{"schema_version":"secwatch.filing_event.v1","accession":"0000763744-23-000065","form_type":"8-K","ticker":"LCII","cik":"0000763744","company_name":"LCI INDUSTRIES","filed_at":"2023-08-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.612167+00:00","generated_at":"2026-06-12T03:17:51.412753+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 Q2 2023 net sales fall 34% YoY; diluted EPS down 78% to $1.31","bullets":["Net sales $1.0B, down 34% YoY; net income $33.4M ($1.31/diluted) vs $154.5M ($6.06) last year.","EBITDA $88.2M, down 65% from $250.7M; aftermarket operating margin expanded to 14.3%.","RV OEM net sales $409.9M (-55% YoY); wholesale shipments down ~44%; content per towable up 2%.","Inventory reduced $200M YTD; net debt repayments $179M; quarterly dividend maintained at $1.05.","July 2023 net sales ~$295M, down 20% from July 2022; North American RV still pressured."],"urls":{"canonical":"https://secwatch.observer/filing/0000763744-23-000065","json":"https://secwatch.observer/filing/0000763744-23-000065.json","markdown":"https://secwatch.observer/filing/0000763744-23-000065.md","text":"https://secwatch.observer/filing/0000763744-23-000065.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/763744/000076374423000065/0000763744-23-000065-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/763744/000076374423000065/lcii-20230808.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T03:17:51.412753+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":"5f1800495894591e49534b4195d117971043c003","claim":"LCI INDUSTRIES reported second quarter of 2023 results: revenue $1.0 billion, net income $33.4 million, or $1.31 per diluted share, EPS $1.31 per diluted share.","evidence_excerpt":"Consolidated net sales for the second quarter of 2023 were $1.0 billion, a decrease of 34 percent from 2022 second quarter net sales of $1.5 billion. Net income in the second quarter of 2023 was $33.4 million, or $1.31 per diluted share, compared to net income of $154.5 million, or $6.06 per diluted share, in the second quarter of 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/763744/000076374423000065/0000763744-23-000065-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of 2023"},{"label":"Revenue","value":"$1.0 billion"},{"label":"Net income","value":"$33.4 million, or $1.31 per diluted share"},{"label":"EPS","value":"$1.31 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"}