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 director Linda Kristine Myers reported equity compensation activity and holdings, with no open-market buying or selling. She exercised restricted stock units into 1,761 shares of common stock at a reported price of $112.42 per share, bringing her direct common stock holdings to 5,267 shares. She also received a new grant of 1,335 restricted stock units that will vest in full on the earlier of May 12, 2027 or the date of the next annual stockholders’ meeting. In addition, she holds 1,171 deferred stock units tied to common stock, which will settle after her board service ends, and these amounts include dividend-equivalent stock units credited when cash dividends were paid.
LCI Industries director Stephanie K. Mains reported compensation-related equity activity. On May 12, 2026, 1,761 restricted stock units vested and were converted into an equal number of common shares, bringing her direct common stock holdings to 7,254 shares.
She also received a new grant of 1,335 restricted stock units that will vest in full on the earlier of May 12, 2027 or the next annual meeting of stockholders. In addition, she holds 2,182 deferred stock units earned from director fees and dividend equivalents, which will be settled in common stock when her board service concludes.
LCI Industries director Virginia Henkels reported equity compensation activity rather than open‑market trading. On May 12, 2026, restricted stock units covering 1,761 shares of common stock vested in full and were converted into 1,761 common shares at a reported price of $112.42 per share, bringing her directly held common stock to 16,086 shares. On the same date, she received a new grant of 1,335 restricted stock units that will vest on the earlier of May 12, 2027 or the next annual shareholder meeting. She also holds 5,944 deferred stock units, including additional units credited as dividend equivalents, which will settle in common stock when her board service ends.
LCI Industries director Tracy D. Graham reported equity compensation activity. On May 12, 2026, he exercised restricted stock units covering 1,761 shares of Common Stock at $112.42 per share, bringing his direct Common Stock holdings to 17,427 shares.
He also received a grant of 1,335 Restricted Stock Units, each representing a right to one share of Common Stock. Footnotes state 1,761 restricted stock units vested in full on May 12, 2026, and the new 1,335-unit award will vest in full on the earlier of May 12, 2027 or the next annual meeting of stockholders.
LCI Industries director Brendan Deely reported routine equity compensation activity. He exercised 1,761 restricted stock units into the same number of shares of Common Stock at $112.42 per share and now holds 16,160 common shares directly. He also received a grant of 1,335 restricted stock units, each representing a contingent right to one share of Common Stock, which will vest on the earlier of May 12, 2027 or the next annual meeting of stockholders.
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 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%.