Welcome to our dedicated page for LCI INDUSTRIES 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 (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.
LCI Industries reports a procedural milestone for its planned merger with Patrick Industries. Under an existing Agreement and Plan of Merger, LCI would become a wholly owned subsidiary of Patrick through a two-step merger structure, followed by LCI’s combination into a Patrick subsidiary that will survive as a direct wholly owned subsidiary of Patrick.
On August 5, 2026, LCI and Patrick each filed Premerger Notification and Report Forms under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 with the Federal Trade Commission and the Department of Justice. Expiration or termination of the HSR waiting period is a condition to closing, and the mergers also remain subject to other conditions in the merger agreement, including stockholder and other governmental approvals. The companies plan to file a Form S‑4 registration statement including a joint proxy statement/prospectus for use in seeking stockholder approval.
LCI Industries reported Q2 2026 adjusted net sales of $1.1 billion, down 4%, as OEM net sales declined 10% while Aftermarket net sales grew 11% against a 20% drop in towable RV wholesale units. Content per towable RV unit rose 11% to $5,831, and motorized content increased 2% to $3,852, supported by innovations generating over $270 million in normalized annual revenue and an expected additional $140 million from 2027 model-year wins.
Profitability improved meaningfully: adjusted operating profit reached $99 million with a 9.3% margin, adjusted EBITDA was $129 million with a 12.2% margin, and GAAP net income was $67 million. Diluted GAAP EPS was $2.75, and adjusted EPS $2.70, up 13%. Liquidity totaled $812 million, net debt was $636 million, and net debt to adjusted EBITDA improved to 1.5x after repaying 2026 convertible notes. The company expects 2026 adjusted revenue of $3.9–$4.1 billion, an adjusted operating margin of 7.5%–8%, adjusted EPS of $8.25–$8.75, and CapEx of $55–$65 million, while industry RV wholesale shipment expectations were reduced to 280,000–300,000 units. Management also highlighted nearly $90 million of tariff refunds being passed through to customers and ongoing planning for a proposed merger with Patrick Industries.
LCI Industries announced that its board of directors approved a regular quarterly cash dividend of $1.15 per share on its common stock.
The dividend is payable on September 4, 2026 to stockholders of record at the close of business on August 21, 2026. Through its Lippert subsidiary, the company supplies engineered components to outdoor recreation and transportation markets and includes forward-looking statements, including references to a proposed transaction with Patrick Industries and various risks that could influence future results.
LCI Industries has a new ownership report indicating that FMR LLC, a Delaware entity, beneficially owns 1,530,937.35 shares of the company’s common stock, representing 6.2% of the outstanding class. FMR LLC reports sole dispositive power over all of these shares and sole voting power over essentially the same amount.
Abigail P. Johnson, a U.S. person, is also listed as a reporting person with sole dispositive power over the same 1,530,937.35 shares, but with no sole or shared voting power. One or more other persons have rights to receive dividends or sale proceeds from these shares, though no single such person has an interest exceeding five percent of LCI Industries’ outstanding common stock.
LCI Industries used its second quarter 2026 earnings call to reiterate support for its proposed merger with Patrick Industries. Interim CEO Johnny A. Sirpilla stated that continued engagement with Patrick’s leadership has reinforced confidence in the transaction’s long-term value, citing a broader and more innovative product platform and more cost-effective offerings for outdoor recreation consumers as key expected benefits.
The communication emphasizes that statements about expected benefits, future financial and operating results, timing, and plans for the combined company are forward-looking statements subject to significant risks and uncertainties, including integration challenges, regulatory and shareholder approvals, potential delays or termination, and market conditions. LCI and Patrick plan to file a registration statement on Form S-4 containing a Joint Proxy Statement/Prospectus, and investors are urged to read these SEC filings carefully when available. The text clarifies this is not an offer or solicitation to buy or sell securities or a prospectus.
LCI Industries reported Q2 2026 net sales of $968.7 million, down 12.5% from $1,107.3 million as North American towable RV shipments declined and $88.8 million of tariff refunds were passed through to customers.
Cost of sales fell faster than revenue, helped by $104.8 million of IEEPA tariff refunds and cost initiatives, lifting operating margin to 9.9% from 7.9%. Net income rose to $67.1 million, or $2.75 per diluted share. Operating cash generation supported repayment of the remaining $92.0 million of 2026 convertible notes, leaving $460.0 million of 2030 convertible notes outstanding and substantial revolver availability.
The company expects total IEEPA tariff refunds of $119.3 million and has recorded an $88.8 million liability for amounts to be shared with customers; management notes ongoing uncertainty from new 10–12.5% forced labor tariffs. In June 2026 LCI agreed to an all-stock merger with Patrick Industries, under which each LCI share will convert into 1.2440 Patrick shares, with closing targeted for the first half of 2027, and recorded $14.1 million of merger-related expenses this quarter. The OEM segment saw lower RV volumes but higher content per unit, while Aftermarket sales grew.
LCI Industries reported stronger profitability for the quarter ended June 30, 2026, even as revenue declined. Consolidated net sales were $968.7 million, down from $1,107.3 million a year earlier, but net income increased to $67.1 million and diluted EPS rose to $2.75. Operating profit margin expanded to 9.9% from 7.9%, and adjusted EBITDA grew to $129.4 million, helped by cost improvement actions, higher product content per RV unit, and the net impact of IEEPA tariff refunds.
The OEM segment saw RV OEM sales fall 33%, while Adjacent Industries OEM, Marine, Housing, and Aftermarket delivered growth, with Aftermarket net sales up 10% and segment margin at 17.7%. Cash from operations was $170.2 million in the first half, free cash flow reached $141.8 million, and the company repaid $92 million of 2026 convertible notes. At June 30, 2026, cash was $216.5 million with $595.2 million of revolver availability, and net debt to adjusted EBITDA improved to 1.5x. LCI guided 2026 revenue to $3.9–$4.1 billion, adjusted EPS to $8.25–$8.75, and reaffirmed operating margin of 7.5–8.0%, while lowering its North American RV shipment forecast to 280,000–300,000 units. The company also entered a definitive agreement for an all-stock merger with Patrick Industries, expected to close in the first half of 2027, subject to shareholder and regulatory approvals.