LCI Industries Q4 Revenue Rises 16.1%, EPS Tops Estimates by 29%
LCI Industries reported Q4 revenue of $932.7 million, up 16.1% year-over-year, and EPS of $0.89, beating consensus by 1.6% on revenue and 29% on earnings. OEM segment sales reached $736.5 million versus $724 million estimates while aftermarket revenue hit $196.2 million versus $194 million forecasts and full-year EPS is guided to $8.25–9.25.
1. Q4 Financial Results
LCI Industries delivered Q4 revenue of $932.7 million, up 16.1% year-over-year, driven by strong demand across its RV parts operations. EPS of $0.89 outpaced the prior year’s $0.37 and topped the $0.69 estimate by 29%, reflecting margin expansion and operational leverage.
2. Segment Performance Analysis
The OEM segment generated net sales of $736.52 million versus $724 million estimated, with Travel Trailer and Fifth-Wheels at $382.64 million and Motorhomes at $57.36 million. Aftermarket net sales rose to $196.18 million, exceeding the $194 million consensus as replacement parts demand remained robust.
3. Full-Year Outlook
LCI forecast fiscal 2026 earnings of $8.25 to $9.25 per share on revenues of $4.2 to $4.3 billion, indicating mid-single-digit top-line growth. The outlook assumes sustained RV market stability, continued cost discipline and modest end-market expansion.