What is LCI Industries's OEM segment — net sales?

LCI Industries (LCII) reported OEM segment — net sales of $674.79M in Q2 2026.

How has LCI Industries's OEM segment — net sales changed year-over-year?

LCI Industries's OEM segment — net sales decreased by 19.6% year-over-year, from $839.56M to $674.79M.

What is the long-term trend for LCI Industries's OEM segment — net sales?

Over 4 years (2021 to 2025), LCI Industries's OEM segment — net sales has grown at a -3.3% compound annual growth rate (CAGR), from $3.64B to $3.19B.

What does OEM segment — net sales mean?

Represents the total revenue generated by the OEM segment from the sale of components to original equipment manufacturers, net of returns, allowances, and discounts. It serves as a primary indicator of market demand and the segment's top-line growth trajectory.

LCI Industries (LCII) OEM Segment — Net Sales

Screener

Other segment segments

Adjacent industries OEMs

$338.67M+0.7%

Aftermarket Segment

$293.88M+9.8%

Travel trailers and fifth-wheels

$282.35M-36.1%

Motorhomes

$53.77M-12.4%

Similar metrics at other companies

GTESOEM — Net Sales

$271.4M-0.1%

TLYSReportable Segment — Net Sales

$124.72M+15.9%

MSA

MSAInternational segment — Net Sales

$138.39M+8.0%

NAG

NAGEIngredients segment — Net Sales

$8.56M+4.8%

NAG

NAGEPharmaceuticals segment — Net Sales

$0—

MBC

MBCReportable Segment — Net Sales

$815.2M+11.5%

Other financials

Income statement

See full

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

See full

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

See full

Operating cash flow$203.7M+81.5%

CapEx$18.8M+47.3%

Free cash flow$184.9M+85.9%

Valuation

See full

Market cap$2.57B+10.7%

Enterprise value$3.5B+5.0%

P/E12.2×-3.1×

P/S0.6×0.0×

Profitability

See full

Gross margin25.7%+2.1pp

Operating margin7.5%+1.3pp

Net margin5.2%+1.3pp

FCF margin7.1%-0.6pp

Returns & leverage

See full

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 / Total	Three 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
Motorhomes	28,156	25,615	53,771	36,514	24,858	61,372
Adjacent Industries OEMs	289,204	49,469	338,673	285,949	50,312	336,261
Total OEM Segment net sales	595,241	79,552	674,793	759,668	79,891	839,559
Aftermarket Segment:
Total Aftermarket Segment net sales	265,752	28,130	293,882	243,292	24,399	267,691
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 OEM segment — net sales?: LCI Industries (LCII) reported OEM segment — net sales of $674.79M in Q2 2026.
How has LCI Industries's OEM segment — net sales changed year-over-year?: LCI Industries's OEM segment — net sales decreased by 19.6% year-over-year, from $839.56M to $674.79M.
What is the long-term trend for LCI Industries's OEM segment — net sales?: Over 4 years (2021 to 2025), LCI Industries's OEM segment — net sales has grown at a -3.3% compound annual growth rate (CAGR), from $3.64B to $3.19B.
What does OEM segment — net sales mean?: Represents the total revenue generated by the OEM segment from the sale of components to original equipment manufacturers, net of returns, allowances, and discounts. It serves as a primary indicator of market demand and the segment's top-line growth trajectory.