LCII at a glance
LCI INDUSTRIES (LCII, SEC CIK 763744) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as July 20, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), LCI INDUSTRIES (LCII) reported revenue of $4.1 billion (up 10.2% from FY2024) and net income of $188.3 million. Diluted EPS was $7.57.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding LCI INDUSTRIES (LCII) shares worth $1.5 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.1B
- +10.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $1.5B · −3 vs prior quarter
- Latest 8-K
- Sep 10, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: global engineered components supplier for outdoor recreation, transportation, marine, housing industries with OEM and aftermarket focus
- New service launch: Lippert Factory Service network for expert installation, service, repairs, and upfits in aftermarket segment
- Strategic shift: increased emphasis on adjacent industries and aftermarket expansion alongside North American RV market leadership
- Quantitative highlight: consolidated net sales $4.1B in 2025, up 10% YoY; net income $188.3M, EPS $7.57 vs $142.9M, $5.60 in 2024
- Noteworthy fact: $124.5M of 2025 sales from acquisitions completed in 2024 and 2025, supporting growth and diversification
Risk Factors
- Cybersecurity risk oversight by Board Risk Committee with VP of Global Information Security reporting periodic and annual updates
- Key-person dependency on VP of Global Information Security with 20+ years of experience and CISSP certification
- Cybersecurity risk management involves internal staff plus retained external cybersecurity consultants
- Cyber threat monitoring includes intelligence from governmental, public, and private sources plus security tool alerts
Management Discussion & Analysis
- Revenue $4.12B in 2025, up 10% YoY from $3.74B; driven by acquisitions ($124.5M), higher sales prices, and RV market growth
- Operating margin 6.8% in 2025 vs 5.8% in 2024; OEM margin 5.8% vs 3.7%, Aftermarket margin 10.3% vs 12.6%
- OEM Segment best performer: sales $3.19B (+12%), operating profit $184.1M (+$77M); Aftermarket worst: sales $932.4M (+6%), operating profit $95.8M (-$15.4M)
- Cash flow: Operating cash flow $331M (down from $370M); Capex $52.6M; Acquisitions $112.7M; Share repurchases $128.6M; Dividends $114M
- 2026 outlook: Capital expenditures $60-$80M; effective tax rate ~25-27%; risk from tariffs, material costs, and automotive aftermarket volume declines
AI summary of the LCII 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Emerging headwinds: competition, seasonality, credit availability, inventory levels, transportation, labor costs
- Pending Mergers risks: approval delays, integration costs, regulatory scrutiny, unrealized synergies
- No revenue, margin, segment, cash-flow, or capital-deployment figures provided
Risk Factors
- New merger risk triggered by June 30, 2026 Merger Agreement with Patrick Industries
- Regulatory risk: required approvals may impose conditions or changes to merger terms
- Transaction risk: $94.2 million termination fee may deter competing acquisition proposals
- Operational risk: pending-merger restrictions may prevent attractive business opportunities
- Financial risk: fixed 1.2440 exchange ratio exposes stockholders to Patrick share-price fluctuations
AI summary of the LCII 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- LCI’s proposed merger with Patrick remains pending, subject to antitrust clearance and other closing conditions
- LCI withdrew and refiled its HSR notification, restarting the statutory waiting period on September 9, 2026
Item 8.01: Other Events
- Merger with Patrick Industries remains pending, structured as sequential mergers making LCI a wholly owned Patrick subsidiary
- LCI and Patrick filed HSR antitrust notifications on August 5, 2026
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 contains the earnings conference-call transcript for fiscal year 2026
- Transcript provides management commentary supplementing the company’s earnings disclosure
AI summaries of LCII 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LCII
Don't miss the next LCII filing
- Alerts as it files. A push when LCII files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut LCII, by share count.
- Ask anything. An AI agent that reads every LCII filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hureau Robert Paul | A | Jul 18, 2026 | 1,133 | - |
| Graham Tracy D | D | Jun 3, 2026 | 1,335 | - |
| SIRPILLA JOHN A. | A | Jun 3, 2026 | 16,503 | - |
| LIPPERT JASON | D | Jun 3, 2026 | 26,066 | - |
| LIPPERT JASON | D | Jun 3, 2026 | 38,033 | - |
| Myers Linda Kristine | A | May 12, 2026 | 1,335 | - |
| Myers Linda Kristine | M | May 12, 2026 | 1,761 | $112.42 |
| SIRPILLA JOHN A. | A | May 12, 2026 | 1,335 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.7B | $4.1B |
| Gross Profit | - | $879.7M | $980.3M |
| Operating Income | - | $218.2M | $279.9M |
| Net Income | - | $142.9M | $188.3M |
| Gross Margin | - | 23.5% | 23.8% |
| Op. Margin | - | 5.8% | 6.8% |
| Net Margin | - | 3.8% | 4.6% |
| Balance Sheet | |||
| Total Assets | $3.0B | $2.9B | $3.2B |
| Equity | $1.4B | $1.4B | $1.4B |
| ROE | - | 10.3% | 13.8% |
| Per Share | |||
| EPS | - | $5.60 | $7.57 |
| Cash Flow | |||
| Operating CF | - | $370.3M | $331.0M |
| CapEx | - | $42.3M | $52.6M |
Source: XBRL data in LCI INDUSTRIES (LCII)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LCII share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.49B |
| Q1 2026 | 35 | $1.86B |
| Q4 2025 | 31 | $1.76B |
| Q3 2025 | 32 | $1.41B |
| Q2 2025 | 31 | $1.35B |
| Q1 2025 | 30 | $1.01B |
| Q4 2024 | 22 | $1.07B |
| Q3 2024 | 18 | $560.7M |
- BlackRock+155.2K (+4%)
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- Dimensional Fund Advisors+86.9K (+6%)
- Invesco Ltd+60.3K (+23%)
- State Street Corp+27.5K (+3%)
- FMR LLC (Fidelity)−840.0K (-41%)
- JPMorgan Chase & Co−310.7K (-63%)
- Principal Financial Group−250.0K (-38%)
- D.E. Shaw & Co−106.2K (-80%)
- Ameriprise Financial−24.9K (-35%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 231 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LCII filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jul 20, 2026 | - | - | - |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 8-K | Jun 30, 2026 | - | Analysis | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | - | |
| 8-K | May 5, 2026 | - | - | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | - | - |
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LCII SEC filings: frequently asked questions
Which institutions hold LCII stock?
As of June 30, 2026, the largest LCI INDUSTRIES (LCII) holders among the 13F filers tracked by SignalX were BlackRock ($391.9 million), Dimensional Fund Advisors ($158.7 million), Vanguard Portfolio Management LLC ($157.7 million), FMR LLC (Fidelity) ($126.5 million), Vanguard Capital Management LLC ($111.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LCII's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), LCI INDUSTRIES (LCII) reported revenue of $4.1 billion (up 10.2% from FY2024) and net income of $188.3 million. Diluted EPS was $7.57. The figures come from the XBRL data in the 10-K.
What are the main risks in LCII's latest 10-K?
In the 10-K filed February 26, 2026, LCI INDUSTRIES (LCII) flagged: Cybersecurity risk oversight by Board Risk Committee with VP of Global Information Security reporting periodic and annual updates. Key-person dependency on VP of Global Information Security with 20+ years of experience and CISSP certification. (AI summary of the Risk Factors section.)
What did LCII report in its latest 8-K?
LCI INDUSTRIES (LCII) filed an 8-K on September 10, 2026 reporting Item 8.01 (Other Events). LCI’s proposed merger with Patrick remains pending, subject to antitrust clearance and other closing conditions.
What are the latest LCII SEC filings?
LCI INDUSTRIES (LCII) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on July 20, 2026.
What is LCII's SEC CIK number?
LCI INDUSTRIES (LCII)'s SEC Central Index Key (CIK) is 763744. EDGAR lists every LCII filing under that number.
Ask anything about LCII
The research agent reads LCII's filings, financials, insider trades and 13F holders, then answers with sources.