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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.68Last Year’s EPS
2.39Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive operational and financial picture: revenue growth, margin expansion, strong cash/liquidity and successful diversification and product innovation drove outperformance despite a weak RV industry. Management highlighted meaningful self-help cost savings, successful integration of acquisitions, and sizable aftermarket and product-driven upside (e.g., $270M run rate from new products and ~$140M incremental placements). Key headwinds remain industry softness in RV wholesale and retail demand, tariff and material cost pressures (with some margin impact in Aftermarket), and execution/disruption risk from planned facility consolidations. Overall, the positives—particularly margin expansion, cash position, product/content gains and diversification—outweigh the near-term industry-related lowlights.Company Guidance
Top-Line Growth
Consolidated revenue grew 4% year-over-year to $1.1 billion in Q1 2026, driven by OEM net sales up 4% to $853 million and Aftermarket net sales up 7% to $238 million.
Profitability and Margin Expansion
Adjusted EBITDA rose 13% year-over-year to $125 million with EBITDA margin of 11.5%; operating margin improved to 8.7% from 7.8% a year ago (≈+90 basis points), and consolidated operating profit increased 17% to $95 million.
Earnings Per Share Outperformance
Adjusted diluted EPS grew strongly (reported as a robust 18% in prepared remarks) with adjusted diluted EPS of $2.59 in Q1; GAAP net income increased 27% to $63 million, GAAP EPS $2.53.
Aftermarket Strength and Opportunity
Aftermarket net sales grew 7% in a down retail environment; automotive aftermarket momentum accelerated after competitor First Brands' bankruptcy, creating an estimated ~$70 million incremental annual revenue opportunity and mid-teens growth in automotive aftermarket revenue in Q2 trends.
Content Per Unit Gains and Product Innovation
Towable RV content increased 13% year-over-year to $5,826 per unit (largest YoY increase in company history) and is up 73% since 2020; motorized content rose 6% to $3,970. Five recently launched products are generating an annualized revenue run rate exceeding $270 million, and an additional ~$140 million of incremental annualized run rate is expected from new product placements (2027 model change and market share expansion).
Diversification and M&A Integration
Adjacent Industries OEM sales increased 17%, aided by recent acquisitions (Freedman and Trans/Air contributed ~$47 million of revenue in the quarter). European restructuring and integration initiatives drove the strongest quarterly European results since platform build-out.
Strong Balance Sheet and Capital Allocation
Total liquidity exceeded $700 million with cash of $142 million and revolver availability near $600 million; operating cash flow exceeded $250 million over the last 12 months; net debt to adjusted EBITDA was 1.9x (within 1.5–2x target). Company maintained quarterly dividend ($1.15 per share), dividend yield above 3.5%, and a $300 million share repurchase program.
Self-Help and Cost Efficiency Program
Ongoing footprint optimizations, plant consolidations and G&A discipline helped drive margin expansion; company expects 8–10 facility consolidations in 2026 with targeted operating margin improvement of 70–120 basis points for the year and a continued glidepath toward double-digit margins.
LCII Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LCII Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $105.70 | $110.89 | +4.91% |
Feb 20, 2026 | $143.07 | $144.71 | +1.15% |
Oct 30, 2025 | $87.78 | $92.86 | +5.78% |
Aug 05, 2025 | $92.13 | $92.22 | +0.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lci Industries (LCII) report earnings?
Lci Industries (LCII) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Lci Industries (LCII) earnings time?
Lci Industries (LCII) earnings time is at Aug 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LCII EPS forecast?
LCII EPS forecast for the fiscal quarter 2026 (Q2) is 2.68.