AI brief of an SEC Form 8-K · LCI Industries (LCII)

LCI Industries Q2 sales rise 5% to $1.1 billion; net income falls to $58 million

Mixed Impact 3 of 5 earnings Written later

LCI Industries reported second quarter 2025 net sales of $1.1 billion, up 5% year over year, driven by acquired businesses and higher North American RV sales. Net income fell to $58 million, or $2.29 per diluted share, from $61 million, or $2.40, a year earlier, as operating margin narrowed and executive separation costs weighed on results.

Key points

  • Net sales of $1,107.3 million, up 5.0% from $1,054.5 million in the second quarter of 2024
  • Net income of $57.6 million, or $2.29 per diluted share, versus $2.40 a year earlier; adjusted net income of $2.39 per diluted share excludes $3.2 million in executive separation costs
  • Adjusted EBITDA of $121.3 million, or 11.0% of net sales, compared with $122.6 million in the second quarter of 2024
  • Freedman Seating Company acquisition completed, representing approximately $125 million in annual revenue; $62 million in share repurchases made in July and August 2025

The filing

CompanyLCI Industries (LCII)
Form8-K, current report
Filed with the SECAug 5, 2025, 7:11 AM ET
Accession number0000763744-25-000124

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 6:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 05, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.