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LCI Industries (LCII)
NYSE:LCII
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
1.57Last Year’s EPS
1.44Same Quarter Last Year
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 11, 2025
|% Change Since: -24.19%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Neutral
The call presented a mixed view with significant achievements in market leadership, financial performance improvements, and strategic partnerships. However, these were balanced by challenges such as declines in OEM sales, adverse mix shifts, and ongoing weakness in the marine sector, resulting in a neutral sentiment overall.Company Guidance
In the LCI Industries Fourth Quarter and Full Year 2024 Conference Call, several financial metrics and business highlights were provided, offering insight into the company's performance and strategic direction. The company reported full-year revenue of $3.7 billion, a slight decrease of 1% from the previous year. EBITDA increased by $89 million, and the company generated $370 million in cash flow from operations, reducing net debt to below two times EBITDA. RV OEM net sales were $1.7 billion, with a 7% increase in North American travel trailer and fifth-wheel wholesale shipments. The automotive aftermarket segment saw 7% organic growth, contributing to total aftermarket sales of $881 million. Despite a 13% decline in adjacent markets sales, the company maintained a strong operating profit margin of 12.6% in the aftermarket segment. The company set a target of $5 billion in total revenue by 2027, with plans for capital expenditures ranging from $50 million to $70 million in 2025. LCI Industries also anticipates a full-year wholesale shipment range of 335,000 to 350,000 units for 2025, reflecting optimism about market conditions and dealer inventory levels.Near Stable Revenue Amid Challenges
LCI Industries reported annual revenue of $3.7 billion, a decrease of only 1% despite a challenging RV and marine market backdrop.
Expansion in Key Product Categories
The company expanded its market leadership across its top 5 product categories, accounting for 71% of North America RV OEM sales.
Growth in Automotive Aftermarket
The automotive aftermarket saw 7% organic growth due to market share gains.
Significant Increase in EBITDA
EBITDA increased by $89 million despite a weaker sales and mix backdrop.
Successful Partnership with Camping World
Sales through the Camping World partnership increased by 62%, with plans to expand to 100 more stores in 2025.
Reduction in Net Debt
Net debt was reduced to below 2x EBITDA, with $370 million generated from operating cash flow.
Operational Improvements and Cost Savings
Gross margins improved to 21.1% in Q4 2024 from 19.2% in the prior year period, supported by decreased steel prices and operational improvements.
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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
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LCII Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 11, 2025 | $100.80 | $106.52 | +5.67% |
| Nov 07, 2024 | $117.26 | $112.74 | -3.85% |
| Aug 06, 2024 | $101.24 | $108.38 | +7.05% |
| May 08, 2024 | $100.91 | $106.88 | +5.92% |
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.
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FAQ
When does LCI Industries (LCII) report earnings?
LCI Industries (LCII) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is LCI Industries (LCII) earnings time?
LCI Industries (LCII) earnings time is at May 13, 2025, TBA Not 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 2025 (Q1) is 1.57.
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