LCI Industries, a supplier of components for recreational vehicles, announced its financial results for the first quarter of 2026. Consolidated revenue increased 4% to $1.1 billion, while adjusted EBITDA grew 13% to $125 million. EBITDA margin reached 11.5%.
The improvement came despite a more than 12% drop in RV segment shipments. The company attributed the gains to increased market share and higher content per unit. Specifically, content per unit for towable RVs rose 13% to $5,826, a record annual increase.
The wholesale RV shipment forecast was lowered to 315,000–330,000 units. The company also plans to consolidate 8–10 manufacturing facilities in 2026.