LCI IndustriesLCII

$91.92+2.19 (+2.44%)
NYSEConsumer Cyclical24:00 UTC

Company snapshot

Market Cap
$2B
Mid-cap
+30%
2016 — today
10-Year Price
+29%
2016 — today
52-Week Range
$84.77$157.13
Current $91.92· 10%

LCI Industries, operating globally through its subsidiaries, specializes in producing and delivering a wide array of components for recreational vehicle (RV) manufacturers and various associated industries. The company's operations are divided into two primary divisions: Original Equipment Manufacturers (OEM) and Aftermarket. The Original Equipment Manufacturers (OEM) segment is responsible for the design, production, and distribution of a comprehensive portfolio of engineered components. This extensive range covers structural elements like steel chassis and suspension solutions; functional systems such as slide-out mechanisms, leveling systems, and various doors; interior amenities including thermoformed bath/kitchen products, furniture, and mattresses; and exterior features like windows, awnings, and towing products. The segment also supplies advanced electronics, appliances, climate control units, and entertainment systems. It primarily serves primary manufacturers in the recreational vehicle sector, encompassing various trailer types and campers, alongside a broad spectrum of associated industries. These adjacent clients include makers of buses, diverse cargo and utility trailers, trucks, boats, trains, manufactured homes, and modular housing. Conversely, the Aftermarket segment focuses on distributing a diverse array of components for both RV and related sectors, catering primarily to retail dealerships, wholesale distributors, and service centers. This segment also addresses specific needs, such as providing replacement glass and awnings for insurance-related repairs, and supplying specialized marine accessories including biminis, covers, buoys, and fenders to the nautical industry. Originally established in 1984 as Drew Industries Incorporated, the company rebranded to LCI Industries in December 2016. Its headquarters are situated in Elkhart, Indiana.

Valuation in context

P/E ratio
11.3
Historically cheap
Historically cheap relative to the last 10 years
P/B ratio
1.7
Near historic low
Near historic low — last 10 years
EV / EBITDA
7.8
Historically cheap
Historically cheap relative to the last 10 years
Dividend Yield
5.0%
Near historic high
Near historic highs — last 10 years
PEG ratio
65.3
Near historic high
Near historic highs — last 10 years
FCF Yield
8.8%
Above average
Above the 10-year average
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