LCI posts FY 2025 net income of USD 188.3 million +31.8%

Reuters02-26
LCI posts FY 2025 net income of USD 188.3 million +31.8%

LCI reported FY 2025 net sales of USD 4.1 billion (10.0%), with OEM Segment net sales of USD 3.2 billion (12.0%) and Aftermarket Segment net sales of USD 932.4 million (6.0%). FY 2025 operating profit was USD 279.9 million, with an operating profit margin of 6.8% (vs. 5.8% in FY 2024). OEM Segment operating profit was USD 184.1 million with a 5.8% margin (vs. 3.7% in FY 2024), while Aftermarket Segment operating profit was USD 95.8 million with a 10.3% margin (vs. 12.6% in FY 2024). FY 2025 net income was USD 188.3 million and diluted EPS was USD 7.57. LCI said FY 2025 performance reflected sales from acquired businesses (acquisitions completed in 2024 and 2025 contributed about USD 124.5 million in FY 2025), pricing actions tied to higher material costs and tariffs, and higher North American RV sales supported by an increased mix of higher-content fifth-wheel units and market share gains. The company highlighted tariff mitigation actions through supply chain diversification and sourcing strategies. In aftermarket, LCI cited product innovations, an expanding Camping World relationship, and acquired-business sales, partly offset by lower volumes in the automotive aftermarket. For capital allocation, LCI returned USD 242.6 million to shareholders in FY 2025, including USD 128.6 million in share repurchases and USD 114.0 million in dividends (USD 4.60 per share). The company also reported an FY 2025 net loss on extinguishment of debt of USD 8.9 million and a FY 2025 net gain on sale of real estate of USD 19.7 million. As of December 31, 2025, LCI had USD 222.6 million in cash and cash equivalents and USD 595.2 million of availability under its revolving credit facility.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LCI Industries published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0000763744-26-000011), on February 26, 2026, and is solely responsible for the information contained therein.

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