NYSE$LCII
LCI Industries · Q2 2020 earnings
Q2 2020 earnings · · Investor relations
Briefing
LCI Industries' sales decreased due to RV shipments declining, but aftermarket segment and strategic acquisitions contributed to growth.
LCI Industries reported a decrease in net sales due to the impact of COVID-19, which caused a five-week shutdown. However, the company experienced a strong recovery in retail demand, with record high revenue and run rates in June and July. The aftermarket segment and strategic acquisitions, such as CURT and Polyplastic, contributed to the company's growth and diversification efforts.
- Implemented heightened health and safety measures across all open sites.
- Plants have been operating at pre-COVID levels since late May.
- Retail demand recovered rapidly, with the two biggest revenue months in company history in June and July.
- Acquired CURT, a leading aftermarket manufacturer of branded towing products and truck accessories.
Headline financials
Revenue & EPS history
LCI · Revenue · Quarterly
$526M
Revenue by segment
LCI · $959M total across 4 segments · Q3 2023
- Travel Trailers and Fifth-Wheels$364M-26.3%37.9%
- Adjacent Industries OEMs$299M-10.9%31.2%
- Aftermarket Segment$231M+5.1%24.1%
- Motorhomes$65.7M-20.8%6.8%
Forward guidance
LCI Industries is focused on strategic acquisitions and adjacent industries to reduce cyclical impacts of North American RV industry
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 Q2 2020
+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% | — | — |
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