secwatch.observer — SEC 8-K summary
======================================

Issuer:     LCI INDUSTRIES (LCII)
CIK:        0000763744
Form:       8-K
Filed at:   2023-11-07T23:59:59+00:00
Accession:  0000763744-23-000089
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

LCI Industries Q3 net sales $1.0B (-15% YoY), net income $26M (-58%), EPS $1.02
-------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/763744/000076374423000089/0000763744-23-000089-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/763744/000076374423000089/lcii-20231107.htm
  HTML page:      https://secwatch.observer/filing/0000763744-23-000089

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