Roth Capital Has Positive View of LCI Industries Q1 Earnings

LCI Industries (NYSE:LCII) – Research analysts at Roth Capital boosted their Q1 2025 EPS estimates for LCI Industries in a report released on Thursday, February 13th. Roth Capital analyst S. Stember now expects that the company will earn $1.44 per share for the quarter, up from their prior forecast of $1.34. The consensus estimate for LCI Industries’ current full-year earnings is $5.51 per share. Roth Capital also issued estimates for LCI Industries’ Q3 2025 earnings at $1.43 EPS, FY2025 earnings at $6.11 EPS, Q1 2026 earnings at $1.69 EPS, Q2 2026 earnings at $2.45 EPS and Q3 2026 earnings at $1.75 EPS.

LCI Industries (NYSE:LCII) last announced its earnings results on Tuesday, February 11th. The company reported $0.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.31 by $0.06. LCI Industries had a net margin of 3.47% and a return on equity of 9.48%.

Several other equities analysts also recently weighed in on the company. Truist Financial boosted their target price on LCI Industries from $102.00 to $108.00 and gave the company a “hold” rating in a research report on Monday, February 10th. StockNews.com downgraded shares of LCI Industries from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, 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 research note on Wednesday, February 12th. Four research analysts have rated the stock with a hold rating and two have issued a buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $121.50.

LCI Industries Trading Down 0.2 %

Shares of LCII stock opened at $110.28 on Monday. The company has a market cap of $2.81 billion, a PE ratio of 21.45 and a beta of 1.44. LCI Industries has a 1 year low of $96.18 and a 1 year high of $129.38. The stock’s 50 day simple moving average is $105.84 and its two-hundred day simple moving average is $112.81. The company has a debt-to-equity ratio of 0.58, a current ratio of 2.88 and a quick ratio of 1.25.

Institutional Trading of LCI Industries

Institutional investors and hedge funds have recently modified their holdings of the stock. Norges Bank purchased a new position in LCI Industries during the 4th quarter worth $26,402,000. Royce & Associates LP grew its position in shares of LCI Industries by 46.1% during the 4th quarter. Royce & Associates LP now owns 546,623 shares of the company’s stock worth $56,515,000 after buying an additional 172,586 shares in the last quarter. Dimensional Fund Advisors LP increased its stake in shares of LCI Industries by 7.6% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,237,119 shares of the company’s stock valued at $127,904,000 after buying an additional 87,764 shares during the period. Bank of New York Mellon Corp raised its holdings in shares of LCI Industries by 29.2% in the fourth quarter. Bank of New York Mellon Corp now owns 357,629 shares of the company’s stock valued at $36,975,000 after acquiring an additional 80,784 shares in the last quarter. Finally, Vanguard Group Inc. lifted its stake in LCI Industries by 2.0% in the fourth quarter. Vanguard Group Inc. now owns 2,913,270 shares of the company’s stock worth $301,203,000 after acquiring an additional 56,794 shares during the period. Institutional investors own 99.71% of the company’s stock.

Insiders Place Their Bets

In other LCI Industries news, CEO Jason Lippert sold 10,000 shares of the company’s stock in a transaction dated Monday, November 25th. The shares were sold at an average price of $126.00, for a total value of $1,260,000.00. Following the transaction, the chief executive officer now directly owns 373,145 shares in the company, valued at $47,016,270. This represents a 2.61 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 3.50% 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.