LCI Industries posts Q3 2026 results, narrows 2026 outlook and advances Patrick merger
LCI Industries reported third‑quarter 2026 net sales of $992.5 million, a 4 % decline year‑over‑year, and GAAP diluted EPS of $2.05, down 20 % from the prior year. Adjusted diluted EPS rose 12 % to $2.21 and adjusted operating profit margin expanded 100 basis points to 8.3 %. Management reaffirmed full‑year revenue guidance of $3.9 billion‑$4.0 billion and adjusted EPS guidance of $8.25‑$8.50, while noting the pending all‑stock merger with Patrick Industries is still expected to close in the first half of 2027.
Why it matters
The narrowed revenue and EPS guidance, which are below consensus estimates, may pressure the stock price and affect analyst forecasts. The expected $150 million of merger‑related cost synergies over three years could improve profitability once the transaction closes.
Key facts
- 1Consolidated net sales were $992.5 million, a 4 % decline YoY. fool.com
- 2GAAP diluted EPS was $2.05, down 20 % from $2.55 a year earlier. fool.com
- 3Adjusted diluted EPS increased to $2.21, up 12 % from $1.97. fool.com
- 4Adjusted operating profit margin expanded to 8.3 %, a 100‑basis‑point increase. fool.com
- 5Full‑year 2026 revenue guidance was $3.9 billion to $4.0 billion. investing.com
- 6Full‑year 2026 adjusted EPS guidance was $8.25 to $8.50. investing.com
Summary written by AlphAI AI Desk from 12 of 12 sources. Not investment advice. Figures are as stated by the linked sources.