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LCII filed a Form 144 notice reporting a proposed sale of 20,000 common shares with an aggregate amount of $2,900,000.00 and a separate figure listed as 24,200,000 tied to 02/20/2026. The broker is shown as Thurston Springer Financial at an Indianapolis address. The filing also lists two prior compensation-related entries showing 10,000 shares attributed to Jamie Schnur on 03/01/2023 and 03/01/2024.
Thurston Springer Financial reports sales of Common stock under Rule 144 by Jason D. Lippert: 40,000 shares sold on 03/01/2024 and 10,000 shares sold on 03/01/2023
The filing shows a total line item of 50,000 shares and an aggregate value of $7,250,000.00 with an additional numeric field 24,200,000 and an effective/receipt date of 02/20/2026. The issuer address is listed in Indianapolis, IN and the securities are on NYSE.
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.
FMR LLC, together with Abigail P. Johnson, reported beneficial ownership of 1,548,368.72 shares of LCI Industries common stock, representing 6.4% of the class as of 12/31/2025. FMR LLC has sole voting power over 1,531,332.65 shares and sole dispositive power over all reported shares.
The securities are held in the ordinary course of business and, according to the certification, are not held for the purpose of changing or influencing control of LCI Industries. One or more other persons may receive dividends or sale proceeds, but no such person holds more than five percent of the stock.
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 director reports updated equity holdings in a Form 4 filing. As of the reported transaction date of December 31, 2025, the director beneficially owns 319,486 shares of LCI Industries common stock directly.
The filing shows 237 deferred stock units earned from quarterly director fees, each representing a right to receive one share of common stock, with settlement after the director’s board service ends according to the director’s election. It also reports 1,745 restricted stock units that will vest in full on the earlier of May 15, 2026 or the next annual meeting of stockholders, and notes additional dividend-equivalent stock units credited on December 12, 2025 under the company’s 2018 Omnibus Incentive Plan.
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.