$LCII

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. EX-99.1 2 lcii-earningsrelease2q26qu.htm EX-99.1 Document 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

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

Patrick Industries and LCI Industries (parent of Lippert Components) agreed to an all-stock merger announced June 30. LCI shareholders will receive 1.244 shares of Patrick stock per LCI share. Patrick shareholders will own about 52%, LCI about 48%. Deal is expected to close in 1H 2027, subject to approvals, and targets over $150M annual run-rate synergies.

Patrick Industries and LCI Industries agreed to an all-stock merger, with LCI shareholders receiving 1.2440 shares of Patrick stock per share. Patrick shareholders will own ~52% and LCI ~48%. Pro forma trailing-twelve-months revenue is ~$8.1B, adjusted EBITDA ~$1.0B, and free cash flow ~$508M (incl. synergies). Boards approved; close expected H1 2027. Synergies: $150M+ run-rate in 3 years.

LCI INDUSTRIES (LCII) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-2.1 2 lciiex21agreementandplanof.htm EX-2.1 Document Exhibit 2.1 EXECUTION VERSION AGREEMENT AND PLAN OF MERGER by and among LCI INDUSTRIES, PATRICK INDUSTRIES, INC., PLANET FIRST MERGER SUB INC. and PLANET SECOND MERGER SUB LLC dated as of June 30, 2026 TABLE OF CONTENTS Page

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-20260619 0000763744 FALSE 0000763744 2026-06-19 2026-06-19 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

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. EX-10.1 2 lciiex101separationagreeme.htm EX-10.1 Document Exhibit 10.1 Execution Version Confidential SEPARATION AGREEMENT AND GENERAL RELEASE This Separation Agreement and General Release (the “ Agreement ”) is entered into by and between Lippert Components, Inc. (the “ Company