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 reports institutional beneficial ownership of 2,600,240.61 shares, representing 10.6% of common stock as of 04/30/2026. The filing attributes sole voting power of 2,597,617.55 shares and sole dispositive power of 2,600,240.61 to FMR LLC, filed as an amendment (No. 4).
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 reports amended beneficial ownership filing showing 2,295,407.68 shares (9.4%) held by FMR LLC as of 03/31/2026. The filing (Schedule 13G/A, Amendment No. 3) lists sole voting power of 2,291,787.15 and sole dispositive power of 2,295,407.68. The disclosure notes that one or more other persons may have rights to dividends or sale proceeds but that no other person holds more than 5%.
LCI Industries delivered stronger results for the quarter ended March 31, 2026. Net sales rose to $1.09 billion from $1.05 billion, driven by price increases, contributions from recent acquisitions, and growth in adjacent OEM and aftermarket markets despite softer North American RV shipments.
Net income increased to $62.9 million from $49.4 million, with diluted EPS up to $2.53 from $1.94 as operating margin improved to 8.7% from 7.8% on sourcing gains, cost actions, and a richer mix of higher-content products. OEM sales grew 4%, while Aftermarket sales grew 7%.
Operating cash flow was a $33.5 million outflow, mainly from higher receivables and inventory ahead of the selling season. The company ended the quarter with $142.2 million in cash, $945.0 million of long-term debt, and $595.2 million of unused revolver capacity, and paid a quarterly dividend of $1.15 per share.
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.
Vanguard Capital Management reports beneficial ownership of 1,228,705 shares (5.05%) of LCI Industries common stock. The filing states sole dispositive power over 1,228,705 shares and sole voting power for 183,283 shares. Holdings include shares held for Vanguard funds and managed accounts. Signed 04/30/2026.
LCI Industries reports a Schedule 13G showing beneficial ownership of 6.14% of common stock, equal to 1,491,080 shares as of 03/31/2026. Vanguard Portfolio Management states it has sole dispositive power over these shares and sole voting power for 11,957 shares, and files on behalf of affiliated Vanguard entities.
The filing is a passive ownership disclosure under Schedule 13G and notes holdings represent managed funds and client accounts for which Vanguard Portfolio Management LLC and certain affiliates exercise dispositive authority.
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 EVP and CFO Lillian Etzkorn reported routine equity compensation activity involving restricted stock units and common shares. On April 17, 2026, she exercised restricted stock units to acquire 1,131 shares of Common Stock at $123.43 per share.
To cover tax obligations, 499 shares of Common Stock were disposed of through a tax-withholding transaction, not an open-market sale. Following these transactions, she directly held 5,122 shares of Common Stock and maintained multiple outstanding performance and restricted stock unit awards that can convert into additional shares of LCI Industries common stock in future years.