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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.
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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