Lci Inds Stock Price, News & Analysis

LCI Industries (NYSE:LCII) reported strong Q2 2025 financial results with net sales of $1.1 billion, up 5% year-over-year. The company achieved net income of $58 million ($2.29 per diluted share) and Adjusted EBITDA of $121 million, representing 11.0% of net sales.

Key highlights include the acquisition of Freedman Seating Company (approximately $125M annual revenue), completion of $38 million in share repurchases, and payment of a $1.15 quarterly dividend. The company maintained a strong liquidity position with $192 million in cash and $595 million available on its revolving credit facility.

The OEM segment saw net sales increase to $839.6 million, while the Aftermarket segment grew 4% to $267.7 million. The company remains on track for its $5 billion organic revenue target in 2027.

LCI Industries (NYSE:LCII), a leading supplier of engineered components for recreation and transportation markets, has scheduled its second quarter 2025 earnings conference call for August 5, 2025, at 8:30 a.m. ET. The company will release its financial results before market opening on the same day.

The conference call will include a Q&A session for institutional investors and analysts. Participants can join via phone using specific dial-in numbers and access code 708394. An online webcast and supplemental earnings presentation will be available on the company's investor website. A replay will be accessible for two weeks following the call.

LCI Industries (NYSE:LCII), a supplier of engineered components for recreation and transportation markets, announced its participation in the upcoming CJS Securities 25th Annual Summer Conference. The event will take place on July 10, 2025, where CEO Jason Lippert and CFO Lillian Etzkorn will deliver a presentation and conduct one-on-one meetings with institutional investors and analysts.

LCI Industries (NYSE: LCII), a key supplier of engineered components for recreation and transportation markets, has announced its participation in three major investor conferences in June 2025:

• Stifel 2025 Boston Cross Sector 1x1 Conference - June 3 in Boston
• Baird 2025 Global Consumer, Technology & Services Conference - June 4-5 in New York City
• Wells Fargo 2025 Industrials & Materials Conference - June 11 in Chicago

The company will engage in presentations, fireside chats, and one-on-one meetings with institutional investors and analysts at these events.

LCI Industries (NYSE: LCII) announced the retirement of David Reed from its Board of Directors, effective May 15, 2025, after 22 years of service. Reed, a former Senior Vice Chair at Ernst & Young LLP, joined LCI's board in 2003. During his 26-year tenure at Ernst & Young, he served on the Management Committee and Global Executive Council, overseeing indirectly over 100,000 team members. At LCI, Reed served on the Audit Committee, Risk Committee, and Strategy, Acquisition, and Capital Deployment Committee. Following his Ernst & Young career, he became President of a private family investment management company and served on multiple public and private company boards.

LCI Industries (LCII) has announced two significant shareholder-friendly initiatives. The company declared a quarterly cash dividend of $1.15 per share, payable on June 13, 2025, to stockholders of record as of May 30, 2025. Additionally, the Board approved a new $300 million stock repurchase program spanning three years.

CEO Jason Lippert emphasized that the repurchase program demonstrates the company's commitment to strategic capital deployment and confidence in long-term growth. The company plans to fund the repurchases through existing cash, future cash flows, and its revolving credit line. The timing and volume of repurchases will be market-dependent and may be modified or suspended at the Board's discretion.

LCI Industries (LCII) reported strong Q1 2025 financial results with net sales of $1 billion, up 8% year-over-year. The company achieved net income of $49.4 million ($1.94 per diluted share), a 35% increase from Q1 2024. Adjusted net income was $55.6 million ($2.19 per diluted share), up 52%. Key highlights include improved operating profit margin of 7.8%, Adjusted EBITDA of $110.9 million (10.6% of net sales), and $43 million in operating cash flows. The company completed strategic acquisitions of Trans/Air ($75M annual revenue) and Freedman Seating ($125M annual revenue), strengthening its position in the bus market. LCI also refinanced its debt structure, issuing $460M in convertible notes and securing new credit facilities. The company returned $57.6M to shareholders through buybacks and dividends, while maintaining strong liquidity with $231M in cash and $595M available credit.

Lippert, through its subsidiary Lippert Components, has acquired Freedman Seating Company, a historic Illinois-based manufacturer of transportation seating solutions. Freedman, a family-owned business since 1894, specializes in seating for bus, rail, marine, delivery truck, and commercial vehicle markets.

The acquisition strengthens Lippert's position in the transportation sector, following their recent acquisition of Trans Air, a climate control systems manufacturer. Freedman's operations will remain in Chicago, maintaining its local workforce commitments.

Key highlights:

• Freedman has 130+ years of experience in seating solutions
• Lippert gains comprehensive product offering for transportation markets
• Freedman serves bus OEMs, distributors, government, and municipalities
• Combined companies represent nearly 200 years of family leadership

LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, has scheduled its first quarter 2025 financial results release and conference call. The company will announce its Q1 2025 results before market opening on Tuesday, May 6, 2025.

The conference call is set for 8:30 a.m. ET and will include a Q&A session with institutional investors and analysts. Participants can join via phone using the following details:

• U.S. participants: (833) 470-1428
• International participants: (929) 526-1599
• Access code: 255011

A live webcast and supplemental earnings presentation will be available on the company's investor website. A two-week replay will be accessible via phone and the company's website.