Latest news with #LCIIndustries
Business Wire
22-07-2025
- Automotive
- Business Wire
LCI Industries Second Quarter 2025 Conference Call Scheduled for August 5, 2025, at 8:30 a.m. ET
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, will release its second quarter 2025 financial results before the market opens on Tuesday, August 5, 2025. Conference Call & Webcast LCI Industries will also host a conference call to discuss its second quarter 2025 results on Tuesday, August 5, 2025, at 8:30 a.m. ET. The call will conclude with a question-and-answer session with questions from institutional investors and analysts. The conference call can be accessed by dialing (833) 470-1428 for participants in the U.S. and (929) 526-1599 for participants outside the U.S. using the required access code 708394. Due to the high volume of companies reporting earnings at this time, please be prepared for hold times of up to 15 minutes when dialing in to the call. In addition, an online, real-time webcast, as well as a supplemental earnings presentation, will be available on the Company's website, A replay of the conference call will be available for two weeks by dialing (866) 813-9403 for participants in the U.S. and (44) 204-525-0658 for those outside the U.S. and referencing access code 734651. A replay of the webcast will be available on the Company's website immediately following the conclusion of the call. About LCI Industries LCI Industries (NYSE: LCII), through its Lippert subsidiary, is a global leader in supplying engineered components to the outdoor recreation and transportation markets. We believe our innovative culture, advanced manufacturing capabilities, and dedication to enhancing the customer experience have established Lippert as a reliable partner for both OEM and aftermarket customers. For more information, visit
Yahoo
14-07-2025
- Automotive
- Yahoo
LCI Industries (LCII): A Bull Case Theory
We came across a bullish thesis on LCI Industries on Substack by vincent975. In this article, we will summarize the bulls' thesis on LCII. LCI Industries's share was trading at $99.12 as of July 2nd. LCII's trailing and forward P/E were 16.25 and 18.55 respectively according to Yahoo Finance. A motorhome parked in view of a mountain range, reflecting the joy of the open road. LCI Industries (LCII) appears undervalued at ~10x free cash flow, reflecting investor concerns around macroeconomic weakness, tariffs, and softness in the RV and marine sectors. However, this creates a compelling entry point, as LCII operates below mid-cycle volumes and should benefit from an eventual recovery. As a key supplier rather than an OEM, LCII enjoys a durable market position driven by product breadth, customer proximity, and superior service—advantages that create barriers to entry and support long-term share gains. The company expects 3%-5% organic growth from increased product content, alongside 25% incremental margins on rising volumes. Current RV and marine shipments remain well below historical averages, offering upside potential as demand normalizes. LCII is also poised to benefit from a mix of shifts toward higher-content motorhomes and growth in aftermarket sales, particularly as warranty periods lapse on the millions of RVs sold during the COVID-19 boom. A partnership with Camping World to expand aftermarket distribution further strengthens this segment. LCII targets $5 billion in organic revenue by 2027 and double-digit EBITDA margins, translating into over $12/share in free cash flow, excluding M&A. Management's disciplined capital allocation, demonstrated through recent bus market acquisitions and a new $300 million buyback, complements its 5% dividend yield. Tariff risks remain, but mitigation strategies—such as shifting supply chains and passing costs to customers—should soften the blow. Even in a bearish scenario, LCII's FCF yield provides a margin of safety. With RV industry recovery, share buybacks, and tariff mitigation as catalysts, LCII offers an attractive risk/reward profile for long-term investors. Previously, we covered a bullish thesis on Harley-Davidson, Inc. (HOG) by Business Model Mastery in May 2025, which highlighted the company's strong brand equity, vertically integrated operations, and high-margin aftermarket and financing ecosystem. The company's stock price has appreciated by approximately 2.9% since our coverage. This is because the thesis played out as aftermarket sales and financing growth supported margins. Vincent975 shares a similar investment framework but emphasizes on the RV and marine supplier space with LCII, where he sees a similarly underappreciated aftermarket and recurring revenue opportunity. LCII isn't on our list of the 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the risk and potential of LCII as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
30-06-2025
- Automotive
- Business Wire
LCI Industries to Participate in Upcoming CJS Securities Conference
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, will participate in the CJS Securities 25th Annual Summer Conference on July 10, 2025. Jason Lippert, President and Chief Executive Officer, and Lillian Etzkorn, Executive Vice President and Chief Financial Officer, will hold a presentation as well as engage in one-on-one meetings with institutional investors and analysts. Please contact CJS Securities for attendance information and additional details. About LCI Industries LCI Industries (NYSE: LCII), through its Lippert subsidiary, is a global leader in supplying engineered components to the outdoor recreation and transportation markets. We believe our innovative culture, advanced manufacturing capabilities, and dedication to enhancing the customer experience have established Lippert as a reliable partner for both OEM and aftermarket customers. For more information, visit Forward-Looking Statements This press release contains certain "forward-looking statements" with respect to our financial condition, results of operations, profitability, margin growth, business strategies, operating efficiencies or synergies, competitive position, growth opportunities, acquisitions, plans and objectives of management, markets for the Company's common stock, the impact of legal proceedings, and other matters. Statements in this press release that are not historical facts are "forward-looking statements" for the purpose of the safe harbor provided by Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, and involve a number of risks and uncertainties. Forward-looking statements, including, without limitation, those relating to production levels, future business prospects, net sales, expenses and income (loss), capital expenditures, tax rate, cash flow, financial condition, liquidity, covenant compliance, retail and wholesale demand, integration of acquisitions, R&D investments, commodity prices, addressable markets, and industry trends, whenever they occur in this press release are necessarily estimates reflecting the best judgment of the Company's senior management at the time such statements were made. There are a number of factors, many of which are beyond the Company's control, which could cause actual results and events to differ materially from those described in the forward-looking statements. These factors include, in addition to other matters described in this press release, the impacts of future pandemics, geopolitical tensions, armed conflicts, or natural disasters on the global economy and on the Company's customers, suppliers, employees, business and cash flows, pricing pressures due to domestic and foreign competition, costs and availability of, and tariffs on, raw materials (particularly steel and aluminum) and other components, seasonality and cyclicality in the industries to which we sell our products, availability of credit for financing the retail and wholesale purchase of products for which we sell our components, inventory levels of retail dealers and manufacturers, availability of transportation for products for which we sell our components, the financial condition of our customers, the financial condition of retail dealers of products for which we sell our components, retention and concentration of significant customers, the costs, pace of and successful integration of acquisitions and other growth initiatives, availability and costs of production facilities and labor, team member benefits, team member retention, realization and impact of expansion plans, efficiency improvements and cost reductions, the disruption of business resulting from natural disasters or other unforeseen events, the successful entry into new markets, the costs of compliance with environmental laws, laws of foreign jurisdictions in which we operate, other operational and financial risks related to conducting business internationally, and increased governmental regulation and oversight, information technology performance and security, the ability to protect intellectual property, warranty and product liability claims or product recalls, interest rates, oil and gasoline prices, and availability, the impact of international, national and regional economic conditions and consumer confidence on the retail sale of products for which we sell our components, and other risks and uncertainties discussed more fully under the caption "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended December 31, 2023, and in the Company's subsequent filings with the Securities and Exchange Commission. Readers of this press release are cautioned not to place undue reliance on these forward-looking statements, since there can be no assurance that these forward-looking statements will prove to be accurate. The Company disclaims any obligation or undertaking to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made, except as required by law.
Yahoo
10-06-2025
- Business
- Yahoo
Why LCI Industries, Hormel Foods, And Genuine Parts Are Winners For Passive Income
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Companies with a long history of paying dividends and consistently hiking them remain appealing to income-focused investors. LCI Industries, Hormel Foods, and Genuine Parts have rewarded shareholders for years and recently announced dividend increases. These companies currently offer dividend yields of around 3% to 5%. LCI Industries (NYSE:LCII) manufactures and supplies engineered components for the manufacturers of recreational vehicles and adjacent industries in the U.S. and internationally. Don't Miss: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — Invest Where It Hurts — And Help Millions Heal: LCI Industries has raised dividends every year for the last nine years. In its most recent dividend hike announcement on Nov. 14, the company increased the quarterly payout from $1.05 to $1.15 per share, equaling an annual figure of $4.60 per share. More recently, in its May 15 dividend announcement, the company kept the payout unchanged at that level. Currently, the dividend yield on the stock is 5.22%. The company's annual revenue as of March 31 stood at $3.82 billion. In its Q1 2025 earnings release on May 6, it posted revenues of $1.05 billion and EPS of $2.19, both beating the consensus estimates. Check out this article by Benzinga for four analysts' insights on LCI Industries. Trending: Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die." Hormel Foods Corp. (NYSE:HRL) develops, processes, and distributes various meat, nuts, and other food products to foodservice, convenience store, and commercial customers in the U.S. and internationally. Hormel Foods has raised its dividends consecutively for the last 59 years. In its most recent dividend hike announcement on Nov. 25, it increased the quarterly payout by 3% to $0.29 per share, equal to an annual figure of $1.16 per share. More recently, in its dividend announcement on May 19, the company maintained the payout at the same level. Currently, the dividend yield is 3.76%. Hormel Foods' annual revenue as of April 30 stood at $11.92 billion. According to its latest earnings release on May 29, the company posted Q2 2025 revenues of $2.90 billion, in line with expectations, while EPS of $0.35 came in above the consensus of $ Parts Co. (NYSE:GPC) distributes automotive and industrial replacement parts. Genuine Parts has increased its dividends every year for the last 69 years. In its most recent dividend hike announcement on Feb. 18, the company raised the quarterly payout by 3% to $1.03 per share, which is equal to an annual figure of $4.12 per share. More recently, in its dividend announcement on April 29, the company maintained the payout at the same level. The dividend yield on the stock currently stands at 3.23%. Genuine Parts' annual revenue as of March 31 stood at $23.57 billion. As per its Q1 2025 earnings release on April 22, the company posted revenues of $5.87 billion and EPS of $1.75, both coming in above the consensus estimates. LCI Industries, Hormel Foods, and Genuine Parts are good choices for investors seeking reliable passive income. Their dividend yields of around 3% to 5% and long history of consistent hikes make them attractive to income-focused investors. Check out this article by Benzinga for three more stocks offering high dividend yields. Lower interest rates mean some investments won't yield what they did in months past, but you don't have to lose those gains. Certain private market real estate investments are giving retail investors the opportunity to capitalize on these high-yield opportunities. , which provides access to a pool of short-term loans backed by residential real estate. The best part? Unlike other private credit funds, Looking for fractional real estate investment opportunities? The features the latest offerings. Image: Shutterstock This article Why LCI Industries, Hormel Foods, And Genuine Parts Are Winners For Passive Income originally appeared on Se produjo un error al recuperar la información Inicia sesión para acceder a tu portafolio Se produjo un error al recuperar la información Se produjo un error al recuperar la información Se produjo un error al recuperar la información Se produjo un error al recuperar la información
Business Wire
28-05-2025
- Business
- Business Wire
LCI Industries to Participate in Upcoming Investor Conferences
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, will participate in three upcoming investor conferences this June: Baird 2025 Global Consumer, Technology & Services Conference on June 4-5, 2025 in New York City, New York Wells Fargo 2025 Industrials & Materials Conference on June 11, 2025 in Chicago, Illinois LCI Industries will participate in presentations, fireside chats, as well as engage in one-on-one meetings with institutional investors and analysts. Please contact Stifel, Baird, or Wells Fargo for attendance information and additional details. About LCI Industries LCI Industries (NYSE: LCII), through its Lippert subsidiary, is a global leader in supplying engineered components to the outdoor recreation and transportation markets. We believe our innovative culture, advanced manufacturing capabilities, and dedication to enhancing the customer experience have established Lippert as a reliable partner for both OEM and aftermarket customers. For more information, visit Forward-Looking Statements This press release contains certain "forward-looking statements" with respect to our financial condition, results of operations, profitability, margin growth, business strategies, operating efficiencies or synergies, competitive position, growth opportunities, acquisitions, plans and objectives of management, markets for the Company's common stock, the impact of legal proceedings, and other matters. Statements in this press release that are not historical facts are "forward-looking statements" for the purpose of the safe harbor provided by Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, and involve a number of risks and uncertainties. Forward-looking statements, including, without limitation, those relating to production levels, future business prospects, net sales, expenses and income (loss), capital expenditures, tax rate, cash flow, financial condition, liquidity, covenant compliance, retail and wholesale demand, integration of acquisitions, R&D investments, commodity prices, addressable markets, and industry trends, whenever they occur in this press release are necessarily estimates reflecting the best judgment of the Company's senior management at the time such statements were made. There are a number of factors, many of which are beyond the Company's control, which could cause actual results and events to differ materially from those described in the forward-looking statements. These factors include, in addition to other matters described in this press release, the impacts of future pandemics, geopolitical tensions, armed conflicts, or natural disasters on the global economy and on the Company's customers, suppliers, employees, business and cash flows, pricing pressures due to domestic and foreign competition, costs and availability of, and tariffs on, raw materials (particularly steel and aluminum) and other components, seasonality and cyclicality in the industries to which we sell our products, availability of credit for financing the retail and wholesale purchase of products for which we sell our components, inventory levels of retail dealers and manufacturers, availability of transportation for products for which we sell our components, the financial condition of our customers, the financial condition of retail dealers of products for which we sell our components, retention and concentration of significant customers, the costs, pace of and successful integration of acquisitions and other growth initiatives, availability and costs of production facilities and labor, team member benefits, team member retention, realization and impact of expansion plans, efficiency improvements and cost reductions, the disruption of business resulting from natural disasters or other unforeseen events, the successful entry into new markets, the costs of compliance with environmental laws, laws of foreign jurisdictions in which we operate, other operational and financial risks related to conducting business internationally, and increased governmental regulation and oversight, information technology performance and security, the ability to protect intellectual property, warranty and product liability claims or product recalls, interest rates, oil and gasoline prices, and availability, the impact of international, national and regional economic conditions and consumer confidence on the retail sale of products for which we sell our components, and other risks and uncertainties discussed more fully under the caption "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended December 31, 2023, and in the Company's subsequent filings with the Securities and Exchange Commission. Readers of this press release are cautioned not to place undue reliance on these forward-looking statements, since there can be no assurance that these forward-looking statements will prove to be accurate. The Company disclaims any obligation or undertaking to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made, except as required by law.
