
LCI Industries (LCII) Stock Forecast & Price Target
LCI Industries (LCII) Analyst Ratings
Bulls say
LCI Industries is well positioned because its innovation-led content gains and cost actions are offsetting a soft RV backdrop, with adjusted 2Q26 EPS of $2.70 and consolidated sales of $1.06 billion supported by margin expansion to 9.3%. The company is materially outpacing the RV market through 11% towable CPU growth to $5,831, more than $270 million of annualized sales from its five newest products, and an aftermarket business that grew 11% with strong end demand and new product traction. Efficiency initiatives, 8–10 facility closures in FY26, and a diversified mix across adjacent industries and aftermarket should help sustain earnings resilience and support its >4% dividend yield and $300 million buyback authorization.
Bears say
LCI Industries is facing a softer demand backdrop, with the revised ‘26 outlook cutting earnings to $8.25-$8.75 from $8.75-$9.25 and assuming RV shipments of 280K-300K versus 315K-330K previously. The outlook is pressured by a 3% sales decline, July sales down 4% to $315 million, and marine production still down, showing that aftermarket resilience is not enough to offset weaker OEM volumes. Although operating margin is expected to hold at 7.5%-8.0% thanks to self-help, rising interest rates, inflation, supply constraints, and tight labor conditions could limit earnings quality and make the growth profile less dependable.
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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