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

LCI Industries Q3 sales fall 4% as adjusted EPS rises to $2.21 from $1.97

Mixed Impact 3 of 5 earnings

LCI Industries reported third-quarter 2026 results on a call furnished in an 8-K. Net sales were just under $1 billion, down 4% from a year earlier, while adjusted diluted EPS rose to $2.21 from $1.97 and GAAP diluted EPS was $2.05. The company narrowed its full-year adjusted EPS outlook to $8.25 to $8.50 and said the proposed merger with Patrick Industries remains pending.

Key points

  • Q3 2026 net sales were just under $1 billion, down 4% year over year, mainly due to lower North American RV wholesale shipments.
  • Adjusted diluted EPS was $2.21 versus $1.97 a year earlier; GAAP net income was $50 million, or $2.05 per diluted share.
  • Full-year 2026 adjusted EPS range was tightened to $8.25 to $8.50; adjusted revenue is expected at $3.9 billion to $4 billion.
  • The company said it declined a Monomoy Capital proposal because its board judged it not superior to the proposed merger with Patrick Industries.

The filing

CompanyLCI Industries (LCII)
Form8-K, current report
Filed with the SECNov 5, 2026, 5:04 PM ET
Accession number0000763744-26-000118

Items reported: 7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:18 PM ET, from the text of the filing and its press-release exhibits only.

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