LCI Industries (LCII) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$98.97 +1.41% NYSE • Public Delayed / 60s Snapshot

LCI Industries (LCII) carries a Roarable Rating of C+ (Hold) with 66/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $2.41B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510066
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D+ · Rk B+
Cash (12)Whales (10)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+3.6% Base Target
$168 Bull$103 Base$80 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:57% Call Buyers ($2.6M)
43% PutsMax Pain: $97.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How LCII Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$278.3M (6.8% FCF Margin)
Revenue$4.12BGross Profit $980.3M (23.8%)Cost of Sales $3.14BOp Profit $279.9M (6.8%)OpEx (R&D/SG&A) $700.4MNet Profit$188.3M (4.6%)Tax/Other $91.7M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $3.78B
FY24
Rev $3.74B
FY25
Rev $4.12B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$4.12B23.8%6.8%$188.3M$278.3M10.6%
FY 2024$3.74B23.5%5.8%$142.9M$328.0M8.7%
FY 2023$3.78B44%3.3%$64.2M$356.9M3.6%
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Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring LCII)

  • ✓Live walkthrough of LCII's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
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LCII // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -16.98%⚡ TESTING RESISTANCE
2026-10-30O $97.00H $99.36L $95.93C $98.98VOL 639.6K
RES: $102.5SUP: $75.58SMA50: $89.83SMA200: $111.4
$129.4$115.3$101.3$87.26$73.22RES $102.5SUP $75.58$98.982026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

LCII Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
3.8%/yr Implied 5Y Growth

vs. +10.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on LCII today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for LCII. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for LCII today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

LCII Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is LCI Industries (LCII)?

In FY 2025 (10-K), LCII converted $4.1B of revenue into a 23.8% gross margin, 6.8% operating margin, and $278.3M in free cash flow (6.8% FCF margin).