Highest-materiality recent filing
LCI Industries amends employment agreements for two execs; Smith severance reduced from 3x to 2x
Ryan R. Smith amended agreement: cash severance multiple reduced from 3x to 2x base salary + avg bonus; severance period from 36 to 24 months.
LCI Industries CEO Jason Lippert retires; John Sirpilla named interim CEO; board chair changes
Jason Lippert retired as CEO and board member effective June 3, 2026; will serve as advisor for one year at $100k/month consulting fee.
All eight director nominees elected with majority support; e.g., Tracy Graham 20.6M for, Brendan Deely 20.4M for.
LCI Industries declares $1.15 quarterly dividend, payable June 12, 2026
Quarterly cash dividend of $1.15 per share declared.
LCI Industries files partial Q1 2026 earnings call transcript with no financial results
Exhibit 99.1 contains only the operator introduction and forward-looking caution; no management commentary or financial data.
LCI Q1 2026: Revenue up 4% to $1.1B, EPS $2.53 (+30%), outlook tightened
Net sales rose 4.3% to $1.1B; operating margin expanded 90 bps to 8.7%.
LCI Industries and Patrick Industries terminate merger of equals discussions
LCI Industries and Patrick Industries ended talks for a potential merger of equals.
LCI Industries schedules Q1 2026 earnings call for May 5, 2026 at 8:30 a.m. ET
Earnings results to be released before market open on May 5, 2026.
LCI Industries confirms merger-of-equals discussions with Patrick Industries
Discussions regarding a potential merger of equals with Patrick Industries (NASDAQ: PATK) are ongoing.
LCI Industries declares $1.15 Q1 cash dividend payable March 27, 2026
Quarterly cash dividend of $1.15 per common share declared.
LCI Industries files Q4 2025 earnings call transcript; no financial results in filing text
Item 7.01 disclosure furnishes transcript of February 18, 2026 earnings call as Exhibit 99.1.
LCI Q4 net sales up 16% to $933M; EPS more than doubles to $0.77; adjusted EBITDA +53%
Q4 net sales $933M (+16% YoY); net income $19M (+96%); diluted EPS $0.77 (vs $0.37).
LCI Industries director James Gero to retire after 33 years, effective May 2026
James Gero, longest-serving board member (33 years), will not stand for re-election at 2026 Annual Meeting.
LCI Industries schedules Q4/FY2025 earnings release and call for Feb 18, 2026
Earnings results to be issued before market open on Wednesday, February 18, 2026.
LCI Industries declares $1.15 quarterly dividend, payable Dec 12
Regular quarterly cash dividend of $1.15 per share declared by Board of Directors.
LCI Industries posts investor presentation slides for November 2025
Furnished investor presentation slides dated November 2025 with mission and innovation focus.
LCI Industries to participate in Truist Securities Summit on Nov 20, 2025
CFO Lillian Etzkorn will hold one-on-one meetings with institutional investors and analysts.
LCI Industries holds Q3 2025 earnings call; specific results not in filed transcript excerpt
Exhibit 99.1 furnished as transcript of Q3 2025 earnings conference call.
LCI Q3 net sales $1.04B (+13% YoY), net income $62.5M (+75%), EPS $2.55
Net sales increased 13.2% to $1,036.5M; net income $62.5M ($2.55 diluted EPS) up from $35.6M ($1.39).
LCI Industries to release Q3 2025 results on October 30, 2025
Q3 2025 earnings release set for Oct 30 before market open.
Lippert acquires Bigfoot Hydraulic Systems from Leveltron; terms undisclosed
LCI subsidiary Lippert Components acquires substantially all assets of Leveltron, LLC, provider of Bigfoot Hydraulic Systems.
LCI Industries reprices $399M term loans; interest margins cut by 0.25%
Repriced $399M term loans under existing credit agreement; interest rate margins decreased by 0.25%.
LCI Industries files investor presentation slides with mission statement only; no new financial data
Exhibit 99.1 contains slides for investor presentation dated September 2025.
LCI Industries declares $1.15 quarterly dividend, payable Sept 12, 2025
Dividend of $1.15 per share declared by Board of Directors.
LCI Industries Furnishes Investor Presentation for Q2 2025, No Specific Data Provided
Presentation dated August 2025, likely covering Q2 2025 results and outlook.
LCI Industries Q2 2025 earnings call transcript filed without financial results
Exhibit 99.1 contains only the call header and participant list; no revenue, EPS, or segment details are provided.
LCI Industries Q2 net sales up 5% to $1.1B; net income $57.6M, adjusted EPS $2.39
Net sales $1.1B (+5% YoY); net income $57.6M ($2.29 diluted EPS) vs $61.2M ($2.40) in Q2 2024.
LCI Industries schedules Q2 2025 earnings release and conference call for Aug 5
Q2 2025 results to be released before market open on Tuesday, August 5, 2025.
LCI Industries to present at CJS Securities Summer Conference on July 10, 2025
CEO Jason Lippert and CFO Lillian Etzkorn will present and hold one-on-one meetings.
EVP, Chief Legal & HR Officer Andrew Namenye resigns effective July 31, 2025; severance over $2.8M
Andrew Namenye voluntarily resigns as EVP, Chief Legal & HR Officer and Corporate Secretary, effective July 31, 2025.
LCI Industries to present at three investor conferences in June 2025
Stifel Boston Cross Sector 1x1 Conference on June 3, 2025 in Boston.
LCII files investor presentation; no material financial updates in available text
Exhibit 99.1 contains slides titled 'Investor Presentat ion May 2025' with mission statement only.
LCII declares $1.15 quarterly dividend and authorizes $300M share repurchase
Quarterly cash dividend of $1.15 per share, payable June 13, 2025 to holders of record May 30, 2025.
David Reed retires from LCI Industries board after 22 years of service
David Reed retired from LCI Industries Board of Directors effective May 15, 2025.
LCI Industries shareholders elect all 10 directors; advisory pay vote passes with 51.5% support
All ten director nominees elected with over 21M votes each; record date shares outstanding 25,236,482.
LCI Industries Q1 2025 earnings call held; financial details not provided in filing
Filing includes transcript of Q1 2025 earnings call under Item 7.01 Regulation FD.
Net sales $1,046M, up 8% YoY; net income $49.4M ($1.94 diluted EPS) vs $36.5M ($1.44) prior year.
LCI Industries acquires Freedman Seating to bolster transportation vehicle offerings
Acquired substantially all business assets of Freedman Seating, a 130-year-old manufacturer of seating for bus, rail, marine, and commercial vehicles.
LCI Industries schedules Q1 2025 earnings release and conference call for May 6
Q1 2025 results to be released before market open on Tuesday, May 6, 2025.
LCI Industries enters $1.0B credit facilities, refinances existing $281M debt
New $600M five-year revolver (matures 2030) and $400M seven-year term loan (matures 2032) under Credit Agreement dated March 25, 2025.
Priced $400M (upsized to $460M via option) of 3.00% convertible senior notes maturing March 1, 2030; initial conversion price $116.62/share (27.5% premium over $91.47 close).
LCI Industries announces $400M convertible notes offering due 2030 and $400M Term Loan B refinancing
Announces proposed $400M convertible senior notes due 2030; initial purchasers can buy additional $60M.
LCI Industries furnishes investor slides with no new material data
Presentation includes mission statement and company overview but no specific financial figures or guidance.
LCI Industries declares $1.15/share quarterly dividend, payable March 21
Board approved regular quarterly cash dividend of $1.15 per common share.
Exhibit 99.1 contains a transcript of LCI's Q4 2024 earnings call held February 11, 2025.
LCI Industries Q4 net income of $9.5M vs year-ago loss; dividend raised to $1.15
Q4 net sales $803M (-4% YoY); net income $9.5M ($0.37 diluted) vs net loss $2.4M (-$0.09) in Q4 2023.
LCI Industries schedules Q4 and FY 2024 earnings call for Feb 11, 2025
Q4 and FY 2024 results will be released before market open on Tuesday, Feb 11, 2025.
LCI Industries raises quarterly dividend 9.5% to $1.15/share
Quarterly cash dividend increased to $1.15 from $1.05, a 9.5% hike.
LCI Industries declares $1.15/share quarterly dividend
Quarterly cash dividend of $1.15 per share of common stock.
LCI Industries Q3 2024 earnings call transcript filed; no financial figures in filing text
Earnings call held November 7, 2024; participants included CEO Jason Lippert and CFO Lillian Etzkorn.
Also on June 3, 2026, Tracy D. Graham, the Chair of the Board, resigned as a member of the Board, including all committees thereof, effectively immediately.
the Board appointed John A. Sirpilla to serve as Interim Chief Executive Officer, effective immediately.
On June 3, 2026, Jason D. Lippert retired as Chief Executive Officer of LCI Industries (the “ Company ”) and resigned as a member of the Board of Directors of the Company (the “ Board ”), effective as of June 3, 2026.
On June 6, 2025, Andrew J. Namenye, Executive Vice President, Chief Legal and HR Officer, and Corporate Secretary of LCI Industries (the “Company”), notified the Company of his intention to voluntarily resign from the Company.
On May 15, 2025, David Reed, a director of LCI Industries (the “Company”) since 2003, retired from the Board of Directors of the Company.
Lillian Etzkorn became the Executive Vice President and Chief Financial Officer of LCI Industries (the “Company”), effective April 17, 2023
Subsequently, it was mutually agreed that Mr. Hall’s employment with the Company would terminate on May 19, 2023
Brian M. Hall, who is resigning as Chief Financial Officer to pursue philanthropic ventures and opportunities
appointed Lillian Etzkorn as the Company’s Executive Vice President and Chief Financial Officer, effective April 17, 2023
increased the size of the Board to eleven, and elected Linda K. Myers to serve as a member of the Board with a term to expire at the 2023 annual meeting of stockholders.
On October 26, 2022, Brian M. Hall, Executive Vice President and Chief Financial Officer of LCI Industries (the “Company”), notified the Company of his intention to resign from the Company to pursue philanthropic ventures and opportunities as well as to spend more time with his family .
Max materiality 0.80 · Median 0.30 · Most common event earnings