Lci Industries

Market Movers (8-K)

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NYSE
LCI Industries reports progress on its merger with Patrick Industries, including the filing of Hart-Scott-Rodino antitrust notifications.
NYSE
LCI Industries announced solid second quarter 2026 results, demonstrating expanded profitability through disciplined operational efficiencies and cost reduction initiatives, even amidst soft outdoor recreation demand.
NYSE
LCI Industries announced a regular quarterly cash dividend of $1.15 per share, payable on September 4, 2026.
NYSE
LCI Industries announced second quarter 2026 results, showing a 16% increase in net income to $67 million and expanded operating profit margins, driven by cost efficiencies and a proposed merger with Patrick Industries.
NYSE
LCI Industries announced its second quarter 2026 financial results will be released before market open on August 5, 2026, with a conference call and webcast to follow.
NYSE
LCI Industries announced the appointment of Robert Hureau to its Board of Directors, effective July 18, 2026, strengthening its governance with his extensive financial and leadership experience.

Quarterly Earnings (10-Q)

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NYSE
LCI Industries announces a merger with Patrick Industries and reports a Q2 2026 operating profit increase, driven by IEEPA tariff refunds and cost improvements, despite a dip in net sales.
Worse than expected
NYSE
LCI Industries announced its first quarter 2026 financial results, with net sales increasing by 4.3% to $1.1 billion, driven by price increases and acquisitions, while net income rose to $62.9 million.
Better than expected
NYSE
LCI Industries reported a significant increase in net income and sales for the third quarter and first nine months of 2025, driven by strong OEM segment performance, strategic acquisitions, and effective cost management.
Better than expected
Capital raise
NYSE
LCI Industries reported a 5% increase in second-quarter net sales to $1.11 billion, though net income and diluted EPS saw a slight decline due to higher costs and debt extinguishment.
Worse than expected
Capital raise
NYSE
LCI Industries' Q1 2025 net sales increased by 8.0% year-over-year, reaching $1,045.6 million, with net income rising to $49.4 million.
Better than expected
NYSE
LCI Industries saw a decrease in net sales but an increase in net income for the third quarter of 2024 compared to the same period last year.
Better than expected

Annual Reports (10-K)

NYSE
LCI Industries announced a robust financial performance for 2025, with consolidated net sales increasing 10% to $4.1 billion and diluted EPS rising to $7.57, driven by strategic acquisitions and strong RV market demand.
Capital raise
Better than expected
NYSE
LCI Industries reports a net income increase to $142.9 million for 2024, despite a slight decrease in net sales to $3.7 billion, driven by various market factors and strategic initiatives.
Better than expected
NYSE
LCI Industries' 10-K filing outlines the company's common stock details, voting rights, dividend policies, and anti-takeover provisions.
Worse than expected

Insider Trading (Form 4)

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NYSE
LCI Industries' Interim CEO, Johnny Sirpilla, addressed employees regarding the proposed merger with Patrick Industries, emphasizing continuity, core values, and future opportunities.
NYSE
Robert Paul Hureau, a Director of Lci Industries, received 1,133 shares of common stock on July 18, 2026.
NYSE
Patrick Industries and LCI Industries have announced a proposed all-stock merger, creating a combined entity with over $8 billion in revenue and aiming for significant synergies and enhanced market offerings.
NYSE
LCI Industries and Patrick Industries have jointly announced a proposed transaction, with details to be filed with the SEC, including a joint proxy statement/prospectus.
NYSE
LCI Industries and Patrick Industries have filed materials regarding their proposed transaction, urging investors to review the joint proxy statement/prospectus for important details.
NYSE
LCI Industries and Patrick Industries have agreed to combine in an all-stock merger to form a premier component solutions provider.

Proxy Statements (Def-14A)

NYSE
LCI Industries issues a supplement to its definitive proxy statement, addressing a change in a director nominee's employment and providing updates on executive incentive compensation.
Worse than expected
NYSE
A definitive proxy statement related to the Securities Exchange Act of 1934 has been filed.
NYSE
LCI Industries will hold its 2025 Annual Meeting of Stockholders virtually on May 15, 2025, to vote on director elections, executive compensation, and auditor ratification.
Worse than expected
NYSE
A proxy statement has been filed with the Securities and Exchange Commission pursuant to Section 14(a) of the Securities Exchange Act of 1934.
NYSE
LCI Industries will hold its 2024 Annual Meeting of Stockholders virtually on May 16, 2024, to vote on director elections, executive compensation, auditor ratification, and an amendment for officer exculpation.
Worse than expected

Schedule 13G - Passive Investments

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NYSE
FMR LLC and Abigail P. Johnson have updated their Schedule 13G filing to reflect beneficial ownership of 6.2% of LCI Industries' common stock as of June 30, 2026.
NYSE
Kayne Anderson Rudnick Investment Management, LLC has reported a beneficial ownership of 1,919,385 shares, representing 7.9% of the outstanding common stock of LCI Industries.
NYSE
FMR LLC and Abigail P. Johnson have reported a beneficial ownership of 10.6% of LCI Industries' common stock as of April 30, 2026.
NYSE
FMR LLC and Abigail P. Johnson have reported a combined beneficial ownership of 9.4% of LCI Industries' common stock as of March 31, 2026.
NYSE
Vanguard Capital Management has reported beneficial ownership of 5.05% of LCI Industries' common stock as of March 31, 2026.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 6.14% of LCI Industries' common stock as of March 31, 2026.