{"schema_version":"secwatch.filing_event.v1","accession":"0000763744-23-000037","form_type":"8-K","ticker":"LCII","cik":"0000763744","company_name":"LCI INDUSTRIES","filed_at":"2023-05-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:42.180273+00:00","generated_at":"2026-06-15T10:52:01.753363+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"LCI Industries Q1 net sales down 41% YoY; EPS $0.29 vs $7.71","bullets":["Net sales $973.3M (-41% YoY); net income $7.3M (-96% YoY); diluted EPS $0.29.","EBITDA $52.5M (-83% YoY); inventory reduced $120M vs prior quarter.","RV OEM net sales $400.1M (-62% YoY); content per towable RV up 21% to $5,881.","Adjacent Industries OEM net sales $358.1M (+1% YoY); aftermarket $215.1M (-13%).","April 2023 net sales ~$338M, down 37% from April 2022 due to 51% drop in RV wholesale."],"urls":{"canonical":"https://secwatch.observer/filing/0000763744-23-000037","json":"https://secwatch.observer/filing/0000763744-23-000037.json","markdown":"https://secwatch.observer/filing/0000763744-23-000037.md","text":"https://secwatch.observer/filing/0000763744-23-000037.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/763744/000076374423000037/0000763744-23-000037-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/763744/000076374423000037/lcii-20230509.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T10:52:01.753363+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"d607ba3c8d8530685dde5583edefe0a7ee924cd1","claim":"LCI INDUSTRIES reported first quarter 2023 results: revenue $973.3 million, net income $7.3 million, EPS $0.29 per diluted share.","evidence_excerpt":"LCI INDUSTRIES REPORTS FIRST QUARTER FINANCIAL RESULTS Diversification strategy and operational execution supporting profitability First Quarter 2023 Highlights • Net sales of $973.3 million in the first quarter, down 41% year-over-year • Net income of $7.3 million, or $0.29 per diluted share, in the first quarter, down 96% year-over-year • EBITDA of $52.5 million,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/763744/000076374423000037/0000763744-23-000037-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2023"},{"label":"Revenue","value":"$973.3 million"},{"label":"Net income","value":"$7.3 million"},{"label":"EPS","value":"$0.29 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}