LCI Industries Q1 EPS up 30% to $2.53 as sales rise 4% to $1.1 billion
LCI Industries reported first-quarter 2026 results on May 5, 2026, with net sales up 4% to $1.1 billion and diluted EPS up 30% to $2.53 from $1.94. The company raised the low end of its 2026 adjusted EPS outlook to $8.75 to $9.25 but cut its North American RV wholesale shipment forecast, and it expects April 2026 net sales to fall 4% from a year earlier. For shareholders, earnings improved while the volume outlook weakened.
Key points
- Net sales rose 4.3% to $1.1 billion in Q1 2026; diluted EPS was $2.53 versus $1.94, and adjusted diluted EPS was $2.59 versus $2.19
- 2026 adjusted diluted EPS outlook of $8.75 to $9.25, with the lower end raised from $8.25 and the upper end reaffirmed
- 2026 North American RV wholesale shipments lowered to 315,000 to 330,000 from 335,000 to 350,000
- April 2026 net sales expected at approximately $374 million, down 4% from the prior year
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 6:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 05, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.