
LCI Industries (LCII) Stock Forecast & Price Target
LCI Industries (LCII) Analyst Ratings
Bulls say
LCI Industries Inc. is projected to experience a revenue increase of approximately 5% year-over-year in the third quarter, driven by a 4% to 5% growth in RV OEM sales and maintaining an operating margin consistent with the previous year's 5.9%. The company's adjacent OEM sales experienced a significant 22% rise, fueled by recent acquisitions and organic growth in sectors such as utility and transportation, indicating strong market demand. Furthermore, anticipations for the fourth quarter include a mid-teens growth in RV OEM sales along with expectations of EBIT margin expansion, supported by effective capital expenditures and notable advancements in market share for key product categories.
Bears say
LCI Industries is facing a decline in its single axle trailer production, which has fallen to 19%, raising concerns about potential market share loss amidst an uncertain economic environment that could adversely affect earnings per share (EPS), projected to drop to $5.00. While July net sales of approximately $327 million represented a 5% year-over-year increase driven by mergers and acquisitions and pricing strategies, this growth was partly offset by a decline in RV production, highlighting vulnerabilities within its core markets. Additionally, ongoing industry challenges such as tariff uncertainties, potential OEM vertical integration, and raw material exposure further complicate LCI's ability to maintain market share and profitability, suggesting a cautious outlook for the company moving forward.
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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