Congress trades
LCI Industries (LCII)
About LCI Industries
from the company's filings and listing- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Auto - Recreational Vehicles
- Chief executive
- Jason D. Lippert
- Employees
- 12,300
- Listed since
- May 29, 1985
- Market value
- $2.3B
- Price to earnings
- 11.1
- Earnings per share
- $8.69
- Dividend yield
- 4.79%
Earnings
6 reported quarters · next on Oct 29, 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 |
| Q1 FY2026reported 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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 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 2025 proxy statement, current executives only. 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 | Change | Of company |
|---|---|---|---|---|
| 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% | 3.90% |
| 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/Mn | $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 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in LCII
9 disclosures of 9 on record · median 26d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -22.1%S&P +15.1% · vs S&P 500 -37.2% | Mar 13, 2026 | Apr 7, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -38.9%S&P +11.8% · vs S&P 500 -50.7% | Feb 13, 2026 | Mar 9, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | -10.2%S&P +13.4% · vs S&P 500 -23.6% | Nov 14, 2025 | Dec 8, 2025 | 24d |
| Tony Wied | Stock | Purchase | $1,000,001 - $5,000,000 | +4.3%S&P +11.3% · vs S&P 500 -6.9% | Oct 27, 2025 | Nov 10, 2025 | 14d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +1.4%S&P +91.2% · vs S&P 500 -89.8% | Dec 14, 2022 | Jan 19, 2023 | 36d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | -1.5%S&P +75.9% · vs S&P 500 -77.4% | Apr 14, 2022 | May 25, 2022 | 41d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -19.9%S&P +72.8% · vs S&P 500 -92.7% | Jan 28, 2022 | Feb 23, 2022 | 26d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -38.6%S&P +64.8% · vs S&P 500 -103.4% | Dec 14, 2021 | Jan 27, 2022 | 44d |
| Michael T. McCaul | Stock | Purchase | $50,001 - $100,000 | -29.5%S&P +85.8% · vs S&P 500 -115.4% | May 19, 2021 | Jun 17, 2021 | 29d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 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 | 0.3% |
Estimate, as of Sep 10, 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, 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 Sep 10, 2026. The largest 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 Sep 10, 2026.