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LCI Industries
LCI Industries (LCII) investor relations material
LCI Industries Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 net sales were $992.5M, down 4% YoY, as lower North American RV wholesale shipments outweighed growth in Adjacent Industries and Aftermarket.
Adjusted operating margin expanded 100 bps to 8.3%; adjusted EBITDA rose 5% to $111.5M, supported by cost actions and diversified-business growth.
Soft outdoor recreation demand and constrained new-unit sales were partly offset by aftermarket repair and replacement opportunities.
Financial highlights
GAAP net income was $50.1M versus $62.5M; diluted EPS was $2.05 versus $2.55, down 20% YoY.
Adjusted net income was $54.0M versus $48.1M; adjusted diluted EPS rose 12% to $2.21 from $1.97.
Adjusted EBITDA was $111.5M, or 11.2% of sales, versus $105.9M and 10.2%; reported operating margin was 7.6%, up 30 bps.
Outlook and guidance
FY2026 revenue outlook is $3.9B–$4.0B; adjusted operating margin guidance is 7.5%–8.0%, and adjusted diluted EPS guidance is $8.25–$8.50.
FY2026 North American RV wholesale shipments are forecast at 285,000–295,000 units; October sales were $341M, down 10% YoY.
Transportation and Marine markets are expected to decline low single digits; Housing is expected down low to mid single digits.
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Latest events from LCI Industries
- Board rejects Monomoy’s $101 offer as non-superior and reaffirms the Patrick merger recommendation.LCII
Proxy filing - Fixed-ratio merger would give former target holders 48% of the combined shares, pending approvals.LCIIProxy filing
- Earnings fell sharply, but cash generation and Aftermarket growth helped offset weak RV and marine demand.LCIIQ4 2023
- Profitability rose despite a 13% sales drop, with merger plans and a reduced 2026 outlook.LCIIQ2 2026
- All-stock merger forms a $8.1B+ revenue leader, targeting $150M+ synergies and aftermarket growth.LCIIM&A announcement
- 2025 sales reached $4.1B with strong margins, cash flow, and continued growth across diversified markets.LCIIInvestor presentation
- Q4 2025 delivered strong growth and margin gains, with 2026 guidance signaling further upside.LCIIQ4 2025
- Net income rose 38% to $36M as margins expanded despite a 5% sales decline.LCIIQ3 2024
- Net income jumped 123% in 2024 on higher margins and aftermarket gains, despite flat sales.LCIIQ4 2024
Next LCI Industries earnings date
Q4 20269 Feb, 2027
LCI Industries
Next LCI Industries earnings date
Q4 20269 Feb, 2027
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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.