{"schema_version":"secwatch.filing_event.v1","accession":"0000763744-26-000024","form_type":"8-K","ticker":"LCII","cik":"0000763744","company_name":"LCI INDUSTRIES","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.707940+00:00","generated_at":"2026-05-14T23:38:42.879066+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"LCI Q1 2026: Revenue up 4% to $1.1B, EPS $2.53 (+30%), outlook tightened","bullets":["Net sales rose 4.3% to $1.1B; operating margin expanded 90 bps to 8.7%.","Net income $62.9M (+27%); diluted EPS $2.53 (+30%) from $1.94.","Adjusted EBITDA $125M (+13%); adjusted diluted EPS $2.59 (+18%).","Towable RV content per unit up 13% to $5,826.","Company reaffirms and tightens 2026 outlook; liquidity $737M at quarter end."],"urls":{"canonical":"https://secwatch.observer/filing/0000763744-26-000024","json":"https://secwatch.observer/filing/0000763744-26-000024.json","markdown":"https://secwatch.observer/filing/0000763744-26-000024.md","text":"https://secwatch.observer/filing/0000763744-26-000024.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/763744/000076374426000024/0000763744-26-000024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/763744/000076374426000024/lcii-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:38:42.879066+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":"6995b263e89ed9d72f81157e4c7ea69587a7733e","claim":"LCI INDUSTRIES reported first quarter 2026 results: revenue $1.1 billion, net income $63 million, EPS $2.53 per diluted share. Guidance reaffirmed.","evidence_excerpt":"Margin Expansion and Earnings Performance Reaffirms and Tightens Outlook Ranges for 2026 First Quarter 2026 Highlights versus First Quarter 2025 • Net sales increased 4% to $1.1 billion • Operating profit margin expanded 90 bps to 8.7% from 7.8% • Net income increased 27% to $63 million, or 5.8% of net sales • Diluted earnings per share increased 30% to $2.53","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/763744/000076374426000024/0000763744-26-000024-index.htm","confidence":0.99,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2026"},{"label":"Revenue","value":"$1.1 billion"},{"label":"Net income","value":"$63 million"},{"label":"EPS","value":"$2.53 per diluted share"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}