Filing Flows › LCI Industries (LCII) › How it makes money
How LCI Industries (LCII) makes money
LCI Industries (LCII) made $992M of revenue in the third quarter 2026 (Q3 2026), -4% from a year earlier. OEM Segment brought in $732M (74%); Aftermarket Segment brought in $260M (26%). Of every dollar of revenue, 27¢ was left as gross profit, 8¢ was left as operating profit, 5¢ was left as net earnings.
Drawing the Sankey…
Revenue by segment, Q3 2026
| Segment | Revenue | Share | Q/Q | Y/Y |
|---|---|---|---|---|
| OEM Segment | $732M | 73.8% | +9% | -7% |
| ↳ Adjacent industries OEMs | $342M | 34.5% | +1% | +7% |
| ↳ Travel trailers and fifth-wheels | $338M | 34.0% | +20% | -18% |
| ↳ Motorhomes | $52.0M | 5.2% | -3% | -10% |
| Aftermarket Segment | $260M | 26.2% | -11% | +6% |
Where each dollar of revenue goes
| Line | Q3 2026 | % of revenue |
|---|---|---|
| Revenue | $992M | 100.0% |
| Cost of revenue | $729M | 73.4% |
| Gross profit | $264M | 26.6% |
| Operating expenses | $189M | 19.0% |
| Operating profit | $75.0M | 7.6% |
| Income tax | $18.2M | 1.8% |
| Net earnings | $50.1M | 5.0% |
| Operating cash flow | $67.1M | 6.8% |
| Free cash flow | $53.6M | 5.4% |
Revenue, quarter by quarter
| Quarter | Revenue | Y/Y |
|---|---|---|
| Q3 2026 | $992M | -4% |
| Q2 2026 | $969M | -12% |
| Q1 2026 | $1.1B | +4% |
| Q4 2025 | $933M | +16% |
| Q3 2025 | $1.0B | +13% |
| Q2 2025 | $1.1B | +5% |
| Q1 2025 | $1.0B | +8% |
From LCI Industries' 10-Q filed Nov 5, 2026 (on EDGAR).
Questions
How does LCI Industries make money?
LCI Industries (LCII) made $992M of revenue in the third quarter 2026 (Q3 2026), -4% from a year earlier. OEM Segment brought in $732M (74%); Aftermarket Segment brought in $260M (26%). Of every dollar of revenue, 27¢ was left as gross profit, 8¢ was left as operating profit, 5¢ was left as net earnings.
What is LCI Industries' biggest business?
OEM Segment: $732M in the third quarter 2026, 74% of revenue, -7% from a year earlier.
What is LCI Industries' profit margin?
Net earnings were $50.1M, 5.0% of revenue, in the third quarter 2026; the operating margin was 7.6%.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.