LCI Industries (LCII)

Its original equipment manufacturer segment provides parts and systems that are installed during production by RV makers and other manufacturers. Products include chassis and chassis-related components, axles, suspension products, slide-out mechanisms, windows, doors, furniture, mattresses, awnings, leveling systems, electronics, towing products, and other interior and exterior components. LCI also serves adjacent markets such as marine, buses, cargo and utility trailers, manufactured housing, modular housing, trains, and specialty vehicles.

The company’s aftermarket segment sells replacement parts, upgrades, and accessories to dealers, distributors, service centers, and retail channels. This business gives LCI exposure to the installed base of RVs and other vehicles already in use, not only to new production cycles. Aftermarket demand can be influenced by maintenance needs, repair activity, consumer travel trends, and owners’ willingness to upgrade equipment.

LCI Industries is closely tied to the health of the RV industry, where major customers include leading manufacturers such as Thor Industries, Forest River, and Winnebago. Its scale, broad product catalogue, and relationships with OEMs make it an important supplier in the outdoor recreation ecosystem. For investors, the company represents a component-manufacturing business with cyclical exposure to RV production, consumer discretionary spending, and long-term interest in mobile leisure and outdoor living.