LCII · Lci Industries
$106.10
-1.04 (-0.97%)
At close · Aug 14
Market Cap
$2.60B
Shares
24.31M
Lci Industries Earnings Call Transcripts
Every quarterly earnings call for Lci Industries (LCII) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
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
Q2 2026 LCI Industries Earnings Conference Call
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 Conference Call
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-05
Lci Industries Q1 FY2026 Earnings Call
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 Q4 FY2025 Earnings Call
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 Q3 FY2025 Earnings Call
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 Q2 FY2025 Earnings Call
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 Q1 FY2025 Earnings Call
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 Q4 FY2024 Earnings Call
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 Q3 FY2024 Earnings Call
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 Q2 FY2024 Earnings Call
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 Q1 FY2024 Earnings Call
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 Q4 FY2023 Earnings Call
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 Q3 FY2023 Earnings Call
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 Q2 FY2023 Earnings Call
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 Q1 FY2023 Earnings Call
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 Q4 FY2022 Earnings Call
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 Q3 FY2022 Earnings Call
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 Q2 FY2022 Earnings Call
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 Q1 FY2022 Earnings Call
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 Q4 FY2021 Earnings Call
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 Q3 FY2021 Earnings Call
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 Q2 FY2021 Earnings Call
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 Q1 FY2021 Earnings Call
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 Q4 FY2020 Earnings Call
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 Q3 FY2020 Earnings Call
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 Q2 FY2020 Earnings Call
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 Q1 FY2020 Earnings Call
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 earnings calls
Key facts
CIK
763744
CUSIP
50189K103
13F (30d)
334 filings
331 filers
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