Highest-materiality recent filing
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.
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 confirms merger-of-equals discussions with Patrick Industries
Discussions regarding a potential merger of equals with Patrick Industries (NASDAQ: PATK) are ongoing.
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 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).
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.
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.
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 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 raises quarterly dividend 9.5% to $1.15/share
Quarterly cash dividend increased to $1.15 from $1.05, a 9.5% hike.
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