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LCI Industries LCII Adjacent industries OEMs — Net Sales

Other segment segments

Aftermarket Segment
$293.88M+9.8%
Travel trailers and fifth-wheels
$282.35M-36.1%
Motorhomes
$53.77M-12.4%

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Other financials

Income statement

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Revenue$968.7M-12.5%
Gross profit$301.1M+11.5%
Operating income$96.0M+9.3%
Net income$67.1M+16.5%
EPS (diluted)$2.75+20.1%

Balance sheet

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Cash & equivalents$216.5M+12.8%
Total debt$1.1B-4.7%
Total equity$1.4B+3.4%
Total assets$3.3B+3.0%

Cash flow

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Operating cash flow$203.7M+81.5%
CapEx$18.8M+47.3%
Free cash flow$184.9M+85.9%

Valuation

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Market cap$2.57B+10.7%
Enterprise value$3.5B+5.0%
P/E12.2×-3.1×
P/S0.6×0.0×

Profitability

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Gross margin25.7%+2.1pp
Operating margin7.5%+1.3pp
Net margin5.2%+1.3pp
FCF margin7.1%-0.6pp

Returns & leverage

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Return on equity15%+4.0pp
Debt / equity0.8×-0.1×
Current ratio2.5×-0.3×

Where this comes from

Reported directly by LCI Industries in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: LCI Industries’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 11:08 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000763744-26-000070
(In thousands)Three Months Ended June 30, 2026 / U.S. (a)Three Months Ended June 30, 2026 / Int’l (b)Three Months Ended June 30, 2026 / TotalThree Months Ended June 30, 2025 / U.S. (a)Three Months Ended June 30, 2025 / Int’l (b)Three Months Ended June 30, 2025 / Total
RV OEMs:
Travel trailers and fifth-wheels$277,881$4,468$282,349$437,205$4,721$441,926
Motorhomes28,15625,61553,77136,51424,85861,372
Adjacent Industries OEMs289,20449,469338,673285,94950,312336,261
Total OEM Segment net sales595,24179,552674,793759,66879,891839,559
Aftermarket Segment:
Total Aftermarket Segment net sales265,75228,130293,882243,29224,399267,691
Total net sales$860,993$107,682$968,675$1,002,960$104,290$1,107,250

ITEM 1 – FINANCIAL STATEMENTS

FAQ

What is LCI Industries's adjacent industries oems — net sales?
LCI Industries (LCII) reported adjacent industries oems — net sales of $338.67M in Q2 2026.
How has LCI Industries's adjacent industries oems — net sales changed year-over-year?
LCI Industries's adjacent industries oems — net sales increased by 0.7% year-over-year, from $336.26M to $338.67M.
What is the long-term trend for LCI Industries's adjacent industries oems — net sales?
Over 4 years (2021 to 2025), LCI Industries's adjacent industries oems — net sales has grown at a 3.4% compound annual growth rate (CAGR), from $1.09B to $1.25B.
What does adjacent industries oems — net sales mean?
This metric represents the total revenue generated from the sale of components to original equipment manufacturers operating in sectors outside of the core recreational vehicle market, such as buses, marine trailers, and utility trailers. It serves as a key indicator of the company's diversification strategy and its ability to capture demand in non-RV transportation and cargo industries. Tracking this figure helps investors assess the company's exposure to broader industrial cycles and its success in leveraging manufacturing capabilities across varied end-markets.

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