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Can Thor Industries (NYSE:THO) navigate an extended RV industry down cycle while safeguarding long-term shareholder value? While component suppliers like LCI Industries show how turning shrinking sales into bigger profits can be achieved through operational agility, Thor’s thesis relies on historical multi-year revenue growth, steady operating cash flow generation, balance sheet health, return on invested […]
On August 5, LCI Industries (NYSE:LCII) reported second-quarter results that look contradictory at first read. Revenue fell 13% year over year to $968.7 million, yet net income climbed 16% to $67.1 million, or $2.75 per diluted share. That gap between a shrinking top line and a growing bottom line is the real story of the […]
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ketteQ, the supply chain orchestration company powered by Free-Range AI™, today announced that Lippert, a global manufacturer of highly engineered components for the RV, marine, automotive, commercial vehicle, and building products industries, has selected ketteQ as its next-generation supply chain planning platform, based on its current capabilities, future innovation roadmap, and partnership approach, along with the advanced planning potential of Quintus™ AI and the PolymatiQ™ solver. The sele
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