LCII Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $82.81
Market Cap (MRQ) $2.01B
P/E (TTM) 9.6
EPS (TTM) $8.62
Revenue (TTM) $4.03B
Div Yield 5.7%
ROE (TTM) 15.0%
Debt/Equity (MRQ) 0.6
52W Range $82–$160

LCII Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 3
Ex-date Split Type
Sept. 8, 2005 2-for-1 Forward
March 24, 1997 2-for-1 Forward
May 3, 1989 1-for-10 Reverse

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$4.12B
2017-12-31 → 2025-12-31
EPS$7.57
2017-12-31 → 2025-12-31
Free Cash Flow$278M
2017-12-31 → 2025-12-31
Net margin5.2%
2017-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend LCII 5Y avg Peer Median Verdict
P/E (TTM) 9.65Y avg ≈20.8 ≈20.8 23.2 Undervalued
P/S (TTM) 0.55Y avg ≈0.7 ≈0.7 0.7 Undervalued
P/B (MRQ) 1.45Y avg ≈2.3 ≈2.3 1.6 Overvalued
EV / EBITDA 6.85Y avg ≈9.8 ≈9.8 12.3 Undervalued
Price / FCF (TTM) 7.05Y avg ≈2.3 ≈2.3 · ·
Price / Cash Flow (TTM) 5.85Y avg ≈-1.9 ≈-1.9 7.6 Overvalued
EV / Revenue 0.75Y avg ≈0.9 ≈0.9 · ·
EV / FCF 9.85Y avg ≈2.8 ≈2.8 · ·
Price / Tangible Book (MRQ) 1.95Y avg ≈33.0 ≈33.0 · ·
PEG Ratio ≈2.5 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield5.7%
Payout Ratio60.6%
Annualized Payout≈$4.60Paid quarterly
5Y Div CAGR≈10.4%Per share, split-adjusted
Growth Streak≈9Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 21, 2026$1.15USD≈4.5%
May 29, 2026$1.15USD≈4.2%
Mar 13, 2026$1.15USD≈3.7%
Nov 28, 2025$1.15USD≈4.0%
Aug 29, 2025$1.15USD≈4.4%
May 30, 2025$1.15USD≈5.2%
Mar 7, 2025$1.15USD≈4.5%
Nov 29, 2024$1.15USD≈3.6%
Aug 30, 2024$1.05USD≈3.6%
May 31, 2024$1.05USD≈3.8%
Mar 7, 2024$1.05USD≈3.6%
Nov 30, 2023$1.05USD≈3.9%
Aug 31, 2023$1.05USD≈3.4%
Jun 1, 2023$1.05USD≈3.9%
Mar 9, 2023$1.05USD≈3.8%
Dec 1, 2022$1.05USD≈4.1%
Sep 1, 2022$1.05USD≈3.4%
Jun 2, 2022$1.05USD≈3.2%
Mar 10, 2022$0.90USD≈3.1%
Dec 2, 2021$0.90USD≈2.2%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 22.2%
Next Report Oct 28, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 11, 2026 $2.70 $2.80 -3.6%
March 31, 2026 May 12, 2026 $2.59 $2.24 15.7%
Dec. 31, 2025 $0.77 $0.72 7.4%
Sept. 30, 2025 $2.55 $1.47 73.2%
June 30, 2025 $2.39 $2.33 2.4%
March 31, 2025 $2.19 $1.59 37.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 14
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $4.12B$3.74B$3.78B$5.21B$4.47B$2.80B$2.37B$2.48B$2.15B$1.68B$1.40B$1.19B
Cost of Revenue $3.14B$2.86B$3.01B$3.93B$3.43B$2.09B$1.83B$1.96B$1.65B$1.25B$1.10B$936M
Gross Profit $980M$880M$776M$1.27B$1.04B$706M$539M$520M$493M$429M$306M$255M
SG&A Expense $495M$465M$453M$720M$645M$483M$339M$322M$279M$228M$186M$157M
Operating Income $280M$218M$123M$553M$398M$223M$200M$199M$214M$201M$116M$95M
Interest Expense $36M$29M$40M$28M$16M·······
Pretax Income $255M$189M$83M$525M$382M$209M$191M$192M$213M$199M$114M$95M
Income Tax $67M$46M$19M$130M$94M$51M$45M$44M$80M$70M$40M$33M
Net Income $188M$143M$64M$395M$288M$158M$147M$149M$133M$130M$74M$62M
EPS (Basic) $7.59$5.61$2.54$15.57$11.39$6.30$5.86$5.90$5.31$5.26$3.06$2.60
EPS (Diluted) $7.57$5.60$2.52$15.48$11.32$6.27$5.84$5.83$5.24$5.20$3.02$2.56
Shares (Basic) 24,803,00025,447,00025,305,00025,372,00025,257,00025,134,00024,998,00025,178,00025,020,00024,631,00024,295,00023,911,000
Shares (Diluted) 24,855,00025,507,00025,436,00025,514,00025,427,00025,255,00025,093,00025,463,00025,375,00024,933,00024,650,00024,334,000
EBITDA $401M$344M$255M$682M$511M$321M$276M$266M$269M$247M$158M$128M
Balance Sheet 27
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $223M$166M$66M$47M$63M$52M$35M$15M$26M$86M$12M$4.0K
Receivables $243M$200M$215M$214M$320M$269M$200M$122M$82M$57M$42M$38M
Inventory $809M$737M$768M$1.03B$1.10B$494M$394M$341M$275M$189M$171M$132M
Prepaid Expense $75M$58M$68M$99M$88M$55M$42M$49M$34M$35M$21M$18M
Current Assets $1.35B$1.16B$1.12B$1.39B$1.57B$870M$671M$527M$417M$367M$246M$208M
PP&E (Net) $428M$433M$466M$482M$426M$387M$366M$323M$229M$173M$151M$147M
PP&E (Gross) $984M$960M$984M$945M$842M$750M$678M$559M$424M$337M$292M$272M
Accum. Depreciation $556M$527M$518M$463M$416M$363M$312M$236M$195M$165M$141M$125M
Goodwill $622M$586M$590M$567M$543M$455M$351M$180M$124M$89M$84M$67M
Intangibles $403M$392M$449M$503M$520M$421M$341M$176M$130M$113M$101M$97M
Other Non-current Assets $101M$100M$93M$57M$67M$61M$34M$27M$21M$13M$12M$14M
Total Assets $3.18B$2.89B$2.96B$3.25B$3.29B$2.30B$1.86B$1.24B$946M$787M$623M$544M
Accrued Liabilities $223M$185M$174M$219M$243M$188M$132M$99M$103M$99M$69M$58M
Current Liabilities $473M$412M$395M$421M$627M$416M$271M$178M$182M$149M$99M$107M
Capital Leases $246M$200M$223M$222M$143M$83M$80M$0····
Deferred Tax $27M$26M$32M$31M$43M$54M$36M$9M····
Other Non-current Liabilities $127M$113M$107M$96M$149M$116M$62M$58M$61M$37M$36M$26M
Total Liabilities $1.82B$1.51B$1.60B$1.87B$2.20B$1.39B$1.06B$538M$293M$237M$184M$149M
Long-term Debt $945M$757M$847M$1.12B$1.30B$738M$631M$294M$50M···
Total Debt $945M$757M$847M$1.12B$1.30B$738M$631M$294M$50M$50M$50M$16M
Common Stock $289.0K$288.0K$287.0K$285.0K$284.0K$282.0K$281.0K$280.0K$277.0K$274.0K$270.0K$265.0K
Retained Earnings $1.28B$1.21B$1.18B$1.22B$931M$732M$645M$563M$476M$395M$301M$277M
Treasury Stock $212M$82M$82M$82M$58M$58M$58M$58M$29M$29M$29M$29M
AOCI $38M$3M$14M$7M$-501.0K$7M$1M$-3M$2M$-2M$0·
Stockholders' Equity $1.36B$1.39B$1.36B$1.38B$1.09B$908M$801M$706M$653M$550M$439M$395M
Liabilities + Equity $3.18B$2.89B$2.96B$3.25B$3.29B$2.30B$1.86B$1.24B$946M$787M$623M$544M
Shares Outstanding 24,199,00025,463,00025,326,00025,178,00025,273,00025,156,00025,046,000·····
Cash Flow 18
Metric Trend 202520242023202220212020201920182017201620152014
D&A $121M$126M$132M$129M$112M$98M$75M$68M$55M$46M$42M$33M
Stock-based Comp $23M$19M$18M$24M$27M$19M$16M$14M$20M$15M$14M$11M
Deferred Tax $16M$-7M$2M$-9M$-3M$-2M$3M$14M$7M$-3M$1M$-5M
Amort. of Intangibles $54M$55M$57M$56M$48M$38M$24M$21M$20M$18M··
Other Non-cash $-17M$90M$311M$64M$-536M$-42M$28M$-87M$-59M$15M$-36M$7M
Operating Cash Flow $331M$370M$527M$603M$-112M$231M$270M$157M$153M$202M$95M$107M
CapEx $53M$42M$62M$131M$99M$57M$58M$120M$87M$45M$29M$42M
Investing Cash Flow $-147M$-61M$-84M$-242M$-281M$-232M$-504M$-303M$-146M$-92M$-66M$-144M
Debt Issued ·······$5M$0$0$50M$0
Net Debt Issued ·······$5M$0$0$50M·
Stock Repurchased $129M$0$0$24M$0$0$0$29M$0$0··
Net Stock Activity $-129M$0$0$-24M·$0$0$-29M····
Dividends Paid $114M$109M$106M$103M$87M$70M$64M$59M$51M$34M$48M·
Financing Cash Flow $-125M$-208M$-426M$-375M$405M$14M$255M$135M$-67M$-36M$-17M$-29M
Net Change in Cash $57M$100M$19M$-15M$11M$16M$20M$-11M$-60M$74M$12M$-66M
Taxes Paid $40M$46M$8M$170M$94M$33M$38M$40M$54M$66M$34M$31M
Free Cash Flow $278M$328M$465M$472M$-210M$174M$211M$37M$68M$159M$66M$65M
Levered FCF $252M$306M$434M·········
Profitability 8
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 23.8%23.5%20.5%24.4%23.3%25.2%22.7%21.0%23.0%25.6%21.8%21.4%
Operating Margin 6.8%5.8%3.3%10.6%8.9%8.0%8.4%8.0%10.0%12.0%8.3%8.0%
Net Margin 4.6%3.8%1.7%7.6%6.4%5.7%6.2%6.0%6.2%7.7%5.3%5.2%
Pretax Margin 6.2%5.1%2.2%10.1%8.5%7.5%8.1%7.8%9.9%11.9%8.2%8.0%
EBITDA Margin 9.7%9.2%6.7%13.1%11.4%11.5%11.6%10.8%12.5%14.7%11.2%10.8%
ROA 6.2%4.9%2.1%12.1%10.3%7.6%9.4%13.6%14.0%16.6%11.5%11.4%
ROE 13.7%10.2%4.7%28.2%27.1%17.8%18.6%20.6%20.4%24.0%17.4%16.1%
ROIC 9.0%7.7%4.3%16.6%12.5%10.2%10.7%15.3%19.0%21.8%15.5%15.2%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 2.92.82.83.32.52.12.53.02.32.52.71.9
Quick Ratio 1.00.90.70.60.60.80.90.80.61.00.50.4
Debt / Equity 0.70.50.60.81.20.80.80.40.10.10.10.0
LT Debt / Equity 0.70.50.60.81.10.80.80.40.10.10.10.0
Interest Coverage 7.87.63.1·········
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 1.41.31.21.61.61.31.52.32.32.22.22.2
Inventory Turnover 4.13.83.33.74.34.75.06.46.67.16.37.2
Receivables Turnover 18.618.117.619.515.211.914.724.319.422.822.323.2
Per Share 7
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $56.24$54.47$53.50$54.85$43.24$36.11······
Revenue / Share $165.84$146.67$148.80$204.09$175.90$110.72$94.51$97.23$84.64$67.34$56.92$48.93
Cash Flow / Share $13.32$14.52$20.73$23.61$-4.39$9.16$10.74$6.15$6.11$8.16$3.85$4.40
Cash / Share $9.20$6.51$2.61$1.89$2.49$2.06······
Dividend / Share $4.60$4.30$4.20$4.05$3.45$2.80$2.55$2.35$2.05$1.40$2.00·
Dividend Paid / Share $4.60$4.30$4.20$4.05$3.45$2.80$2.55$2.35$2.05$1.40··
EPS (TTM) $7.57$5.60$2.52$15.48$11.32$6.27$5.84$5.83$5.24$5.20$3.02$2.56
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 10.2%-1.1%-27.3%16.4%60.0%·······
Revenue CAGR 3Y -7.5%-5.8%10.6%·········
Revenue CAGR 5Y 8.1%···········
EPS YoY 35.2%122.2%-83.7%36.8%80.5%·······
EPS CAGR 3Y -21.2%-20.9%-26.2%·········
EPS CAGR 5Y 3.8%···········
Net Income YoY 31.8%122.5%-83.8%37.3%81.6%·······
Net Income CAGR 3Y -21.9%-20.8%-26.0%·········
Net Income CAGR 5Y 3.5%···········
Dividends Paid CAGR 5Y 10.1%···········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $4.12B$3.74B$3.78B$5.21B$4.47B$2.80B$2.37B$2.48B$2.15B$1.68B$1.40B$1.19B
Net Income TTM $188M$143M$64M$395M$288M$158M$147M$149M$133M$130M$74M$62M
Market Cap $2.94B$2.63B$3.18B$2.33B$3.94B$3.26B······
Enterprise Value $3.66B$3.22B$3.96B$3.40B$5.18B$3.95B······
P/E 16.018.549.96.013.820.718.311.524.820.720.219.9
P/S 0.70.70.80.40.91.2······
P/B 2.21.92.31.73.63.6······
P / Tangible Book 8.76.410.17.5132.599.7······
P / Cash Flow 8.97.16.03.9-35.314.1······
P / FCF 10.58.06.84.9-18.718.7······
EV / EBITDA 9.19.415.55.010.112.3······
EV / FCF 13.19.88.57.2-24.722.7······
EV / Revenue 0.90.91.00.71.21.4······
Dividend Yield 3.9%4.2%3.3%4.4%2.2%2.2%······
Earnings Yield 6.2%5.4%2.0%16.7%7.3%4.8%5.5%8.7%4.0%4.8%5.0%5.0%
Payout Ratio 60.6%76.6%165.7%26.0%30.3%44.4%43.6%39.9%38.4%···
Annual Payout $114M$109M$106M$103M$87M$70M$64M$59M$51M$34M$48M·

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $4.12B $3.74B $3.78B $5.21B $4.47B
Gross Margin % 23.8% 23.5% 20.5% 24.4% 23.3%
Operating Margin % 6.8% 5.8% 3.3% 10.6% 8.9%
Net Income $188M $143M $64M $395M $288M
Diluted EPS $7.57 $5.60 $2.52 $15.48 $11.32

Institutional owners (13F) 386 filers · $3.1B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 386
Value held $3.1B
New positions 66
Exited positions 52
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
66 (-6 vs prior Q) 52 (+11 vs prior Q) 112 (-1 vs prior Q) 123 (+14 vs prior Q) -536K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $391,849,097 3,700,879 12.80% Shares
VANGUARD GROUP INC $323,953,046 2,669,796 10.58% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $184,343,064 1,741,056 6.02% Shares
DIMENSIONAL FUND ADVISORS LP $158,707,186 1,499,046 5.18% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $157,681,366 1,489,246 5.15% Shares
FMR LLC $126,492,433 1,194,677 4.13% Shares
VANGUARD CAPITAL MANAGEMENT LLC $111,459,770 1,052,699 3.64% Shares
STATE STREET CORP $100,494,520 949,136 3.28% Shares
GEODE CAPITAL MANAGEMENT, LLC $73,029,574 689,629 2.39% Shares
ROYCE & ASSOCIATES LP $68,697,697 648,826 2.24% Shares
AMERICAN CENTURY COMPANIES INC $66,061,603 623,929 2.16% Shares
WELLS FARGO & COMPANY/MN $63,925,723 603,756 2.09% Shares
MORGAN STANLEY $57,736,509 545,300 1.89% Shares
BANK OF MONTREAL /CAN/ $49,422,031 466,774 1.61% Shares
Bank of New York Mellon Corp $45,200,168 426,900 1.48% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $43,697,735 412,710 1.43% Shares
PRINCIPAL FINANCIAL GROUP INC $42,973,926 405,876 1.40% Shares
BANK OF AMERICA CORP /DE/ $40,408,002 381,640 1.32% Shares
GOLDMAN SACHS GROUP INC $36,401,600 343,801 1.19% Shares
FRONTIER CAPITAL MANAGEMENT CO LLC $36,195,325 341,852 1.18% Shares
Invesco Ltd. $34,586,760 326,660 1.13% Shares
Qube Research & Technologies Ltd $34,150,323 322,538 1.12% Shares
NORTHERN TRUST CORP $31,969,407 301,940 1.04% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $24,541,078 231,782 0.80% Shares
RAYMOND JAMES FINANCIAL INC $23,983,150 226,512 0.78% Shares
ARGA Investment Management, LP $22,888,080 216,170 0.75% Shares
JARISLOWSKY, FRASER Ltd $22,072,451 236,956 0.72% Shares
Balyasny Asset Management L.P. $19,220,185 181,528 0.63% Shares
ExodusPoint Capital Management, LP $19,124,363 180,623 0.62% Shares
JPMORGAN CHASE & CO $18,356,736 182,322 0.60% Shares
Conestoga Capital Advisors, LLC $18,184,149 171,743 0.59% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $17,850,521 168,592 0.58% Shares
DEPRINCE RACE & ZOLLO INC $17,406,778 164,401 0.57% Shares
FIL Ltd $17,085,115 161,363 0.56% Shares
VANGUARD FIDUCIARY TRUST CO $17,070,821 161,228 0.56% Shares
Clark Capital Management Group, Inc. $16,802,021 158,689 0.55% Shares
Boston Partners $16,235,409 153,923 0.53% Shares
VICTORY CAPITAL MANAGEMENT INC $15,600,676 147,343 0.51% Shares
RICE HALL JAMES & ASSOCIATES, LLC $15,105,370 142,665 0.49% Shares
ROYAL BANK OF CANADA $14,796,000 139,735 0.48% Shares
UBS Group AG $14,563,159 137,544 0.48% Shares
ENVESTNET ASSET MANAGEMENT INC $14,410,531 136,102 0.47% Shares
PRUDENTIAL FINANCIAL INC $13,007,040 122,847 0.42% Shares
1832 Asset Management L.P. $12,745,305 120,375 0.42% Shares
AQR Arbitrage LLC $12,184,776 115,081 0.40% Shares
LOOMIS SAYLES & CO L P $11,720,916 110,700 0.38% Shares
Public Sector Pension Investment Board $10,819,242 102,184 0.35% Shares
Empowered Funds, LLC $10,622,834 100,329 0.35% Shares
Glenmede Investment Management, LP $10,441,088 112,089 0.34% Shares
ALPINE ASSOCIATES MANAGEMENT INC. $10,228,005 96,600 0.33% Shares

Show all 386 institutional owners →

Activists & 5%+ owners 14 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Edward W. Rose, III, James F. Gero, John F. Cupak, Leigh J. Abrams, Fredric M. Zinn ×6 filings Dec. 3, 2012 · Initial filing · SEC
L. Douglas Lippert (1), Jason D. Lippert, Joshua E. Lippert, Jarod B. Lippert ×2 filings June 12, 2009 · Initial filing · SEC
Leigh J. Abrams, Edward W. Rose, III, David L. Webster, Domenic D. Gattuso, James F. Gero, Catherine A. Gero, John F. Cupak, Fredric M. Zinn, Cardinal Investment Company Profit Sharing Plan (1), Lela Helen Rose ×2 filings Dec. 8, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 14, 2004 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 14, 2004 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person June 30, 2004 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 17, 2003 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Nov. 19, 2003 · Initial filing · SEC
Undisclosed reporting person April 7, 2003 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Nov. 20, 2002 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person March 18, 2002 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 7, 2001 · Initial filing · SEC
Undisclosed reporting person April 5, 2001 · Initial filing · SEC
Undisclosed reporting person April 4, 2001 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 42 insiders · 13 officers · 16 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John A. Sirpilla Interim CEO June 3, 2026 A 10,294 0 0 $0
Jason Lippert President , CEO June 3, 2026 D 348,163 0 3 $-7,258,600
Lillian Etzkorn EVP, CFO April 17, 2026 M 5,122 0 0 $0
David Mark Smith CHIEF FINANCIAL OFFICER Feb. 10, 2016 A · 0 0 $0
Ryan Richard Smith Group President - N.A. March 1, 2026 D 16,620 0 1 $-2,956,200
Jamie Schnur Group President - Aftermarket March 1, 2026 D 23,766 0 2 $-2,923,100
Scott T Mereness President June 1, 2018 P 263,900 0 0 $0
Petar Andrich Chief Human Resources Officer March 1, 2026 A · 0 0 $0
Kip A. Emenhiser VP of Finance March 1, 2026 A 6,886 0 0 $0
Andrew J Namenye EVP, CLO, CHRO, & Corp Sec July 31, 2025 M 31,286 0 0 $0
Brian Michael Hall EVP May 19, 2023 M 34,894 0 0 $0
Eileen S Pruitt EVP & CHRO March 1, 2023 A 0 0 0 $0
Nick C Fletcher EVP & Chief HR Officer Feb. 27, 2023 J 0 0 0 $0
Robert Paul Hureau Director July 18, 2026 A · 0 0 $0
Tracy D Graham Director June 3, 2026 D 17,427 0 0 $0
Linda Kristine Myers Director May 12, 2026 A 5,267 0 0 $0
Stephanie K. Mains Director May 12, 2026 A 7,254 0 0 $0
Kieran M O'Sullivan Director May 12, 2026 A 24,722 0 0 $0
Virginia Henkels Director May 12, 2026 A 16,086 0 0 $0
James Gero Director May 12, 2026 M 333,123 0 0 $0
David A Reed Director May 15, 2025 M 20,370 0 0 $0
Frank J Crespo Director May 18, 2023 M 20,661 0 0 $0
Ronald Fenech Director May 19, 2022 M 30,818 0 0 $0
Frederick B Hegi JR Director May 23, 2019 M 102,524 0 0 $0
John B Lowe JR Director March 30, 2018 A 29,018 0 0 $0
Leigh J Abrams Director June 2, 2017 A 50,555 0 0 $0
Edward W. Rose III Director March 31, 2015 A 411,484 0 0 $0
Brendan Deely · May 12, 2026 A 16,160 0 0 $0
Robert A. Kuhns · Nov. 20, 2017 M 3,336 0 0 $0
Todd W Driver · Jan. 6, 2016 M 19,886 0 0 $0
Joseph S Giordano III · Nov. 27, 2015 M 578 0 0 $0
Gary G Mcphail · Nov. 20, 2013 M 1,092 0 0 $0
Harvey F Milman · Sept. 20, 2013 M 13,843 0 0 $0
Christopher Lee Smith · Aug. 14, 2013 M 1,412 0 0 $0
Fredric Zinn · May 13, 2013 M 63,647 0 0 $0
Matthew E Hawkins · Aug. 7, 2009 X 480 0 0 $0
John Cupak · Aug. 5, 2009 X 8,660 0 0 $0
David Webster · Jan. 1, 2009 L 215,680 0 0 $0
Domenic Gattuso · Aug. 22, 2007 X 9,884 0 0 $0
Douglas L Lippert · July 2, 2007 S 47,915 0 0 $0
Josh Lippert · Nov. 28, 2006 X 1,148 0 0 $0
Gene Bishop · June 14, 2005 X 90,600 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 56 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
SOVF · Elevation Series Trust 2.07% 17,646 NS July 31, 2026 N-PORT
MYLD · Cambria ETF Trust 1.02% 3,370 NS July 31, 2026 N-PORT
SMLL · Harbor ETF Trust 0.99% 1,352 NS July 31, 2026 N-PORT
PSCD · Invesco Exchange-Traded Fund Trust … 0.92% 2,458 SH Oct. 1, 2026 Daily
XSVM · Invesco Exchange-Traded Fund Trust 0.74% 51,798 SH Oct. 1, 2026 Daily
MNA · New York Life Investments ETF Trust 0.43% 10,657 NS July 31, 2026 N-PORT
SMDX · Tidal Trust III 0.39% 4,942 NS July 31, 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0.28% 51,531 SH Aug. 19, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.23% 53,115 SH Oct. 1, 2026 Daily
NUSC · Nushares ETF Trust 0.18% 22,355 NS July 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.16% 127,204 NS July 31, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.15% 8,901 NS July 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.15% 18,855 SH Aug. 19, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.14% 84,973 SH Aug. 19, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.14% 3,840 SH Oct. 1, 2026 Daily
DFAT · Dimensional ETF Trust 0.12% 175,157 NS July 31, 2026 N-PORT
MADE · iShares Trust 0.11% 696 SH Sept. 11, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.11% 906 NS July 31, 2026 N-PORT
VCR · VANGUARD WORLD FUND 0.10% 62,405 SH Aug. 19, 2026 Daily
FDIS · FIDELITY COVINGTON TRUST 0.10% 15,887 NS July 31, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.09% 5,997 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.08% 138,648 SH Aug. 19, 2026 Daily
RSSL · Global X Funds 0.08% 11,521 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.08% 634,978 SH Sept. 11, 2026 Daily
ESML · iShares Trust 0.06% 18,129 SH Sept. 11, 2026 Daily
DFAS · Dimensional ETF Trust 0.06% 87,828 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.05% 336,124 SH Aug. 19, 2026 Daily
ROSC · Lattice Strategies Trust 0.04% 244 NS July 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.04% 1,160 SH Oct. 1, 2026 Daily
DXUV · Dimensional ETF Trust 0.03% 1,675 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.03% 278,241 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.03% 529,416 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.02% 1,498 SH Sept. 11, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.02% 2,628 SH Aug. 19, 2026 Daily
TILT · FlexShares Trust 0.02% 3,476 NS July 31, 2026 N-PORT
IWO · iShares Trust 0.02% 24,553 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.01% 64,818 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.01% 19,800 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.01% 4,270 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.01% 2,399 NS July 31, 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0.01% 93,389 SH Aug. 19, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.01% 11,556 SH Oct. 1, 2026 Daily
DFAU · Dimensional ETF Trust 0.01% 6,184 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 8,239 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.00% 7,157 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.00% 32,615 SH Sept. 11, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 732,462 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 18,553 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 2,004 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.00% 5,329 SH Aug. 19, 2026 Daily
IJR · iShares Trust · 1,481,697 SH Sept. 10, 2026 Daily
IJS · iShares Trust · 216,637 SH Sept. 8, 2026 Daily
IWN · iShares Trust · 208,928 SH Sept. 11, 2026 Daily
XJR · iShares Trust · 3,352 SH Aug. 31, 2026 Daily
ISCB · iShares Trust · 1,005 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 4,938 SH Sept. 11, 2026 Daily

LCII Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 18 analysts BUY
Median target $122.50 +47.9%
5 27.8% Strong Buy
6 33.3% Buy
7 38.9% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

10 analysts · 2026-10-01

Mean target $127.70 +54.2%

← Below all targets Current price $82.81
Low$114.00 Mean$127.70 High$175.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
LCII $2.94B 16.0 10.2% 4.6% 13.7% 23.8%
DAN $2.67B 37.1 -3.0% 1.1% 7.8% ·
QS · -13.7 · · -39.7% ·
VC $2.55B 13.1 -2.5% 5.3% 13.0% 14.1%
PHIN $2.38B 19.3 2.4% 3.7% 8.1% 21.9%
PATK $3.60B 27.8 6.3% 3.4% 11.6% 23.1%
DCH $761M -37.7 -4.7% -0.34% -3.3% 12.1%
XPEL $1.38B 27.0 13.3% 10.8% 20.3% 42.2%
THRM $1.11B 61.6 2.9% 1.2% 2.6% 24.2%
SMP · 20.0 22.4% 2.3% 6.4% 31.2%
FOXF $728M -1.3 5.3% -37.1% -66.9% 30.2%

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 5, 2026