NYSE$LCII
LCI Industries · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
LCI Industries reported record results driven by strong growth and continued momentum into 2022, supported by strong execution.
LCI Industries reported record fourth-quarter net sales of $1.2 billion, a 55% increase year-over-year. Net income was $82.3 million, or $3.22 per diluted share, up 69% year-over-year. The company's performance was driven by record RV retail demand and strong Aftermarket sales growth.
- Record net sales of $1.2 billion in the fourth quarter, up 55% year-over-year
- Record net income of $82.3 million, or $3.22 per diluted share, in the fourth quarter, up 69% year-over-year
- North American RV OEM net sales grew to $689.4 million in the fourth quarter, up 71% year-over-year, driven by record wholesale and retail demand for the quarter
- Net sales from acquisitions in 2020 and 2021 contributed a combined $97 million in the fourth quarter
Headline financials
Revenue & EPS history
LCI · Revenue · Quarterly
$1.21B
Revenue by segment
LCI · $1.21B total across 4 segments · Q4 2021
- Travel Trailers and Fifth-Wheels$663M+72.1%54.6%
- Adjacent Industries OEMs$288M+51.6%23.7%
- Aftermarket Segment$197M+25.2%16.2%
- Motorhomes$65.9M+29.6%5.4%
Forward guidance
LCI Industries provided estimates for full year 2022 data.
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 Q4 2021
+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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