Strength Seen in LCI (LCII): Can Its 9.5% Jump Turn into More Strength?

Group 1: Stock Performance - LCI (LCII) shares ended the last trading session 9.5% higher at $151.19, with a notable increase in trading volume compared to average levels [1] - The stock has gained 11.7% over the past four weeks, indicating a positive trend [1] Group 2: Financial Performance - LCI's consolidated net sales rose by 13.2% in Q3 2025, primarily driven by growth in the OEM segment [2] - The increase in sales was supported by price hikes to counteract higher material costs, contributions from acquisitions, and stronger demand in the North American RV market [2] - For the full year 2025, LCI is on track to achieve an 85-basis-point improvement in operating profit margin compared to 2024 [2] Group 3: Earnings Expectations - LCI is expected to report quarterly earnings of $0.69 per share, reflecting a year-over-year increase of 86.5% [3] - Revenue for the upcoming quarter is projected to be $894.47 million, which is an 11.4% increase from the same quarter last year [3] - The consensus EPS estimate for LCI has remained unchanged over the last 30 days, suggesting stability in earnings expectations [4] Group 4: Industry Context - LCI operates within the Zacks Automotive - Original Equipment industry, where Visteon (VC) also competes [5] - Visteon closed the last trading session 4.4% higher at $95.71, but has seen a return of -5.4% over the past month [5] - Visteon's consensus EPS estimate has remained unchanged at $2.06, representing a year-over-year decline of 53.6% [6]