10-Q quarterly report · filed Aug 5, 2026

LCI INDUSTRIES (LCII) Q2 2026 10-Q Quarterly Report

Short answer

LCI INDUSTRIES (LCII) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $969M (down 12.5% year over year) with net income of $67M.

Q2 2026 key financials · XBRL

Revenue
$969M
−12.5% YoY · −11.2% QoQ
Net income
$67M
+16.5% YoY · +6.7% QoQ
Operating margin
9.9%
Gross margin
31.1%
EPS (diluted)
$2.76
+20.5% YoY · +9.1% QoQ

Source: XBRL data from the LCI INDUSTRIES (LCII) Q2 2026 10-Q on SEC EDGAR. USD.

LCI INDUSTRIES Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

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

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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