---
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"
generated_at: "2026-08-05T11:10:13.112662+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000763744-26-000068
- JSON: https://secwatch.observer/filing/0000763744-26-000068.json
- Plain text: https://secwatch.observer/filing/0000763744-26-000068.txt

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