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LCI Industries (LCII) Q2 2026 Earnings Call Transcript

LCI Industries (LCII) reported Q2 2026 earnings, demonstrating improved profitability despite softened demand in the outdoor recreation industry. The company focused on self-help initiatives and operational efficiencies to expand margins, while also managing a proposed merger with Patrick Industries. LCI Industries also highlighted growth …

LCI Industries and Patrick Industries file HSR notices for planned mergers

LCI Industries and Patrick Industries have filed Hart-Scott-Rodino notifications as part of their agreed mergers. The merger involves a two-step process where LCI will become a subsidiary of Patrick. HSR waiting period clearance is a closing condition, with other conditions needing to be satisfied …

LCI Industries (LCII) advances Patrick merger with antitrust and proxy steps

LCI Industries (LCII) has announced significant progress in its proposed merger with Patrick Industries, filing Premerger Notification and Report Forms under the Hart-Scott-Rodino Antitrust Improvements Act. Both companies also plan to file a joint proxy statement/prospectus on Form S-4 to solicit shareholder approval, which …

LCI Industries boosts profit despite sales drop, with 29% upside potential after price target cut.

LCI Industries improved its profitability with an 8% rise in adjusted operating profit despite a 4% decline in net sales and weaker demand in the outdoor recreation market. Even though Roth Capital lowered its price target for LCI Industries to $135 from $155, the …

Janus Henderson Group PLC Trims Position in LCI Industries $LCII

Janus Henderson Group PLC significantly reduced its stake in LCI Industries (NYSE:LCII) by 83.7% in the first quarter, selling 58,989 shares and retaining 11,489 shares valued at approximately $1.4 million. Despite the institutional selling, LCI Industries reported strong quarterly earnings of $2.70 per share, …

Quantinno Capital Management LP Raises Stake in LCI Industries $LCII

LCI Industries (LCII) Is Up 6.3% After Margin Expansion Amid Softer Sales And Lowered Guidance – Has The Bull Case Changed?

LCI Industries (LCII) reported Q2 2026 results with sales of US$968.68 million and net income of US$67.14 million, alongside lowered 2026 revenue guidance of US$3.9 billion to US$4.1 billion. Despite softer sales and a reduced outlook, the company improved earnings per share and operating …

LCI Industries Q2 Earnings Call Highlights

Key Points Interested in LCI Industries? Here are five stocks we like better. Profitability improved despite weaker RV demand: Second-quarter adjusted sales fell 4% to $1.1 billion as OEM sales declined 10%, but adjusted operating profit rose 8% and adjusted EPS increased 13% to …

LCI Industries (LCII) Stock News Today

LCI Industries Inc (LCII) (Q2 2026) Earnings Call Highlights: Margin Expansion and Strategic ...

This article first appeared on GuruFocus. Adjusted Net Sales: $1.1 billion, down 4% year-over-year. OEM Net Sales: Declined 10% year-over-year. Aftermarket Net Sales: Grew 11% year-over-year. Adjusted Operating Profit: $99 million, up 8% year-over-year. Adjusted Operating Profit Margin: 9.3%, up 110 basis points. OEM …

LCI Industries To Go Ex-Dividend On August 21st, 2026 With 1.15 USD Dividend Per Share

LCI Industries (NYSE:LCII) is scheduled to go ex-dividend on August 21st, 2026, with a dividend payment of 1.15 USD per share. Shareholders who own the stock before this date will be eligible for the payment. The company has a history of consistent dividend payments.

LCI Industries declares $1.15 quarterly dividend

LCI Industries (NYSE:LCII) has announced that its Board of Directors approved a regular quarterly cash dividend of $1.15 per share of common stock. The dividend is scheduled to be paid on September 4, 2026, to stockholders of record as of August 21, 2026. LCI …

LCI Industries (NYSE: LCII) grows Q2 EPS and keeps 2026 margin outlook

LCI Industries reported improved Q2 2026 profitability with adjusted EPS up 13% to $2.70, despite a 4% decline in net sales due to softer outdoor recreation demand and a 20% drop in towable RV wholesale units. The company maintained its 2026 adjusted operating margin …

LCI Industries cuts 2026 adjusted EPS outlook to 8.25-8.75, sees revenue 3.9-4.1 billion

LCI Industries has cut its 2026 adjusted EPS outlook to $8.25-$8.75 and revised its revenue forecast to $3.9 billion-$4.1 billion. The company also lowered its full-year outlook for RV industry wholesale shipments to 280,000-300,000 units. Despite these reductions, the adjusted operating profit margin outlook …

LCI Industries (LCII) As RV Pressure Tests An Undervalued Diversification Story

LCI Industries (LCII) has updated its 2026 outlook, released Q2 results, and filed a shelf registration, leading to an 11% stock decline over 90 days. Despite this, the company is considered undervalued at $105.81 against a fair value of $137.70, largely due to its …

CEO Sirpilla ‘Energized’ by Lippert’s 2Q Report

LCI Industries Interim CEO John Sirpilla expressed great confidence for the future following the company's strong second-quarter performance, driven by operational efficiencies and cost reductions despite a challenging RV production environment. Sirpilla, who has been on LCI's board for seven years, emphasized his leadership …

FMR LLC discloses 6.2% LCI Industries (LCII) ownership in latest 13G/A

FMR LLC has disclosed a 6.2% ownership stake in LCI Industries (LCII) through a recent Schedule 13G/A filing. The filing indicates that FMR LLC beneficially owns 1,530,937.35 shares, holding sole dispositive power over these shares and sole voting power over 1,529,081.05 shares. Abigail P. …

LCI Industries (NYSE:LCII) Price Target Lowered to $130.00 at Stifel Nicolaus

Stifel Nicolaus has lowered its price target for LCI Industries (NYSE:LCII) to $130.00 from $137.00, while maintaining a "buy" rating, indicating a potential upside of 22.06%. This adjustment follows LCI Industries reporting quarterly EPS of $2.70, which beat consensus estimates, but revenue that fell …

LCI Industries 2026 Q2 - Results - Earnings Call Presentation (NYSE:LCII) 2026-08-06

Key Points Interested in LCI Industries? Here are five stocks we like better. Profitability improved despite weaker RV demand: Second-quarter adjusted sales fell 4% to $1.1 billion as OEM sales declined 10%, but adjusted operating profit rose 8% and adjusted EPS increased 13% to …

LCI Industries Stock 12‑Month Price Target Cut to $134.4, Implies 26% Upside

Analysts have cut the average 12-month price target for LCI Industries (LCII) stock to $134.4 from $136.6, suggesting a potential 26% upside from its August 4th closing price. Despite the target reduction, the consensus rating from 12 analysts remains a "Buy," with 6 analysts …

LCI Industries (LCII) Margins Strengthen Even As Revenue Declines

LCI Industries (LCII) reported Q2 2026 earnings with a 12.5% revenue decline but a significant 16.5% increase in net income and an expansion in adjusted operating margin to 9.3%. This performance highlights the company's ability to improve profitability through cost actions and increased content …

Lci Industries forecasts 2026 adjusted EPS of $8.25-$8.75 while cutting RV shipment outlook to 280,000-300,000 units

Earnings Call Insights: LCI Industries (LCII) Q2 2026 MANAGEMENT VIEW * "We delivered solid second quarter results with expanded profitability despite continued soft outdoor recreation industry demand," said (Interim CEO & Director John Sirpilla), emphasizing that "self-help initiatives" and "disciplined operational efficiencies and strategic …

LCI Industries (NYSE:LCII) Posts Earnings Results, Beats Estimates By $0.09 EPS

LCI (LCII) came out with quarterly earnings of $2.7 per share, beating the Zacks Consensus Estimate of $2.63 per share. This compares to earnings of $2.39 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings …

LCI Industries Reports ‘Solid’ Q2 Results Despite Soft Demand

LCI Industries reported "solid" Q2 2026 results despite soft demand in the outdoor recreation industry, with expanded profitability driven by self-help initiatives, operational efficiencies, and cost reductions. The company saw net sales decrease but adjusted net sales had a smaller decrease, while net income …

Earnings call transcript: LCI Industries misses Q2 2026 revenue forecast

128,823 Shares in LCI Industries $LCII Purchased by Amundi

Amundi acquired 128,823 shares of LCI Industries (NYSE:LCII) in the first quarter, a new stake valued at approximately $15.8 million, representing 0.53% of the company. Institutional investors hold 99.71% of LCII, which recently exceeded earnings expectations with $2.59 EPS on $1.09 billion revenue. Analysts …

LCI Industries (NYSE:LCII) Updates FY 2026 Earnings Guidance

LCI (LCII) Reports Q2 Earnings: What Key Metrics Have to Say

For the quarter ended June 2026, LCI (LCII) reported revenue of $968.68 million, down 12.5% over the same period last year. EPS came in at $2.70, compared to $2.39 in the year-ago quarter. The reported revenue represents a surprise of -14.21% over the Zacks …

LCI Industries earnings missed by $0.02, revenue fell short of estimates

LCI Industries (NYSE: LCII) reported second-quarter EPS of $2.70, missing analyst estimates by $0.02, and revenue of $1.06B, falling short of the $1.13B consensus. The company provided guidance for FY 2026, projecting EPS of $8.25-$8.75 and revenue of $3.90B-$4.10B, both below current analyst consensus …

Lippert Q2: Diversification, Execution Expands Profitability

LCI Industries (Lippert) reported solid Q2 2026 results with expanded profitability, despite soft outdoor recreation demand, driven by operational efficiencies and cost reduction initiatives. The company's net sales decreased by 13% to $969 million, but net income increased by 16% to $67 million, and …

(LCII) LCI Industries Expects 2026 Revenue Range $3.9B to $4.1B, vs. FactSet Est of $4.23B

LCI Industries (LCII) announced its revenue outlook for 2026, projecting a range of $3.9 billion to $4.1 billion. This forecast falls below FactSet's estimated revenue of $4.23 billion. The company also reported Q2 adjusted EPS of $2.70 per share, surpassing FactSet's estimate of $2.61, …

LCI Industries Q2 2026 earnings: Margins expand despite lower RV sales

LCI Industries reported Q2 2026 net sales of $968.7 million, a 12.5% decrease year over year, while diluted EPS increased by 20% to $2.75. Despite lower North American RV shipments, the company expanded its operating margin by 200 basis points due to cost improvements, …

LCI Industries Q2 net income rises 16%