
LCI Industries (LCII) Stock Forecast & Price Target
LCI Industries (LCII) Analyst Ratings
Bulls say
LCI Industries Inc is expected to see a revenue increase of approximately 5% year-over-year in the third quarter, driven by a 4% to 5% growth in RV OEM sales, which reflects favorable pricing dynamics and a robust operating margin similar to last year's 5.9%. Notably, the adjacent OEM sales surged by 22%, primarily fueled by recent acquisitions and organic growth in various markets, indicating a strong expansion of market presence and product diversification. Furthermore, the company's aftermarket segment also reported a 7% growth, supported by innovative product developments and strengthened partnerships, underlining the overall positive momentum in both its OEM and aftermarket businesses.
Bears say
LCI Industries is experiencing a decline in the share of single axle trailer production, dropping to 19%, which could further exacerbate challenges in market share, particularly if economic conditions worsen. Although July net sales showed a year-over-year increase of 5% due to mergers and acquisitions and pricing adjustments, this was offset by a decline in RV production, indicating potential underlying weakness in demand. Concerns remain regarding mix headwinds, tariff uncertainties, and the company's ability to pass through price increases, all of which could pressure market share and risk earnings per share (EPS) considerably, projected to drop to the $5.00 level under stress scenarios.
This aggregate rating is based on analysts' research of LCI Industries and is not a guaranteed prediction by Public.com or investment advice.
LCI Industries (LCII) Analyst Forecast & Price Prediction
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