LCI Industries Q1 Earnings Call Highlights

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LCI Industries (NYSE:LCII) reported a stronger archetypal 4th of 2026 contempt continued weakness successful leisure markets, with absorption pointing to diversification, outgo actions and merchandise innovation arsenic cardinal drivers of improved profitability.

President and Chief Executive Officer Jason Lippert said the institution delivered “solid results contempt continued sluggishness crossed some retail and wholesale leisure markets.” He credited the company’s decade-long diversification effort, including maturation successful Europe, transportation, aftermarket and adjacent OEM markets, for helping offset unit successful the North American RV market.

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For the archetypal quarter, consolidated gross roseate 4% twelvemonth implicit twelvemonth to $1.1 billion. Operating nett accrued 17% to $95 million, portion operating borderline expanded 90 ground points to 8.7%. Adjusted EBITDA roseate 13% to $125 million, with adjusted EBITDA borderline reaching 11.5%. GAAP nett income accrued 27% to $63 million, producing GAAP net per stock of $2.53. Adjusted diluted EPS was $2.59, up 18% from the anterior twelvemonth period.

OEM Sales Rise Despite RV Pressure

LCI’s OEM nett income accrued 4% to $853 million. RV OEM gross declined 4%, which absorption said reflected little North American question trailer and 5th instrumentality shipments. Lippert said that was a “strong outcome” fixed that RV wholesale shipments were down much than 12% done the archetypal quarter.

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Growth successful adjacent industries helped offset that weakness. Adjacent manufacture OEM income roseate 17%, driven by request from North American marine OEMs and stock gains successful autobus and inferior trailer markets. During the question-and-answer information of the call, Chief Financial Officer Lillian Etzkorn said gross from the Freedman Seating and Trans/Air Climate Control acquisitions contributed $47 cardinal successful the quarter.