Lci Industries — Drew Industries — Investor Presentation (December 2005)

9 slides from Lci Industries's investor presentation, Dec 12, 2005

Slide 1: A Leading National Supplier of a Wide Variety of Components for RV's and Manufactured Homes
A Leading National Supplier of a Wide Variety of Components for RV’s and Manufactured Homes
Slide 2: Slide 2
Slide 3: Slide 3
Slide 4: Operating profit margin
Operating profit margin 11.3% 6.8% 8.6% 9.4% 11.3% 9.2% (a) 8.9% (a) Excludes sales of specialty trailers
Slide 5: Operating profit margin
Operating profit margin 15.5% 9.8% 10.8% 11.0% 10.7% 10.1% (a) 9.4% (a) (a) Margin in 2004 and 2005 impacted by increases in steel costs and an adverse jury award in a work place injury lawsuit that affected both years.
Slide 6: Each of our RV and MH acquisitions has expanded geographic markets or broadened product lines
Each of our RV and MH acquisitions has expanded geographic markets or broadened product lines
Slide 7: RV industry shipments including FEMA purchases
(1) Includes approximately 13,000 RVs purchased by FEMA for emergency housing for 2004 hurricane victims. (2) Includes an estimated 25,000 RVs purchased by FEMA for emergency housing for 2005 hurricane victims.
Slide 8: Manufactured home shipments including FEMA purchases
(1) Includes approximately 3,500 MHs purchased by FEMA for emergency shelter for 2004 hurricane victims. (2) Includes an estimated 25,000 MHs purchased by FEMA for emergency shelter for 2005 hurricane victims.
Slide 9: (Dec unless noted)
32 $18 st $5 2000 2001 2002 2003 2004 11/1105 (Dec 31 unless noted)