---
schema_version: "secwatch.filing_event.v1"
accession: "0000763744-25-000065"
form_type: "8-K"
ticker: "LCII"
cik: "0000763744"
company_name: "LCI INDUSTRIES"
filed_at: "2025-05-06T23:59:59+00:00"
generated_at: "2026-05-22T15:31:25.622858+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# LCI Industries Q1 2025 revenue $1.05B, net income $49.4M (+35%); acquires Trans/Air and Freedman Seating

## Summary
- Net sales $1,046M, up 8% YoY; net income $49.4M ($1.94 diluted EPS) vs $36.5M ($1.44) prior year.
- Adjusted net income $55.6M ($2.19/diluted), up 52% YoY; Adjusted EBITDA $110.9M (10.6% margin), up 23%.
- Acquired Trans/Air (climate control, ~$75M annual revenue) and Freedman Seating (~$125M), deepening bus-market presence.
- Refinanced: issued $460M 3% convertible notes due 2030; new $400M term loan due 2032, $600M revolver due 2030.
- Returned $57.6M to shareholders: $28.3M in share repurchases, $29.4M in dividends ($1.15/share).

## SEC filing metadata
- accession: 0000763744-25-000065
- form_type: 8-K
- ticker: LCII
- cik: 0000763744
- company_name: LCI INDUSTRIES
- filed_at: 2025-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/763744/000076374425000065/0000763744-25-000065-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/763744/000076374425000065/lcii-20250506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000763744-25-000065
- JSON: https://secwatch.observer/filing/0000763744-25-000065.json
- Plain text: https://secwatch.observer/filing/0000763744-25-000065.txt

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