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LCI (LCII) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2026, LCI (LCII - Free Report) reported revenue of $992.48 million, down 4.2% over the same period last year. EPS came in at $2.21, compared to $1.97 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $992.73 million, representing a surprise of -0.02%. The company delivered an EPS surprise of +8.87%, with the consensus EPS estimate being $2.03.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how LCI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net sales- Total OEM Segment: $732.29 million versus the three-analyst average estimate of $739.47 million. The reported number represents a year-over-year change of -7.3%.
  • Net sales- Total Aftermarket Segment: $260.2 million versus the three-analyst average estimate of $257.13 million. The reported number represents a year-over-year change of +5.6%.
  • Net sales- Total OEM Segment- Adjacent Industries OEMs: $342.42 million versus $326.45 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7% change.
  • Operating profit- Aftermarket Segment: $30.9 million versus the two-analyst average estimate of $35.7 million.
  • Operating profit- OEM Segment: $44.12 million versus $42.15 million estimated by two analysts on average.

View all Key Company Metrics for LCI here>>>

Shares of LCI have returned +30.2% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.

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