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LCI Industries executive Jamie Schnur, Group President – Aftermarket, reported multiple equity compensation transactions in company stock and units on March 1, 2026. He acquired common shares through exercises of restricted stock units at $133.20 per share, with some shares disposed of to cover tax withholding.
Schnur received new awards of 5,717 restricted stock units and 8,575 performance stock units, each representing a right to receive one share of common stock. The restricted stock units generally vest in three equal annual installments beginning on their respective March 1 grant anniversaries, while the new performance stock units can be earned based on Return on Invested Capital and Free Cash Flow goals measured through 2028 and, if achieved, vest on March 1, 2029.
The filing also notes the forfeiture of 16,458 performance stock units originally granted on March 1, 2023, after the company determined that the applicable financial performance objectives for that award were not met over the relevant performance period.
LCI Industries Group President – N.A. Ryan Richard Smith reported multiple equity transactions on March 1, 2026. He exercised 3,931, 3,722, and 4,069 restricted stock units at $133.20 each, receiving the same number of common shares.
To cover taxes, 5,194 common shares were disposed of through share withholding. Smith also received new awards of 8,368 restricted stock units and 12,552 performance stock units that may convert into common shares if return on invested capital and free cash flow goals are met by the end of 2028 and would vest on March 1, 2029.
In addition, 23,575 performance stock units granted on March 1, 2023 were forfeited after the company determined none would vest based on performance over the applicable period. RSU grants vest in equal installments over three years from their respective grant dates.
LCI Industries director and CEO Jason Lippert reported several equity compensation transactions in company stock units dated March 1, 2026. He exercised previously granted restricted stock units into common stock at a reference price of $133.20 per share and received new grants of restricted stock units and performance stock units.
The new performance stock units cover 25,821 units that may convert into common shares only if specific Return on Invested Capital and Free Cash Flow goals are met by the end of 2028, with any earned units vesting on March 1, 2029. The filing also shows a disposition of 48,117 performance stock units back to the company after they were fully forfeited based on financial performance, and a tax-withholding share disposition of 10,387 common shares used to cover obligations from the unit conversions.
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 reports 2025 consolidated net sales of $4.1 billion, up from $3.7 billion in 2024, as acquisitions and higher North American RV demand boosted results. Net income rose to $188.3 million, or $7.57 per diluted share, from $142.9 million, or $5.60 per share.
The OEM segment generated 77% of net sales and 66% of operating profit, with $1.9 billion from RV OEMs and $1.2 billion from adjacent industries. Aftermarket sales were $932.4 million, 23% of net sales and 34% of operating profit, helped by CURT-branded towing and truck accessories.
The company completed four acquisitions for $112.7 million in cash, adding targets with $194 million of prior-year sales. Management highlights customer concentration, raw material and tariff volatility, cyclicality in RV and marine markets, labor and capacity challenges, cybersecurity, and leverage under its credit facilities and convertible notes as key risks.
LCI Industries executive Ryan Richard Smith reported an open-market sale of company stock. On February 20, 2026, Smith, Group President – N.A., sold 20,000 shares of LCI Industries common stock in open-market transactions at a weighted average price of $147.81 per share, executed across multiple trades between $147.24 and $148.50. After this sale, he directly owned 10,092 common shares.
Smith also reported holdings of restricted stock units and performance stock units, each representing a contingent right to receive one share of LCI Industries common stock. Several RSU grants vest ratably over three years from grant dates in March 2023, March 2024, and March 2025, and the balances include additional stock units credited as dividend equivalents when regular cash dividends were paid in 2025.
LCI Industries Group President – Aftermarket Jamie Schnur reported open-market sales of company common stock. On February 20, 2026, Schnur sold 10,000 shares of common stock at an average price of $147.65 per share. On February 23, 2026, Schnur sold an additional 10,000 shares at an average price of $144.66 per share.
After these transactions, Schnur directly held 19,420 shares of LCI Industries common stock. The filing also shows direct holdings of restricted stock units and performance stock units, each representing the right to receive one share of common stock, with various vesting schedules and additional units credited from dividend equivalents.
LCI Industries President and CEO Jason Lippert reported selling a total of 50,000 shares of common stock in open-market transactions on February 20, 23, and 24, 2026, at reported weighted average prices of $148.01, $145.03, and $142.76 per share. After these sales, he directly owned 334,973 shares of common stock. He also holds restricted stock units and performance stock units that generally vest ratably over three years from grant dates in March 2023, March 2024, and March 2025, and these units include additional stock units credited as dividend equivalents under the company’s 2018 Omnibus Incentive Plan.