$LCII

LCI INDUSTRIES

alphai earnings readsecond quarter 2026 · AUG 5Diversification and Strong Execution Drives Expanded ProfitabilityVerdict: mixed

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LCI Industries (LCII) Q2 2026 Earnings Call Transcript

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 Declares Quarterly Cash Dividend to Shareholders

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.

LCII sentiment & insider activity

Recent LCII coverage spans earnings, mergers & acquisitions and corporate actions.

What's driving LCII

  • Guidance reset for the core towable RV wholesale cycle is the main near-term risk, partially offset by margin improvement and aftermarket growth.

    fool.com · Aug 12, 2026

  • Guidance reset is offset by margin expansion, shifting the near-term debate from top-line recovery to cost discipline and aftermarket resilience.

    simplywall.st · Aug 9, 2026

  • The dividend declaration is a shareholder-return update that can modestly support sentiment, but it is not a fundamental earnings or guidance change.

    theglobeandmail.com · Aug 8, 2026

  • Guidance reset plus margin resilience frames near-term downside risk to volume, partially offset by cost actions and innovation-driven revenue run-rate.

    yahoo.com · Aug 7, 2026

  • Guidance cut and RV shipment outlook reduction signal weaker demand and likely pressure on near-term revenue expectations.

    tradeonlytoday.com · Aug 6, 2026

alphai scores every news story that mentions LCII with an AI model for sentiment and relevance, and aggregates insider trades from LCI INDUSTRIES's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $LCII

Score
$LCIIMedAI 8/10

LCI Industries (LCII) Q2 2026 Earnings Call Transcript

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 (LCII) Is Up 6.3% After Margin Expansion Amid Softer Sales And Lowered Guidance – Has The Bull Case Changed?

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.

$LCIIMed

LCI Industries Q2 2026 Earnings Call Summary

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 Reports Q2 Results

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): Results of Operations and Financial Condition

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

$LCIILow

LCI INDUSTRIES (LCII): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

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

$PATKMedAI 8/10

Proposed Merger Would Include Trans/Air, Freedman Seating

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.

$PATKMedAI 9/10

Patrick Industries and LCI Industries to merge in all-stock deal valued at $8.1 billion revenue

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.

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