Quarterly ResultMay 5, 2026, 07:13 AM
LCI Industries Q1 Net Sales $1.1B, Net Income +27% to $63M, EPS $2.53
AI Summary
LCI Industries reported strong first quarter 2026 financial results, with net sales increasing 4% to $1.1 billion and net income rising 27% to $63 million, or $2.53 per diluted share. The company achieved significant margin expansion and earnings growth through diversification, operational excellence, and cost optimization initiatives. LCI Industries also reaffirmed and tightened its full-year 2026 outlook, raising the lower end of its adjusted EPS guidance.
Key Highlights
- Net sales increased 4% to $1.1 billion in Q1 2026.
- Net income rose 27% to $63 million, with diluted EPS up 30% to $2.53.
- Operating profit margin expanded 90 bps to 8.7%.
- Adjusted EBITDA increased 13% to $125 million.
- OEM Segment net sales grew 4% to $852.8 million; Aftermarket Segment sales rose 7% to $237.7 million.
- Towable RV content per unit increased 13% to $5,826.
- Reaffirmed 2026 revenue outlook of $4.2B-$4.3B and raised lower end of adjusted EPS to $8.75-$9.25.
- Returned $28 million to shareholders via dividends; maintained $737 million in liquidity.