LCI Industries ($LCII)

The ASSIST Act of 2025 expands VA medical services to include medically necessary automobile adaptations, creating a government procurement channel for mobility equipment manufacturers $VMI and $LCII. The bill is out of committee with a companion in the House, increasing passage probability. $VMI has rallied +27.44% in 30 days, trading at $509.20 near its 52-week high, while $LCII is down -3.29% over the same period at $118.93.

→ VA becomes a predictable, recurring government buyer of wheelchair-accessible vehicle equipment, with an estimated 5.5 million enrolled veterans potentially eligible for these adaptations, creating a new procurement stream distinct from discretionary grant programs