LCI Industries (NYSE: LCII) reported Q3 EPS of $1.97, $0.53 better than the analyst estimate of $1.44. Revenue for the quarter came in at $1.04 billion versus the consensus estimate of $963.75 million.

Outlook

Based on current market and economic conditions along with existing tariffs, the Company expects the following:

October 2025 net sales projected at approximately $380 million, up 15% from prior year
On track to deliver an 85 basis point operating profit margin improvement for full-year 2025 as compared to 2024, primarily through optimizing infrastructure
Exploring divestiture opportunities of approximately $75 million of revenues that are dilutive to the business in 2026
2026 operating profit margin of 7.0 to 8.0%
2025 North American RV wholesale shipments of 340,000 - 350,000
2026 North American RV wholesale shipments of 345,000 - 360,000

For earnings history and earnings-related data on LCI Industries (LCII) click here.