LCI Industries filings document operating results, Regulation FD disclosures and governance matters for its engineered-components business. Recent Form 8-K reports furnish earnings releases, supplemental presentations, earnings-call transcripts, dividend announcements and other corporate communications tied to the company’s OEM and aftermarket markets.
The company’s proxy materials cover annual meeting procedures, board governance and stockholder voting matters. Its filings also reference liquidity, common-stock dividends, capital resources and risk areas associated with recreation and transportation demand, commodity costs, international operations, information technology security, warranty and product liability claims, and product recalls.
LCI Industries scheduled the release of its third-quarter 2026 results before the market opens on November 5, 2026, followed by a conference call and webcast at 8:30 a.m. ET that day. The call will discuss the results, and a supplemental earnings presentation will be available on the company website. A call replay will be available for two weeks, and the webcast replay will be posted immediately after the call.
LCI Industries is party to a pending all-stock merger with Patrick Industries. LCI shareholders are to receive 1.2440 shares of Patrick common stock for each LCI common share. The transaction materials state pro forma ownership of 52% for Patrick Industries and 48% for LCI Industries.
Both companies’ boards unanimously approved the transaction. It is expected to close in the first half of 2027, subject to approval by both companies’ shareholders, required regulatory approvals and other customary closing conditions. The definitive joint proxy statement/prospectus was mailed to shareholders on or about October 19, 2026.
LCI Industries (LCII) and Patrick Industries, Inc. have agreed to a proposed merger in which each eligible LCI common share would convert into 1.2440 shares of Patrick common stock, plus cash instead of any fractional share. The exchange ratio is fixed and will not adjust for changes in either company’s share price; based on Patrick’s closing price on October 16, 2026, the consideration was approximately $84.64 per LCI share.
Closing is subject to required approvals and other conditions, and is expected in the first half of 2027. LCI stockholders and Patrick shareholders will vote at virtual special meetings on November 18, 2026; completion requires approval of the LCI merger proposal and Patrick’s share issuance and authorized stock increase proposals. Estimated ownership of the combined company is approximately 52% for existing Patrick shareholders and 48% for former LCI stockholders. LCI’s credit facility is to be paid off and terminated substantially concurrently with closing; its 3.00% Convertible Senior Notes due 2030 are expected to remain outstanding and become convertible into Patrick shares.
LCI Industries (LCII) and Patrick Industries received a request for additional information and documentary material from the DOJ on October 9, 2026, as part of its review of their proposed mergers under an agreement dated June 30, 2026. The request extends the Hart-Scott-Rodino Act waiting period until 30 days after both companies have substantially complied, unless the DOJ terminates it earlier or the parties otherwise extend it by agreement.
The companies refiled their HSR notifications on September 9 after voluntarily withdrawing earlier submissions on September 4. Completion remains subject to termination or expiration of the applicable waiting period and satisfaction or waiver of the merger agreement’s other closing conditions. LCI and Patrick intend to continue cooperating with the DOJ.
LCI Industries and Patrick Industries each received a U.S. Department of Justice request for additional information and documentary material on October 9, 2026, as part of the DOJ’s review of their proposed merger. After both companies refiled their Hart-Scott-Rodino Act notifications on September 9, a new waiting period began; the Second Request extends it until 30 days after both companies substantially comply, unless the DOJ ends it earlier or the parties agree to an extension.
LCI and Patrick intend to continue cooperating with the DOJ. Completion of the mergers remains subject to expiration or termination of the HSR waiting period and satisfaction or waiver of the other merger-agreement closing conditions.
For LCI Industries (LCII), Dimensional Fund Advisors reported beneficial ownership of 1,551,959 common shares, or 6.4%, as of September 30, 2026. It reported sole voting power over 1,525,287 shares and sole dispositive power over 1,551,959 shares, with no shared voting or dispositive power. The shares are owned by Funds advised or managed by Dimensional, which disclaims beneficial ownership. Dimensional stated that, to its knowledge, no individual Fund's interest exceeds 5% of the class.
LCI Industries (LCII) Interim CEO Johnny Sirpilla told employees that work on the proposed merger with Patrick Industries is proceeding through legal, financial and government-approval steps. He said a preliminary Form S-4 registration statement is part of the process. Patrick’s preliminary joint proxy statement/prospectus is not complete and may change. The companies have not begun planning integration of day-to-day operations, and the message says Lippert and Patrick remain separate, independent companies until the transaction closes.
The next major milestone is a shareholder vote, which LCI Industries currently expects toward the end of this year. After the registration statement is declared effective by the SEC, a definitive joint proxy statement/prospectus will be mailed to stockholders of both companies.
LCI Industries (LCII) reports a procedural update on its planned merger with Patrick Industries. LCI previously agreed to a two-step merger in which it will become a wholly owned subsidiary of Patrick through sequential mergers with Patrick’s wholly owned subsidiaries. In connection with U.S. antitrust review under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, both companies submitted Premerger Notification and Report Forms on August 5, 2026. LCI then voluntarily withdrew its HSR notification on September 4, 2026 and refiled it on September 9, 2026, starting a new HSR waiting period. Completion of the mergers remains conditioned on expiration or termination of this waiting period and on satisfaction or waiver of the other closing conditions in the merger agreement.
LCI Industries (LCII) reports a procedural update on its pending merger with Patrick Industries. Under a June 30, 2026 merger agreement, LCI is scheduled to become a wholly owned subsidiary of Patrick through a two-step merger structure involving two Patrick subsidiaries.
On August 5, 2026, LCI and Patrick each submitted Premerger Notification and Report Forms under the Hart-Scott-Rodino Antitrust Improvements Act (HSR Act) to the Federal Trade Commission and the Department of Justice. LCI then voluntarily withdrew its HSR filing on September 4, 2026 and refiled on September 9, 2026, starting a new HSR waiting period. Expiration or termination of this waiting period remains a condition to closing, along with other conditions in the merger agreement.
Kayne Anderson Rudnick Investment Management, LLC reports beneficial ownership of LCI Industries common stock. The firm holds 1,741,252 shares, representing 6.0% of the class. It has sole voting power over 1,248,888 shares and shared voting power over 285,520 shares.
The firm also has sole dispositive power over 1,455,732 shares and shared dispositive power over 285,520 shares. This filing reflects the firm’s status as an institutional investor with a significant minority stake in LCI Industries.