LCI Industries (LCII)
NYSEConsumer DiscretionaryAuto - Recreational VehiclesSnapshot 2026-10-30
$98.98+0.01%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionaryAuto - Recreational VehiclesSnapshot 2026-10-30
Research Workspace
Put LCII beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — OEM and Aftermarket sales grow at least 4% and 7% YoY: Comparison needs review.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 50% in its worst 12-month stretch.
View RiskLCII’s case rests on stronger profits through operating efficiency, despite shrinking sales and mixed quality. Revenue shifted from 4% growth to a 13% decline year over year, though Q2 FY2026 earnings beat consensus. Its 12× P/E compares with a 13× peer median and 12.8× historical multiple. The price reflects less growth than our forecast, leaving the efficiency case central. A specific concern is the primary sales-growth comparison, which the desk says needs review. The model puts next-quarter miss probability near 28%. Peer multiples imply a price about 8% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. LCII is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering LCII (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for LCII in the last 4 months.
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Compare LCII with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LCII Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put LCII next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
A reported $101-per-share takeover proposal creates a potentially material valuation catalyst, but terms and outcome remain uncertain.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $98.98
The last 12 months of price, then the range of analyst 12-month targets from today’s $98.98.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Enhance operating margins through efficiency and cost discipline
Improved profitability indicates enhanced operating margins.
