TORVANTA
Other · S&P 500 · data as of 2026-10-05

LCII stock analysis: LCII

LCII (LCII) is an S&P 500 company in Other. It grades strongest on value and weakest on momentum.

The model's view of LCII · subscribers

Where LCII ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

See plans
What's happening with LCII · updated 2026-10-05 · from prices and SEC filings

LCII price performance

LCII against the S&P 500, one year
+0%+25%+50%+75%S&P 500 +18%LCII -8%2025-09-292026-10-05
Year to date-29.8%S&P 500 +14.5% · behind by 44.3 pts
1 year-8.9%S&P 500 +17.0% · behind by 25.9 pts
3 years-19.1%S&P 500 +89.3% · behind by 108.3 pts
5 years-26.4%S&P 500 +91.3% · behind by 117.7 pts

Total returns with dividends reinvested.

LCII factor grades

Each grade compares LCII with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

A-ValueP/E 9.6x (industry 20.1x)FCF yield 14.3% (industry 6.0%)
C+GrowthRevenue growth +4% (industry +8%)EPS growth +44% (industry +10%)
CProfitabilityOperating margin 7.5% (industry 9.6%)ROIC 10.8% (industry 10.1%)
DMomentum12-month change -9%From 52-wk high -46%

LCII in plain numbers

LCII key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$2.0B
Revenue growth (y/y)+4%
Free-cash-flow yield14.3%
Dividend yield5.6%
Next earnings (expected)2026-10-29
Valuation measures
Market value$2.0B
Enterprise value$2.6B
P/E (trailing)9.6x
Forward P/E (Torvanta estimate)8.5x
PEG (Torvanta estimate)0.71
Price / sales0.5x
Price / book1.4x
EV / revenue0.7x
EV / EBITDA6.2x
Financial highlights
Revenue, last 12 months$4.0B
Net income, last 12 months$211.3M
EPS, last 12 months (GAAP)$8.62
Gross margin25.7%
Operating margin7.5%
Net margin5.2%
Return on equity15.0%
Return on invested capital10.8%
Cash$216.5M
Total debt$852.6M
Debt / equity0.60x
Free cash flow, last 12 months$287.0M
Current ratio2.49x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

LCII earnings trends

Revenue vs earnings
$0$276.8M$553.6M$830.4M$1.1BSep 2024 Revenue: $915.5MDec 2024 Revenue: $803.1MMar 2025 Revenue: $1.0BJun 2025 Revenue: $1.1BSep 2025 Revenue: $1.0BDec 2025 Revenue: $932.7MMar 2026 Revenue: $1.1BJun 2026 Revenue: $1.0BSep 2024 Net income: $35.6MDec 2024 Net income: $9.5MMar 2025 Net income: $49.4MJun 2025 Net income: $57.6MSep 2025 Net income: $62.5MDec 2025 Net income: $18.7MMar 2026 Net income: $62.9MJun 2026 Net income: $67.1MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 3.9%Net margin: 1.2%Net margin: 4.7%Net margin: 5.2%Net margin: 6.0%Net margin: 2.0%Net margin: 5.8%Net margin: 6.9%0%3%7%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.7$1.4$2.1$2.8Sep 2024 EPS (GAAP, diluted): $1.4Dec 2024 EPS (GAAP, diluted): $0.4Mar 2025 EPS (GAAP, diluted): $1.9Jun 2025 EPS (GAAP, diluted): $2.3Sep 2025 EPS (GAAP, diluted): $2.6Dec 2025 EPS (GAAP, diluted): $0.8Mar 2026 EPS (GAAP, diluted): $2.5Jun 2026 EPS (GAAP, diluted): $2.8Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +83% · Dec 2025 +114% · Mar 2026 +30% · Jun 2026 +20%

From the company's 10-Q and 10-K filings with the SEC.

LCII financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$4.5B$5.2B$3.8B$3.7B$4.1B
Net income$287.7M$395.0M$64.2M$142.9M$188.2M
EPS (GAAP)$11.31$15.50$2.52$5.60$7.57
Free cash flow-$210.1M$471.9M$465.0M$328.0M$278.3M

LCII earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-05$2.75+20%-13%-0.8%
2026-05-05$2.53+30%+4%+7.3%
2026-02-18$0.79+114%+16%-5.6%
2025-10-30$2.55+83%+13%+15.2%
2025-08-05$2.29-5%+5%-0.4%
2025-05-06$1.94+35%+8%+6.0%

About LCII

HeadquartersElkhart, IN
Industry (SEC code)Motor Vehicle Parts & Accessories
Fiscal year endsDecember 31
Incorporated inDE
Listed onNYSE
FormerlyDREW INDUSTRIES INC, DREW INDUSTRIES Inc, DREW INDUSTRIES INCORPORATED

From the company's SEC registration record.

Companies similar to LCII

CompanyMarket valueP/ERevenue growthOperating margin12-month change
LCII LCII$2.0B9.6x+4%7.5%-9%
FTRE FTRE$2.0Bn/a-2%-0.4%+123%compare
SAH SAH$2.0B10.0x+5%3.3%-16%compare
PRGO PRGO$2.0Bn/a-4%-37.7%-30%compare
TILE TILE$2.0B14.1x+7%13.6%+27%
VIR VIR$2.0Bn/an/a-92.4%+106%
PENN PENN$2.0Bn/a+6%-7.9%-21%

All Other stock ratings

Frequently asked questions

Is LCII stock a buy?

Torvanta does not tell individuals what to buy. Its grades for LCII are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is LCII's P/E ratio?

LCII trades at about 9.6 times its last 12 months of GAAP earnings reported to the SEC, and about 8.5 times Torvanta's own estimate of the next 12 months.

When does LCII report earnings next?

Based on its filing history, Torvanta expects LCII to report around 2026-10-29.

Does LCII pay a dividend?

Yes. Its dividend yield is about 5.6%, and it has raised its dividend 9 years in a row.

How has LCII performed against the S&P 500?

Over the past year LCII returned -8.9%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

See plans Or get the free weekly newsletter

Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

All stock ratings · Stock lists · AI stock research · Model portfolio · Research · Disclaimer