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 executive Petar Andrich filed an initial Form 3 as a Section 16 reporting person in his role as Chief Human Resources Officer. The filing does not report any equity transactions or derivative positions and serves to establish his status as an insider for future ownership reporting.
LCI Industries is asking stockholders to vote at its virtual 2026 Annual Meeting on May 12, 2026. The agenda includes electing eight directors, an advisory vote on executive pay, ratifying KPMG LLP as auditor for 2026, and approving an amended 2018 Omnibus Incentive Plan.
The proxy highlights strong 2025 results, with net sales of $4.1B (up 10% year-over-year), net income of $188M or $7.57 per diluted share (up 32%), EBITDA of $412M (up 20%), and an operating margin of 6.8%, up from 5.8%. Cash from operations was $331M, and the company returned $243M through dividends and buybacks, ending 2025 with $223M in cash and $595M in revolver availability.
Governance features include a majority-vote standard for uncontested director elections, an independent chair, fully independent key committees, stock ownership requirements for directors, clawback and anti-hedging policies, and a dedicated Risk Committee overseeing cybersecurity and artificial intelligence. The board proposes reducing its size to eight as director James F. Gero will not stand for re-election.
Executive pay is framed as pay-for-performance, with most compensation at risk. Under the 2025 annual incentive plan, Adjusted EBIT above the $271M target produced a 104.84% payout on that metric, while cash flow from operations below the $354M target yielded no bonus under the cash flow component. The committee notes that only about half of votes supported 2025 executive pay and describes extensive investor outreach and resulting changes to 2026 incentive design to better align with stockholder feedback.
LCI Industries: The Vanguard Group filed Amendment No. 13 to a Schedule 13G/A stating it beneficially owns 0 shares (0%) of LCI Industries common stock after an internal realignment. The filing says certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538.
The form is signed by Ashley Grim, Head of Global Fund Administration on 03/27/2026.
LCI Industries VP of Finance Kip A. Emenhiser reported multiple equity compensation transactions dated March 1, 2026. He exercised restricted stock units into common stock in three tranches of 491, 668, and 793 shares, acquiring a total of 1,952 shares at a stated value of $133.20 per share.
On the same date, he received a grant of 1,680 new restricted stock units and disposed of 571 shares of common stock in a tax-withholding transaction coded “F”. After these transactions, his directly held common stock position reported in the filing was 6,886 shares.
LCI Industries EVP and CFO Lillian Etzkorn reported multiple equity award changes. She exercised 1,351 and 1,624 restricted stock units into common shares at $133.20 per share and 903 common shares were disposed of to cover tax obligations.
She received 3,342 new restricted stock units that vest in three equal annual installments starting from the March 1, 2026 grant date, plus 5,063 performance stock units that may vest in 2029 based on Return on Invested Capital and Free Cash Flow goals through 2028. A prior 4,265-unit performance stock grant from April 17, 2023 was fully forfeited after the company assessed performance.
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.