
LCI Industries (LCII) Stock Forecast & Price Target
LCI Industries (LCII) Analyst Ratings
Bulls say
LCI Industries is projecting a revenue increase of approximately 5% year-over-year for the third quarter, driven by a 4% to 5% rise in RV OEM sales, buoyed by favorable pricing dynamics and stable operating margins consistent with the previous year's performance. The company's adjacent OEM segment has shown remarkable growth, with sales rising by 22%, significantly supported by strategic acquisitions and consistent performance in utility, transportation, and marine markets. Furthermore, the outlook for the fourth quarter is optimistic, with expected mid-teens growth in RV OEM sales and a focused push for EBIT margin expansion, reflecting enhanced operational efficiency amid a backdrop of increasing content per unit in the towable RV market.
Bears say
LCI Industries is facing significant risks that could adversely impact its financial outlook, including a noted decline in single axle trailer production, which has fallen to 19% from the mid-20% range earlier in the year. The company's revenue growth of 5% year-over-year in July, amounting to approximately $327 million, is overshadowed by concerns over declining RV production and potential economic deterioration, which could lead to a reduction in earnings per share to the $5.00 level. Additionally, uncertainties surrounding tariffs and the company's ability to implement offsetting price increases raise concerns about market share retention and sustained profitability amid ongoing mix headwinds.
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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