{"schema_version":"secwatch.filing_event.v1","accession":"0000763744-26-000068","form_type":"8-K","ticker":"LCII","cik":"0000763744","company_name":"LCI INDUSTRIES","filed_at":"2026-08-05T11:06:57+00:00","discovered_at":"2026-08-05T11:10:00.421066+00:00","generated_at":"2026-08-05T11:10:13.112662+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"LCI Industries Q2 net sales down 13% to $969M; EPS up 20% to $2.75; announces merger with Patrick Industries","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000763744-26-000068","json":"https://secwatch.observer/filing/0000763744-26-000068.json","markdown":"https://secwatch.observer/filing/0000763744-26-000068.md","text":"https://secwatch.observer/filing/0000763744-26-000068.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/763744/000076374426000068/0000763744-26-000068-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/763744/000076374426000068/lcii-20260805.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-05T11:10:13.112662+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}