1/8reports moved further than the options market had pricedtypically ±3.4% realized vs ±5.8% priced
Q2 FY26±6.2%
▲ +0.11%×0.02
May 5 '26±5.6%
▲ +4.91%×0.88
Feb 18 '26±5.3%
▼ −0.23%×0.04
Oct 30 '25±7.6%
▲ +5.78%×0.76
Aug 5 '25±5.3%
▲ +0.10%×0.02
May 6 '25±6.7%
▲ +6.58%×0.98
Show older reports· 2›
Feb 11 '25±4.9%
▲ +5.67%×1.17
Nov 7 '24±5.2%
▼ −3.85%×0.74
3-quarter memory
Positioning
3 expiries · as of the Sep 17 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
325
▼ 1%
Sep 18
1d
▲ 670%
77
504
▼ 18%
Oct 16
29d
0%
321
report · Nov 4
332
▲ 129%
Jan 15
120d
▼ 51%
202
putscalls
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
LCII kept 6.93% of Q2 FY2026 revenue as profit. Revenue −11.17% on Q1 FY2026, −12.52% on Q2 FY2025.
Revenue
$969M▼ −11.17% q/q
Gross profit
$301M▲ +10.04% q/q
31.09% margin
Cost of revenue
$668M▼ −18.28% q/q
Operating income
$96M▲ +0.84% q/q
9.91% margin
Operating expenses
$205M▲ +14.63% q/q
SG&A $144M
Other operating $61M
Pre-tax income
$90M▲ +5.81% q/q
Net income
$67M▲ +6.66% q/q
6.93% margin
Tax
$23M▲ +3.39% q/q
Other expense
$6M
Revenue$969M
Gross profit$301M31.09%
Operating income$96M9.91%
Pre-tax income$90M
Net income$67M6.93%
Cost of revenue
$668M · 68.91%
Operating expenses
$205M · 21.12%
Tax
$23M · 2.38%
Other expense leaves
$6M · 0.65%
Standardized lines from LCII’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
FOMCrate decision1.0×up 9 of 24±1.7% vs ±1.7% · 24
NFPjobs report0.9×up 7 of 9±1.6% vs ±1.7% · 9
GDPgross domestic product0.9×up 7 of 18±1.5% vs ±1.7% · 18
PCEpersonal income & outlays0.8×up 8 of 18±1.4% vs ±1.7% · 18
PPIproducer prices0.8×up 3 of 9±1.4% vs ±1.7% · 9
CPIconsumer prices0.6×up 4 of 9±1.1% vs ±1.7% · 9
CPROFcorporate profits0.5×up 3 of 11±0.9% vs ±1.7% · 11
Past release days against LCII’s ordinary ±1.7% day, from our own stored closes. History, not a forecast; kinds with fewer than six releases are omitted.
Expected move
No options chain priced for this ticker yet.
Linked exposure
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No linked names measured for this ticker yet.
Intraday
▼ −0.96% since 4 AM
88.8986.754 AM10 AM1 PM4 PMpre
87.588.088.586.76
High 88.89 at 10:00 am ET, low 86.75 at 3:45 pm ET.