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NYSE: LCII LCI INDUSTRIES 10-Q

revenue $968.7M, net income $67.1M. LCI Industries to be acquired by Patrick Industries; Q2 operating profit rises 9%

Filed August 5, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 5, 2025 · ~1 min read

Key Changes

  • high

    LCI entered a definitive merger agreement with Patrick Industries in an all-stock deal expected to close in H1 2027, subject to approvals.

    MD&A: Merger Agreement verify on EDGAR →
  • high

    CEO Jason Lippert and Board Chair Tracy Graham departed in June 2026; John Sirpilla named Interim CEO and Virginia Henkels Board Chair.

    MD&A: Leadership Transition verify on EDGAR →
  • high

    Company expects $119.3M in IEEPA tariff refunds, with $94.9M already received; plans to pass through ~$88.8M to customers.

    MD&A: Tariff Refunds verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 1, 2026 · How we verify