Roth Capital Raises Earnings Estimates for LCI Industries

LCI Industries (NYSE:LCII) – Equities research analysts at Roth Capital increased their Q1 2025 EPS estimates for LCI Industries in a research note issued to investors on Thursday, February 13th. Roth Capital analyst S. Stember now anticipates that the company will post earnings per share of $1.44 for the quarter, up from their previous estimate 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 posted its quarterly earnings data on Tuesday, February 11th. The company reported $0.37 EPS for the quarter, beating analysts’ consensus estimates of $0.31 by $0.06. LCI Industries had a return on equity of 9.48% and a net margin of 3.47%.

Several other brokerages have also issued reports on LCII. StockNews.com lowered shares of LCI Industries from a “buy” rating to a “hold” rating in a research report on Saturday. CJS Securities upgraded shares of LCI Industries from a “market perform” rating to an “outperform” rating and set a $145.00 price target on the stock in a research note on Wednesday, February 12th. Finally, Truist Financial upped their price objective on LCI Industries from $102.00 to $108.00 and gave the stock a “hold” rating in a research note on Monday, February 10th. Four investment analysts have rated the stock with a hold rating and two have assigned a buy rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $121.50.

LCI Industries Trading Down 0.2 %

LCI Industries stock opened at $110.28 on Monday. The business has a 50-day simple moving average of $105.84 and a two-hundred day simple moving average of $112.81. LCI Industries has a 52-week low of $96.18 and a 52-week high of $129.38. The company has a quick ratio of 1.25, a current ratio of 2.88 and a debt-to-equity ratio of 0.58. The company has a market cap of $2.81 billion, a P/E ratio of 21.45 and a beta of 1.44.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. Charles Schwab Investment Management Inc. raised its position in shares of LCI Industries by 7.6% during the third quarter. Charles Schwab Investment Management Inc. now owns 411,278 shares of the company’s stock valued at $49,575,000 after buying an additional 29,192 shares during the last quarter. Nordea Investment Management AB bought a new stake in LCI Industries in the 4th quarter valued at $2,394,000. International Assets Investment Management LLC lifted its stake in LCI Industries by 5,533.7% in the 3rd quarter. International Assets Investment Management LLC now owns 10,366 shares of the company’s stock worth $1,250,000 after purchasing an additional 10,182 shares in the last quarter. MML Investors Services LLC bought a new position in shares of LCI Industries during the 3rd quarter valued at about $260,000. Finally, Blue Trust Inc. grew its position in shares of LCI Industries by 1,289.3% during the third quarter. Blue Trust Inc. now owns 389 shares of the company’s stock valued at $47,000 after purchasing an additional 361 shares in the last quarter. 99.71% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

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

About LCI Industries

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.