Nov. 7 at 12:44 PM
$LCII LCI Industries reports Q3 EPS
$1.39, consensus
$1.37
Reports Q3 revenue
$915.5M, consensus
$922.81M. "Despite a challenging RV and Marine industry backdrop, we delivered a strong quarter with continued market share expansion, increased operating margins, and robust operating cash flow which has reached
$402 million over the last twelve months. Share gains were particularly strong across appliances, awnings, chassis, furniture, and windows, which together represent more than 70% of our total North American RV OEM business. These gains were fueled by innovative products like the new line of CURT towing and suspension products we showcased at the September Open House," commented Jason Lippert, LCI Industries' President and Chief Executive Officer.
"As a result, our key customers have maintained and increased the amount of Lippert content across their 2025 RV models. At the same time, we believe our commitment to operational excellence, including product quality and supply chain improvement initiatives, drove further margin expansion. Looking ahead, we believe we're positioned to outperform as demand rebounds, powered by our cutting-edge innovation and a prioritization of strategic M&A to further enhance our diversification and long-term growth potential."
