US · Consumer Cyclical · Recreational Vehicles
EPS came in at 2.21 against a street estimate of 2.03 — a beat of 8.9%.
Analysts rate LCI Industries a buy (4 buy, 7 hold, 0 sell out of 11) with an average price target of $114.60.
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 | 15.22% |
| Kayne Anderson Rudnick Investment Management LLC | 7.16% |
| Dimensional Fund Advisors, Inc. | 6.17% |
| Vanguard Portfolio Management, LLC | 6.13% |
| FMR Inc | 4.91% |
| Vanguard Capital Management, LLC | 4.33% |
| State Street Corp | 3.90% |
| Geode Capital Management, LLC | 2.84% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $992,483 thousand, down from $1,036,477 thousand in the third quarter of 2025. • Third-quarter | 2026-11-05 |
| Reg FD disclosure · Q4 2026 OTHER NOTABLE POINTS • LCI Industries filed a Form 8-K dated November 5, 2026, furnishing a transcript of its earnings conference call. • The filing | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $992.5 million, down from $1,036.5 million in the third quarter of 2025, mainly because of lower | 2026-11-05 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • LCI Industries reported a corporate-development update in an October 30, 2026 Form 8-K; it provided no new financial results, reve | 2026-10-30 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • On October 28, 2026, LCI Industries disclosed that it received an unsolicited, non-binding proposal from Monomoy Capital Partners | 2026-10-28 |
| Reg FD disclosure · Q4 2026 OTHER NOTABLE POINTS • LCI Industries filed a Form 8-K with the U.S. Securities and Exchange Commission on October 22, 2026. • The filing reports th | 2026-10-22 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • On October 9, 2026, the U.S. Department of Justice (DOJ) issued a “Second Request” for additional information about LCI Industries | 2026-10-13 |
| 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 |
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 |
| Announcement | Date |
|---|---|
| Company received unsolicited proposal to be acquired by Monomoy Capital Partners LCI Industries disclosed that it has received an unsolicited, non-binding proposal from Monomoy Capital Partners to acquire all of LCI’s outstanding shares. The filing does not state Monomoy | 2026-10-28 |
| 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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Open in the appGoogle PlayApp StoreData updated 2026-11-07.