{"schema_version":"secwatch.filing_event.v1","accession":"0000763744-23-000089","form_type":"8-K","ticker":"LCII","cik":"0000763744","company_name":"LCI INDUSTRIES","filed_at":"2023-11-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:31.963356+00:00","generated_at":"2026-06-08T18:13:57.131207+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LCI Industries Q3 net sales $1.0B (-15% YoY), net income $26M (-58%), EPS $1.02","bullets":["OEM segment net sales $728.5M (-20% YoY) with operating margin 1.5% vs 7.1% a year ago.","Aftermarket segment net sales $230.8M (+5% YoY); operating margin expanded to 14.9% from 10.2%.","Inventory reduced $238M YTD; net debt repayments $211M YTD; long-term debt $908.8M at quarter end.","October net sales ~$344M (-1% YoY); adjacent markets grew 15%, aftermarket grew 5% vs Oct 2022.","Quarterly dividend maintained at $1.05 per share; $79.7M paid YTD."],"urls":{"canonical":"https://secwatch.observer/filing/0000763744-23-000089","json":"https://secwatch.observer/filing/0000763744-23-000089.json","markdown":"https://secwatch.observer/filing/0000763744-23-000089.md","text":"https://secwatch.observer/filing/0000763744-23-000089.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/763744/000076374423000089/0000763744-23-000089-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/763744/000076374423000089/lcii-20231107.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T18:13:57.131207+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":"37e9eb5ae76e3d1c7eeeb9e998eea01fc1a89045","claim":"LCI INDUSTRIES reported third quarter 2023 results: revenue $1.0 billion, net income $25.9 million, or $1.02 per diluted share, EPS $1.02 per diluted share.","evidence_excerpt":"Consolidated net sales for the third quarter of 2023 were $1.0 billion, a decrease of 15% from 2022 third quarter net sales of $1.1 billion. Net income in the third quarter of 2023 was $25.9 million, or $1.02 per diluted share, compared to net income of $61.4 million, or $2.40 per diluted share, in the third quarter of 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/763744/000076374423000089/0000763744-23-000089-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter 2023"},{"label":"Revenue","value":"$1.0 billion"},{"label":"Net income","value":"$25.9 million, or $1.02 per diluted share"},{"label":"EPS","value":"$1.02 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"}