Overview
Component supplier's Q4 revenue rose 16%, beating analyst expectations
Adjusted EPS for Q4 more than doubled compared to previous year
Company expanded transportation market presence with key acquisitions
Outlook
Company expects 2026 revenue of $4.2 bln to $4.3 bln
LCI Industries projects 2026 operating profit margin of 7.5% to 8.0%
Company anticipates 2026 adjusted EPS of $8.25 to $9.25
Result Drivers
RV OEM GROWTH - Net sales increased 16% driven by organic growth in RV OEM, higher material costs, and strong North American RV sales
OPERATING MARGIN EXPANSION - Operating profit margin expanded 180 bps to 3.8%, benefitting from reduced material costs and increased sales volume
AFTERMARKET GROWTH - Aftermarket net sales rose 8% due to product innovations and increased demand for upgrade and service parts
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $932.70 mln | $898.67 mln (10 Analysts) |
Q4 EPS | $0.77 | ||
Q4 Net Income | $18.68 mln | ||
Q4 Capex | $14.57 mln | ||
Q4 Gross Profit | $205.91 mln | ||
Q4 Operating income | $35.36 mln | ||
Q4 Pretax Profit | $25.66 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy."
Wall Street's median 12-month price target for LCI Industries is $127.00, about 17.6% below its February 17 closing price of $154.11
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 14 three months ago
Press Release: ID:nBw6mTFWFa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)