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LCI Industries
LCI Industries (LCII) investor relations material
LCI Industries Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Achieved 16% year-over-year consolidated net sales growth in Q4 2025, with OEM net sales up 18% and aftermarket up 8%; net income nearly doubled to $19 million.
Full year 2025 net sales reached $4.1 billion, up 10% year-over-year, with operating margin at 6.8% (up 100 bps) and net income up 32% to $188 million.
Adjusted EBITDA for Q4 increased 53% year-over-year to $70 million; full year adjusted EBITDA up 19% to $408 million.
Innovation, new product launches, and strategic acquisitions (including Freedman Seating and Trans/Air) drove content per unit growth and market share gains across RV, transportation, marine, and housing markets.
Continued cost management, facility consolidations, and strategic sourcing drove margin expansion and efficiency improvements.
Financial highlights
Q4 2025 consolidated net sales: $933 million (+16% YoY); net income: $19 million (+96% YoY); adjusted net income: $22 million (+138% YoY); adjusted EBITDA: $70 million (+53% YoY).
Q4 operating margin: 3.8% (up 180 bps YoY); full-year operating margin: 6.8% (up 100 bps YoY).
Full year 2025 net sales: $4.1 billion (+10% YoY); net income: $188 million (+32% YoY); adjusted net income: $185 million (+33% YoY); adjusted EBITDA: $408 million (+19% YoY).
Cash and equivalents at year-end: $223 million; net debt to EBITDA ratio: 1.8x; free cash flow: $278 million.
Returned $243 million to shareholders in 2025 ($114 million dividends, $129 million share repurchases).
Outlook and guidance
2026 revenue expected at $4.2–$4.3 billion, operating margin 7.5%–8%, adjusted EPS $8.25–$9.25.
January 2026 net sales expected at $343 million, up 4% year-over-year.
RV wholesale shipments forecasted at 335,000–350,000 units; marine industry flat to up low single digits.
Transportation and marine markets expected flat to slightly up; housing and aftermarket segments to see low to mid single-digit growth.
8–10 facility consolidations planned for 2026, $60–$80 million in capital expenditures.
Aftermarket Q4 profit margin decline drivers?
What drives 2026 operating margin expansion?
Quantify innovation/M&A impact on 2025 growth
Prioritize capturing $50M auto aftermarket share?
Aftermarket margin decline: specific reversal plans?
Drivers of 11% towable content per unit growth?
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Next LCI Industries earnings date
Q1 20265 May, 2026
LCI Industries
Next LCI Industries earnings date
Q1 20265 May, 2026
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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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