secwatch.observer — SEC 8-K summary
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Issuer:     LCI INDUSTRIES (LCII)
CIK:        0000763744
Form:       8-K
Filed at:   2026-08-05T11:06:57+00:00
Accession:  0000763744-26-000068
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/763744/000076374426000068/0000763744-26-000068-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/763744/000076374426000068/lcii-20260805.htm
  HTML page:      https://secwatch.observer/filing/0000763744-26-000068

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer