LCI Industries (LCII)
CyclicalFairStock Score: 66/100 — STEADY
Key Financials
| Current Price | $84.87 |
| Market Cap | $2.1B |
| P/E Ratio | 9.83 |
| ROE | 15% |
| Dividend Yield | 5.37% |
| Sector | Consumer Cyclical |
AI Analysis
AI-generated, general educational analysis — not personal investment advice.
As a value investor, I start with the business: LCI makes engineered components for recreational vehicles and adjacent industries. It is a supplier, not a brand, so its competitive position is tied to cost, scale, and relationships. The computed Lynch category is CYCLICAL — Recreational Vehicles: earnings follow the economic cycle. That matters because no price is cheap enough if the cycle breaks badly.
In plain English: LCI Industries makes parts for recreational vehicles and nearby industries. The business is profitable and produces plenty of cash, but its results are tied to an industry that rises and falls with the economy. At $79.34, the price looks on the low side compared with the company's recent profits and accounting value, though the weak side of the cycle could make it look less cheap.
The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.
Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash
Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)
Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer