earnings
confidence high
sentiment positive
materiality 0.70
LCI Q1 2026: Revenue up 4% to $1.1B, EPS $2.53 (+30%), outlook tightened
LCI INDUSTRIES
2026-Q1 EPS
reported $2.53
vs consensus $2.24
▲ beat
(+13.0%)
- Net sales rose 4.3% to $1.1B; operating margin expanded 90 bps to 8.7%.
- Net income $62.9M (+27%); diluted EPS $2.53 (+30%) from $1.94.
- Adjusted EBITDA $125M (+13%); adjusted diluted EPS $2.59 (+18%).
- Towable RV content per unit up 13% to $5,826.
- Company reaffirms and tightens 2026 outlook; liquidity $737M at quarter end.