LCI Industries (LCII)

From the record

LCI Industries' filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

LCI Industries' 10 filed years say what it did: revenue went from $1.7 billion in fiscal 2016 to $4.1 billion in fiscal 2025, up 10.5% a year; it rose in 6 of 9 years; the deepest fall was 28% from fiscal 2022 to fiscal 2024; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, LCI Industries' diluted share count shrank about 0.9% a year, and dividends and buybacks returned about 37% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 6 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, LCI Industries earned about 14 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 31 cents per dollar of everything the company owns. Leverage: it owed about 57 cents per dollar of assets, and net share issuance: its share count shrank 2.6% over the year (the filed statements).

From the record

LCI Industries' standing among 35 graded names in its industry family: revenue of $4.1 billion in fiscal 2025 ranks in the top 22% by size; a net margin of 4.6% ranks in the top 27%; revenue growth of -7.5% a year over the last 3 filed years ranks in the bottom 16% (its annual reports).

From the record

LCI Industries' leadership, from its insiders' filings and its current reports: the chief executive on the record is Sirpilla, John A. (Interim CEO, as filed), filing under that title since 2026-06-05, 5 months (bottom 13% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 9.2 years (top 17%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (bottom 40%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

LCI Industries' room to grow, from the newest filed statements (fiscal 2025): cash of $223 million against debt of $942 million leaves -22.6% of its assets as net cash, bottom 26% of its family; cash from operations less capital spending is 6.8% of revenue (top 30%); a gross margin of 23.8% (top 30%) (its annual report).

From the record

LCI Industries' growth drivers, from the filed years to fiscal 2025: revenue grew -7.5% a year over the last three filed years against 10.5% over all 10, slowing (bottom 19% of its family); the newest year grew 10.2% (top 25%); capital spending grew -26.1% a year (bottom 11%) (its annual reports). LCI Industries reported 4 lines of business in fiscal 2025: Travel Trailer and Fifth Wheels at $1.7 billion (41%), OE Ms Adjacent Industries at $1.2 billion (30%), Aftermarket at $932 million (23%), and 1 more; 4 of 4 grew against the year before (its annual report).

From the record

LCI Industries' newest year against its own record: revenue of $4.1 billion in fiscal 2025 came in 30% above the $3.2 billion its prior three years' pace pointed to (top 11% of its family); net income of $188 million against a prior three-year average of $201 million (top 47%); a net margin of 4.6% against 4.4% before (top 32%) (its annual reports).