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 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.
SIRPILLA JOHN A. reported acquisition or exercise transactions in this Form 4 filing.
LCI Industries interim CEO and director John A. Sirpilla reported an equity compensation grant on Form 4. He received 16,503 Restricted Stock Units (RSUs), each representing the right to receive one share of LCI Industries common stock. These RSUs will vest in full on the earlier of the company’s 2027 annual meeting of stockholders or June 3, 2027, the one-year anniversary of his start date as interim CEO.
The filing also shows Sirpilla directly holding 10,294 shares of common stock and 1,335 previously granted RSUs, which vest on the earlier of May 12, 2027 or the date of the company’s next annual meeting of stockholders. This Form 4 reflects compensation-related awards rather than open-market purchases or sales.
LCI Industries director Tracy D. Graham reported changes in his equity awards tied to his resignation from the Board of Directors on June 3, 2026. He forfeited 1,335 restricted stock units that were previously granted and returned them to the company as a disposition to the issuer.
These restricted stock units were granted on May 12, 2026 and had been scheduled to vest in full on the earlier of May 12, 2027 or the date of the next annual meeting of stockholders. Following these transactions, Graham reports direct ownership of 17,427 shares of LCI Industries common stock.
LIPPERT JASON reported disposition transactions in this Form 4 filing.
LCI Industries President and CEO Jason Lippert reported updates to his equity holdings following his resignation from the company on June 3, 2026. The filing shows he directly holds 348,163 shares of Common Stock after the reported transactions.
Several equity awards were modified under a Separation Agreement and General Release. Certain restricted stock units and performance stock units that were originally scheduled to vest in 2024–2026 will now vest on June 3, 2027, while two blocks of performance stock units totaling 26,066 and 38,033 units were forfeited and cancelled in connection with his resignation.
Lippert continues to hold performance and restricted stock units tied to LCII Common Stock at a $0.00 exercise price, including 34,795 performance stock units and restricted stock unit awards covering 17,377, 16,906, and 7,734 underlying shares, all expiring in 2027. These include additional stock units credited as dividend equivalents under the company’s 2018 Omnibus Incentive Plan.
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 director James Gero exercised equity awards into common stock. On May 12, 2026, he converted 11,876 deferred stock units and 1,761 restricted stock units, receiving a total of 13,637 shares of common stock valued at $112.42 per share. Following these routine compensation-related exercises, he held 321,247 common shares directly. The footnotes explain that each stock unit represented a right to one share, the restricted stock units vested in full on May 12, 2026, and the deferred stock units were earned from quarterly director fees and vested when his board service concluded.