secwatch.observer — SEC 8-K summary
======================================

Issuer:     LCI INDUSTRIES (LCII)
CIK:        0000763744
Form:       8-K
Filed at:   2022-11-01T23:59:59+00:00
Accession:  0000763744-22-000078
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

LCI Q3 sales $1.1B (-3% YoY), EPS $2.40; Oct sales -24%; RV OEM -14%; content per RV +55% to $5,853
--------------------------------------------------------------------------------

- Net sales $1.1B, down 3% YoY; net income $61.4M ($2.40 diluted EPS) vs $63.4M ($2.49) prior year.
- EBITDA $119.8M, up 2% YoY despite RV wholesale decline; content per travel trailer/fifth-wheel RV record $5,853 (+55%).
- North American RV OEM sales $541.2M (-14% YoY) on ~40% industry wholesale drop; Adjacent industries OEM sales $295.2M (+20%).
- October 2022 net sales ~$345M, down 24% vs Oct 2021; diversification offsetting RV deceleration.
- Dividend paid $1.05/share in Q3; cash $23.4M, debt $1.1B, capex $103.7M YTD.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/763744/000076374422000078/0000763744-22-000078-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/763744/000076374422000078/lcii-20221101.htm
  HTML page:      https://secwatch.observer/filing/0000763744-22-000078

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer