LCI Industries stock trading at $99.12, with trailing P/E of 16.25 and forward P/E of 18.55. Is Winnebago Industries (WGO) the target of short sellers? LCII appears undervalued at ~10x free cash flow, benefiting from a recovery in RV and marine sectors.

LCII has a durable market position with barriers to entry, aiming for 3%-5% organic growth and 25% incremental margins. Bullish on LCII’s expansion into higher-content motorhomes and aftermarket sales, targeting $5 billion in organic revenue by 2027 with a 5% dividend yield and strong capital allocation strategies.

LCII faces tariff risks but mitigates through supply chain shifts and customer cost adjustments. Even in bearish scenarios, FCF yield provides safety margin. With catalysts like RV industry recovery and share buybacks, LCII offers attractive risk/reward for long-term investors. Vincent975’s bullish thesis focuses on the underappreciated aftermarket and recurring revenue potential of LCII.

Harley-Davidson’s stock price has appreciated by 2.9% after a bullish thesis in May 2025. Vincent975 shares a similar investment framework with LCII, emphasizing the underappreciated aftermarket and recurring revenue opportunity in the RV and marine supplier space. LCII’s strong market position and growth potential make it an attractive investment.

Read more at Yahoo Finance: LCI Industries (LCII): A Bull Case Theory