LCI (LCII) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - LCI reported revenue of $1.04 billion for the quarter ended September 2025, reflecting a year-over-year increase of 13.2% and exceeding the Zacks Consensus Estimate by 7.65% [1] - The company's EPS for the quarter was $1.97, a significant increase from $1.39 in the same quarter last year, resulting in an EPS surprise of 34.93% compared to the consensus estimate of $1.46 [1] Financial Performance - Total OEM Segment net sales reached $790.02 million, surpassing the average estimate of $724.5 million from two analysts [4] - Total Aftermarket Segment net sales were $246.45 million, slightly above the $239 million average estimate [4] - Net sales for the Total OEM Segment in Adjacent Industries MH were $319.92 million, exceeding the average estimate of $287.5 million [4] - Net sales for the Total OEM Segment in Travel Trailer and Fifth-Wheels amounted to $412.47 million, compared to the estimated $384 million [4] - Motorhomes net sales were reported at $57.64 million, above the average estimate of $52.5 million [4] Market Performance - LCI shares have returned -2.3% over the past month, while the Zacks S&P 500 composite has increased by 3.6% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]