US · Consumer Cyclical · Recreational Vehicles
EPS came in at 2.70 against a street estimate of 2.63 — a beat of 2.7%.
Analysts rate LCI Industries a hold (3 buy, 5 hold, 1 sell out of 9) with an average price target of $127.70.
CONFIDENT LCI delivered Q2 profitability gains despite 20% RV wholesale decline, driven by cost cuts and content growth. Raised aftermarket tailwinds, maintained full-year margin guidance despite lowering revenue outlook. Patrick merger pending regulatory review. Q2 2026 Europe softness less severe than North America. Management characterized European market as 'consistent' with steady growth; no material quantification provided. Analysts probed affordability (pricing pass-through, OEM collaboration), aftermarket durability, margin sustainability, and retail demand drivers. Management emphasized self-help discipline (cost engineering, quality ROI) and aftermarket infrastructure buildout, but offered little on retail timing or merger regulatory risks (deferred to proxy filing). 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.58% |
| FMR Inc | 8.37% |
| Kayne Anderson Rudnick Investment Management LLC | 7.89% |
| Dimensional Fund Advisors, Inc. | 6.17% |
| Vanguard Portfolio Management, LLC | 6.08% |
| Vanguard Capital Management, LLC | 4.30% |
| State Street Corp | 3.79% |
| American Century Companies Inc | 2.57% |
| Document | Date |
|---|---|
| Company announcement · Q3 2026 LCI INDUSTRIES FORM 8-K SUMMARY HEADLINE NUMBERS • Company: LCI Industries (ticker: LCII, NYSE-listed) • Filing Date: September 10, 2026 • Key Date: | 2026-09-10 |
| Company announcement · Q3 2026 LCI INDUSTRIES – FORM 8-K SUMMARY HEADLINE NUMBERS • Merger Agreement Date: June 30, 2026 between LCI Industries and Patrick Industries, Inc. • HSR | 2026-08-10 |
| Reg FD disclosure · Q3 2026 LCI INDUSTRIES FORM 8-K SUMMARY HEADLINE NUMBERS • This is a Form 8-K filing dated August 5, 2026 (reported August 7, 2026) • No specific financial m | 2026-08-07 |
| Company announcement · Q3 2026 LCI INDUSTRIES FORM 8-K SUMMARY HEADLINE NUMBERS • This is a Form 8-K current report filed August 7, 2026 by LCI Industries (ticker: LCII) • No spec | 2026-08-07 |
| Quarterly report · Q2 2026 LCI INDUSTRIES – FORM 10-Q SUMMARY For the Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net Sales (Q2 2026): $968.7 million vs. $1,107.3 mill | 2026-08-05 |
| Results announced · Q3 2026 LCI INDUSTRIES Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net sales decreased 13% to $969 million in Q2 2026 vs Q2 2025 • Adjusted net sales (exclu | 2026-08-05 |
| Quarterly report · Q1 2026 LCI INDUSTRIES – Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net sales Q1 2026: $1,090.5 million vs. $1,045.6 million Q1 2025 (+4.3%) • | 2026-05-05 |
| Proxy statement · Q2 2026 LCI INDUSTRIES PROXY STATEMENT SUMMARY --- CEO TOTAL COMPENSATION Jason D. Lippert (President and CEO): - 2025 Total: $10,093,861 - Salary: $1,19 | 2026-03-27 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.15 / share ex-date Aug 21, 2026 · pay Sep 4, 2026 | 2026-08-21 |
| Dividend | $1.15 / share ex-date May 29, 2026 · pay Jun 12, 2026 | 2026-05-29 |
| Dividend | $1.15 / share ex-date Mar 13, 2026 · pay Mar 27, 2026 | 2026-03-13 |
| Dividend | $1.15 / share ex-date Nov 28, 2025 · pay Dec 12, 2025 | 2025-11-28 |
| Dividend | $1.15 / share ex-date Aug 29, 2025 · pay Sep 12, 2025 | 2025-08-29 |
| Announcement | Date |
|---|---|
| HSR antitrust notification refiled; merger with Patrick Industries progressing LCI Industries announced a regulatory update on its pending merger with Patrick Industries, originally agreed to on June 30, 2026. Both companies filed antitrust notifications with the Feder | 2026-09-10 |
| Merger with Patrick Industries filed HSR antitrust notification LCI Industries and Patrick Industries announced progress on their previously disclosed merger agreement. On August 5, 2026, both companies filed required antitrust notification forms with th | 2026-08-10 |
| Agreement and Plan of Merger with Patrick Industries entered into LCI Industries is being acquired by Patrick Industries in an all-stock merger announced June 30, 2026. Each LCI shareholder will receive 1.2440 shares of Patrick stock per LCI share owned, w | 2026-06-30 |
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Google PlayApp StoreData updated 2026-09-18.