Congress trades
LCI Industries (LCII)
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About LCI Industries
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Auto - Recreational Vehicles
- Chief executive
- Jason D. Lippert
- Employees
- 12,300
- Listed since
- May 29, 1985
- Market value
- $2.1B
- Price to earnings (12 mo)
- 9.8
- Net income per share, as reported (12 mo)
- $8.69
- Dividend yield
- 5.42%
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 5, 2026 | $2.70 | $2.58 | $968.7M | $1.1B | EPS beatRevenue miss |
| Mar 31, 2026 | $2.60 | $2.17 | $1.1B | $1.1B | EPS beatRevenue in line |
| Q4 FY2025reported Feb 18, 2026 | $0.89 | $0.69 | $932.7M | $913.1M | EPS beatRevenue beat |
| Q3 FY2025reported Oct 30, 2025 | $1.97 | $1.44 | $1.0B | $964.0M | EPS beatRevenue beat |
| Q2 FY2025reported Aug 5, 2025 | $2.39 | $2.22 | $1.1B | $963.7M | EPS beatRevenue beat |
| Q1 FY2025reported May 6, 2025 | $2.19 | $1.55 | $1.0B | $972.4M | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 27, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Jason D. LippertPresident and Chief Executive Officer | $1.2M | $6.2M | $2.7M | $10.1M |
| Ryan R. SmithGroup President - North America | $957K | $3.0M | $2.4M | $6.4M |
| Jamie M. SchnurGroup President - Aftermarket | $755K | $2.1M | $1.6M | $4.4M |
| Lillian D. EtzkornExecutive Vice President and Chief Financial Officer | $630K | $1.2M | $750K | $2.6M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $391.8M | 3,700,879 | +4.4% | 15.22% |
| Kayne Anderson Rudnick Investment Management LLC | $184.3M | 1,741,056 | -9.3% | 7.16% |
| Dimensional Fund Advisors LP | $158.7M | 1,499,046 | +6.2% | 6.17% |
| Vanguard Portfolio Management LLC | $157.7M | 1,489,246 | +0.7% | 6.13% |
| FMR LLC | $126.5M | 1,194,677 | -41.3% | 4.91% |
| Vanguard Capital Management LLC | $111.5M | 1,052,699 | +0.7% | 4.33% |
| State Street Corp | $100.5M | 949,136 | +3.0% | 3.92% |
| Geode Capital Management, LLC | $73.0M | 689,629 | +18.1% | 2.84% |
| Royce & Associates LP | $68.7M | 648,826 | +6.4% | 2.67% |
| American Century Companies Inc | $66.1M | 623,929 | -30.2% | 2.57% |
| Wells Fargo & Company | $63.9M | 603,756 | -0.5% | 2.48% |
| Morgan Stanley | $57.7M | 545,300 | +4.0% | 2.24% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in LCII
9 disclosures of 9 on record · median 26d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -31.2%After the saleS&P 500 +14.7% · -45.9 pts vs S&P 500 | Mar 13, 2026 | Apr 7, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -46.0%After the saleS&P 500 +11.4% · -57.4 pts vs S&P 500 | Feb 13, 2026 | Mar 9, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | -20.6%S&P 500 +13.1% · -33.7 pts vs S&P 500 | Nov 14, 2025 | Dec 8, 2025 | 24d |
| Tony Wied | Stock | Purchase | $1,000,001 - $5,000,000 | -7.8%S&P 500 +10.9% · -18.7 pts vs S&P 500 | Oct 27, 2025 | Nov 10, 2025 | 14d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -10.9%After the saleS&P 500 +90.3% · -101.1 pts vs S&P 500 | Dec 14, 2022 | Jan 19, 2023 | 36d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | -18.5%S&P 500 +73.6% · -92.1 pts vs S&P 500 | Apr 14, 2022 | May 25, 2022 | 41d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -29.6%After the saleS&P 500 +72.0% · -101.5 pts vs S&P 500 | Jan 28, 2022 | Feb 23, 2022 | 26d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -46.0%After the saleS&P 500 +64.0% · -110.0 pts vs S&P 500 | Dec 14, 2021 | Jan 27, 2022 | 44d |
| Michael T. McCaul | Stock | Purchase | $50,001 - $100,000 | -38.1%S&P 500 +84.9% · -123.0 pts vs S&P 500 | May 19, 2021 | Jun 17, 2021 | 29d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in LCII, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 24, 20261 member reports a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Tony Wied | Republican · House | $50,001 - $100,000 | 0.2% |
Estimate, as of Oct 24, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded LCII?
Ro Khanna, Tony Wied and Michael T. McCaul disclosed LCII transactions in the filings shown here.
Which members of Congress hold LCII?
1 member of Congress reports a position in LCII in the estimate we hold as of Oct 24, 2026. The estimated position belongs to Tony Wied. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are LCII trades disclosed?
Congressional disclosures took a median of 26 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.