
LCI Industries (LCII) Stock Forecast & Price Target
LCI Industries (LCII) Analyst Ratings
Bulls say
LCI Industries is experiencing a positive trajectory, with expected revenue growth of approximately 5% year-over-year in the third quarter, driven by a 4% to 5% increase in RV OEM sales, benefiting from embedded pricing strategies and maintaining an operating margin similar to last year’s 5.9%. The adjacent OEM sales have seen a robust increase of 22%, attributed to acquisitions and organic growth in the utility, transportation, and marine markets, which further enhances the company's market positioning. Moreover, the Q4 outlook anticipates mid-teens growth in RV OEM sales accompanied by EBIT margin expansion, alongside a consistent investment in capital expenditures, reinforcing LCI Industries' commitment to sustainable growth and innovation in the industry.
Bears say
LCI Industries has experienced a decline in single axle trailer production, dropping to 19%, which reflects weakening demand within its primary market. The company has reported July net sales of approximately $327 million, a modest year-over-year increase of 5%, largely attributed to M&A and pricing strategies, yet offset by a notable decrease in RV production. Given the economic uncertainties and potential market share losses, there are significant concerns regarding the sustainability of earnings per share, with projections suggesting that EPS could fall to $5.00 if market conditions worsen, which may lead to a reduced valuation multiple affecting stock price significantly.
This aggregate rating is based on analysts' research of LCI Industries and is not a guaranteed prediction by Public.com or investment advice.
LCI Industries (LCII) Analyst Forecast & Price Prediction
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