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LCI Industries reports developments tied to its Lippert engineered-components business in recreation and transportation markets. The company supplies original equipment manufacturers and aftermarket customers, with product demand connected to RVs and adjacent markets such as trailers, buses, trucks, pontoon boats, manufactured homes and modular housing.
Recurring LCII news covers quarterly results, margin and revenue drivers, OEM production trends, aftermarket growth, content-per-unit metrics, operational efficiency initiatives and capital returns through cash dividends. Company updates also include investor conference participation, earnings call scheduling and other corporate communications affecting its public-company profile.
LCI Industries (NYSE: LCII) announced that its Board of Directors has approved a regular quarterly cash dividend of $1.15 per share on its common stock. The dividend will be payable on September 4, 2026, to shareholders of record as of the close of business on August 21, 2026. The company supplies engineered components to the outdoor recreation and transportation markets through its Lippert subsidiary.
LCI Industries (NYSE: LCII) reported second quarter 2026 net sales of $968.7 million, down 12.5% year over year, or $1,057.5 million on an adjusted basis excluding $88.8 million of IEEPA tariff refunds expected to be passed through to customers. Operating margin expanded 200 bps to 9.9%, while net income rose 16% to $67.1 million and diluted EPS increased 20% to $2.75. Adjusted EBITDA grew 7% to $129.4 million, and adjusted EPS was $2.70.
OEM segment net sales declined 20% to $674.8 million, including a 33% drop in RV OEM sales, while Aftermarket net sales grew 10% to $293.9 million with operating margin improving to 17.7%. LTM operating cash flow reached $346 million, and liquidity totaled $812 million, including $216.5 million of cash and $595.2 million of revolver availability. The company repaid $92 million of 2026 Convertible Notes at maturity and returned $28 million in dividends during the quarter. LCI entered a definitive all-stock merger agreement with Patrick Industries and updated 2026 guidance to revenue of $3.9–$4.1 billion, operating margin of 7.5%–8.0%, and adjusted EPS of $8.25–$8.75, alongside a lower North American RV wholesale shipment outlook.
LCI Industries (NYSE: LCII) will release its second quarter 2026 financial results before the market opens on Wednesday, August 5, 2026. The company will host a conference call and live webcast the same day at 8:30 a.m. ET, with replays available via phone and the investor website.
LCI Industries (NYSE: LCII) announced the appointment of Robert Hureau, 58, as an additional independent member of its Board of Directors. He will serve on the Audit Committee, Risk Committee, and Compensation and Human Capital Committee.
Hureau has been President and Chief Executive Officer of Alamo Group since September 2025. He previously served as CEO of American Trailer World from April 2019 to March 2025, after earlier roles as its Executive Vice President and Chief Financial Officer. His prior experience includes senior finance leadership positions at Pharmaceutical Product Development and Sensata Technologies. According to LCI Industries, he brings extensive executive leadership, financial management, audit oversight, risk management, and strategic planning expertise, including experience in mergers and acquisitions and global industrial and distribution operations.
Patrick Industries and LCI Industries (NYSE: LCII) agreed to an all-stock merger creating a leading component solutions provider for outdoor enthusiast, housing, transportation and other markets.
LCI holders receive 1.2440 Patrick shares and will own ~48% of a combined company with about $8.1B revenue, $1.0B adjusted EBITDA, $508M free cash flow and $150M+ run-rate synergies, targeting close in the first half of 2027.
LCI Industries (NYSE:LCII) announced major leadership transitions. Longtime President and CEO Jason Lippert has retired and stepped down from the CEO role and Board after 32 years, and will serve as advisor for one year. Independent Director Johnny Sirpilla becomes interim CEO, effective immediately. The Board will begin a comprehensive search for a permanent CEO, considering internal and external candidates.
The Board also elected Virginia “Ginnie” Henkels as Chair, while former Chairman Tracy Graham has stepped down from the Board after 10 years. Under Lippert’s leadership, annual revenue grew from $125 million to over $4 billion.
LCI Industries (NYSE: LCII) will participate in the Stifel Boston Cross Sector 1x1 Conference on June 2, 2026. Chief Financial Officer Lillian Etzkorn will host investor meetings throughout the day in Elkhart, Indiana.
LCI Industries (NYSE:LCII) announced that its board approved a regular quarterly cash dividend of $1.15 per share of common stock.
The dividend is payable on June 12, 2026, to shareholders of record as of the close of business on May 29, 2026.
LCI Industries (NYSE: LCII) reported first quarter 2026 results with consolidated net sales up 4.3% to $1.1 billion, operating profit margin of 8.7%, net income of $62.9 million and diluted EPS of $2.53. Adjusted EBITDA rose to $125.0 million.
The company returned $28 million to shareholders via dividends, held $142.2 million of cash, had $595.2 million of revolver availability (total liquidity $737 million), and tightened 2026 adjusted EPS guidance to $8.75–$9.25. RV wholesale shipment range was lowered to 315,000–330,000 units for 2026.
LCI Industries (NYSE: LCII) and Patrick Industries (NASDAQ: PATK) announced on May 4, 2026 that they have terminated discussions regarding a potential merger of equals because they could not agree on mutually acceptable terms. LCI will release Q1 2026 results and host a conference call and webcast on May 5, 2026 at 8:30 a.m. ET.