secwatch.observer — SEC 8-K summary
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Issuer:     LCI INDUSTRIES (LCII)
CIK:        0000763744
Form:       8-K
Filed at:   2023-08-08T23:59:59+00:00
Accession:  0000763744-23-000065
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/763744/000076374423000065/0000763744-23-000065-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/763744/000076374423000065/lcii-20230808.htm
  HTML page:      https://secwatch.observer/filing/0000763744-23-000065

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