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LCI Industries(LCII) - 2020 Q4 - Earnings Call Presentation

Financial Highlights - LCI Industries achieved a record annual revenue of $2.8 billion in 2020[7] - Non-RV revenues accounted for over 50% of total net revenue in FY 2020, marking a milestone in diversification[7] - The company returned $70.4 million to shareholders through dividends[7] RV OEM Segment - Q4 2020 RV OEM revenues increased by 29% year-over-year, while wholesale shipments rose by 38%[10] - Full year 2020 RV OEM revenues increased by 3% year-over-year, with wholesale shipments up by 9%[10] - Content per towable RV was $3,390, a 1% increase year-over-year, while content per motorhome was $2,479, an 8% increase year-over-year[10] Expanding Markets - Adjacent OEM sales increased by 20% year-over-year in Q4 2020[12] - Aftermarket segment sales increased by 129% year-over-year in Q4 2020[12] - International markets sales increased by 60% year-over-year in Q4 2020[12] Liquidity and Cash Flow - The company's cash and cash equivalents stood at $51.8 million as of December 31, 2020[23]