LCI Industries

LCI Industries supplies an array of components for the original equipment manufacturers in the recreation and industrial product markets, consisting of recreational vehicles and adjacent industries including buses; trailers used to haul boats, livestock, equipment and other cargo; trucks; boats; trains; manufactured homes; and modular housing. The company also supplies components to the related aftermarkets of these industries, primarily by selling to retail dealers, wholesale distributors and service centers. The company's products include steel chassis and related components, axles and suspension solutions, slide-out mechanisms and solutions, and thermoformed bath, kitchen and other products.
  • TickerLCII
  • ISINUS50189K1034
  • ExchangeNew York Stock Exchange
  • SectorLeisure Goods
  • CountryUnited States

LCI Industries: 1 director sold

A director at LCI Industries sold 5,000 shares at 153.000USD and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research

Valens Equity Insights and Inflections - 2021 02 02

Current market expectations for Ford misunderstand where the company is in the auto cycle. Markets expect UAFRS-based (Uniform) ROA (ROA') to never recover to the 2010-2019 mid-cycle profitability levels that are warranted, or even pessimistic considering the company's business strategy. Thanks to the At-Home Revolution, Ford has strong auto cycle tailwinds for the first time in five years. In addition, the company's smart strategy in the commercial market to invest in selling services, and how its electric vehicle (EV) investments can be under-written by that segment, combined with driving o...

Valens Research

LCII - Embedded Expectations Analysis - 2021 01 29

LCI Industries (LCII:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with an 18.1x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about their market share, performance against other suppliers, and increased retail demand Specifically, management is confident they have significantly expanded their market share, were able to outperform other suppliers in the market, and saw increased retail demand and historical momentum last quarter. Moreover, management is confident they remain focused on a...

Valens Research

Valens Equity Insights and Inflections - 2020 11 10

ENS currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 17.1x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 12% in 2020 to 10% in 2025, accompanied by 3% Uniform asset growth going forward. However, analysts have bullish expectations, projecting Uniform ROA to expand to 13% by 2022, accompanied by 3% Uniform asset shrinkage. Furthermore, management is confident about their investments, technology, and expansion progress. Current valuations appear to be pricing in overly bearish expectations for ENS, ...

Valens Research

LCII - Embedded Expectations Analysis - 2020 11 02

LCI Industries (LCII:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 16.4x Uniform P/E. At these levels, the market has bearish expectations for the firm, and management may have concerns about margins, supply chain problems, and general growth Specifically, management may lack confidence in their ability to maintain elevated gross margins and sustain aftermarket and international business growth. Moreover, they may have concerns about rising labor costs, supply chain pressures, and coronavirus-related effects on the Polyplastic business. Furt...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of Banks and Thrifts are developing price and/or RS reversals. (ex. BHLB, OFG, STL, CHFC, CPF, GWB, PPBI, HOPE, MTB,CBSH) • Money management/Capital markets and Insurance names remain leadership in the Financial Sector. (ex. AMP, NAVI, PMT, JEF, JRVR, and MCY.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A few Consumer Discretionary names continue to act well. (ex. UA, WHR, ELY, RRGB, SHAK, BOOT, ROST, WSM, and COTY) • The decline in oil prices may be helping some of the airlines. A few of them are near potential reversal points (ex. AAL and UAL) • Attractive Technology names include: (ex. UCTT, SEDG, FSLR, and TTEC)

LCI Industries: 1 director sold

A director at LCI Industries sold 5,000 shares at 153.000USD and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research

Valens Equity Insights and Inflections - 2021 02 02

Current market expectations for Ford misunderstand where the company is in the auto cycle. Markets expect UAFRS-based (Uniform) ROA (ROA') to never recover to the 2010-2019 mid-cycle profitability levels that are warranted, or even pessimistic considering the company's business strategy. Thanks to the At-Home Revolution, Ford has strong auto cycle tailwinds for the first time in five years. In addition, the company's smart strategy in the commercial market to invest in selling services, and how its electric vehicle (EV) investments can be under-written by that segment, combined with driving o...

Valens Research

LCII - Embedded Expectations Analysis - 2021 01 29

LCI Industries (LCII:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with an 18.1x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about their market share, performance against other suppliers, and increased retail demand Specifically, management is confident they have significantly expanded their market share, were able to outperform other suppliers in the market, and saw increased retail demand and historical momentum last quarter. Moreover, management is confident they remain focused on a...

Valens Research

Valens Equity Insights and Inflections - 2020 11 10

ENS currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 17.1x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 12% in 2020 to 10% in 2025, accompanied by 3% Uniform asset growth going forward. However, analysts have bullish expectations, projecting Uniform ROA to expand to 13% by 2022, accompanied by 3% Uniform asset shrinkage. Furthermore, management is confident about their investments, technology, and expansion progress. Current valuations appear to be pricing in overly bearish expectations for ENS, ...

Valens Research

LCII - Embedded Expectations Analysis - 2020 11 02

LCI Industries (LCII:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 16.4x Uniform P/E. At these levels, the market has bearish expectations for the firm, and management may have concerns about margins, supply chain problems, and general growth Specifically, management may lack confidence in their ability to maintain elevated gross margins and sustain aftermarket and international business growth. Moreover, they may have concerns about rising labor costs, supply chain pressures, and coronavirus-related effects on the Polyplastic business. Furt...

Valens Research

Valens Equity Insights and Inflections - 2020 06 30

ADS currently trades at a historical low relative to Uniform earnings, with a 6.2x Uniform P/E (Fwd V/E′). At these levels, the market is pricing in expectations for Uniform ROA to decline from 61% in 2019 to a 17% trough in 2024, accompanied by 8% Uniform asset shrinkage going forward. Meanwhile, analysts have less bearish expectations, projecting Uniform ROA to fall to 35% in 2020, driven by coronavirus headwinds, before recovering to 50% in 2021, accompanied by 13% Uniform asset shrinkage. Moreover, management is confident about customer payments, their liquidity, and their ability to pay...

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