LCI Industries Q2 net sales down 13% to $969M; EPS up 20% to $2.75; announces merger with Patrick Industries

LCI INDUSTRIES

Net sales $969M (-13% YoY); adjusted net sales $1,057M (-4% YoY) excluding $89M IEEPA tariff refunds passed to customers.
Diluted EPS $2.75 (+20% YoY); adjusted diluted EPS $2.70 (+13% YoY); net income $67M (+16%).
Operating profit margin expanded 200 bps to 9.9%; adjusted EBITDA $129M (+7%).
Towable RV content per unit up 11% to $5,831; top five new products expected to contribute $270M annualized sales.
Entered definitive all-stock merger agreement with Patrick Industries to form premier component solutions provider.

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