---
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"
generated_at: "2026-06-12T03:17:51.412753+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# LCI Industries Q2 2023 net sales fall 34% YoY; diluted EPS down 78% to $1.31

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000763744-23-000065
- JSON: https://secwatch.observer/filing/0000763744-23-000065.json
- Plain text: https://secwatch.observer/filing/0000763744-23-000065.txt

## Key facts
- Earnings Releases
  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.
  - Period: second quarter of 2023
  - Revenue: $1.0 billion
  - Net income: $33.4 million, or $1.31 per diluted share
  - EPS: $1.31 per diluted share
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/763744/000076374423000065/0000763744-23-000065-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.