross margin25.6%
Operating margin7.5%
Net margin5.2%
Revenue growth (YoY)+10.2%
Revenue growth (3-yr annual)-7.5%
EPS growth (YoY)+32.9%
FCF/share growth (YoY)-12.9%
Beta1.2
ExchangeNYSE
SectorConsumer Cyclical
IndustryRecreational Vehicles

LCII earnings

Next report: Feb 24, 2027 (Q4 2026, EPS estimate $1.06). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $2.21 $2.04 +8.3% —
Q2 2026 Aug 5, 2026 $2.70 $2.56 +5.5% $968.67M
Q1 2026 May 5, 2026 $2.59 $2.17 +19.4% $1.09B
Q4 2025 Feb 18, 2026 $0.89 $0.71 +25.4% $932.70M

LCII analyst price target

Median target $114.00 from 10 analysts, ranging $80.00 – $175.00.

Recreational Vehicles peers

TickerCompanyMarket capP/E
BC Brunswick $5.00B 17.5
DOO BRP $4.60B 11.9
THO THOR Industries $4.18B 23.8
PII Polaris $3.59B 19.4
HOG Harley-Davidson $3.30B —
PATK Patrick Industries $2.53B 18.5
Explore live LCII data on Nama Insights →

LCII FAQ

Is LCII a buy?
Nama's AI scorecard currently rates LCI Industries Buy (6.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is LCII's P/E ratio?
LCI Industries trades at a trailing price-to-earnings ratio of 11.7.
When does LCII report earnings?
LCI Industries's next scheduled report is on Feb 24, 2027. Analysts expect EPS of $1.06.
What is the LCII price target?
The median analyst price target from 10 analysts is $114.00, with a range of $80.00 – $175.00.
Is LCII Shariah compliant?
Nama's AAOIFI-style screen reads LCI Industries as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does LCII pay a dividend?
Yes — LCI Industries's dividend yield is 4.7%.