LCIIConsumer Cyclical · Recreational VehiclesThe 11 Wall Street analysts covering LCI Industries hold a median 12-month price target of $114 — +15.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 31 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores LCI Industries on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (97): The business earns solid, repeatable profits on what it owns.
Revisions (38): Analysts have, on balance, been cutting their forecasts.
Size (33): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on LCII, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +15.3% from it.
Of the 20 most recent actions, 0 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Truist Securities | Maintains | Hold | $114 → $85 |
| 19 Oct 2026 | Stifel | Downgrade | Hold | $130 → $80 |
| 10 Aug 2026 | Roth Capital | Reiterates | Buy | $155 → $135 |
| 10 Aug 2026 | Roth Capital | Reiterates | Buy | — |
| 6 Aug 2026 | Stifel | Maintains | Buy | $137 → $130 |
| 6 Aug 2026 | Stifel | Maintains | Buy | — |
| 20 July 2026 | Stifel | Maintains | Buy | — |
| 20 July 2026 | Stifel | Maintains | Buy | $152 → $137 |
| 8 July 2026 | Truist Securities | Maintains | Hold | $135 → $114 |
| 8 July 2026 | Truist Securities | Maintains | Hold | — |
| 23 June 2026 | Benchmark | Maintains | Buy | — |
| 6 May 2026 | Benchmark | Maintains | Buy | — |
| 15 Apr 2026 | Truist Securities | Maintains | Hold | — |
| 24 Mar 2026 | Stifel | Initiates | Buy | — |
| 19 Feb 2026 | Benchmark | Maintains | Buy | — |
| 22 Jan 2026 | Loop Capital | Downgrade | Hold | — |
| 3 Nov 2025 | Roth Capital | Maintains | Neutral | — |
| 31 Oct 2025 | Baird | Maintains | Neutral | — |
| 31 Oct 2025 | Loop Capital | Initiates | Buy | — |
| 15 Oct 2025 | Truist Securities | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
LCII appears in the Radar on the weeks it earns a place.
AI cloud capacity
MSFTAMZNGOOGLORCL
AI chips
NVDAAVGOAMDMU
AI networking and serversIn full
ANETDELLLITECRDO
Data centre power
VRTCEGGEVVST
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, LCI Industries returned +7.6% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 54% of US stocks
Cheaper than 78% of US stocks
Cheaper than 49% of US stocks
Cheaper than 46% of US stocks
Higher than 14% of US stocks
Higher than 55% of US stocks
Higher than 36% of US stocks
Higher than 46% of US stocks
Higher than 60% of US stocks
Higher than 74% of US stocks
Higher than 81% of US stocks
Higher than 92% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
LCI Industries has a market value of $2.4B and an enterprise value of $3.3B.
Revenue in the twelve months to 30 June 2026: $4.0B. The latest quarter shrank 12.5% year on year.
Net income over the same four quarters: $211.3M, a 5.2% net margin.
Diluted earnings per share, trailing twelve months: $8.60.
Free cash flow in the twelve months to 30 June 2026: $287.0M, after $59.3M of capital spending.
LCI Industries spent $62.2M on share buybacks and $111.5M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 11.5×; forward P/E: 10.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.65%, paying out 53% of earnings.
LCI Industries employs 12,300 people — $328K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own LCI Industries — and when they’d sell — is the membership. See the Ticker Nerd 20 →
LCI Industries’ board unanimously determined that Monomoy Capital Partners’ unsolicited, non-binding offer of $101 per share in cash does not constitute, and is not reasonably likely to lead to, a superior proposal.
Why it matters — LCII watchers may be interested in the board’s assessment of Monomoy’s acquisition proposal.
Seeking Alpha discusses a list of 23 LoPrice/HiYield dividend stocks and projects average net gains of 51.9% for its top ten by October 2027. It says 29 of 42 featured stocks have dividends supported by positive free cash flow, while 13 rely on borrowed funds.
Why it matters — The item focuses on dividend stocks broadly, but the excerpt does not indicate whether LCI Industries is included or provide company-specific information.
Patrick Industries reaffirmed its agreement to combine with LCI Industries in an all-stock merger. The combined company is described as a component solutions provider for the outdoor enthusiast, housing and transportation markets.
Why it matters — LCII watchers may note the reaffirmation of the proposed merger agreement with Patrick Industries.
LCI Industries confirmed it received an unsolicited, non-binding proposal from Monomoy Capital Partners to acquire the company for $101 per share in cash. LCI had previously entered a definitive agreement to combine with Patrick Industries in an all-stock merger.
Why it matters — LCII watchers may note the proposal alongside the previously announced merger agreement with Patrick Industries.
Kahn Swick & Foti, LLC is investigating the adequacy of the price and process for the proposed sale of LCI Industries to Patrick Industries. Under the proposed terms, LCI shareholders would receive 1.2440 shares of Patrick common stock for each LCI share.
Why it matters — The investigation concerns the consideration and process in the proposed transaction, which are relevant to LCI shareholders and observers.
The 11 Wall Street analysts covering LCI Industries have a median 12-month price target of $114, with estimates ranging from $80 to $175. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 11 analysts covering LCI Industries, 4 rate it a Buy, 7 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks LCI Industries 90 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, LCI Industries ranks 90 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (97 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies +15.3% from the last close, and Ticker Nerd's factor model ranks LCI Industries 90 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering LCI Industries publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LCII are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $80 to $175 over the next 12 months.
LCI Industries returned +7.6% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
LCI Industries is a diversified manufacturer and supplier of engineered components for recreational vehicles, manufactured housing, and adjacent transportation markets. The company provides products and systems used by original equipment manufacturers and the aftermarket, serving applications across RVs, trailers, buses, marine equipment, and other specialty vehicles.
The most recent item we track (Business Wire, 30 Oct 2026): "LCI Board Determines That the Unsolicited, Non-Binding Proposal From Monomoy Capital Partners Does Not Constitute a Superior Proposal". LCI Industries’ board unanimously determined that Monomoy Capital Partners’ unsolicited, non-binding offer of $101 per share in cash does not constitute, and is not reasonably likely to lead to, a superior proposal.
LCI Industries is a diversified manufacturer and supplier of engineered components for recreational vehicles, manufactured housing, and adjacent transportation markets. The company provides products and systems used by original equipment manufacturers and the aftermarket, serving applications across RVs, trailers, buses, marine equipment, and other specialty vehicles. Its portfolio includes chassis and suspension solutions, windows, doors, furniture, appliances, leveling systems, and other interior and exterior components that are integrated into finished products by manufacturers and supported through replacement and upgrade channels. LCI Industries plays an important role in the supply chain for outdoor recreation and transportation, linking factory-installed equipment with ongoing service, repair, and refurbishment needs. Headquartered in Elkhart, Indiana, the company operates through a broad network of brands and distribution channels that support both commercial customers and end users.
CEO Mr. John A. Sirpilla · 12,300 employees · United States · https://corporate.lippert.com
