The earnings call highlighted strong revenue growth and successful acquisitions, but was tempered by challenges such as tariff impacts, marine market softness, and margin pressures. While growth strategies and shareholder returns were emphasized, broader economic factors and market conditions posed challenges.

Company Guidance -

Q3 2025

During the LCI Industries Second Quarter 2025 Conference Call, the company provided robust guidance and highlighted several key metrics. LCI reported strong second-quarter sales of $1.1 billion, marking a 5% increase year-over-year, with 2% organic toy hauler content growth. The company remains on track to achieve its $5 billion organic revenue target by 2027. Recent acquisitions, including Freedman Seating Company and Trans/Air, contributed $32 million in sales, bolstering LCI's position in the bus market. Operating profit margins were resilient at 7.9%, with adjusted EBITDA at 11% of net sales. LCI continues to mitigate tariff impacts through supply chain diversification and pricing strategies, aiming to reduce China exposure to 10% by the end of 2025. The company also saw growth in RV OEM and Aftermarket net sales, with the latter increasing by 4% to $268 million, fueled by product innovation and partnerships like Camping World. The call also underscored LCI's commitment to cost reductions, including an 85 basis point improvement in overhead and G&A expenses, and maintaining a strong financial foundation with a cash balance of $192 million and net debt of approximately 2x EBITDA.

Strong Revenue Growth

LCI Industries reported $1.1 billion in sales for the second quarter, marking a 5% increase year-over-year. Organic content growth was noted at 2% despite RV mix headwinds.

Successful Acquisitions

The acquisitions of Freedman Seating Company and Trans/Air contributed $32 million in sales, bolstering LCI's position in the bus market and expected to provide $200 million in annualized revenues.

Aftermarket Growth

Net sales in the Aftermarket segment reached $268 million, a 4% increase year-over-year, driven by product innovations and strong partnerships, particularly with Camping World.

Capital Allocation and Shareholder Returns

LCI Industries announced a $300 million share repurchase program and returned $187 million to shareholders through dividends and share repurchases year-to-date.

Reduced China Exposure

Progress made towards reducing China exposure to 10% by the end of 2025, down from 24% in 2024, through supply chain diversification.

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
Nov 05, 2025	2025 (Q3)	1.44 / -	1.39	―	―	―
Aug 05, 2025	2025 (Q2)	2.29 / 2.39	2.4	-0.42% (>-0.01)
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)

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
Aug 05, 2025	$95.93	$96.03	+0.10%
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%

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 Nov 05, 2025, Before Open (Confirmed).

What is LCI Industries (LCII) earnings time?

LCI Industries (LCII) earnings time is at Nov 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 (Q3) is 1.44.

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