For the quarter ended September 2025, LCI (LCII) reported revenue of $1.04 billion, up 13.2% over the same period last year. EPS came in at $1.97, compared to $1.39 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $962.83 million, representing a surprise of +7.65%. The company delivered an EPS surprise of +34.93%, with the consensus EPS estimate being $1.46.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how LCI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net sales- Total OEM Segment: $790.02 million versus the two-analyst average estimate of $724.5 million.
- Net sales- Total Aftermarket Segment: $246.45 million compared to the $239 million average estimate based on two analysts.
- Net sales- Total OEM Segment- Adjacent Industries MH: $319.92 million versus the two-analyst average estimate of $287.5 million.
- Net sales- Total OEM Segment-Travel Trailer and Fifth-Wheels: $412.47 million versus $384 million estimated by two analysts on average.
- Net sales- Total OEM Segment- Motorhomes [$M]: $57.64 million compared to the $52.5 million average estimate based on two analysts.
View all Key Company Metrics for LCI here>>>
Shares of LCI have returned -2.3% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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LCI Industries (LCII): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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