LCI Industries 8-K Filings

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 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.

LCI Industries plans to release its second quarter 2026 financial results before the market opens on Wednesday, August 5, 2026. The company will host a conference call and webcast the same day at 8:30 a.m. ET to discuss the results, supported by a supplemental earnings presentation on its investor website.

Investors can join by dialing (888) 596-4144 in the U.S. or (646) 968-2525 internationally, using access code 5713129. A replay will be available for two weeks via phone and immediately online. Through its Lippert subsidiary, LCI Industries supplies engineered components to global outdoor recreation and transportation markets.

LCI Industries expanded its Board of Directors to seven members and elected Robert P. Hureau as an additional independent director, effective July 18, 2026, with a term expiring at the 2027 annual meeting of stockholders. He will serve on the Audit, Risk, and Compensation and Human Capital Committees.

Hureau is President and Chief Executive Officer of Alamo Group Inc. and has extensive executive and financial experience in global industrial and distribution businesses. As a non-employee director, he received a grant of 1,133 restricted stock units that vest in full on the first anniversary of the grant date and will enter into the company’s standard indemnification agreement.

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.

LCI Industries announced a major leadership transition as longtime President and Chief Executive Officer Jason Lippert retired and stepped down from the Board after 32 years with the business. The Board appointed independent director Johnny (John A.) Sirpilla as interim Chief Executive Officer, while Jason Lippert will serve in an advisory role for one year to support the handover.

Under a separation agreement, Lippert will receive a monthly consulting fee of $100,000 through June 3, 2027, and certain existing restricted and performance stock units remain eligible to vest as of that date, while later PSU awards will not vest. Sirpilla’s offer letter provides a $1.1 million base salary, a target bonus equal to 140% of salary, and a one-time RSU grant valued at $1.8 million that can cliff vest around the first anniversary of his start date, subject to continued service and acceleration on specified events. The Board also named Virginia “Ginnie” Henkels as Chair and reorganized several committee leadership roles as part of its succession planning.

LCI Industries reported the results of its Annual Meeting of Stockholders held on May 12, 2026. There were 24,284,477 shares outstanding on the March 20, 2026 record date, and 22,413,947 shares were represented in person or by proxy.

Stockholders elected eight directors, each receiving more votes "for" than "against." They also approved, in a non-binding advisory vote, the compensation of the named executive officers and ratified KPMG LLP as independent auditors for the year ending December 31, 2026. In addition, stockholders approved the LCI Industries Amended 2018 Omnibus Incentive Plan.

LCI Industries reported that its Board of Directors approved a regular quarterly cash dividend of $1.15 per share of common stock. The dividend will be paid on June 12, 2026 to shareholders of record at the close of business on May 29, 2026. LCI Industries, through its Lippert subsidiary, supplies engineered components to the outdoor recreation and transportation markets.

LCI Industries reported a strong start to 2026, with Q1 revenue up 4% year-over-year to $1.1 billion and adjusted EBITDA rising 13% to $125 million, for an 11.5% margin. Operating margin improved to 8.7% from 7.8%, helped by facility consolidations and other cost initiatives.

OEM net sales grew 4% to $853 million, as Adjacent Industries OEM rose 17% and offset a 4% decline in RV OEM revenue. Aftermarket net sales increased 7% to $238 million. Towable RV content per unit climbed 13% to $5,826, and motorized content reached $3,970.

GAAP net income grew 27% to $63 million, with GAAP EPS of $2.53 and adjusted diluted EPS of $2.59, up 18%. For 2026, the company still expects revenue of $4.2–$4.3 billion and an operating margin of 7.5%–8%, and tightened adjusted EPS guidance to $8.75–$9.25, implying up to 24% growth.

LCI Industries reported solid first-quarter 2026 growth despite a soft RV market. Net sales rose 4.3% to $1.09 billion, while net income climbed 27% to $62.9 million, or $2.53 per diluted share. Operating margin improved to 8.7%, and adjusted EBITDA increased 13% to $125 million, or 11.5% of sales.

The OEM segment grew 4% to $852.8 million with stronger adjacent industries and transportation, even as RV OEM sales fell 4%. Aftermarket sales rose 7% to $237.7 million. The company ended March 31, 2026 with $142.2 million in cash and $595.2 million of revolver availability, and paid $27.9 million in dividends during the quarter.

For 2026, LCI now expects revenue of $4.2–$4.3 billion, operating margin of 7.5–8.0%, and adjusted EPS of $8.75–$9.25, raising the lower end of its EPS range, while trimming its North American RV wholesale shipment outlook to 315,000–330,000 units.

LCI Industries announced that it and Patrick Industries have ended discussions about a potential merger of equals after the two companies were unable to agree on terms. The discussions had previously been confirmed on April 17 with no assurance that any agreement would be reached.

The company also reiterated that it will release its first quarter 2026 financial results before the market opens on May 5, 2026, followed by a conference call and webcast at 8:30 a.m. ET to discuss those results.

LCI Industries announced plans to release its first quarter 2026 financial results before the market opens on May 5, 2026. The company will host a conference call and webcast that day at 8:30 a.m. ET to discuss the results.

Investors can access a live webcast and supplemental earnings presentation through the company’s investor relations website, or join by phone using published U.S. and international dial-in numbers and an access code. Replays of both the call and webcast will be available after the event.

LCI Industries filed a current report describing a press release that confirms it is in discussions with Patrick Industries, Inc. about a possible merger of equals. The company emphasizes that talks are ongoing and there is no assurance any transaction will occur or what terms might be.

LCI Industries states it does not intend to comment further unless it determines additional disclosure is appropriate. The press release also includes forward-looking statements language, highlighting that outcomes depend on factors such as whether any agreement is reached, regulatory approvals, and other risks described under “Risk Factors” in its Annual Report for the year ended December 31, 2025.

LCI Industries announced that its Board of Directors approved a regular quarterly cash dividend of $1.15 per share of common stock. The dividend will be paid on March 27, 2026 to shareholders who are on record at the close of business on March 13, 2026.

The company describes itself, through its Lippert subsidiary, as a global supplier of engineered components to the outdoor recreation and transportation markets. The accompanying disclosure also includes standard cautionary language about forward-looking statements and the various risks that could affect future results.

LCI Industries reported strong Q4 2025 growth and raised its outlook for 2026. Fourth-quarter consolidated net sales were $933 million, up 16% year-over-year, with OEM sales rising 18% to $737 million and Aftermarket sales up 8% to $196 million.

Operating profit was $35 million, with operating margin expanding 180 basis points to 3.8%. Adjusted EBITDA grew about 53% to $70 million, a 7.5% margin, while GAAP net income reached $19 million, or $0.77 per diluted share; adjusted EPS was $0.89.

Management highlighted innovation-driven content gains, including towable RV content per unit up 11% to $5,670, and a growing Aftermarket base supported by roughly 1.5 million RVs entering the repair and replacement cycle over the next few years. Auto Aftermarket opportunities from a competitor’s bankruptcy are estimated at about $50 million annually.

For 2026, the company targets revenue of $4.2 billion to $4.3 billion, operating margin of 7.5% to 8%, and adjusted diluted EPS of $8.25 to $9.25, helped by 8 to 10 additional facility consolidations, continued efficiency initiatives, and selective divestiture of lower-margin products.

LCI Industries reported strong fourth quarter and full year 2025 results, with clear momentum into 2026. Q4 2025 net sales rose 16% to $932.7 million and net income climbed 96% to $18.7 million, as operating margin improved to 3.8% and adjusted EBITDA reached $70.1 million, or 7.5% of sales.

For 2025, net sales grew 10% to $4.1 billion, net income increased 32% to $188.3 million, and operating margin expanded to 6.8%. Adjusted EBITDA rose to $408.2 million. The company generated $331 million of operating cash flow, returned $243 million to shareholders, and ended the year with $222.6 million of cash and $595.2 million of revolver availability. For 2026, it guides revenue to $4.2–$4.3 billion, operating margin to 7.5%–8.0%, and adjusted diluted EPS to $8.25–$9.25.

LCI Industries announced that long-time director James F. Gero will retire from its Board of Directors at the Company’s 2026 Annual Meeting of Stockholders. He informed the Company on February 11, 2026, that he will not stand for re-election when his term expires.

The Company stated that Mr. Gero’s decision is not due to any disagreement regarding operations, policies, or practices. A separate press release highlights his 33 years of service, including his tenure as Chairman from May 2014 to May 2021 and his role in major milestones such as the acquisition of Lippert Components and the listing on the New York Stock Exchange.

LCI Industries filed a current report to furnish a press release dated February 4, 2026 under Item 7.01, Regulation FD Disclosure. The press release is attached as Exhibit 99.1 and contains the description of the events referenced. The company notes this information is being furnished rather than filed for liability and incorporation purposes.

LCI Industries (LCII) furnished an investor presentation under Item 7.01 (Regulation FD). The company attached its slides as Exhibit 99.1, stating this information is furnished and not deemed filed or incorporated by reference unless specifically noted. The 8-K also includes Exhibit 104 for the cover page Inline XBRL.

LCI Industries (LCII) furnished an earnings call transcript. The company submitted an 8-K under Item 7.01 (Regulation FD), providing the transcript of its earnings conference call as Exhibit 99.1. The company states this information is furnished and will not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act or incorporated by reference except as specifically referenced.

The filing lists the common stock on the NYSE under the ticker LCII and includes the Inline XBRL cover page file as Exhibit 104. The report was signed by CFO Lillian D. Etzkorn.

LCI Industries furnished an update on its business by announcing that it issued a press release detailing third quarter 2025 results. The company also provided an investor presentation that will be used during its conference call. Both materials are included as exhibits and made available through its investor relations website.

The information was furnished under Item 2.02 and, along with Exhibits 99.1 and 99.2, is not deemed filed for liability purposes or incorporated into other filings unless specifically referenced.

LCI Industries filed a Form 8-K to furnish a press release under Regulation FD on October 14, 2025. The company references a press release dated that same day, which is attached as Exhibit 99.1.

The information in Item 7.01 and Exhibit 99.1 is being furnished rather than filed, meaning it is not subject to certain liability provisions and is not automatically incorporated into other securities law filings unless specifically referenced.

LCI Industries amended its March 25, 2025 credit agreement on September 26, 2025 to lower the cost of its term debt. The existing term loans were refinanced into $399,000,000 of Repriced Term Loans and the applicable margins on those loans were reduced by 0.25%, now applying as either a base rate plus 1.25% or a term SOFR rate plus 2.25%. The amendment does not change the commitment fee rates or interest rates on the company’s revolving credit facility. The filing summarizes the amendment and incorporates the full amended credit agreement as Exhibit 10.1.

LCI Industries furnished an investor presentation under Regulation FD. The company submitted an Item 7.01 disclosure stating that slides for an investor presentation are provided as Exhibit 99.1, with the information treated as furnished rather than filed under securities laws. The report also lists Exhibit 104 for the cover page interactive data file embedded in the Inline XBRL document and is signed on behalf of the company by its Chief Financial Officer, Lillian D. Etzkorn.

LCI Industries filed a Form 8-K to report an "Other Event" that occurred on August 15, 2025. The filing primarily directs readers to a press release dated August 15, 2025, which is attached as Exhibit 99.1, for a description of the event.

The report is signed by Chief Financial Officer Lillian D. Etzkorn and includes an Inline XBRL cover page as Exhibit 104. No additional financial data or transaction details are described in the text provided.

LCI Industries filed a current report to furnish an investor presentation under Regulation FD. The company is providing a set of slides, attached as Exhibit 99.1, to share information with investors. The report clarifies that this material is furnished, not filed, and is not automatically incorporated into other securities law filings.

LCI Industries (LCII) filed a Form 8-K dated 30 June 2025 to furnish information under Item 7.01 – Regulation FD Disclosure. The filing states that a press release, attached as Exhibit 99.1 and dated the same day, has been made available. Consistent with Regulation FD rules, the Company notes that the furnished material is not deemed "filed" for purposes of Section 18 of the Securities Exchange Act and will only be incorporated into other filings if specifically referenced. No financial results, transactions, or strategic updates are included in the body of the 8-K; the sole purpose is to publicly disseminate the press release in a compliant manner. The document also lists Exhibit 104 for the cover-page Inline XBRL tagging and is signed by CFO Lillian D. Etzkorn.