{"filings":[{"id":1206076,"accession_number":"0000763744-26-000038","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-06-23T13:25:56+00:00","items":["5.02"],"status":"ready","headline":"LCI Industries amends employment agreements for two execs; Smith severance reduced from 3x to 2x","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ryan R. Smith amended agreement: cash severance multiple reduced from 3x to 2x base salary + avg bonus; severance period from 36 to 24 months.","Both Smith and Jamie M. Schnur get 'Approved Retirement' provision entitling them to same severance as termination without cause or good reason resignation.","Approved Retirement defined as termination on/after 1st anniversary of effective date (extendable to 18 months for specified corporate transactions).","Good Reason definition now applies to stock-based incentive awards held by both executives.","Employment period under each agreement continues until terminated per its terms; effective June 19, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":888599,"accession_number":"0000763744-26-000037","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-06-05T20:15:52+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"LCI Industries CEO Jason Lippert retires; John Sirpilla named interim CEO; board chair changes","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jason Lippert retired as CEO and board member effective June 3, 2026; will serve as advisor for one year at $100k/month consulting fee.","John Sirpilla appointed interim CEO with base salary of $1.1M, 140% bonus target, and $1.8M RSU grant.","Virginia Henkels appointed Chair of Board; Tracy Graham resigned from board after 10 years of service.","Board will conduct a comprehensive search for permanent CEO, considering both internal and external candidates.","Audit Committee chair to Stephanie Mains; Compensation Committee chair to Brendan Deely, effective June 3, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":40722,"accession_number":"0000763744-26-000034","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-05-12T20:18:11+00:00","items":["5.07","9.01"],"status":"ready","headline":"LCI Industries shareholders elect all 8 director nominees, approve advisory say-on-pay and amended incentive plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected with majority support; e.g., Tracy Graham 20.6M for, Brendan Deely 20.4M for.","Non-binding advisory vote on named executive officer compensation approved: 20.7M for vs. 330K against.","Ratification of KPMG as auditor for FY 2026 passed with 21.6M for.","Amendment to 2018 Omnibus Incentive Plan approved with 19.7M for.","Total shares voted at meeting: 22.4M of 24.3M outstanding (92.3% participation)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":40681,"accession_number":"0000763744-26-000033","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-05-12T20:17:07+00:00","items":["8.01","9.01"],"status":"ready","headline":"LCI Industries declares $1.15 quarterly dividend, payable June 12, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $1.15 per share declared.","Payable June 12, 2026 to holders of record on May 29, 2026.","LCI Industries supplies engineered components to recreation and transportation markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98720,"accession_number":"0000763744-26-000030","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries files partial Q1 2026 earnings call transcript with no financial results","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Exhibit 99.1 contains only the operator introduction and forward-looking caution; no management commentary or financial data.","Full earnings results are not included; investors need a separate earnings release.","Call held May 5, 2026; filing submitted May 6, 2026 under Regulation FD.","No revenue, EPS, guidance, or segment metrics were disclosed in the 8-K."],"consensus_eps_estimate":2.2385,"consensus_eps_actual":2.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":1090517000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98719,"accession_number":"0000763744-26-000024","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LCI Q1 2026: Revenue up 4% to $1.1B, EPS $2.53 (+30%), outlook tightened","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales rose 4.3% to $1.1B; operating margin expanded 90 bps to 8.7%.","Net income $62.9M (+27%); diluted EPS $2.53 (+30%) from $1.94.","Adjusted EBITDA $125M (+13%); adjusted diluted EPS $2.59 (+18%).","Towable RV content per unit up 13% to $5,826.","Company reaffirms and tightens 2026 outlook; liquidity $737M at quarter end."],"consensus_eps_estimate":2.2385,"consensus_eps_actual":2.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":1090517000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98718,"accession_number":"0000763744-26-000020","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries and Patrick Industries terminate merger of equals discussions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["LCI Industries and Patrick Industries ended talks for a potential merger of equals.","Companies were unable to reach mutually agreeable terms.","Both parties had confirmed discussions on April 17, 2026, with no assurance of a deal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98717,"accession_number":"0000763744-26-000018","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries schedules Q1 2026 earnings call for May 5, 2026 at 8:30 a.m. ET","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Earnings results to be released before market open on May 5, 2026.","Conference call dial-in: U.S. (833) 470-1428, international (929) 526-1599, access code 894063.","Webcast and supplemental presentation available on investors.lci1.com.","Replay accessible for two weeks via (866) 813-9403 (U.S.) or (44) 204-525-0658, code 565652."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98716,"accession_number":"0000763744-26-000016","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries confirms merger-of-equals discussions with Patrick Industries","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Discussions regarding a potential merger of equals with Patrick Industries (NASDAQ: PATK) are ongoing.","No assurances that the discussions will result in a transaction or on what terms.","LCI will not comment further unless and until further disclosure is appropriate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114356,"accession_number":"0000763744-26-000014","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"LCI Industries declares $1.15 Q1 cash dividend payable March 27, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $1.15 per common share declared.","Dividend payable on March 27, 2026 to holders of record March 13, 2026.","Regular quarterly dividend reflects continued capital return to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114355,"accession_number":"0000763744-26-000009","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-02-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries files Q4 2025 earnings call transcript; no financial results in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Item 7.01 disclosure furnishes transcript of February 18, 2026 earnings call as Exhibit 99.1.","Provided filing text cuts off before any financial data; no specific results can be extracted.","Investors should obtain the full transcript to review Q4 2025 performance metrics."],"consensus_eps_estimate":0.7168,"consensus_eps_actual":7.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":4122017000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114354,"accession_number":"0000763744-26-000007","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"LCI Q4 net sales up 16% to $933M; EPS more than doubles to $0.77; adjusted EBITDA +53%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $933M (+16% YoY); net income $19M (+96%); diluted EPS $0.77 (vs $0.37).","Adjusted diluted EPS $0.89 (+138%); adjusted EBITDA $70M (+53%).","FY2025 net sales $4.1B (+10%); net income $188M (+32%); diluted EPS $7.57 (vs $5.60).","Towable RV content per unit +11% to $5,670; cash from ops $331M; liquidity $818M.","Top 5 innovations projected at $225M annualized run rate; acquired Trans Air & Freedman Seating for bus components."],"consensus_eps_estimate":0.7168,"consensus_eps_actual":7.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":4122017000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114353,"accession_number":"0000763744-26-000004","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-02-13T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"LCI Industries director James Gero to retire after 33 years, effective May 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Gero, longest-serving board member (33 years), will not stand for re-election at 2026 Annual Meeting.","Gero served as Chairman from May 2014 to May 2021; departure not due to any disagreement.","He played key role in the 1997 Lippert Components acquisition and 2003 NYSE listing.","Board will continue succession planning and refreshment activities in light of retirement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114352,"accession_number":"0000763744-26-000002","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries schedules Q4/FY2025 earnings release and call for Feb 18, 2026","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Earnings results to be issued before market open on Wednesday, February 18, 2026.","Conference call at 8:30 a.m. ET; dial-in (833) 470-1428 (U.S.) or (929) 526-1599 (international), code 773066.","Webcast and supplemental presentation available on investors.lci1.com; replay available for two weeks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130735,"accession_number":"0000763744-25-000162","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"LCI Industries declares $1.15 quarterly dividend, payable Dec 12","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Regular quarterly cash dividend of $1.15 per share declared by Board of Directors.","Dividend payable on December 12, 2025 to stockholders of record on November 28, 2025.","LCII (NYSE) continues its quarterly dividend program for recreation and transportation markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130734,"accession_number":"0000763744-25-000160","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries posts investor presentation slides for November 2025","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Furnished investor presentation slides dated November 2025 with mission and innovation focus.","No specific financial results, guidance, or material updates disclosed in slides text.","Presentation appears to be a general corporate overview without new quantitative data."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130733,"accession_number":"0000763744-25-000158","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries to participate in Truist Securities Summit on Nov 20, 2025","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CFO Lillian Etzkorn will hold one-on-one meetings with institutional investors and analysts.","Event is the Truist Securities Gaming, Lodging, Leisure & Restaurants Summit.","Conference held at Encore Boston Harbor Hotel in Everett, MA.","No financial results or guidance disclosed in the announcement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130732,"accession_number":"0000763744-25-000156","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries holds Q3 2025 earnings call; specific results not in filed transcript excerpt","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Exhibit 99.1 furnished as transcript of Q3 2025 earnings conference call.","The provided transcript excerpt contains only opening remarks and participant list.","No financial results, guidance, or segment details were included in filed text."],"consensus_eps_estimate":1.4719,"consensus_eps_actual":6.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":3189317000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130731,"accession_number":"0000763744-25-000150","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LCI Q3 net sales $1.04B (+13% YoY), net income $62.5M (+75%), EPS $2.55","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales increased 13.2% to $1,036.5M; net income $62.5M ($2.55 diluted EPS) up from $35.6M ($1.39).","Adjusted net income $48.1M ($1.97 diluted), adjusted EBITDA $105.9M (+24% YoY).","Operating profit margin expanded 140 bps to 7.3%; driven by cost savings and higher RV market share.","Cash from ops $359M LTM; liquidity $795M including $200M cash and $595M revolver availability.","Provided full-year 2025 and initial 2026 outlooks; plans 2 more facility consolidations in 2025, targeting 8-10 in 2026."],"consensus_eps_estimate":1.4719,"consensus_eps_actual":6.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":3189317000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130730,"accession_number":"0000763744-25-000145","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Lippert acquires Bigfoot Hydraulic Systems from Leveltron; terms undisclosed","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["LCI subsidiary Lippert Components acquires substantially all assets of Leveltron, LLC, provider of Bigfoot Hydraulic Systems.","Bigfoot supplies hydraulic leveling solutions and landing gear for Class A, B, C motorhomes, utility and equine trailers, military and construction.","No financial terms disclosed; Bigfoot leadership includes third-generation leaders Matt and Brandon Lehman and Bob Slack.","Lippert plans to expand Bigfoot aftermarket through its dealer network and eventually offer installations at its own service centers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130729,"accession_number":"0000763744-25-000143","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries to release Q3 2025 results on October 30, 2025","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Q3 2025 earnings release set for Oct 30 before market open.","Conference call at 8:30 a.m. ET on Oct 30; dial-in: (833) 470-1428 (US) or (929) 526-1599 (intl); code 672247.","Replay available for two weeks at (866) 813-9403 (US) or (44) 204-525-0658; code 279083.","Supplemental earnings presentation and webcast on investors.lci1.com."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147295,"accession_number":"0000763744-25-000140","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-09-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"LCI Industries reprices $399M term loans; interest margins cut by 0.25%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repriced $399M term loans under existing credit agreement; interest rate margins decreased by 0.25%.","New margins: base rate +1.00% or term SOFR +2.00% (previously +1.25% and +2.25%).","Revolving credit facility rates and commitment fees unchanged.","Transaction executed September 26, 2025 with JPMorgan Chase as administrative agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147294,"accession_number":"0000763744-25-000137","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-09-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries files investor presentation slides with mission statement only; no new financial data","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Exhibit 99.1 contains slides for investor presentation dated September 2025.","Company reiterates mission: 'Whenever, Wherever, We make your experience better.'","No earnings, guidance, or material operational updates were disclosed in the filing.","Presentation is furnished under Regulation FD and not filed or incorporated by reference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147293,"accession_number":"0000763744-25-000135","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"LCI Industries declares $1.15 quarterly dividend, payable Sept 12, 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $1.15 per share declared by Board of Directors.","Payable on September 12, 2025, to holders of record on August 29, 2025.","Regular quarterly dividend; no change in amount indicated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147292,"accession_number":"0000763744-25-000132","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-08-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries Furnishes Investor Presentation for Q2 2025, No Specific Data Provided","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation dated August 2025, likely covering Q2 2025 results and outlook.","Filing excerpt does not include revenue, EPS, or guidance figures.","Slides furnished as Exhibit 99.1 under Item 7.01, not deemed filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147291,"accession_number":"0000763744-25-000130","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries Q2 2025 earnings call transcript filed without financial results","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Exhibit 99.1 contains only the call header and participant list; no revenue, EPS, or segment details are provided.","The filed transcript states results will be discussed later, but the text is truncated.","No guidance, segment data, or material financial information is extractable from the filing."],"consensus_eps_estimate":2.3343,"consensus_eps_actual":4.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":2152840000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147290,"accession_number":"0000763744-25-000124","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LCI Industries Q2 net sales up 5% to $1.1B; net income $57.6M, adjusted EPS $2.39","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.1B (+5% YoY); net income $57.6M ($2.29 diluted EPS) vs $61.2M ($2.40) in Q2 2024.","Adjusted EBITDA $121.3M (11.0% margin), down 1% YoY; operating margin 7.9% vs 8.6%.","Completed $38M in share repurchases in Q2, and additional $62M in July/August; $187M returned to shareholders YTD.","Acquired Freedman Seating Company (~$125M annual revenue); liquidity $192M cash plus $595M credit facility.","Reaffirmed organic revenue target of $5B by 2027 and overhead improvement goal for 2025."],"consensus_eps_estimate":2.3343,"consensus_eps_actual":4.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":2152840000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147289,"accession_number":"0000763744-25-000115","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries schedules Q2 2025 earnings release and conference call for Aug 5","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Q2 2025 results to be released before market open on Tuesday, August 5, 2025.","Conference call at 8:30 a.m. ET; dial-in (833) 470-1428, access code 708394.","Webcast and replay available on www.investors.lci1.com."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165914,"accession_number":"0000763744-25-000111","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries to present at CJS Securities Summer Conference on July 10, 2025","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Jason Lippert and CFO Lillian Etzkorn will present and hold one-on-one meetings.","Conference is CJS Securities 25th Annual Summer Conference.","Event scheduled for July 10, 2025; attendance details via CJS Securities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165913,"accession_number":"0000763744-25-000109","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"EVP, Chief Legal & HR Officer Andrew Namenye resigns effective July 31, 2025; severance over $2.8M","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrew Namenye voluntarily resigns as EVP, Chief Legal & HR Officer and Corporate Secretary, effective July 31, 2025.","Severance includes $1.25M (2x base salary) and $887,418 (2x avg bonus) paid over 24 months, plus $662,500 incentive payout.","All unvested restricted stock units (RSUs) will accelerate vesting on the separation date.","Receives $15,000 COBRA lump sum and 6 months outplacement; agrees to mutual release and transition duties through July 31.","Remains an employee during transition; duties reallocated to others before departure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165912,"accession_number":"0000763744-25-000103","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries to present at three investor conferences in June 2025","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stifel Boston Cross Sector 1x1 Conference on June 3, 2025 in Boston.","Baird Global Consumer, Technology & Services Conference on June 4-5, 2025 in NYC.","Wells Fargo Industrials & Materials Conference on June 11, 2025 in Chicago.","Management will engage in presentations, fireside chats, and one-on-one meetings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165911,"accession_number":"0000763744-25-000100","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCII files investor presentation; no material financial updates in available text","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Exhibit 99.1 contains slides titled 'Investor Presentat ion May 2025' with mission statement only.","No earnings, guidance, or operational metrics are included in the provided exhibit excerpt.","Filing under Item 7.01 suggests information is furnished, not filed, and may not contain new material facts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165910,"accession_number":"0000763744-25-000077","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"LCI Industries shareholders elect all 10 directors; advisory pay vote passes with 51.5% support","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All ten director nominees elected with over 21M votes each; record date shares outstanding 25,236,482.","Advisory vote on executive compensation passed with 11,034,668 For vs 10,379,657 Against (51.5% support).","Ratification of KPMG as independent auditors approved: 23,061,915 For, 239,018 Against.","Shareholders present or represented at meeting: 23,304,218 of 25,236,482 outstanding shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165909,"accession_number":"0000763744-25-000075","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"David Reed retires from LCI Industries board after 22 years of service","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Reed retired from LCI Industries Board of Directors effective May 15, 2025.","Reed served as a director since 2003 and was a member of Audit, Risk, and Strategy committees.","His retirement was not due to any disagreement with the company.","No replacement has been announced at this time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165908,"accession_number":"0000763744-25-000074","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCII declares $1.15 quarterly dividend and authorizes $300M share repurchase","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $1.15 per share, payable June 13, 2025 to holders of record May 30, 2025.","Board authorizes new $300 million stock repurchase program over three years, replacing any prior authorization.","CEO Jason Lippert cites strong cash flows, balance sheet, and borrowing capacity for capital return flexibility.","Repurchase timing and size depend on market conditions; program may be modified, suspended, or terminated anytime."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165907,"accession_number":"0000763744-25-000070","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries Q1 2025 earnings call held; financial details not provided in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing includes transcript of Q1 2025 earnings call under Item 7.01 Regulation FD.","No specific financial results (revenue, EPS) are contained in the provided exhibit text.","Call hosted by CEO Jason Lippert and CFO Lillian Etzkorn on May 6, 2025.","Analysts from CJS Securities, Raymond James, Truist, ROTH, Jefferies, Baird, BMO participated.","Further details are expected from the full transcript or other filings."],"consensus_eps_estimate":null,"consensus_eps_actual":1.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":1045590000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165906,"accession_number":"0000763744-25-000065","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LCI Industries Q1 2025 revenue $1.05B, net income $49.4M (+35%); acquires Trans/Air and Freedman Seating","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1,046M, up 8% YoY; net income $49.4M ($1.94 diluted EPS) vs $36.5M ($1.44) prior year.","Adjusted net income $55.6M ($2.19/diluted), up 52% YoY; Adjusted EBITDA $110.9M (10.6% margin), up 23%.","Acquired Trans/Air (climate control, ~$75M annual revenue) and Freedman Seating (~$125M), deepening bus-market presence.","Refinanced: issued $460M 3% convertible notes due 2030; new $400M term loan due 2032, $600M revolver due 2030.","Returned $57.6M to shareholders: $28.3M in share repurchases, $29.4M in dividends ($1.15/share)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":1045590000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165905,"accession_number":"0000763744-25-000061","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries acquires Freedman Seating to bolster transportation vehicle offerings","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Acquired substantially all business assets of Freedman Seating, a 130-year-old manufacturer of seating for bus, rail, marine, and commercial vehicles.","Continues diversification strategy after March 2025 acquisition of Trans Air (climate control systems for commercial buses).","Freedman operations will continue in Chicago; Lippert aims for combined product offerings for transportation customers.","Craig Freedman, CEO, expressed support for the acquisition and growth opportunities for the Freedman team.","No deal value disclosed; financial terms not provided in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165904,"accession_number":"0000763744-25-000058","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-04-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries schedules Q1 2025 earnings release and conference call for May 6","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q1 2025 results to be released before market open on Tuesday, May 6, 2025.","Conference call at 8:30 a.m. ET on May 6; dial-in (833) 470-1428 (US), code 255011.","Supplemental earnings presentation and webcast replay available on investors.lci1.com."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183467,"accession_number":"0000763744-25-000046","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-03-25T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"LCI Industries enters $1.0B credit facilities, refinances existing $281M debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $600M five-year revolver (matures 2030) and $400M seven-year term loan (matures 2032) under Credit Agreement dated March 25, 2025.","Term loan fully funded on closing; proceeds used to repay ~$281.3M outstanding under prior $600M revolver/$400M term loan from 2018.","Interest rates: revolver SOFR+1.25%-2.00% or base+0.25%-1.00% (leverage-based); term loan SOFR+2.50% or base+1.50%.","Financial covenants: max total net leverage 4.00x, min interest coverage 3.50x; incremental capacity up to $370M plus additional amounts.","Facilities secured by first-lien on substantially all personal property of the Company, borrowers, and material subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183466,"accession_number":"0001193125-25-055644","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"LCI Industries issues $460M 3.00% convertible notes due 2030; repurchases $368M of 2026 notes and 0.3M shares","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $400M (upsized to $460M via option) of 3.00% convertible senior notes maturing March 1, 2030; initial conversion price $116.62/share (27.5% premium over $91.47 close).","Net proceeds ~$447M used to repurchase $368M of existing 1.125% notes due 2026 for ~$370.3M and 0.3M shares for ~$28.3M.","Entered convertible note hedge and warrant transactions (strike prices $116.62 and $182.94) costing ~$34.8M net after warrant proceeds.","Concurrently terminated portions of existing hedge/warrant transactions related to repurchased 2026 notes, receiving ~$1.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183465,"accession_number":"0000763744-25-000041","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"LCI Industries announces $400M convertible notes offering due 2030 and $400M Term Loan B refinancing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Announces proposed $400M convertible senior notes due 2030; initial purchasers can buy additional $60M.","Also proposes $400M Term Loan B due 2032 and $600M revolver maturing 2030 to refinance existing debt.","Plans to use proceeds to repurchase up to $50M of common stock and partially repurchase 1.125% convertible notes due 2026.","Convertible note hedge and warrant transactions expected to reduce potential dilution from conversion.","Offering is private under Rule 144A; closing subject to market conditions and definitive documentation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183464,"accession_number":"0000763744-25-000024","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-02-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries furnishes investor slides with no new material data","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation includes mission statement and company overview but no specific financial figures or guidance.","No earnings, segment breakdowns, or forward-looking statements were provided in the furnished slides.","No material changes to operations, leadership, or capital allocation policy are disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183463,"accession_number":"0000763744-25-000018","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"LCI Industries declares $1.15/share quarterly dividend, payable March 21","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board approved regular quarterly cash dividend of $1.15 per common share.","Dividend payable on March 21, 2025, to holders of record as of March 7, 2025.","Dividend amount unchanged from prior quarter; no special or extra dividend declared."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183462,"accession_number":"0000763744-25-000016","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries Q4 2024 earnings call transcript filed but excerpt truncated, no financial data available","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Exhibit 99.1 contains a transcript of LCI's Q4 2024 earnings call held February 11, 2025.","Provided transcript excerpt is incomplete, ending mid-sentence, with no specific financial results or guidance.","Participants include CEO Jason Lippert and CFO Lillian Etzkorn; no numbers or commentary on performance are extractable.","Investors are advised to find the full transcript or separate earnings release for material financial information."],"consensus_eps_estimate":null,"consensus_eps_actual":5.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":3741208000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183461,"accession_number":"0000763744-25-000014","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LCI Industries Q4 net income of $9.5M vs year-ago loss; dividend raised to $1.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $803M (-4% YoY); net income $9.5M ($0.37 diluted) vs net loss $2.4M (-$0.09) in Q4 2023.","Full-year 2024 net income $142.9M ($5.60 diluted), up 123% from $64.2M; EBITDA $344M (+35%).","Quarterly dividend increased to $1.15 per share; $109M returned to shareholders in 2024.","January 2025 net sales ~$328M, up 6% YoY, led by RV OEM (+17%) and aftermarket (+6%).","OEM segment operating profit swung to $1.9M from loss of $11.7M; Aftermarket margin stable at 7.9%."],"consensus_eps_estimate":null,"consensus_eps_actual":5.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":3741208000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183460,"accession_number":"0000763744-25-000010","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2025-01-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries schedules Q4 and FY 2024 earnings call for Feb 11, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 and FY 2024 results will be released before market open on Tuesday, Feb 11, 2025.","Conference call at 8:30 a.m. ET; dial-in (833) 470-1428 (US) or (929) 526-1599 (international), access code 823178.","A live webcast and supplemental earnings presentation will be available on the company's website.","Replay available for two weeks by dialing (866) 813-9403 (US) or (44) 204-525-0658, access code 151640."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200041,"accession_number":"0000763744-24-000144","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2024-11-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries raises quarterly dividend 9.5% to $1.15/share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend increased to $1.15 from $1.05, a 9.5% hike.","Dividend payable December 13, 2024 to holders of record November 29, 2024.","Prior dividend of $1.05 had been in place since June 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200040,"accession_number":"0000763744-24-000141","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"LCI Industries declares $1.15/share quarterly dividend","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $1.15 per share of common stock.","Payable on December 13, 2024 to shareholders of record as of November 29, 2024.","Dividend approved by Board of Directors on November 14, 2024.","LCI Industries supplies engineered components to recreation and transportation markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200039,"accession_number":"0000763744-24-000138","cik":763744,"company_name":"LCI INDUSTRIES","ticker":"LCII","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LCI Industries Q3 2024 earnings call transcript filed; no financial figures in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Earnings call held November 7, 2024; participants included CEO Jason Lippert and CFO Lillian Etzkorn.","Transcript excerpt provided is incomplete, containing only introductory remarks and analyst list.","No specific revenue, EPS, guidance, or segment data are available from the filed exhibit.","Investors should refer to the full transcript or financial press release for detailed results."],"consensus_eps_estimate":null,"consensus_eps_actual":5.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":2938070000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2717817598.5762506,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2024-11-08T23:59:59+00:00|200039"}