Q2 FY2026 EarningsQ2 FY26 results missed consensus on the top line but exceeded on profitability: revenue of $968.7M fell below the $1,121.5M expected (-13.6% variance), primarily due to a -33% YoY decline in RV OEM sales. However, GAAP EPS of $2.75 beat the $2.52 mean estimate, supported by aggressive cost-saving initiatives and a one-time benefit from IEEPA tariff refunds. The announcement of an all-stock merger with Patrick Industries and a downward revision of full-year wholesale RV shipment guidance highlight a strategic pivot amid a persistently soft outdoor recreation market.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: LCI Industries(LCII) the Revenue is 968.68 M (-12.52%), Miss estimate;the EBIT is 95.96 M (+5.45%), Beat estimate;the EPS is 2.75 (+20.09%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.97B12.52%
1.12B1.29%
-0.15B13.81%
EBITExceed expectations
0.10B5.45%
0.10B4.72%
+0.00B0.73%
EPSExceed expectations
2.7520.09%
2.522910.17%
+0.22719.92%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf