NYSE$LCII
LCI Industries · Q1 2022 earnings
Q1 2022 earnings · · Investor relations
Briefing
LCI Industries reported record revenue and EBITDA, driven by strong operational execution and growth across Aftermarket and Marine businesses alongside RV.
LCI Industries reported a record first quarter with net sales of $1.6 billion, a 64% increase year-over-year. Net income was $196.2 million, or $7.71 per diluted share, up 165% year-over-year. The company's performance was driven by record wholesale shipments, price realization, and strong Aftermarket sales growth.
- Net sales increased by 64% year-over-year to $1.6 billion.
- Net income increased by 165% year-over-year to $196.2 million, or $7.71 per diluted share.
- EBITDA increased by 139% year-over-year to $301.5 million.
- Growth was supported by strong operational execution and focus on scalability, continuous improvement, and automation.
Headline financials
Revenue & EPS history
LCI · Revenue · Quarterly
$1.64B
Revenue by segment
LCI · $1.64B total across 4 segments · Q1 2022
- Travel Trailers and Fifth-Wheels$953M+89.5%58.0%
- Adjacent Industries OEMs$356M+42.1%21.7%
- Aftermarket Segment$248M+34.8%15.1%
- Motorhomes$87.3M+39.4%5.3%
Forward guidance
The company did not provide specific financial guidance for future periods in this earnings report.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2022
+1.4%
Avg return
Earnings day
+1.4%
Avg return
5 days after
-0.4%
Avg return
30 days after
54%
35 / 65 earnings
Positive
+14.4%
Q2 2018
Best reaction
-13.7%
Q3 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +4.9% | +11.4% | -10.1% | |
| Q4 2025 | -0.9% | -7.9% | -23.8% | |
| Q3 2025 | +5.7% | +18.2% | +25.7% | |
| Q1 2025 | +6.0% | +8.6% | +12.4% | |
| Q4 2024 | +5.7% | +8.4% | -14.2% | |
| Q3 2024 | -3.1% | -5.0% | -1.5% | |
| Q2 2024 | +6.8% | +7.0% | +9.0% | |
| Q1 2024 | +8.4% | +10.1% | -0.7% | |
| Q4 2023 | +4.5% | -3.1% | +6.8% | |
| Q3 2023 | -2.9% | -3.4% | +1.9% | |
| Q2 2023 | -7.1% | -5.6% | -12.8% | |
| Q1 2023 | -5.9% | -8.7% | +4.8% | |
| Q4 2022 | +1.2% | +1.1% | -7.2% | |
| Q3 2022 | -13.7% | -13.2% | -6.6% | |
| Q2 2022 | +2.7% | +0.8% | -10.6% | |
| Q1 2022 | +0.5% | +9.1% | +8.1% | |
| Q4 2021 | -2.2% | +3.1% | -8.4% | |
| Q3 2021 | +5.3% | +6.1% | +10.9% | |
| Q2 2021 | -1.2% | +1.2% | -3.5% | |
| Q1 2021 | -2.2% | -1.5% | +0.6% | |
| Q4 2020 | -5.6% | -3.1% | -4.1% | |
| Q3 2020 | +3.3% | +10.4% | +18.2% | |
| Q2 2020 | +3.9% | -2.2% | -9.7% | |
| Q1 2020 | -7.7% | -5.6% | +14.1% | |
| Q4 2019 | -1.6% | -2.8% | -34.3% | |
| Q3 2019 | +2.7% | +2.4% | +0.1% | |
| Q2 2019 | +7.3% | +8.7% | +1.7% | |
| Q1 2019 | +3.7% | +1.0% | -4.1% | |
| Q4 2018 | -1.3% | +4.6% | +0.9% | |
| Q3 2018 | +13.7% | +12.4% | +11.6% | |
| Q2 2018 | +14.4% | +11.8% | +5.8% | |
| Q1 2018 | -1.7% | -8.2% | -13.1% | |
| Q4 2017 | +3.3% | +4.5% | +0.3% | |
| Q3 2017 | -3.7% | -5.9% | +5.8% | |
| Q2 2017 | -4.1% | -8.7% | -4.8% | |
| Q1 2017 | -6.2% | -8.1% | -8.9% | |
| Q4 2016 | -1.9% | -1.8% | -7.8% | |
| Q3 2016 | -1.5% | +1.6% | +17.9% | |
| Q2 2016 | +4.2% | +7.3% | +14.3% | |
| Q1 2016 | +10.9% | — | — | |
| Q4 2015 | +5.2% | — | — | |
| Q3 2015 | +0.7% | — | — | |
| Q2 2015 | -4.0% | — | — | |
| Q1 2015 | -2.9% | — | — | |
| Q4 2014 | +11.5% | — | — | |
| Q3 2014 | -1.9% | — | — | |
| Q2 2014 | -5.0% | — | — | |
| Q1 2014 | -0.2% | — | — | |
| Q4 2013 | +6.5% | — | — | |
| Q3 2013 | +3.2% | — | — | |
| Q2 2013 | +5.1% | — | — | |
| Q1 2013 | +1.7% | — | — | |
| Q4 2012 | -7.4% | — | — | |
| Q3 2012 | +0.8% | — | — | |
| Q2 2012 | +11.9% | — | — | |
| Q1 2011 | -1.8% | — | — | |
| Q1 2012 | +3.0% | — | — | |
| Q4 2009 | -0.8% | — | — | |
| Q4 2011 | -0.8% | — | — | |
| Q3 2011 | -3.4% | — | — | |
| Q3 2010 | -3.4% | — | — | |
| Q2 2010 | +4.2% | — | — | |
| Q2 2011 | +4.2% | — | — | |
| Q4 2010 | +4.2% | — | — | |
| Q1 2010 | +14.1% | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro