Argus cuts target for LCI Industries stock to USD 75.00

Published on 10/17/2026 at 21:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue hit USD 968.67 million, down 12.60 percent. LCI Industries stock cost USD 83.89 on October 16, 2026, down 0.15 percent versus USD 84.02.

Analyst target below current price

Argus lowered its LCI Industries target to USD 75.00 on October 14, 2026.
Second-quarter revenue reached USD 968.67 million, down 12.60 percent year over year.
LCI Industries stock cost USD 83.89 on October 16, 2026 at 4:00 p.m. ET, down 0.15 percent versus the USD 84.02 NYSE close.
Estimated earnings are scheduled for October 29, 2026.

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Argus lowered its LCI Industries target to USD 75.00 on October 14, 2026. At the NYSE, the stock stood at USD 83.89 on October 16, 2026 at 4:00 p.m. ET, down 0.15 percent versus the USD 84.02 close.

Second-quarter revenue fell

LCI Industries reported second-quarter 2026 revenue of USD 968.67 million, down 12.60 percent from USD 1.1073 billion in the year-earlier quarter, while net income rose to USD 67.14 million from USD 57.60 million. Yahoo Finance reported the figures on October 15, 2026.

The revenue decline contrasts with the 16.58 percent increase in net income. That split gives the quarterly figures a more complex reading than the sales number alone.

Stock remains above yearly low

The USD 83.89 price was 8.14 percent above the 52-week low of USD 77.58 and 47.44 percent below the high of USD 159.66 on October 16, 2026. Trading volume reached 454,968 shares, 44.92 percent above the 313,954-share average.

The price also sits 11.85 percent above the Argus target of USD 75.00. Argus placed the target below the latest NYSE price, making the target gap a key valuation reference for this report.

Valuation and October 29 earnings

LCI Industries had a market capitalization of USD 2.0 billion and a trailing P/E ratio of 9.75 on October 16, 2026. Yahoo Finance lists October 29, 2026 as the estimated next earnings date.

The company operates in recreational-vehicle components through OEM and aftermarket activities. Its next report will offer a fresh test of whether the second-quarter revenue decline is easing while profitability remains higher than a year earlier.

Comparison with peers

LCI Industries (NYSE, USD): minus 0.15 percent, P/E 9.75, market capitalization USD 2.0 billion

THOR Industries (NYSE, USD): minus 2.20 percent, P/E 20.25, market capitalization USD 3.5 billion

Winnebago Industries (NYSE, USD): minus 2.68 percent, P/E 17.65, market capitalization USD 678.5 million

The October 16 close sets the frame

LCI Industries ended the latest NYSE session at USD 83.89, down 0.15 percent from the USD 84.02 close. The price was above its yearly low but well below its yearly high, while the P/E ratio was below the two named recreational-vehicle peers.