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LCI Industries (LCII) investor relations material

LCI Industries Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary5 Aug, 2025

Executive summary

  • Q2 2025 net sales reached $1.1B, up 5% year-over-year, driven by market share gains, acquisitions, and supply chain initiatives.

  • Net income was $57.6M ($2.29 per share), down from $61.2M, impacted by executive separation costs and product mix.

  • Adjusted EBITDA was $121M (11% margin), down 1% year-over-year, with margin contraction from costs and mix.

  • Strategic acquisitions and product innovation supported growth across RV, adjacent industries, and aftermarket.

  • Strong liquidity with $192M in cash and $595M available on the revolving credit facility as of June 30, 2025.

Financial highlights

  • Q2 2025 net sales: $1,107M, up from $1,055M in Q2 2024; OEM net sales: $840M, up 5%; RV OEM: $503M, up 3%.

  • Gross margin: 24.4% (down from 25.3% prior year), impacted by executive separation costs and product mix.

  • Operating profit: $88M (7.9% margin), down from 8.6% prior year; margin improved sequentially.

  • Adjusted net income: $60M ($2.39 EPS); adjusted EBITDA: $121M (11% margin).

  • Cash and equivalents: $192M as of 6/30/25; net debt: $756M (2.1x EBITDA); free cash flow H1 2025: $133M.

Outlook and guidance

  • Q3 revenue expected up 5% year-over-year, including acquisitions; EBIT margins to be similar to 2024.

  • Full-year 2025 North American RV wholesale shipment forecast: 320,000–350,000 units.

  • On track for $5B organic revenue target by 2027, assuming normalized wholesale volumes.

  • Capital expenditures for 2025 projected at $50M–$70M.

  • Progressing toward 85 bps overhead/G&A improvement goal for 2025.

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Frequently asked questions

LCI Industries manufactures and supplies components for the recreational vehicle, marine, manufactured housing, and industrial markets. Its products include chassis, awnings, furniture, and electronic systems, distributed under the Lippert brand. The company is headquartered in Elkhart, Indiana, and its shares are listed on the NYSE.

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