earnings
confidence high
sentiment neutral
materiality 0.55
LCI Industries Q2 net sales up 5% to $1.1B; net income $57.6M, adjusted EPS $2.39
LCI INDUSTRIES
2025-Q2 EPS
reported $4.23
vs consensus $2.33
▲ beat
(+81.2%)
- Net sales $1.1B (+5% YoY); net income $57.6M ($2.29 diluted EPS) vs $61.2M ($2.40) in Q2 2024.
- Adjusted EBITDA $121.3M (11.0% margin), down 1% YoY; operating margin 7.9% vs 8.6%.
- Completed $38M in share repurchases in Q2, and additional $62M in July/August; $187M returned to shareholders YTD.
- Acquired Freedman Seating Company (~$125M annual revenue); liquidity $192M cash plus $595M credit facility.
- Reaffirmed organic revenue target of $5B by 2027 and overhead improvement goal for 2025.