← Russell 3000 cross-section

LCII LCI INDUSTRIES

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Consumer Disc

Scale

Market cap
$2.5bn
Revenue TTM
$4.0bn
Net income TTM
$211m
Free cash flow
$287m
Composite score
59.5
Sector rank
#1505

Valuation

P / E
11.9
EV / EBITDA
7.4
EV / sales
0.8
FCF yield
11.46%
Earnings yield vs 10-yr
3.71pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
5.2%
EBITDA margin
10.5%
ROE
14.8%
ROIC
14.6%
Revenue growth
4.0%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The RV industry generally follows a predictable annual sales cycle that starts after the annual fall "Open House" in Elkhart, Indiana: • October - March: Dealers build inventory, leading wholesale shipments to historically outpace retail sales. • April - September: Retail sales typically exceed wholesale shipments, driven by spring and summer demand. Net sales from acquisitions completed in the twelve months ended June 30, 2026 contributed approximately $16.7 million in the second quarter of 2026. …LCI INDUSTRIES, 10-Q, period ended 2026-06-30, filed 2026-08-05

Read the full passage →