earnings
confidence high
sentiment positive
materiality 0.75
LCI Q4 net sales up 16% to $933M; EPS more than doubles to $0.77; adjusted EBITDA +53%
LCI INDUSTRIES
2025-FY EPS
reported $7.57
vs consensus $0.72
▲ beat
(+956.1%)
- Q4 net sales $933M (+16% YoY); net income $19M (+96%); diluted EPS $0.77 (vs $0.37).
- Adjusted diluted EPS $0.89 (+138%); adjusted EBITDA $70M (+53%).
- FY2025 net sales $4.1B (+10%); net income $188M (+32%); diluted EPS $7.57 (vs $5.60).
- Towable RV content per unit +11% to $5,670; cash from ops $331M; liquidity $818M.
- Top 5 innovations projected at $225M annualized run rate; acquired Trans Air & Freedman Seating for bus components.