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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.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.
Assess impact of Freedman Seating acquisition.
Explain the Aftermarket margin contraction.
What is driving the $5B organic revenue target?
What's the progress on reducing China exposure?
Assess dealer inventory levels for RV and marine.
How does Lippert foster team member engagement?
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Next LCI Industries earnings date
Q3 202530 Oct, 2025
Next LCI Industries earnings date
Q3 202530 Oct, 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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