LCI Industries showed strong growth and operational improvements in the first quarter, marked by record sales and successful acquisitions. However, challenges such as tariff uncertainties and softness in the marine sector pose potential risks to future performance.

Company Guidance -

Q2 2025

During the first quarter of fiscal year 2025, LCI Industries reported over $1 billion in sales, marking an 8% year-over-year increase, which is the highest quarterly growth since June 2022. The company aims to achieve $5 billion in revenue by 2027. Operating margins improved by nearly 200 basis points, driven by structural improvements and a 14% expansion in the wholesale environment compared to the previous year. RV OEM net sales rose 15% to $531 million due to a double-digit increase in North American RV wholesale shipments, while aftermarket net sales grew 6% to $222 million. The company made strategic acquisitions in the bus market with Freedman Seating and Trans/Air, strengthening its position in this sector. LCI also focused on supply chain efficiencies, reducing salary labor, and achieving an 85 basis point overhead and G&A reduction target for 2025. The company's balance sheet remains strong, with a net debt position at around 2x EBITDA, and it executed $28.3 million of share repurchases, maintaining a strong dividend with over a 5% yield.

Record Quarterly Sales

LCI Industries achieved over $1 billion in sales during the first quarter, marking an 8% year-over-year increase and the highest quarterly growth since June 2022.

Operating Margin Improvement

Operating margin increased by nearly 200 basis points due to disciplined manufacturing execution and cost actions.

Strong Performance in RV OEM Segment

RV OEM net sales totaled $531 million, up 15% year-over-year, driven by a double-digit rise in North American RV wholesale shipments.

Successful M&A Activities

The acquisition of Freedman Seating and Trans/Air strengthened LCI's position in the bus market, which is insulated from general economic cycles.

Aftermarket Growth

Aftermarket net sales were $222 million for the quarter, up 6% year-over-year due to higher volumes in RV and marine sectors and market share gains in automotive aftermarket.

Strong Financial Position

LCI Industries reported a strong cash and cash equivalents balance of $231 million and generated $43 million of operating cash flow during the quarter.

LCI Industries (LCII) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LCII Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2025	2025 (Q2)	2.29 / -	2.4	―	―	―
May 06, 2025	2025 (Q1)	1.56 / 2.19	1.44	52.08% (+0.75)
Feb 11, 2025	2024 (Q4)	0.29 / 0.37	-0.09	511.11% (+0.46)
Nov 07, 2024	2024 (Q3)	1.37 / 1.39	1.02	36.27% (+0.37)
Aug 06, 2024	2024 (Q2)	2.16 / 2.40	1.31	83.21% (+1.09)
May 08, 2024	2024 (Q1)	0.52 / 1.44	0.29	396.55% (+1.15)
Feb 13, 2024	2023 (Q4)	0.15 / -0.09	-0.68	86.76% (+0.59)
Nov 07, 2023	2023 (Q3)	1.37 / 1.02	2.4	-57.50% (-1.38)
Aug 08, 2023	2023 (Q2)	1.24 / 1.31	6.06	-78.38% (-4.75)
May 09, 2023	2023 (Q1)	-0.02 / 0.29	7.71	-96.24% (-7.42)

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 06, 2025	$77.70	$82.82	+6.59%
Feb 11, 2025	$99.49	$105.13	+5.67%
Nov 07, 2024	$115.73	$111.28	-3.85%
Aug 06, 2024	$99.92	$106.97	+7.06%

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 05, 2025, Before Open (Confirmed).

What is LCI Industries (LCII) earnings time?

LCI Industries (LCII) earnings time is at Aug 05, 2025, 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 2025 (Q2) is 2.29.

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