Roth Capital Has Positive View of LCI Industries Q3 Earnings

LCI Industries (NYSE:LCII) – Research analysts at Roth Capital raised their Q3 2025 earnings estimates for shares of LCI Industries in a research note issued to investors on Tuesday, August 12th. Roth Capital analyst S. Stember now forecasts that the company will earn $1.47 per share for the quarter, up from their previous estimate of $1.25. The consensus estimate for LCI Industries’ current full-year earnings is $6.76 per share. Roth Capital also issued estimates for LCI Industries’ Q4 2025 earnings at $0.43 EPS, Q1 2026 earnings at $2.17 EPS, Q2 2026 earnings at $2.56 EPS, Q3 2026 earnings at $1.70 EPS, Q4 2026 earnings at $0.76 EPS and FY2026 earnings at $7.19 EPS.

LCI Industries (NYSE:LCII) last issued its quarterly earnings results on Tuesday, August 5th. The company reported $2.39 earnings per share for the quarter, topping the consensus estimate of $2.22 by $0.17. LCI Industries had a net margin of 3.93% and a return on equity of 11.57%. The company had revenue of $1.11 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter in the prior year, the company earned $2.40 EPS. LCI Industries’s quarterly revenue was up 5.1% on a year-over-year basis.

LCII has been the topic of several other research reports. Wall Street Zen downgraded shares of LCI Industries from a “buy” rating to a “hold” rating in a report on Saturday, August 2nd. Robert W. Baird lowered their price objective on LCI Industries from $100.00 to $95.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 7th. Truist Financial upped their price objective on LCI Industries from $80.00 to $88.00 and gave the stock a “hold” rating in a research report on Tuesday, June 3rd. Finally, BMO Capital Markets upped their price objective on LCI Industries from $80.00 to $85.00 and gave the stock an “underperform” rating in a research report on Wednesday, August 6th. One research analyst has rated the stock with a sell rating, five have given a hold rating and one has assigned a buy rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $103.25.

LCI Industries Price Performance

Shares of NYSE:LCII opened at $104.79 on Thursday. LCI Industries has a twelve month low of $72.31 and a twelve month high of $129.38. The company’s 50 day moving average is $95.43 and its 200 day moving average is $92.41. The company has a current ratio of 2.80, a quick ratio of 1.34 and a debt-to-equity ratio of 0.68. The company has a market cap of $2.54 billion, a PE ratio of 17.49 and a beta of 1.25.

LCI Industries declared that its Board of Directors has initiated a share repurchase plan on Thursday, May 15th that allows the company to buyback $300.00 million in outstanding shares. This buyback authorization allows the company to buy up to 13.4% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board of directors believes its stock is undervalued.

Institutional Investors Weigh In On LCI Industries

Several hedge funds have recently bought and sold shares of the stock. BNP PARIBAS ASSET MANAGEMENT Holding S.A. purchased a new position in shares of LCI Industries during the 2nd quarter valued at approximately $26,000. SVB Wealth LLC purchased a new position in shares of LCI Industries during the 1st quarter valued at approximately $28,000. Signaturefd LLC lifted its position in shares of LCI Industries by 591.5% during the 2nd quarter. Signaturefd LLC now owns 325 shares of the company’s stock valued at $30,000 after buying an additional 278 shares in the last quarter. LRI Investments LLC lifted its position in shares of LCI Industries by 345.6% during the 4th quarter. LRI Investments LLC now owns 401 shares of the company’s stock valued at $41,000 after buying an additional 311 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. lifted its position in shares of LCI Industries by 535.4% during the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 521 shares of the company’s stock valued at $46,000 after buying an additional 439 shares in the last quarter. Hedge funds and other institutional investors own 99.71% of the company’s stock.

About LCI Industries

LCI Industries, together with its subsidiaries, manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates through two segments: Original Equipment Manufacturers (OEM) and Aftermarket.