LCI IndustriesLCII
Price$82.11Intrinsic value$200.46144% above price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
16.8%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
10analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$4Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$8.54next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release5 Nov 2026
Monitoring Framework
Key Performance Indicators
Towable RV Content per Unit Quarterly5.8KTarget: Continued organic growth through innovation
Consolidated Net Sales Quarterly1.1BTarget: 4200000000 to 4300000000
Operating Profit Margin Quarterly870.0%Target: 7.5% to 8.0% (FY 2026)
Adjusted Diluted EPS Quarterly2.6Target: 8.75 to 9.25 (FY 2026)
Watch Items
  • RV Wholesale Shipments RecoveryTrigger: Below 315,000 units annualizedAction: Re-evaluate cost structure, accelerate plant optimizations, and adjust G&A restructuring targets.
  • CEO Succession SearchTrigger: Failure to appoint permanent CEO within 12 monthsAction: Assess interim CEO Johnny Sirpilla's performance and review board oversight of the executive search committee.
  • Aftermarket Segment GrowthTrigger: Year-over-year growth dropping below 5%Action: Analyze distribution channel performance and review product innovation pipeline for automotive and RV service parts.
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Research as of 19 Jun 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.