LCI Industries Q4 2025 Earnings Call Summary

Performance was driven by a 15% year-over-year top-line growth and a doubling of operating margins, attributed to operational efficiencies and market share gains across OEM segments. The RV OEM segment benefited from a favorable mix shift toward higher-content units and the successful scaling of new product launches like the Chill Cube air conditioner. Management attributes the 11% increase in content per unit to a relentless focus on innovation, with five recently launched products reaching an annual ...