Stocks Consumer discretionary LCII
NYSE · Consumer discretionaryLci Industries (LCII)
Lci Industries brought in $4B of revenue over the twelve months to September 30, 2026, down 0.2% from a year earlier. Net income was $198.9M, a net margin of 5.0%. Operating cash flow minus capital spending left $278.3M of free cash flow in fiscal 2025. At September 30, 2026 it held $245.6M in cash against $852.4M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Lci Industries
- Net worth
- Lci Industries has a market value (market cap) of $2.5B at the latest share price, and shareholders' equity of $1.5B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $4.1B (+10.2% year on year), with net income of $188.3M. Over the 12 months to September 30, 2026: revenue $4B, net income $198.9M.
- Cash flow
- In fiscal 2025 operations brought in $331M of cash; after $52.6M of capital spending, free cash flow was $278.3M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Dividend
- Lci Industries declared dividends of $4.60 per share in fiscal 2025, a yield of 4.55% at the current price.
What Lci Industries does
Lci Industries is registered with the SEC under industry code SIC 3714 (Motor Vehicle Parts & Accessories). Its shares trade on NYSE under the ticker LCII.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $4.1B | $188.3M | $7.57 | $278.3M |
| 2024 | $3.7B | $142.9M | $5.60 | $328M |
| 2023 | $3.8B | $64.2M | $2.52 | $465M |
| 2022 | $5.2B | $395M | $15.48 | $471.9M |
| 2021 | $4.5B | $287.7M | $11.32 | -$210.1M |
| 2020 | $2.8B | $158.4M | $6.27 | $174.1M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where LCII ranks in Consumer discretionary
Dividends
Lci Industries declared $4.60 per share in fiscal 2025. At the current price that is a yield of 4.55%. It paid out $114M in cash dividends, 61% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $4.60 | $114M | 61% |
| 2024 | $4.30 | $109.5M | 77% |
| 2023 | $4.20 | $106.3M | 166% |
| 2022 | $4.05 | $102.7M | 26% |
| 2021 | $3.45 | $87.2M | 30% |
| 2020 | $2.80 | $70.4M | 44% |
Latest SEC filings
What Lci Industries has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 9, 2026Additional proxy material DEFA14A
- November 9, 2026Form 425 filing 425
- November 5, 2026Form 425 filing 425
- November 5, 2026
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 4.2% to $992.5M versus the same quarter last year; diluted EPS $2.05 versus $2.55.
- November 5, 2026Form 425 filing 425
- November 5, 2026
- November 4, 2026Form 425 filing 425
- October 30, 2026Form 425 filing 425
- October 30, 2026Form 425 filing 425
What is LCII worth? A DCF from its reported cash flow
Insider trades
What the people running Lci Industries did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 12, 2026 | Gero JamesDirector | Exercised options | 1,761 | $198K |
| May 12, 2026 | Gero JamesDirector | Exercised options | 11,876 | $1.3M |
| May 12, 2026 | Deely BrendanDirector | Exercised options | 1,761 | $198K |
| May 12, 2026 | Henkels VirginiaDirector | Exercised options | 1,761 | $198K |
| May 12, 2026 | Graham Tracy DDirector | Exercised options | 1,761 | $198K |
| May 12, 2026 | O'Sullivan Kieran MDirector | Exercised options | 1,761 | $198K |
| May 12, 2026 | Mains Stephanie K.Director | Exercised options | 1,761 | $198K |
| May 12, 2026 | Sirpilla John A.Director | Exercised options | 1,761 | $198K |
Who owns LCII
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 6.2% | August 6, 2026 |
| Vanguard Portfolio Management13G, passive | 6.14% | April 29, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC13G, passive | 6% | August 13, 2026 |
| Dimensional Fund Advisors LP13G, passive | 5.3% | April 15, 2025 |
| Vanguard Capital Management13G, passive | 5.05% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 357 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 3,700,879 | +155,224 |
| Kayne Anderson Rudnick Investment Management LLC | 1,741,056 | -178,217 |
| Dimensional Fund Advisors LP | 1,499,046 | +86,944 |
| Vanguard Portfolio Management LLC | 1,489,246 | +10,123 |
| Fmr LLC | 1,194,677 | -840,034 |
| Vanguard Capital Management LLC | 1,052,699 | +7,277 |
| State Street Corp | 949,136 | +27,475 |
| Geode Capital Management, LLC | 689,629 | +105,722 |
| Royce & Associates LP | 648,826 | +39,057 |
| American Century Companies Inc | 623,929 | -269,400 |
| Wells Fargo & Company | 603,756 | -2,996 |
| Morgan Stanley | 545,300 | +21,097 |
| Bank of Montreal | 466,774 | +4,418 |
| Bank of New York Mellon Corp | 426,900 | +12,262 |
| Charles Schwab Investment Management Inc | 412,710 | -37,791 |
| Principal Financial Group Inc | 405,876 | -250,041 |
| Bank of America Corp | 381,640 | +18,369 |
| Goldman Sachs Group Inc | 343,801 | +153,103 |
| Frontier Capital Management Co LLC | 341,852 | -87,239 |
| Invesco Ltd. | 326,660 | +60,338 |
Insiders
13 insiders reported holding 830,890 shares in total, about $84M at the last price.
| Holder | Shares |
|---|---|
| Lippert JasonPresident , CEO, Director | 348,163 |
| Gero JamesDirector | 333,123 |
| O'Sullivan Kieran MDirector | 24,722 |
| Schnur JamieGroup President - Aftermarket | 23,766 |
| Graham Tracy DDirector | 17,427 |
| Smith Ryan RichardGroup President - N.A. | 16,620 |
| Deely BrendanDirector | 16,160 |
| Henkels VirginiaDirector | 16,086 |
| Sirpilla John A.Director | 10,294 |
| Mains Stephanie K.Director | 7,254 |
Questions about LCII
What does Lci Industries do?
Lci Industries is a company in the Consumer discretionary sector, listed on NYSE as LCII. Its shares trade on NYSE under the ticker LCII.
What is Lci Industries's net worth?
Lci Industries has a market value (market cap) of $2.5B at the latest share price, and shareholders' equity of $1.5B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Lci Industries profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $198.9M on revenue of $4B, a net margin of 5.0%.
How much revenue does Lci Industries make?
Over the twelve months to September 30, 2026 Lci Industries reported revenue of $4B. That is 0.2% less than a year earlier.
When did Lci Industries last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the additional proxy material from November 9, 2026.
Does Lci Industries pay a dividend?
Yes. Lci Industries declared dividends of $4.60 per share in fiscal 2025, a yield of 4.55% at the current price.
Similar companies
Compare LCII with
Follow LCII
Get an email when Lci Industries files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values Lci Industries tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.