LCIIConsumer Cyclical · Recreational VehiclesThe 11 Wall Street analysts covering LCI Industries hold a median 12-month price target of $119 — +41.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 14 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 (39): Analysts have, on balance, been cutting their forecasts.
Size (35): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +41.6% from it.
Of the 20 most recent actions, 0 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Aug 2026 | Roth Capital | Reiterates | Buy | $155 → $135 |
| 6 Aug 2026 | Stifel | Maintains | Buy | $137 → $130 |
| 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 | — |
| 6 Aug 2025 | BMO Capital | Maintains | Underperform | — |
| 3 June 2025 | Truist Securities | Maintains | Hold | — |
| 7 May 2025 | Baird | Maintains | Neutral | — |
| 14 Apr 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.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LCII appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 15 Oct 2026, LCI Industries returned +0.5% against +17.3% for the S&P 500, dividends included.
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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 60% of US stocks
Cheaper than 82% of US stocks
Cheaper than 59% of US stocks
Cheaper than 50% of US stocks
Higher than 14% of US stocks
Higher than 54% of US stocks
Higher than 36% of US stocks
Higher than 46% of US stocks
Higher than 61% of US stocks
Higher than 74% of US stocks
Higher than 82% of US stocks
Higher than 94% 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 $1.9B and an enterprise value of $2.9B.
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: 9.1×; forward P/E: 8.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 5.89%, 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 →
Seeking Alpha lists 13 of 27 Graham Value Dividend All-Stars as currently fair-priced, citing positive free cash flow and dividend yields. Its projected returns and yield-focused discussion apply to the featured stocks, not specifically to LCII.
Why it matters — The item offers broad dividend-stock context, but the excerpt provides no LCII-specific information.
Halper Sadeh LLC, an investor rights law firm, announced it is investigating the sale of LCI Industries to Patrick Industries, Inc., under which LCI shareholders would receive 1.2440 shares of Patrick common stock per LCI share. The firm is examining whether LCI is obtaining a fair price for its shareholders and is inviting LCI shareholders to learn about their rights.
Why it matters — LCI watchers would care because the law firm's investigation raises questions about whether the terms of the proposed acquisition offer a fair price to LCI shareholders.
Lippert has selected ketteQ as its next-generation supply chain planning platform, citing ketteQ's current capabilities, innovation roadmap, partnership approach, and the advanced planning potential of its Quintus AI and PolymatiQ solver. ketteQ announced the selection on Sept. 15, 2026.
Why it matters — Lippert's adoption of an AI-native supply chain planning platform signals investment in modernizing operations, which could support efficiency across its product lines.
Seeking Alpha reports that the Graham Value All-Stars portfolio identified 10 large-cap value stocks for September with strong dividend yields and positive free cash flow margins, projecting average net gains of 36.8% by September 2027 and lower-than-market volatility. The article highlights five lowest-priced, highest-yield names expected to outperform the broader group by 5.12% over the next year.
Why it matters — LCII watchers would care because the article outlines a value-stock screening method emphasising dividend yield and free cash flow, criteria against which LCII investors may evaluate the stock's positioning, though LCII is not explicitly named.
Seeking Alpha published a weekly roundup of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that changed their dividends and those with upcoming ex-dividend dates.
Why it matters — LCII is tracked as a dividend-paying stock, so this weekly summary could include relevant updates on its dividend status or peer comparisons.
The 11 Wall Street analysts covering LCI Industries have a median 12-month price target of $119, with estimates ranging from $105 to $175. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 11 analysts covering LCI Industries, 5 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks LCI Industries 91 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, LCI Industries ranks 91 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 +41.6% from the last close, and Ticker Nerd's factor model ranks LCI Industries 91 out of 100 as at 14 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: $105 to $175 over the next 12 months.
LCI Industries returned +0.5% over the 12 months to 15 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 (Seeking Alpha, 15 Oct 2026): "13 Graham Value Dividend All-Stars (GVAS) Shine In October". Seeking Alpha lists 13 of 27 Graham Value Dividend All-Stars as currently fair-priced, citing positive free cash flow and dividend yields. Its projected returns and yield-focused discussion apply to the featured stocks, not specifically to LCII.
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
