LCI Industries
Research LCI Industries (LCII) on Bullrun: valuation model: 19.6% undervalued, market cap USD 2.55B, P/E 12.2, dividend yield 4.5%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerLCII
- ExchangeNYSE
- CountryUnited States
- SectorConsumer Cyclical
- IndustryRecreational Vehicles
- CurrencyUSD
- Valuation signal19.6% undervalued
- Market capUSD 2.55B
- P/E12.2
- Dividend yield4.5%
- Financial periodQ2 2026
- RevenueUSD 968.68M
- Net incomeUSD 67.14M
- Free cash flowUSD 184.91M
- Gross margin31.1%
Valuation Snapshot
Bullrun's latest valuation model marks LCI Industries as 19.6% undervalued; latest market cap is USD 2.55B; P/E is 12.2; dividend yield is 4.5%.
Peer valuation comparison
Latest P/E is 12.18x versus a Consumer Cyclical sector median of 17.59x (30.7% below).
Latest dividend yield is 4.5% versus a Consumer Cyclical sector median of 2.89% (55.7% above).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 4.12B | USD 188.25M | USD 278.33M | 23.8% | 7.57 | USD 222.62M | USD 945.19M | USD 1.36B |
| FY2024 | USD 3.74B | USD 142.87M | USD 327.95M | 23.5% | 5.6 | USD 165.76M | USD 757.25M | USD 1.39B |
| FY2023 | USD 3.78B | USD 64.20M | USD 465.02M | 20.5% | 2.52 | USD 66.16M | USD 847.42M | USD 1.36B |
| FY2022 | USD 5.21B | USD 394.97M | USD 471.87M | 24.5% | 15.48 | USD 47.50M | USD 1.12B | USD 1.38B |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-08-25 | USD 2.55B | 12.2 | 5.5% | 5.75 |
| 2025 | 2025-12-31 | USD 2.94B | 16.1 | 3.8% | 4.6 |
| 2024 | 2024-12-31 | USD 2.63B | 18.5 | 4.2% | 4.3 |
| 2023 | 2023-12-29 | USD 3.18B | 64.8 | 3.3% | 4.2 |
| 2022 | 2022-12-30 | USD 2.35B | 4.8 | 4.4% | 4.05 |
| 2021 | 2021-12-31 | USD 3.94B | 13.8 | 2.2% | 3.45 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 5.75 USD, yield 4.5%.
| Year | Dividends/share |
|---|---|
| FY2025 | 4.6 USD |
| FY2024 | 4.3 USD |
| FY2023 | 4.2 USD |
| FY2022 | 4.05 USD |
About LCI Industries
LCI Industries, together with its subsidiaries, manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates through two segments, Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis, axles, anti-lock braking systems, and suspension systems;
Related stock research
Other Consumer Cyclical stocks
Frequently asked questions
Is LCI Industries overvalued or undervalued?
Bullrun's valuation model currently marks LCI Industries as 19.6% undervalued.
What is LCI Industries's market cap?
LCI Industries's market capitalization is USD 2.55B.
What is LCI Industries's P/E ratio?
LCI Industries's price-to-earnings (P/E) ratio is 12.2.
Does LCI Industries pay a dividend?
LCI Industries has a dividend yield of 4.5%.
What does LCI Industries do?
LCI Industries, together with its subsidiaries, manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates through two segments, Original Equipment Manufacturers (OEM) and Aftermarket.