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LCI Industries LCII U.S. — Net Sales

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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 U.S. — net sales?
LCI Industries (LCII) reported U.S. — net sales of $860.99M in Q2 2026.
How has LCI Industries's U.S. — net sales changed year-over-year?
LCI Industries's U.S. — net sales decreased by 14.2% year-over-year, from $1B to $860.99M.
What is the long-term trend for LCI Industries's U.S. — net sales?
Over 4 years (2021 to 2025), LCI Industries's U.S. — net sales has grown at a -2.3% compound annual growth rate (CAGR), from $4.1B to $3.74B.
What does U.S. — net sales mean?
This metric represents the total revenue generated from the sale of components and products within the United States geographic market. It reflects the company's ability to capture demand from domestic original equipment manufacturers and aftermarket customers in the recreational vehicle and adjacent industries. Tracking this figure helps investors assess the company's market penetration and performance within its primary domestic operating region.

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