LCII · Lci Industries · Webcasts, Transcripts & Audio
$82.81
+0.70 (+0.85%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$2.05B
Shares
24.31M
Volume · Oct 2
499.82K
Avg daily vol (3M)
330.88K
Lci Industries Webcasts
Earnings calls, investor updates, investor days and conferences for Lci Industries (LCII), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼2.9%
$1.13B
$61.39M
'22 Q3
22-11-01
▼26.3%
$894.35M
−$17.13M
'22 Q4
23-02-14
▼40.8%
$973.31M
$7.26M
'23 Q1
23-05-09
▼33.9%
$1.01B
$33.43M
'23 Q2
23-08-08
▼15.3%
$959.32M
$25.89M
'23 Q3
23-11-07
▼6.4%
$837.54M
−$2.38M
'23 Q4
24-02-13
▼0.5%
$968.03M
$36.55M
'24 Q1
24-05-08
▲3.9%
$1.05B
$61.16M
'24 Q2
24-08-06
▼4.6%
$915.50M
$35.61M
'24 Q3
24-11-07
▼4.1%
$803.14M
$9.55M
'24 Q4
25-02-11
▲8%
$1.05B
$49.44M
'25 Q1
25-05-06
▲5%
$1.11B
$57.63M
'25 Q2
25-08-05
▲13.2%
$1.04B
$62.49M
'25 Q3
25-10-30
▲16.1%
$932.70M
$18.68M
'25 Q4
26-02-18
▲4.3%
$1.09B
$62.95M
'26 Q1
26-05-05
LATEST
▼12.5%
$968.67M
$67.14M
'26 Q2
26-08-05
Earnings call
FY26 · Q2
2026-08-05
Lci Industries (LCII) Q2 2026 Earnings Call Transcript
Positive tone
Aftermarket growth
Self-help initiatives and margin expansion
OEM mix and Model Year 27 pricing
Revenue
$968.67M
▼ 12.5% YoY Diluted EPS
$2.75
▲ 20.1% YoY Gross margin
31.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-30
Lci Industries (LCII) June 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-05
Lci Industries (LCII) Q1 2026 Earnings Call Transcript
Confident tone
Aftermarket business and infrastructure
Content per unit and product innovation
Diversification and self-help initiatives
Revenue
$1.09B
▲ 4.3% YoY Diluted EPS
$2.53
▲ 30.4% YoY Gross margin
25.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-18
Lci Industries (LCII) Q4 2025 Earnings Call Transcript
Confident tone
Aftermarket expansion and service infrastructure
Margin expansion and operating leverage
OEM revenue growth and market share
Revenue
$932.70M*
▲ 16.1% YoY Gross margin
22.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
Lci Industries (LCII) Q3 2025 Earnings Call Transcript
Confident tone
Aftermarket Growth
Mix and Tariff Risks
Adjacent/Diversified Businesses and Acquisitions
Revenue
$1.04B
▲ 13.2% YoY Diluted EPS
$2.55
▲ 83.5% YoY Gross margin
24.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
Lci Industries (LCII) Q2 2025 Earnings Call Transcript
Confident tone
Aftermarket growth and Camping World
Facility consolidation and cost reduction
Product innovation and content gains
Revenue
$1.11B
▲ 5% YoY Diluted EPS
$2.29
▼ 4.6% YoY Gross margin
24.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-06
Lci Industries (LCII) Q1 2025 Earnings Call Transcript
Positive tone
Tariffs and trade policy uncertainty
M&A and acquisitions
Aftermarket and Camping World partnership
Revenue
$1.05B
▲ 8% YoY Diluted EPS
$1.94
▲ 34.7% YoY Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-11
Lci Industries (LCII) Q4 2024 Earnings Call Transcript
Confident tone
Aftermarket and diversified end markets
Tariffs and steel pricing
2024 financial highlights and resilience
Revenue
$803.14M*
▼ 4.1% YoY Gross margin
21.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Lci Industries (LCII) Q3 2024 Earnings Call Transcript
Confident tone
Market share gains in RV OEM
Aftermarket and CURT performance
Product innovation (TCS, ABS, windows, AC)
Revenue
$915.50M
▼ 4.6% YoY Diluted EPS
$1.39
▲ 36.3% YoY Gross margin
24.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Lci Industries (LCII) Q2 2024 Earnings Call Transcript
Confident tone
Aftermarket segment
Diversification strategy
Margin expansion and EBITDA
Revenue
$1.05B
▲ 3.9% YoY Diluted EPS
$2.40
▲ 83.2% YoY Gross margin
25.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Lci Industries (LCII) Q1 2024 Earnings Call Transcript
Confident tone
RV OEM and Industry Outlook
Aftermarket Performance
Diversification and Adjacent Markets
Revenue
$968.03M
▼ 0.5% YoY Diluted EPS
$1.44
▲ 396.6% YoY Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-13
Lci Industries (LCII) Q4 2023 Earnings Call Transcript
Positive tone
RV industry softness and demand outlook
Diversification into adjacent markets
Marine market slowdown
Revenue
$837.54M*
▼ 6.4% YoY Gross margin
19.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-07
Lci Industries (LCII) Q3 2023 Earnings Call Transcript
Revenue
$959.32M
▼ 15.3% YoY Diluted EPS
$1.02
▼ 57.5% YoY Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
Lci Industries (LCII) Q2 2023 Earnings Call Transcript
Revenue
$1.01B
▼ 33.9% YoY Diluted EPS
$1.31
▼ 78.4% YoY Gross margin
21.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
Lci Industries (LCII) Q1 2023 Earnings Call Transcript
Revenue
$973.31M
▼ 40.8% YoY Diluted EPS
$0.29
▼ 96.2% YoY Gross margin
19.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-14
Lci Industries (LCII) Q4 2022 Earnings Call Transcript
Revenue
$894.35M*
▼ 26.3% YoY Gross margin
16.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-01
Lci Industries (LCII) Q3 2022 Earnings Call Transcript
Revenue
$1.13B
▼ 2.9% YoY Diluted EPS
$2.40
▼ 3.6% YoY Gross margin
22.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-02
Lci Industries (LCII) Q2 2022 Earnings Call Transcript
Revenue
$1.54B
▲ 40.5% YoY Diluted EPS
$6.06
▲ 127% YoY Gross margin
26.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-10
Lci Industries (LCII) Q1 2022 Earnings Call Transcript
Revenue
$1.64B
▲ 64.4% YoY Diluted EPS
$7.71
▲ 163.1% YoY Gross margin
28.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-10
Lci Industries (LCII) Q4 2021 Earnings Call Transcript
Revenue
$1.21B*
▲ 55% YoY Gross margin
24.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-02
Lci Industries (LCII) Q3 2021 Earnings Call Transcript
Revenue
$1.17B
▲ 40.8% YoY Diluted EPS
$2.49
▼ 7.8% YoY Gross margin
21.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
Lci Industries (LCII) Q2 2021 Earnings Call Transcript
Revenue
$1.09B
▲ 108% YoY Diluted EPS
$2.67
▲ 413.5% YoY Gross margin
23.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-04
Lci Industries (LCII) Q1 2021 Earnings Call Transcript
Revenue
$1.00B
▲ 51.6% YoY Diluted EPS
$2.93
▲ 161.6% YoY Gross margin
24.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-09
Lci Industries (LCII) Q4 2020 Earnings Call Transcript
Revenue
$783.00M*
▲ 38.8% YoY Gross margin
25.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-02
Lci Industries (LCII) Q3 2020 Earnings Call Transcript
Revenue
$827.73M
▲ 41.2% YoY Diluted EPS
$2.70
▲ 90.1% YoY Gross margin
26.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Lci Industries (LCII) Q2 2020 Earnings Call Transcript
Revenue
$525.76M
▼ 16.4% YoY Diluted EPS
$0.52
▼ 72.5% YoY Gross margin
24.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Lci Industries (LCII) Q1 2020 Earnings Call Transcript
Revenue
$659.67M
▲ 11.4% YoY Diluted EPS
$1.12
▼ 18.8% YoY Gross margin
24.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–27 of 27 webcasts