LCI Industries Q3 EPS Forecast Decreased by Roth Capital

LCI Industries (NYSE:LCII) – Roth Capital reduced their Q3 2025 earnings per share (EPS) estimates for shares of LCI Industries in a research note issued on Monday, May 12th. Roth Capital analyst S. Stember now anticipates that the company will earn $1.25 per share for the quarter, down from their prior estimate of $1.43. The consensus estimate for LCI Industries’ current full-year earnings is $6.76 per share. Roth Capital also issued estimates for LCI Industries’ FY2025 earnings at $5.84 EPS, Q1 2026 earnings at $1.78 EPS, Q2 2026 earnings at $2.24 EPS, Q4 2026 earnings at $1.02 EPS and FY2026 earnings at $6.48 EPS.

A number of other analysts have also recently issued reports on LCII. StockNews.com raised LCI Industries from a “hold” rating to a “buy” rating in a report on Monday. Baird R W lowered shares of LCI Industries from a “strong-buy” rating to a “hold” rating in a research report on Friday, April 4th. Truist Financial decreased their target price on shares of LCI Industries from $108.00 to $80.00 and set a “hold” rating on the stock in a report on Monday, April 14th. CJS Securities raised shares of LCI Industries from a “market perform” rating to an “outperform” rating and set a $145.00 price target for the company in a report on Wednesday, February 12th. Finally, Robert W. Baird decreased their price target on shares of LCI Industries from $100.00 to $95.00 and set a “neutral” rating on the stock in a report on Wednesday, May 7th. Four equities research analysts have rated the stock with a hold rating and three have issued a buy rating to the company’s stock. According to MarketBeat, LCI Industries has an average rating of “Hold” and a consensus target price of $112.50.

LCI Industries Trading Down 2.0%

Shares of LCI Industries stock opened at $89.18 on Tuesday. The stock has a market capitalization of $2.25 billion, a P/E ratio of 15.93 and a beta of 1.26. LCI Industries has a 52-week low of $72.31 and a 52-week high of $129.38. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.03 and a current ratio of 2.82. The stock’s 50-day simple moving average is $83.60 and its 200 day simple moving average is $100.41.

LCI Industries (NYSE:LCII) last released its earnings results on Tuesday, May 6th. The company reported $2.19 EPS for the quarter, topping analysts’ consensus estimates of $1.55 by $0.64. The company had revenue of $1.05 billion for the quarter, compared to analysts’ expectations of $972.04 million. LCI Industries had a return on equity of 10.28% and a net margin of 3.82%. The business’s revenue for the quarter was up 8.0% compared to the same quarter last year. During the same period in the previous year, the business posted $1.44 EPS.

LCI Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 21st. Shareholders of record on Friday, March 7th were paid a dividend of $1.15 per share. This represents a $4.60 dividend on an annualized basis and a yield of 5.16%. The ex-dividend date was Friday, March 7th. LCI Industries’s payout ratio is 75.41%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Covestor Ltd lifted its holdings in shares of LCI Industries by 15.7% during the first quarter. Covestor Ltd now owns 885 shares of the company’s stock valued at $77,000 after purchasing an additional 120 shares in the last quarter. Summit Investment Advisors Inc. raised its holdings in shares of LCI Industries by 5.3% during the fourth quarter. Summit Investment Advisors Inc. now owns 2,595 shares of the company’s stock valued at $268,000 after purchasing an additional 130 shares during the last quarter. Smartleaf Asset Management LLC boosted its holdings in LCI Industries by 45.5% in the first quarter. Smartleaf Asset Management LLC now owns 534 shares of the company’s stock worth $47,000 after purchasing an additional 167 shares during the last quarter. Keybank National Association OH grew its position in LCI Industries by 7.1% in the 4th quarter. Keybank National Association OH now owns 3,049 shares of the company’s stock worth $315,000 after purchasing an additional 202 shares during the period. Finally, Inspire Advisors LLC grew its position in LCI Industries by 3.6% in the 4th quarter. Inspire Advisors LLC now owns 5,907 shares of the company’s stock worth $611,000 after purchasing an additional 206 shares during the period. Institutional investors own 99.71% of the company’s stock.

LCI Industries Company Profile

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.