Welcome to our dedicated page for Lci Inds SEC filings (Ticker: LCII), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 and Patrick Industries announced a proposed all-stock merger to combine the two businesses into a single public company subject to customary shareholder and regulatory approvals. The companies said the pro forma business would generate approximately $8.1 billion in revenue and ~$1.0 billion of adjusted EBITDA, with combined equity value of about $5.5 billion and enterprise value in excess of $7.5 billion.
Under the agreement each LCI share will be exchanged for 1.2440 shares of Patrick common stock, giving Patrick shareholders ~52% and LCI shareholders ~48% of the combined company. Management expects ~$150 million of annual run-rate cost synergies (cost-synergies only), pro forma net leverage of ~2.1x, free cash flow of ~$508 million, and closing targeted in the first half of 2027 (timing and closing subject to approvals).
LCI Industries sent an employee communication describing the proposed transaction with Patrick Industries and the companies' plan to file a Patrick registration statement on Form S-4 that will include a joint proxy statement/prospectus regarding shares to be issued in the transaction. The message directs investors to read the registration statement and the Joint Proxy Statement/Prospectus when filed and explains where free copies will be available on the SEC website and each company’s investor site. It lists prior public filings that disclose directors, officers and ownership and summarizes customary forward-looking statement risk factors and closing-condition risks tied to approvals, regulatory clearances and integration.
LCI Industries and Patrick Industries are pursuing a proposed merger and will file a Patrick registration statement on Form S-4 that will include a joint proxy statement/prospectus for Patrick common stock. The Joint Proxy Statement/Prospectus will be mailed to stockholders once available and will contain details about the transaction, director and officer interests, and risk factors. The companies urge holders to read the registration statement, the Joint Proxy Statement/Prospectus and related filings available on the SEC website and each company’s investor site.
LCI Industries announced a definitive agreement to combine with Patrick Industries in an all-stock merger to form a unified component solutions provider. The companies said the combined company will be headquartered in Elkhart, Indiana and that the transaction is expected to close in the first half of 2027, subject to customary closing conditions.
Leadership roles named during integration planning include Andy Nemeth as CEO, Todd Cleveland as Chair, and Johnny Sirpilla as Vice Chair. The communication states operations continue as usual and that integration planning is underway.
LCI Industries and Patrick Industries announced a definitive combination to create a premier component solutions provider for outdoor recreation, housing, and transportation markets, forming a combined company with $8.1B pro forma revenue and $1.0B pro forma Adjusted EBITDA. The transaction targets >$150M of run-rate cost synergies within three years and expects to close in 1H 2027, subject to shareholder and regulatory approvals. Post-closing ownership is approximately 52%/48% and the combined equity value is ~$5.6B.
The announcement states leadership roles, expected headquarters in Elkhart, IN, and emphasizes expanded aftermarket distribution, broader product capabilities, and enhanced OEM and aftermarket reach. Timing and realization of synergies, regulatory approvals, and integration execution are highlighted as key qualifiers.
LCI Industries and Patrick Industries have entered into a definitive all-stock merger agreement to combine into a single component solutions company. The companies expect the transaction to close in the first half of 2027, subject to shareholder and regulatory approvals and customary closing conditions.
The firms will file a Patrick registration statement on Form S-4 that will include a joint proxy statement/prospectus and mail a definitive joint proxy statement/prospectus to stockholders. Until closing, both companies will operate independently under existing leadership. Patrick CEO Andy Nemeth will serve as CEO of the combined company; LCI Interim CEO Johnny Sirpilla will serve as Vice Chair and oversee integration planning.
LCI Industries will combine with Patrick Industries in an all-stock merger under which LCI shareholders will receive 1.2440 shares of Patrick common stock per LCI share, with Patrick holders expected to own approximately 52% and LCI holders 48% of the combined company.
The companies expect >$150 million of run-rate synergies within three years and pro forma trailing twelve months results as of March 2026 of $8.1 billion revenue, adjusted EBITDA of $1.0 billion (inclusive of synergies) and free cash flow of $508 million. The combined company is expected to have pro forma net leverage of 2.1x, target a disciplined net leverage range of 2.25x–2.5x, and remain headquartered in Elkhart, Indiana. The transaction is expected to close in the first half of 2027, subject to approval by shareholders and regulatory approvals.
LCI Industries and Patrick Industries announced a proposed all-stock merger to combine into a single publicly traded company, with pro forma equity value of approximately $5.6B and enterprise value of $7.7B. Under the agreement, LCI shareholders will receive 1.2440 shares of Patrick common stock for each LCI share, producing pro forma ownership of 52% Patrick / 48% LCI.
The presentation discloses pro forma operating scale with combined revenue of $8.1B+, pro forma adjusted EBITDA of $1.0B, expected pro forma adjusted free cash flow of $508M, and an identified run-rate cost synergy opportunity of $150M+. Leadership and governance roles for the combined company are specified, and closing is expected in 1H 2027, subject to customary approvals and conditions.
LCI Industries announced an all-stock merger with Patrick Industries that will create a large component supplier to the outdoor recreation, housing and transportation markets. Each share of LCI common stock will be converted into the right to receive 1.2440 shares of Patrick common stock, subject to customary terms and conditions in the Merger Agreement.
After closing, Patrick shareholders are expected to own approximately 52% of the combined company and LCI shareholders about 48%. The companies highlight more than $150 million of estimated annual run-rate cost synergies and a pro forma profile of roughly $8.1 billion in revenue, $1.0 billion in adjusted EBITDA (including synergies) and $508 million in free cash flow.
The combined company is expected to have pro forma net leverage of about 2.1x. Governance will be shared, with a 12‑member board split evenly between designees of each company, Patrick CEO Andy Nemeth leading the combined company, and headquarters in Elkhart, Indiana. The transaction is subject to shareholder approvals, regulatory clearances, effectiveness of a Form S‑4 registration statement and other customary closing conditions, and is expected to close in the first half of 2027.
LCI Industries updated executive employment agreements for Ryan R. Smith, Group President North America, and Jamie M. Schnur, President of Aftermarket & Technology Groups, effective June 19, 2026. The amended and restated agreements keep employment in place until ended under their terms.
The executives will now receive the same severance compensation and benefits on an “Approved Retirement” or death during employment as they would on a termination by Lippert Components, Inc. without cause or a resignation for Good Reason. Approved Retirement can occur after the first anniversary of the effective date, with a possible extension up to eighteen months in certain corporate transaction scenarios initiated by the company.
The agreements also apply the updated Good Reason definition to stock-based incentive awards. For Mr. Smith, the cash severance multiple is reduced from three times to two times base salary and average bonus, and the severance payout and post-employment restrictive covenant periods are shortened from 36 months to 24 months.