{ "docId": "019de514-16a9-7476-a899-abb190be45d7", "docSlug": "0446e197979e56c2a560ffafbfbdcb68", "documentTitle": "LCI Industries | Investor Presentation Deck | 36 slides", "authorId": "lci-industries", "authorName": "LCI Industries", "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-09-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 25, "pageCount": 36, "prevPage": 24, "nextPage": 26, "slideType": "traction", "function": "show_traction", "density": "overcrowded", "nDataPoints": 32, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de514-16a9-7476-a899-abb190be45d7/25", "deckHref": "/decks/019de514-16a9-7476-a899-abb190be45d7", "deckJsonHref": "/decks/019de514-16a9-7476-a899-abb190be45d7.json", "deckAnchorHref": "/decks/019de514-16a9-7476-a899-abb190be45d7#slide-25", "components": [ { "bbox": { "h": 0.29, "w": 0.46, "x": 0.04, "y": 0.59 }, "kind": "chart", "text": "Diluted EPS\n$20\n$16\n$12\n$8\n$4\n$0\n2016 $5.20\n2017 $5.24\n2018 $5.83\n2019 $5.84\n2020 $6.27\n2021 $11.32\nTTM 6/30/22 $19.47\n17% CAGR", "attrs": { "title": "Diluted EPS", "trend_line": { "label": "17% CAGR" }, "data_series": [ { "name": "Diluted EPS", "values": [ 5.2, 5.24, 5.83, 5.84, 6.27, 11.32, 19.47 ] } ], "x_axis_labels": [ "2016", "2017", "2018", "2019", "2020", "2021", "TTM 6/30/22" ], "y_axis_labels": [ "$0", "$4", "$8", "$12", "$16", "$20" ] }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "10537a76-834c-4267-9f85-560c0b079a49", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.29, "w": 0.46, "x": 0.5, "y": 0.59 }, "kind": "chart", "text": "Free Cash Flow* ($M)\n$300M\n$200M\n$100M\n$0M\n$(100)M\n$(200)M\n$(300)M\n2016 $159\n2017 $68\n2018 $37\n2019 $211\n2020 $174\n2021 -$210\nTTM 6/30/22 $85", "attrs": { "title": "Free Cash Flow* ($M)", "data_series": [ { "name": "Free Cash Flow", "values": [ 159, 68, 37, 211, 174, -210, 85 ] } ], "x_axis_labels": [ "2016", "2017", "2018", "2019", "2020", "2021", "TTM 6/30/22" ], "y_axis_labels": [ "$(300)M", "$(200)M", "$(100)M", "$0M", "$100M", "$200M", "$300M" ] }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "19e530d8-fe4a-4aaf-b7ed-057b1481aac6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.29, "w": 0.46, "x": 0.5, "y": 0.27 }, "kind": "chart", "text": "EBITDA* ($M)\n$900M\n$600M\n$300M\n$0M\n2016 $247\n2017 $269\n2018 $266\n2019 $276\n2020 $321\n2021 $511\nTTM 6/30/22 $816\n16% CAGR", "attrs": { "title": "EBITDA* ($M)", "trend_line": { "label": "16% CAGR" }, "data_series": [ { "name": "EBITDA", "values": [ 247, 269, 266, 276, 321, 511, 816 ] } ], "x_axis_labels": [ "2016", "2017", "2018", "2019", "2020", "2021", "TTM 6/30/22" ], "y_axis_labels": [ "$0M", "$300M", "$600M", "$900M" ] }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "42ebed81-04b1-4468-beb1-85ee20f1769b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.29, "w": 0.46, "x": 0.04, "y": 0.27 }, "kind": "chart", "text": "Sales Trend ($M)\n$6,000M\n$5,000M\n$4,000M\n$3,000M\n$2,000M\n$1,000M\n$0M\n2016 $1,679\n2017 $2,148\n2018 $2,476\n2019 $2,371\n2020 $2,796\n2021 $4,473\nTTM 6/30/22 $5,559\n22% CAGR", "attrs": { "title": "Sales Trend ($M)", "trend_line": { "label": "22% CAGR" }, "data_series": [ { "name": "Sales", "values": [ 1679, 2148, 2476, 2371, 2796, 4473, 5559 ] } ], "x_axis_labels": [ "2016", "2017", "2018", "2019", "2020", "2021", "TTM 6/30/22" ], "y_axis_labels": [ "$0M", "$1,000M", "$2,000M", "$3,000M", "$4,000M", "$5,000M", "$6,000M" ] }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e31e1007-a110-4eda-9fdf-796a5ecb913f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.8, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "* See the Appendix to this presentation for reconciliation of non-GAAP financial measures to the most directly comparable GAAP financial measures.", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d9737b2c-14ba-473e-a1a0-a206e4476505", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "title", "text": "Driving substantial, stable growth while expanding profitability through strong operational focus", "attrs": {}, "subkind": "action-title", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2f1dccd4-af27-46f6-992e-58ef94b50011", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.41, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "FINANCIAL OVERVIEW", "attrs": {}, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "06de903c-9f52-4670-b354-c50732bed030", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "2x2 matrix", "slug": "matrix-2x2", "agent": null, "layer": "slide", "matchId": "309cda7e-bf54-4ee8-a607-335bbabac3f4", "evidence": "chart/bar-stacked-100pct: Projected Future Use of Cash", "confidence": 0.5 }, { "name": "Waterfall chart", "slug": "waterfall-chart", "agent": null, "layer": "slide", "matchId": "a32cb568-933c-44d3-a3fb-daf4aefa8e96", "evidence": "chart/bar-vertical: Sales Trend ($M)", "confidence": 0.7 } ], "frameworks": [], "arcBeats": [ { "to": 30, "from": 24, "beatId": "b1d1dc5f-5d1c-4c4d-9f20-3442bf1f53fa", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "The document presents financial overviews, growth through diversification, and long-term financial outlook.", "position": 3, "confidence": 0.8, 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