LCI (LCII) reported $932.7 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 16.1%. EPS of $0.89 for the same period compares to $0.37 a year ago.
The reported revenue represents a surprise of +1.59% over the Zacks Consensus Estimate of $918.15 million. With the consensus EPS estimate being $0.69, the EPS surprise was +28.99%.
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: $736.52 million versus $724 million estimated by two analysts on average.
- Net sales- Total Aftermarket Segment: $196.18 million compared to the $194 million average estimate based on two analysts.
- Net sales- Total OEM Segment- Adjacent Industries OEMs: $296.51 million versus the two-analyst average estimate of $295 million.
- Net sales- Total OEM Segment-Travel Trailer and Fifth-Wheels: $382.64 million versus the two-analyst average estimate of $377 million.
- Net sales- Total OEM Segment- Motorhomes [$M]: $57.36 million versus $52.5 million estimated by two analysts on average.
View all Key Company Metrics for LCI here>>>
Shares of LCI have returned +11.6% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with 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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