LCI Earnings Reports

LCI Industries delivered a robust third quarter in 2025, with net sales increasing by 13% to $1.0 billion, driven by organic growth in RV OEM and Aftermarket segments. The company achieved a 75% increase in net income to $62 million and a 35% rise in adjusted net income to $48 million, demonstrating sustained margin expansion and effective operational optimization.

LCI Industries delivered robust second-quarter results with net sales increasing by 5% year-over-year to $1.1 billion. The company achieved a net income of $58 million, or $2.29 per diluted share, and an adjusted net income of $60 million, or $2.39 per diluted share. Growth was fueled by share gains in key categories, organic content growth, and strategic cost-saving initiatives, including supply chain tightening and footprint optimization. The company also reignited its M&A playbook with the acquisition of Freedman Seating Company and maintained a strong liquidity position.

LCI Industries reported Q4 2024 net sales of $803 million, a decrease of 4% year-over-year. Net income was $9.5 million, or $0.37 per diluted share, up from a net loss in Q4 2023. EBITDA increased by 29% year-over-year to $46 million.

LCI Industries reported a decrease in net sales by 5% year-over-year, totaling $915 million. Despite the sales decrease, the company's net income increased by 38% to $36 million, or $1.39 per diluted share. EBITDA also increased by 8% year-over-year to $85 million.

LCI Industries reported a 4% year-over-year increase in net sales, reaching $1.1 billion in Q2 2024. Net income rose to $61 million, or $2.40 per diluted share, up from $33 million, or $1.31 per diluted share in Q2 2023. The company experienced an increase in North American RV wholesale shipments of travel trailers and fifth-wheels and market share gains in the automotive aftermarket.

LCI Industries reported first quarter 2024 results with net sales of $968 million, a decrease of 1% year-over-year. Net income was $37 million, or $1.44 per diluted share, up from $7 million, or $0.29 per diluted share, in the first quarter of 2023. EBITDA was $90 million, up from $53 million in the first quarter of 2023.

LCI Industries reported Q4 2023 net sales of $838 million, a 6% decrease year-over-year. Net loss was $2 million, an improvement of 86% year-over-year, and EBITDA increased by 248% to $36 million. The Aftermarket segment grew by 10% year-over-year, contributing significantly to the Company's performance.

LCI Industries reported a 15% decrease in net sales to $1.0 billion and a 58% decrease in net income to $26 million, or $1.02 per diluted share, for the third quarter of 2023. The Aftermarket segment showed year-over-year growth, and diversification efforts continued to drive sales. The company reduced inventory by $238 million year-to-date and repaid $211 million of indebtedness.

LCI Industries reported Q2 2023 results with net sales of $1.0 billion, a 34% decrease year-over-year. Net income was $33 million, or $1.31 per diluted share, down 78% year-over-year. The company continued its diversification strategy, with North American RV OEM net sales less than 42% of total net sales.

LCI Industries reported a decrease in net sales by 41% year-over-year to $973.3 million. Net income also decreased to $7.3 million, a 96% drop compared to the previous year. Despite these declines, the company highlighted robust content growth and margin expansion, driven by their diversification strategy and operational improvements.

LCI Industries reported fourth-quarter net sales of $894.3 million, a decrease of 26% year-over-year, and a net loss of $17.1 million, a 121% decrease year-over-year. The decline was primarily driven by decreased North American RV wholesale shipments. However, full-year net sales reached a record $5.2 billion, up 16% year-over-year, with a net income of $395.0 million.

LCI Industries reported Q3 2022 financial results, with net sales of $1.1 billion, a decrease of 3% year-over-year. Net income was $61.4 million, a decrease of 3% year-over-year. The company's diversification strategy helped maintain strong performance during a downturn in RV demand, with growth in adjacent markets and a flexible cost structure supporting profitability.

LCI Industries reported a net sales increase of 40% year-over-year, reaching $1.5 billion. Net income saw a significant rise of 128% to $154.5 million, with diluted earnings per share at $6.06. The company's EBITDA also experienced substantial growth, up 108% to $250.7 million, reflecting robust revenue and effective operational management.

LCI Industries reported a record first quarter with net sales of $1.6 billion, a 64% increase year-over-year. Net income was $196.2 million, or $7.71 per diluted share, up 165% year-over-year. The company's performance was driven by record wholesale shipments, price realization, and strong Aftermarket sales growth.

LCI Industries reported record fourth-quarter net sales of $1.2 billion, a 55% increase year-over-year. Net income was $82.3 million, or $3.22 per diluted share, up 69% year-over-year. The company's performance was driven by record RV retail demand and strong Aftermarket sales growth.

LCI Industries reported a 41% year-over-year increase in net sales, reaching $1.2 billion. Net income was $63.4 million, or $2.49 per diluted share. The company's growth was driven by record RV retail demand and strong Aftermarket sales growth, with acquisitions contributing $79 million in net sales.

LCI Industries reported a significant increase in net sales and net income for the second quarter of 2021. Net sales reached $1.1 billion, a 108% increase year-over-year, and net income increased by 415% to $67.9 million, driven by strong retail demand and aftermarket sales growth.

LCI Industries reported a record first quarter with net sales of $1.0 billion, a 52% increase year-over-year. Net income increased by 163% to $74.1 million, or $2.93 per diluted share. The growth was driven by record RV retail demand and strong Aftermarket sales growth.

LCI Industries reported a strong fourth quarter with net sales of $783.0 million, a 39% increase year-over-year. Net income increased by 69% to $48.7 million, or $1.92 per diluted share. The growth was driven by record RV retail demand, acquisitions, and organic growth in the aftermarket segment and international markets.

LCI Industries reported a strong third quarter with net sales increasing by 41% year-over-year, driven by a rebound in retail demand and increased RV shipments. Adjusted EPS grew by 92%, and adjusted EBITDA increased by 76%.

LCI Industries reported a decrease in net sales due to the impact of COVID-19, which caused a five-week shutdown. However, the company experienced a strong recovery in retail demand, with record high revenue and run rates in June and July. The aftermarket segment and strategic acquisitions, such as CURT and Polyplastic, contributed to the company's growth and diversification efforts.

LCI Industries reported an 11% increase in net sales, outperforming RV shipments which were up 4% for the same period. The company's adjusted EPS was $1.31 and the operating margin was 7%.

LCI Industries reported a 5% increase in net sales for the fourth quarter of 2019, driven by acquisitions and organic growth in adjacent industries OEM, aftermarket, and international markets. Net income increased to $28.8 million, or $1.14 per diluted share.