$LCII

LCI Industries (LCII) reported Q2 revenue of $968.7M, down 13% YoY, but net income rose 16% to $67.1M. Operating margin expanded to 9.9%, and adjusted EBITDA increased 7% to $129.4M. The company announced an all-stock merger with Patrick Industries. RV OEM sales fell 33%, and full-year revenue outlook was cut to $3.9B-$4.1B. Hedge fund ownership increased, but short interest is high at 12.76% of the float.

Lippert, a global manufacturer, has chosen ketteQ as its next-generation supply chain planning platform. The decision was based on ketteQ's current capabilities, future innovation roadmap, and AI-native architecture. Lippert expects the shift to enhance visibility, support scalable planning, and reduce future customization needs. The company is also positioning itself as an early mover in AI-enabled supply chain planning within its industry.

LCI Industries (LCII) reported Q2 2026 adjusted net sales of $1.1 billion, down 4% year over year, and GAAP net sales of $969 million, down 13%. Adjusted operating margin rose to 9.3%. GAAP diluted EPS was $2.75. Full-year RV wholesale guidance was cut to 280,000 to 300,000 units; revenue guidance was $3.9B to $4.1B and adjusted EPS $8.25 to $8.75.

LCI Industries reported Q2 2026 sales of $968.68M and net income of $67.14M. The company raised/expanded margins despite softer sales and lowered 2026 revenue guidance to $3.9B to $4.1B, while keeping operating margin targets at 7.5% to 8.0%. LCI also approved a $1.15 quarterly dividend and filed a $106.29M shelf registration tied to its ESOP.

LCI Industries (through its Lippert subsidiary) announced that its board approved a regular quarterly cash dividend of $1.15 per share of common stock. The dividend will be paid Sept. 4, 2026, to shareholders of record as of Aug. 21, 2026, according to the company.

LCI Industries reported Q2 2026 results driven by cost initiatives and higher product content per unit, offsetting a 20% drop in North American towable RV wholesale shipments. Management lowered full-year RV wholesale guidance to 280,000–300,000 units, guided adjusted operating margin to 7.5%–8%, and expects $140M annualized revenue from 2027 placements. It also discussed tariff refunds, facility closures, and a pending Patrick Industries merger.

LCI Industries reported Q2 net sales of $969 million, down 13% year over year, citing weaker North American RV wholesale shipments and a reduction related to IEEPA tariff refunds expected to be passed to customers. Adjacent Industries OEM sales rose 1% to $338.7 million. Net income was $67 million ($2.75/share) and adjusted EBITDA rose 7% to $129 million. LCI cut full-year 2026 revenue guidance and lowered RV wholesale shipment outlook to 280,000-300,000 units.

LCI INDUSTRIES (LCII) filed an SEC Form 8-K — Results of Operations and Financial Condition. LCI INDUSTRIES REPORTS SECOND QUARTER FINANCIAL RESULTS Diversification and Strong Execution Drives Expanded Profitability Second Quarter 2026 Highlights versus Second Quarter 2025 • Net sales decreased 13% to $969 million • Adjusted net sales decreased 4% to $1,057 million ◦ Adj

Patrick Industries and LCI Industries (Lippert), both RV component suppliers, said they plan to merge into a newly formed company. The companies announced the plan at the end of June, aiming to combine operations. The deal’s structure and timing were not detailed in the provided excerpt.

LCI INDUSTRIES (LCII) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. lcii-20260718 0000763744 FALSE 0000763744 2026-07-18 2026-07-18 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): J