Short answer
LCI INDUSTRIES (LCII) filed an 8-K current report with the SEC on June 30, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). LCI to merge with Patrick Industries in an all-stock transaction at a 1.2440 exchange ratio per LCI share.
LCI INDUSTRIES 8-K event analysis
AI summary of each reported item and its exhibits
Item 1.01 · Entry into a Material Definitive Agreement
- LCI to merge with Patrick Industries in an all-stock transaction at a 1.2440 exchange ratio per LCI share
- Post-closing ownership split: Patrick shareholders approximately 52%, LCI shareholders approximately 48%
- Equalized governance structure: 12-member Patrick board with six directors designated by each company
- Closing requires shareholder approvals, regulatory clearance, Form S-4 effectiveness, Nasdaq listing approval, and other customary conditions
- Outside date March 30, 2027, with potential two three-month regulatory extensions; termination fee $94.2 million for specified breaches
Item 7.01 · Regulation FD Disclosure
- No substantive company disclosure or investor-actionable information in the provided text
Item EX-99.1 · Exhibit EX-99.1
- All-stock merger with Patrick Industries; LCI shareholders receive 1.2440 Patrick shares per LCI share
- Ownership split: Patrick shareholders 52%, LCI shareholders 48% of combined company
- Pro forma revenue $8.1B, adjusted EBITDA $1.0B, and free cash flow $508M, inclusive of synergies
- Over $150M run-rate cost synergies targeted within three years, primarily procurement, SG&A, engineering, and supply chain
- Closing expected in first half of 2027, subject to shareholder and regulatory approvals; integration and execution remain key risks
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