LCI Industries (LCII) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $2.70
- Estimate
- $2.56
- Surprise
- +5.5%
- Revenue (period 2026-06-30)
- $968.7M
- Score at report (before → after)
- 6.0 → 6.2/10
Revenue source: xbrl.
How the report landed
LCI Industries (LCII) beat the $2.56 estimate with adjusted EPS of $2.70 — a clear 5.5% upside surprise. TrendMatrix's engine moved from Buy (Wait) (6.0/10) to Hold at 6.2/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates LCII Sell at 5.4/10.
4 of the last 4 quarters beat the estimate; this quarter's +5.5% surprise compares with a +22.0% four-quarter average. Next scheduled report: 2026-10-29.
What supports the rating
- Strong earnings beat streak (4/4)
- Attractive valuation
What argues against it
- Concentration risk — Product: OEM Segment (77.0%)
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.6)
- Sector modifier (Consumer Cyclical): -1.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $79.34
- Price target
- $108.58
- Stop
- $75.25
- Upside to target
- +36.9%
- Reward-to-risk
- 6.6:1
At 9.3× trailing and 8.4× forward earnings, consensus estimates imply little change in earnings power.
Risk check: RSI 29 — a level conventionally read as oversold.
Model outputs from TrendMatrix’s engine as of 2026-10-14 — shown for context, not personalized investment advice.
LCII at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Recreational Vehicles
- Market cap
- $1.93B
- P/E (fwd)
- 8.4
- P/E (ttm)
- 9.3
- 52-week range
- $77.58–$159.66
- Off 52-week high
- 50.3%
- RSI (14)
- 29
- Volume vs avg
- 0.53×
- Score today
- 5.4/10