LCI Industries (LCII) is a Consumer Discretionary stock trading at $105.33 (as of 2026-08-20), with a market capitalization of $2.56B and a trailing P/E of 10.0. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.
LCI Industries, together with its subsidiaries, manufactures and supplies components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates in two segments, Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis and related components; axles and suspension solutions; slide-out mechanisms and solutions; thermoformed bath, kitchen, and other products; vinyl, aluminum, and frameless windows; manual, electric, and hydraulic stabilizer and leveling systems; entry, luggage, patio, and ramp doors; furniture and mattresses; electric and manual entry steps; awnings and awning accessories; towing products; truck accessories; electronic components; appliances; air conditioners; televisions and sound systems; and other accessories. This segment serves OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; boats; trains; manufactured homes; and modular housing, as well as travel trailers, fifth-wheel travel trailers, folding camping trailers, and truck campers. The Aftermarket segment supplies various components of RV and adjacent industries to retail dealers, wholesale distributors, and service centers. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, and fenders to the marine industry. The company was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. LCI Industries was incorporated in 1984 and is based in Elkhart, Indiana.
LCI Industries manufactures and supplies engineered components for recreational vehicle (RV) manufacturers, and also sells aftermarket products, earning revenue through OEM component distribution and aftermarket sales.
LCI's profit is primarily driven by OEM engineered component sales to RV manufacturers, with a smaller contribution from its Aftermarket segment.
| OEM | $0.8B |
| Aftermarket | $0.2B |
Business quality (Mixed): Two clearly defined segments (OEM and Aftermarket) with provided segment operating profit figures, and a profit model that appears to be weighted toward OEM, while international revenue appears comparatively small.
Valuation: At 12× earnings, LCII trades 42% below the Automobiles & Trucks average (20×). Note: one-time items can distort reported P/E.
| Price | $105.33 |
| Market Cap | $2.56B |
| P/E Ratio | 10.0 |
| EV / EBITDA | 5.6 |
| Price / Book | 1.79 |
| Price / Sales | 0.61 |
| FCF Yield | 10.5% |
| DCF Value (model) | $91.00 |
| DCF Upside vs Price | -13.6% |
| Revenue (TTM) | $4.12B |
| Net Margin | 4.6% |
| Revenue Growth (YoY) | 10.2% |
| EPS Growth (YoY) | 35.3% |
| FCF Growth (YoY) | -15.1% |
| Altman Z-Score | 3.33 (safe) |
| Piotroski F-Score | 8/9 (strong) |
| Stock P/E | 10.0 |
| Sector P/E (Consumer Discretionary) | 20.5 |
| Industry P/E (Automobiles & Trucks) | 17.2 |
| vs Sector | -51.1% |
| vs Industry | -41.8% |
| Top Institutional Holder | BlackRock, Inc. ($436.04M) |
| Institutional Holders Tracked | 10 |
| Sector | Consumer Discretionary |
| Industry | Automobiles & Trucks |
| CEO | Jason D. Lippert |
| Employees | 11,500 |
| Country | US |
| IPO Date | 1985-05-29 |
Data as of 2026-08-20.
Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.