LCI Industries reported third quarter 2026 results, with net sales of $992.5 million versus $1,036.5 million a year earlier, driven by lower North American RV wholesale shipments. GAAP diluted EPS fell to $2.05 from $2.55, while adjusted diluted EPS rose 12% to $2.21, and the company said its full-year outlook was updated, with 2026 adjusted EPS now expected at $8.25 to $8.50. The results come while the proposed all-stock merger with Patrick Industries is pending, with a stockholder vote set for November 18, 2026.
Q3 2026 net sales were $992.5 million versus $1,036.5 million in Q3 2025; Adjacent Industries OEM sales rose 7% and Aftermarket sales rose 6%
GAAP net income was $50.1 million ($2.05 per diluted share) versus $62.5 million ($2.55) a year earlier; adjusted net income was $54.0 million ($2.21 per diluted share) versus $1.97
2026 outlook: revenue of $3.9 billion to $4.0 billion, adjusted operating profit margin of 7.5% to 8.0%, adjusted diluted EPS of $8.25 to $8.50; October 2026 net sales expected at approximately $341 million, down 10%
Patrick Industries merger: stockholder special meeting on November 18, 2026; the company continues to expect closing in the first half of 2027
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.
From LCI Industries's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$4.12B
+10.2%
$7.57
+35.2%
4.6%
FY2024
$3.74B
-1.2%
$5.60
+122.2%
3.8%
FY2023
$3.78B
-27.3%
$2.52
-83.7%
1.7%
FY2022
$5.21B
+16.4%
$15.48
+36.7%
7.6%
FY2021
$4.47B
+60.0%
$11.32
+80.5%
6.4%
Frequently asked questions
When is LCI Industries's next earnings date?
LCI Industries has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did LCI Industries earn last quarter?
For the quarter ended Sep 2026, LCI Industries reported diluted EPS of $2.05 (-19.6% year over year) on revenue of $992.48M (-4.2%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.