LCI Industries, together with its subsidiaries, manufactures and supplies components for the manufacturers of recreational vehicles (RVs) and adjacent industrie…
$97.81-4.58%
报价 2026-11-06
市值
$2.38B
EV
$3.46B
PE (TTM)
12.0x
预期 PE (FY2026)
11.6x
52 周区间距高点 -37.8%
$78.16$157.13
筛选结果
pipeline · 2026-11-06Keep✗ 高增长✓ Cheap✗ GARP
Cheap Pool: PE <= 12, EV/EBITDA <= 8, P/FCF <= 12
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | — | 10.10 → 9.21（0.9x） | 10.6 |
| FY+32028-12 | — | 10.10 → 10.06（1.0x） | 9.7 |
毛利率 26% · TTM 收入 — · 基数 EPS 10.10（调整后）
电话会信号
辅助标签Q3 20262026-11-05
扩产积压订单词频高
指引 维持
信心 4
分析师 3
“We expect approximately $150 million of net run rate cost synergies within 3 years of closing the Patrick merger.”
原文引用（1）
- 扩产：This new facility will increase our capacity by about 2.5x
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| LCIILCI Industries | $2.38B | -4.6% | -2.9% | 31.1% | 12.0x | 7.8x | 8.8x | Cheap |
| CAKEThe Cheesecake Factory Incorporated | $5.32B | -3.6% | +9.6% | 17.6% | 30.4x | 24.1x | 28.1x | |
| ZGNErmenegildo Zegna N.V. | $3.78B | +0.8% | – | 56% | 33.6x | 12.6x | – | |
| COLMColumbia Sportswear Company | $3.61B | +1.9% | +3.5% | 49.8% | 16.7x | 12.5x | 16.6x | |
| HOGHarley-Davidson, Inc. | $3.4B | +0.2% | +4.0% | 26% | – | – | 10.9x | |
| GEFGreif, Inc. | $3.35B | -1.2% | +2.3% | 22.6% | 3.7x | 6.8x | – | |
| YETIYETI Holdings, Inc. | $3.28B | -4.2% | +7.1% | 66.7% | 17.4x | 11.7x | 15.3x | |
| PRKSUnited Parks & Resorts Inc. | $1.81B | +5.6% | -0.6% | 91.9% | 14.8x | 4.0x | 7.2x | Cheap |
| 同行中位数 | – | – | +3.7% | 49.8% | 17.1x | 12.1x | 15.3x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-02-18 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $968.7M | $1.09B | $932.7M | $1.04B | $1.11B | $1.05B | $803.1M | $915.5M |
| Gross Margin | 31.1% | 25.1% | 22.1% | 24.4% | 24.4% | 24.1% | 21.1% | 24% |
| Operating Margin | 9.9% | 8.7% | 3.8% | 7.3% | 7.9% | 7.8% | 2% | 5.9% |
| Net Income | $67.1M | $62.9M | $18.7M | $62.5M | $57.6M | $49.4M | $9.5M | $35.6M |
| Diluted EPS | 2.75 | 2.53 | 0.77 | 2.55 | 2.29 | 1.94 | 0.37 | 1.39 |
| Operating Cash Flow | $203.7M | $-33.5M | $78.9M | $97.2M | $112.2M | $42.7M | $106.6M | $78.4M |
研究材料
Filing 摘要
电话会纪要摘要
暂无纪要摘要。