LCI Industries
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
LCI Industries
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
LCI Industries, together with its subsidiaries, manufactures and supplies components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates in two segments, Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis and related components; axles and suspension solutions; slide-out mechanisms and solutions; thermoformed bath, kitchen, and other products; vinyl, aluminum, and frameless windows; manual, electric, and hydraulic stabilizer and leveling systems; entry, luggage, patio, and ramp doors; furniture and mattresses; electric and manual entry steps; awnings and awning accessories; towing products; truck accessories; electronic components; appliances; air conditioners; televisions and sound systems; and other accessories. This segment serves OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; boats; trains; manufactured homes; and modular housing, as well as travel trailers, fifth-wheel travel trailers, folding camping trailers, and truck campers. The Aftermarket segment supplies various components of RV and adjacent industries to retail dealers, wholesale distributors, and service centers. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, and fenders to the marine industry. The company was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. LCI Industries was incorporated in 1984 and is based in Elkhart, Indiana.
LCI Industries, together with its subsidiaries, manufactures and supplies components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally. It operates in two segments, Original Equipment Manufacturers (OEM) and Aftermarket. The OEM segment manufactures and distributes a range of engineered components, such as steel chassis and related components; axles and suspension solutions; slide-out mechanisms and solutions; thermoformed bath, kitchen, and other products; vinyl, aluminum, and frameless windows; manual, electric, and hydraulic stabilizer and leveling systems; entry, luggage, patio, and ramp doors; furniture and mattresses; electric and manual entry steps; awnings and awning accessories; towing products; truck accessories; electronic components; appliances; air conditioners; televisions and sound systems; and other accessories. This segment serves OEMs of RVs and adjacent industries, including buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; boats; trains; manufactured homes; and modular housing, as well as travel trailers, fifth-wheel travel trailers, folding camping trailers, and truck campers. The Aftermarket segment supplies various components of RV and adjacent industries to retail dealers, wholesale distributors, and service centers. This segment also sells replacement glass and awnings to fulfill insurance claims; and biminis, covers, buoys, and fenders to the marine industry. The company was formerly known as Drew Industries Incorporated and changed its name to LCI Industries in December 2016. LCI Industries was incorporated in 1984 and is based in Elkhart, Indiana.
Last report1 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Annual filing, covered
10-K parsed · Feb 26 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 26 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
+0.11%
vs ±6.2% implied · ×0.02
shaded = implied · ▲▼ = realized
LCI Industries
98.43
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $391.8M | 14.23% | +4.38% |
| Kayne Anderson Rudnick | $184.3M | 6.70% | −9.29% |
| Dimensional | $158.7M | 5.76% | +6.16% |
| Vanguard Portfolioindex-like | $157.7M | 5.73% | +0.68% |
| FMR | $126.5M | 4.59% | −41.29% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $391.8M | 14.23% | +4.38% |
| Kayne Anderson Rudnick | $184.3M | 6.70% | −9.29% |
| Dimensional | $158.7M | 5.76% | +6.16% |
| Vanguard Portfolioindex-like | $157.7M | 5.73% | +0.68% |
| FMR | $126.5M | 4.59% | −41.29% |
Linked news
Bull2
Bear1
Same SIC code · 6
Same SEC industry code: Aptiv PLC, Borgwarner Inc, Autoliv Inc and 3 more; of LCI Industries's 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Aptiv PLC, Borgwarner Inc, Autoliv Inc and 3 more; of LCI Industries's 6 closest co-movers, none share that code.
Expected move
Inputs8Q avg ±3.4%·×0.91·fair
straddle ±4.1%
spot 98.98exp Nov 20ATM strike 100ATM straddle 4.80IV 25%