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LCI Industries LCII Adjacent industries OEMs — Net Sales

Other segment segments

Travel trailers and fifth-wheels
$442.01M-6.2%
Aftermarket Segment
$237.7M+7.1%
Motorhomes
$67.84M+13.8%

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$446.49M-6.8%

Other financials

Income statement

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Revenue$1.1B+4.3%
Gross profit$273.7M+8.7%
Operating income$95.2M+17.0%
Net income$62.9M+27.3%
EPS (diluted)$2.53+30.4%

Balance sheet

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Cash & equivalents$142.2M-38.5%
Total debt$1.2B+5.1%
Total equity$1.4B+1.5%
Total assets$3.2B+3.8%

Cash flow

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Operating cash flow-$33.5M-178%
CapEx$9.7M+7.0%
Free cash flow-$43.1M-228%

Valuation

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Market cap$2.24B+35.4%
Enterprise value$3.33B+29.5%
P/E11.1×+0.5×
P/S0.5×+0.1×

Profitability

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Gross margin24.1%+0.3pp
Operating margin7%+0.7pp
Net margin4.8%+0.8pp
FCF margin4.8%-5.1pp

Returns & leverage

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Return on equity14.7%+3.2pp
Debt / equity0.9×0.0×
Current ratio2.9×-0.1×

Where this comes from

Reported directly by LCI Industries in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The official record: LCI Industries’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is LCI Industries's adjacent industries oems — net sales?
LCI Industries (LCII) reported adjacent industries oems — net sales of $342.97M in Q1 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 17.2% year-over-year, from $292.75M to $342.97M.
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.