Jun 2026 (Q2 FY26) — Aug 5, 2026
LCI Industries Q2 FY26 — Profitability Expanded Amidst Soft Demand
Read the full callLCI Industries (LCII) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
LCI Industries earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 969 | −12.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 9.9 | +2.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 67.1 | +16.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$81.92 −2.35% · −$1.97
Performance −7.1% 1Y
1Y: $88.14 on 17 Oct 2025 → $81.92. High $157.13 (13 Feb 2026), low $78.16 (14 Oct 2026).
- Previous close
- $83.89
- 52-week range
- $78.16 – $157.13
- One year
- −7.30%
Overview
- Symbol
- LCII
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
LCI Industries earnings calls (LCII)
Financials
What the filings say
Net profit, year on year: +16% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 915 | 803 | 1,046 | 1,107 | 1,036 | 933 | 1,091 | 969 |
| Operating profit | 54 | 16 | 81 | 88 | 75 | 35 | 95 | 96 |
| Operating margin | 5.9% | 2.0% | 7.8% | 7.9% | 7.3% | 3.8% | 8.7% | 9.9% |
| Profit before tax | 47 | 11 | 67 | 78 | 84 | 26 | 85 | 90 |
| Tax rate | 24.8% | 13.5% | 26.5% | 26.2% | 25.6% | 27.2% | 26.2% | 25.6% |
| Net profit | 36 | 10 | 49 | 58 | 62 | 19 | 63 | 67 |
| EPS ($ per share) | 1.40 | — | 1.94 | 2.29 | 2.56 | — | 2.60 | 2.76 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 563 | 645 | 732 | 931 | 1,221 | 1,177 | 1,208 | 1,280 |
| Total liabilities | 538 | 1,062 | 1,390 | 2,195 | 1,866 | 1,604 | 1,508 | 1,815 |
| Fixed assets | 323 | 366 | 387 | 426 | 482 | 466 | 433 | 428 |
| Total assets | 1,244 | 1,863 | 2,298 | 3,288 | 3,247 | 2,959 | 2,895 | 3,176 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 157 | 270 | 231 | -112 | 603 | 527 | 370 | 331 |
| Cash from investing | -303 | -504 | -232 | -281 | -242 | -84 | -61 | -147 |
| Cash from financing | 135 | 255 | 14 | 405 | -375 | -426 | -208 | -125 |
| Net cash flow | -11 | 20 | 16 | 11 | -15 | 19 | 100 | 57 |
| Capital expenditure | -120 | -58 | -57 | -99 | -131 | -62 | -42 | -53 |
| Free cash flow | 37 | 211 | 174 | -210 | 472 | 465 | 328 | 278 |
Insider filings
36 filings between Feb 20, 2026 and May 12, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$13.14M
6 sales by 3 insiders
Compensation
not trading decisions- 24
- Option exercise — converted options into shares
- 6
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| LIPPERT JASON | — | $7.26M | Feb 24, 2026 |
| SMITH RYAN RICHARD | — | $2.96M | Feb 20, 2026 |
| Schnur Jamie | — | $2.92M | Feb 23, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 12, 2026 | GERO JAMES Director | Option exercise | 11,876 | $1.34M |
| May 12, 2026 | GERO JAMES Director | Option exercise | 1,761 | $198.0K |
| May 12, 2026 | SIRPILLA JOHN A. Director | Option exercise | 1,761 | $198.0K |
| May 12, 2026 | Mains Stephanie K. Director | Option exercise | 1,761 | $198.0K |
| May 12, 2026 | Myers Linda Kristine Director | Option exercise | 1,761 | $198.0K |
| May 12, 2026 | Deely Brendan Director | Option exercise | 1,761 | $198.0K |
| May 12, 2026 | Henkels Virginia Director | Option exercise | 1,761 | $198.0K |
| May 12, 2026 | Graham Tracy D Director | Option exercise | 1,761 | $198.0K |
| May 12, 2026 | O'SULLIVAN KIERAN M Director | Option exercise | 1,761 | $198.0K |
| Apr 17, 2026 | Etzkorn Lillian EVP, CFO | Tax withheld | 499 | $0 |
| Apr 17, 2026 | Etzkorn Lillian EVP, CFO | Option exercise | 1,131 | $139.6K |
| Mar 1, 2026 | EMENHISER KIP A. VP of Finance | Option exercise | 491 | $65.4K |
| Mar 1, 2026 | EMENHISER KIP A. VP of Finance | Option exercise | 668 | $89.0K |
| Mar 1, 2026 | EMENHISER KIP A. VP of Finance | Option exercise | 793 | $105.6K |
| Mar 1, 2026 | EMENHISER KIP A. VP of Finance | Tax withheld | 571 | $0 |
| Mar 1, 2026 | SMITH RYAN RICHARD Group President - N.A. | Option exercise | 3,931 | $523.6K |
| Mar 1, 2026 | SMITH RYAN RICHARD Group President - N.A. | Option exercise | 3,722 | $495.8K |
| Mar 1, 2026 | SMITH RYAN RICHARD Group President - N.A. | Option exercise | 4,069 | $542.0K |
| Mar 1, 2026 | SMITH RYAN RICHARD Group President - N.A. | Tax withheld | 5,194 | $0 |
| Mar 1, 2026 | Etzkorn Lillian EVP, CFO | Tax withheld | 903 | $0 |
| Mar 1, 2026 | Schnur Jamie Group President - Aftermarket | Option exercise | 2,544 | $338.9K |
| Mar 1, 2026 | Schnur Jamie Group President - Aftermarket | Option exercise | 2,780 | $370.3K |
| Mar 1, 2026 | Schnur Jamie Group President - Aftermarket | Tax withheld | 3,364 | $0 |
| Mar 1, 2026 | Etzkorn Lillian EVP, CFO | Option exercise | 1,351 | $180.0K |
| Mar 1, 2026 | Etzkorn Lillian EVP, CFO | Option exercise | 1,624 | $216.3K |
| Mar 1, 2026 | LIPPERT JASON President , CEO | Option exercise | 7,548 | $1.01M |
| Mar 1, 2026 | LIPPERT JASON President , CEO | Option exercise | 7,658 | $1.02M |
| Mar 1, 2026 | LIPPERT JASON President , CEO | Option exercise | 8,371 | $1.12M |
| Mar 1, 2026 | LIPPERT JASON President , CEO | Tax withheld | 10,387 | $0 |
| Mar 1, 2026 | Schnur Jamie Group President - Aftermarket | Option exercise | 2,386 | $317.8K |
| Feb 24, 2026 | LIPPERT JASON President , CEO | Sale | 10,000 | $1.43M |
| Feb 23, 2026 | Schnur Jamie Group President - Aftermarket | Sale | 10,000 | $1.45M |
| Feb 23, 2026 | LIPPERT JASON President , CEO | Sale | 30,000 | $4.35M |
| Feb 20, 2026 | Schnur Jamie Group President - Aftermarket | Sale | 10,000 | $1.48M |
| Feb 20, 2026 | LIPPERT JASON President , CEO | Sale | 10,000 | $1.48M |
| Feb 20, 2026 | SMITH RYAN RICHARD Group President - N.A. | Sale | 20,000 | $2.96M |
| Jul 31, 2025 | NAMENYE ANDREW J EVP, CLO, CHRO, & Corp Sec | Option exercise | 1,440 | $136.8K |
| Jul 31, 2025 | NAMENYE ANDREW J EVP, CLO, CHRO, & Corp Sec | Option exercise | 2,649 | $251.7K |
| Jul 31, 2025 | NAMENYE ANDREW J EVP, CLO, CHRO, & Corp Sec | Option exercise | 4,342 | $412.5K |
| Jul 31, 2025 | NAMENYE ANDREW J EVP, CLO, CHRO, & Corp Sec | Option exercise | 619 | $58.8K |
| Jul 31, 2025 | NAMENYE ANDREW J EVP, CLO, CHRO, & Corp Sec | Tax withheld | 3,993 | $0 |
| Apr 17, 2025 | Etzkorn Lillian EVP, CFO | Option exercise | 1,081 | $83.7K |
| Apr 17, 2025 | Etzkorn Lillian EVP, CFO | Tax withheld | 315 | $0 |
| Mar 1, 2025 | EMENHISER KIP A. VP of Finance | Option exercise | 454 | $47.1K |
| Mar 1, 2025 | EMENHISER KIP A. VP of Finance | Option exercise | 468 | $48.6K |
| Mar 1, 2025 | EMENHISER KIP A. VP of Finance | Option exercise | 637 | $66.1K |
| Mar 1, 2025 | EMENHISER KIP A. VP of Finance | Tax withheld | 457 | $0 |
| Mar 1, 2025 | SMITH RYAN RICHARD Group President - N.A. | Option exercise | 3,626 | $376.5K |
| Mar 1, 2025 | SMITH RYAN RICHARD Group President - N.A. | Option exercise | 3,749 | $389.2K |
| Mar 1, 2025 | SMITH RYAN RICHARD Group President - N.A. | Option exercise | 3,552 | $368.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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