LCI Industries Investor Presentation Deck
AFTERMARKET
Growth Drivers & Trends
Key Drivers
Represents one of the strongest value drivers for LCI
due to long runway for growth, counter-cyclicality,
strong margin profile, and premium brands.
Innovation driving ongoing portfolio expansion
through sophisticated products, catering to the new
generation of RV enthusiasts
●
Poised to benefit from the record number of RVs on
road entering service and repair cycle
• Focus on customer experience leading towards
innovative offerings through one-on-one engagement
as we leverage customer feedback to drive
improvements
Organic Growth Expectations
Estimated to be double the size of the
new RV market each year with higher margins
Our aftermarket business will continue to provide
diversification growth opportunities as it approaches
the $1 billion mark
●
●
Growth in OEM units drives opportunities for
Aftermarket segment
2022
NA AM Net Sales
7%
11%
32%
Marine
Other
50%
Towing & Truck Accessories
RV
$1,000M
$800M
$600M
$400M
$200M
$OM
39% CAGR
2018 2019
2020 2021 2022
NA Aftermarket Net Sales
LCI INDUSTRIES 16View entire presentation