Added to YB: 2025-07-07
Pitch date: 2025-05-18
LCII [bullish]
LCI Industries
+41.44%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$2.6B
Pitch Price
$86.09
Price Target
150.00 (+23%)
Dividend
4.30%
EV/EBITDA
7.86
P/E
15.02
EV/Sales
0.90
Sector
Automobile Components
Category
value
LCI Industries - $LCII
LCII: Trades 10x FCF at below mid-cycle levels. 2025 FCF ~$9/sh, 2026 ~$10/sh. Targeting $5B organic revenue by 2027 (>$12/sh FCF). 5% dividend + $300M buyback. Diversified supplier: RV (47%), adjacent (30%), aftermarket (24% sales/50% EBIT). Tariff impact manageable with China sourcing dropping from 24% to 10%. PT: $150.
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