LCI INDUSTRIES(LCII)Stock Analysis
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Rank #1,407 of 2,962 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
LCII Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for LCI INDUSTRIES (LCII), a Industrials sector company. 13F Pro's AI-powered ranking engine scores LCII at 53.1/100 on a 32-signal composite quality model, placing it at rank #1,407 of 2,962 stocks — the top half of the AI-ranked universe. LCII scores in the top quartile across balance sheet strength (75.8). Areas of concern include institutional flow (12.3) and revenue growth (25.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), LCI INDUSTRIES reports quarterly revenue of $968.7M, net income of $67.1M, an operating margin of 9.9%. Top institutional holders of LCII by reported 13-F value include BlackRock, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. LCII trades on the NYSE exchange and files with the SEC under CIK 763744. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LCII daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LCI INDUSTRIES directly from SEC EDGAR. LCI INDUSTRIES's 13F Pro composite quality score has ranged between 45 and 74 since 2021, currently 53.1 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$968.7M
Net Income
Q2 2026
$67.1M
Free Cash Flow
Q2 2026
$184.9M
Operating Margin
Q2 2026
9.9%
ROIC
Q2 2026
16.8%
D/E Ratio
Q2 2026
0.60
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+10.2% YoYNet Income
+31.8% YoYOperating Income
+28.3% YoYEPS (Diluted)
+35.2% YoYTotal Assets
+9.7% YoYTotal Debt
+25.2% YoYOp. Cash Flow
-10.6% YoYFree Cash Flow
-15.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $4.12B +10.2% | $3.74B -1.2% | $3.78B -27.3% | $5.21B +16.4% | $4.47B +60.0% | $2.80B |
| Net Income | $188.3M +31.8% | $142.9M +122.6% | $64.2M -83.7% | $395.0M +37.3% | $287.7M +81.6% | $158.4M |
| Operating Income | $279.9M +28.3% | $218.2M +76.8% | $123.4M -77.7% | $553.0M +38.8% | $398.4M +78.7% | $222.9M |
| EPS (Diluted) | $7.57 +35.2% | $5.60 +122.2% | $2.52 -83.7% | $15.48 +36.7% | $11.32 +80.5% | $6.27 |
| Total Assets | $3.18B +9.7% | $2.89B -2.2% | $2.96B -8.9% | $3.25B -1.3% | $3.29B +43.1% | $2.30B |
| Total Debt | $948.9M +25.2% | $757.7M -10.7% | $848.0M -25.7% | $1.14B -16.9% | $1.37B +81.7% | $756.1M |
| Operating Cash Flow | $331.0M -10.6% | $370.3M -29.8% | $527.2M -12.5% | $602.5M +640.0% | $-111.6M -148.2% | $231.4M |
| Free Cash Flow | $278.3M -15.1% | $328.0M -29.5% | $465.0M -1.5% | $471.9M +324.6% | $-210.1M -220.7% | $174.1M |
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Top Institutional Holders of LCII
BlackRock, Inc.
$391.8M3,700,879 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$184.3M1,741,056 shDIMENSIONAL FUND ADVISORS LP
$158.7M1,499,046 shVANGUARD PORTFOLIO MANAGEMENT LLC
$157.7M1,489,246 shFMR LLC
$126.5M1,194,677 shVANGUARD CAPITAL MANAGEMENT LLC
$111.5M1,052,699 shSTATE STREET CORP
$100.5M949,136 shGEODE CAPITAL MANAGEMENT, LLC
$73.0M689,629 shROYCE & ASSOCIATES LP
$68.7M648,826 shAMERICAN CENTURY COMPANIES INC
$66.1M623,929 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $391.8M | 3,700,879 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $184.3M | 1,741,056 |
| DIMENSIONAL FUND ADVISORS LP | $158.7M | 1,499,046 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $157.7M | 1,489,246 |
| FMR LLC | $126.5M | 1,194,677 |
| VANGUARD CAPITAL MANAGEMENT LLC | $111.5M | 1,052,699 |
| STATE STREET CORP | $100.5M | 949,136 |
| GEODE CAPITAL MANAGEMENT, LLC | $73.0M | 689,629 |
| ROYCE & ASSOCIATES LP | $68.7M | 648,826 |
| AMERICAN CENTURY COMPANIES INC | $66.1M | 623,929 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is LCII a good stock to buy?
13F Pro's AI-powered analysis of LCI INDUSTRIES (LCII) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LCII are available on the LCII stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. LCII is classified as a mid company.
Which hedge funds own LCII?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LCII. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LCI INDUSTRIES's investment landscape.