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

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LCI (LCII - Free Report) shares ended the last trading session 9.5% higher at $151.19. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 11.7% gain over the past four weeks.

LCI’s stock has climbed on the back of strong results in its OEM segment and an encouraging outlook for 2025. Consolidated net sales rose 13.2% in the third quarter of 2025, largely fueled by growth in the OEM business. This was supported by price increases to offset higher material costs, contributions from acquired companies, and stronger North American RV demand driven by market share gains and a greater mix of higher-content fifth-wheel models. For full-year 2025, LCI remains on pace to achieve an 85-basis-point improvement in operating profit margin compared with 2024.

This recreational vehicle parts supplier is expected to post quarterly earnings of $0.69 per share in its upcoming report, which represents a year-over-year change of +86.5%. Revenues are expected to be $894.47 million, up 11.4% from the year-ago quarter.

While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For LCI, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on LCII going forward to see if this recent jump can turn into more strength down the road.

 

The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

LCI is part of the Zacks Automotive - Original Equipment industry. Visteon (VC - Free Report) , another stock in the same industry, closed the last trading session 4.4% higher at $95.71. VC has returned -5.4% in the past month.

Visteon's consensus EPS estimate for the upcoming report has remained unchanged over the past month at $2.06. Compared to the company's year-ago EPS, this represents a change of -53.6%. Visteon currently boasts a Zacks Rank of #2 (Buy).


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