LCII · Lci Industries
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $254.35M | Six months ended June 30 | — |
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| Adjusted EBITDA as a % of adjusted net sales non-GAAP | 11.8% | Six months ended June 30 | — |
| Adjusted net sales non-GAAP | $2.15B | Six months ended June 30 | — |
| Free Cash Flow non-GAAP | $142M | Six months ended June 30, 2026 | — |
| Liquidity | $812M | Q2 2026 | — |
| North American retail towable units sold | 86,000 | Q2 2026 | — |
| North American wholesale towable units shipped | 65,500 | Q2 2026 | — |
| Remaining Availability under Revolving Credit Facility | $595M | As of June 30, 2026 | — |
| Towable RV content per unit | 5,831 | Q2 2026 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Recreational Vehicles — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LCII
this stock
Lci Industries
|
$2.53B | -11.2% | +10.2% | 12.1 | 9.6% |
|
BC
Brunswick Corp
|
$5.25B | +9.9% | +2.4% | — | 8.2% |
|
DOO
BRP Inc.
|
$4.96B | -3.6% | — | — | 1.4% |
|
THO
Thor Industries Inc
|
$4.05B | -22.0% | -4.6% | 15.7 | 10.0% |
|
PII
Polaris Inc.
|
$3.84B | +4.3% | -0.3% | — | 6.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LCII | +0.5% | +1.6% | -20.5% | +5.2% | -11.2% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +1.0% | -1.3% | -32.1% | +2.3% | -24.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.