Form 8-K

8-K — LCI INDUSTRIES

Accession: 0000763744-26-000068

Filed: 2026-08-05

Period: 2026-08-05

CIK: 0000763744

SIC: 3714 (MOTOR VEHICLE PARTS & ACCESSORIES)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — lcii-20260805.htm (Primary)

EX-99.1 (lcii-earningsrelease2q26qu.htm)

EX-99.2 (lcii-irshortdeck2q26fina.htm)

GRAPHIC (lcii-irshortdeck2q26fina001.jpg)

GRAPHIC (lcii-irshortdeck2q26fina002.jpg)

GRAPHIC (lcii-irshortdeck2q26fina003.jpg)

GRAPHIC (lcii-irshortdeck2q26fina004.jpg)

GRAPHIC (lcii-irshortdeck2q26fina005.jpg)

GRAPHIC (lcii-irshortdeck2q26fina006.jpg)

GRAPHIC (lcii-irshortdeck2q26fina007.jpg)

GRAPHIC (lcii-irshortdeck2q26fina008.jpg)

GRAPHIC (lcii-irshortdeck2q26fina009.jpg)

GRAPHIC (lcii-irshortdeck2q26fina010.jpg)

GRAPHIC (lcii-irshortdeck2q26fina011.jpg)

GRAPHIC (lcii-irshortdeck2q26fina012.jpg)

GRAPHIC (lcii-irshortdeck2q26fina013.jpg)

GRAPHIC (lcii-irshortdeck2q26fina014.jpg)

GRAPHIC (lcii-irshortdeck2q26fina015.jpg)

GRAPHIC (lcii-irshortdeck2q26fina016.jpg)

GRAPHIC (lcii-irshortdeck2q26fina017.jpg)

GRAPHIC (lcii-irshortdeck2q26fina018.jpg)

GRAPHIC (lcii-irshortdeck2q26fina019.jpg)

GRAPHIC (lcii-irshortdeck2q26fina020.jpg)

GRAPHIC (lcii-irshortdeck2q26fina021.jpg)

GRAPHIC (lcii-irshortdeck2q26fina022.jpg)

GRAPHIC (lcii-irshortdeck2q26fina023.jpg)

GRAPHIC (lcii-irshortdeck2q26fina024.jpg)

GRAPHIC (lcii-irshortdeck2q26fina025.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: lcii-20260805.htm · Sequence: 1

lcii-20260805

0000763744FALSE00007637442026-08-052026-08-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 5, 2026

LCI INDUSTRIES

(Exact name of registrant as specified in its charter)

Delaware 001-13646 13-3250533

(State or other jurisdiction of incorporation) (Commission File Number) (I.R.S. Employer

Identification No.)

3501 County Road 6 East, Elkhart, Indiana 46514

(Address of principal executive offices) (Zip Code)

Registrant's telephone number, including area code: (574) 535-1125

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☒ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock, $.01 par value LCII New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company

☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition

On August 5, 2026, LCI Industries issued a press release setting forth LCI Industries' second quarter 2026 results. A copy of the press release is attached hereto as Exhibit 99.1.

An earnings presentation that LCI Industries will refer to during its conference call to discuss the results is attached hereto as Exhibit 99.2 and will be posted on LCI Industries' investor relations website in advance of the call.

The foregoing information is furnished pursuant to Item 2.02, "Results of Operations and Financial Condition." Such information, including Exhibits 99.1 and 99.2 attached hereto, is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, except as shall be expressly set forth by specific reference in such filing.

Item 9.01    Financial Statements and Exhibits

Exhibit Index:

99.1

Press Release dated August 5, 2026

99.2

Earnings Presentation dated August 5, 2026

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

LCI INDUSTRIES

(Registrant)

By: /s/ Lillian D. Etzkorn

Lillian D. Etzkorn

Chief Financial Officer

Dated: August 5, 2026

EX-99.1

EX-99.1

Filename: lcii-earningsrelease2q26qu.htm · Sequence: 2

Document

LCI INDUSTRIES REPORTS SECOND QUARTER FINANCIAL RESULTS

Diversification and Strong Execution Drives Expanded Profitability

Second Quarter 2026 Highlights versus Second Quarter 2025

•Net sales decreased 13% to $969 million

•Adjusted net sales decreased 4% to $1,057 million

◦Adjusted net sales in the second quarter of 2026 excludes a $89 million reduction to net sales for the IEEPA tariff refunds expected to be passed through to customers

•Operating profit margin expanded 200 bps to 9.9% from 7.9%

◦Second quarter 2026 operating profit includes the impacts of merger-related expenses and restructuring costs, partially offset by a benefit from the net impact of IEEPA tariff refunds

•Net income increased 16% to $67 million, or 6.9% of net sales

•Diluted earnings per share increased 20% to $2.75 from $2.29

•Adjusted net income of $66 million; adjusted diluted EPS increased 13% to $2.70 from $2.39

•Adjusted EBITDA increased 7% to $129 million, or 12.2% of adjusted net sales

•Towable RV content per unit up 11% to $5,831

Other Highlights

•Cash flows from operations of $346 million for the LTM ended June 30, 2026

•$28 million returned to shareholders via dividends during the quarter

•Paid off remaining balance of 2026 Convertible Notes at maturity with cash of $92 million

•Strong liquidity position of $812 million, comprising $217 million of cash and cash equivalents and $595 million of availability on revolving credit facility at June 30, 2026

•Innovation continues to drive profitable sales growth with top five new innovative products expected to contribute $270 million to annualized sales

•Entered into definitive agreement to combine with Patrick Industries, Inc. in an all-stock merger, to form a premier component solutions provider for the outdoor enthusiast, housing, and transportation markets. Please visit www.patrickandlipperttogether.com for more information.

Elkhart, Indiana - August 5, 2026 - LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today reported second quarter 2026 results.

"We delivered solid second quarter results with expanded profitability despite continued soft outdoor recreation industry demand. Our 2026 performance has been driven first and foremost by our self-help initiatives. Through disciplined operational efficiencies and strategic cost reduction actions, we've structurally improved our cost base and expanded net margins despite a challenging wholesale RV production environment and continued retail softness. Our disciplined cost management execution and increased product content per unit has fundamentally strengthened our earnings power and position us to generate higher returns throughout the cycle," said Johnny Sirpilla, Interim Chief Executive Officer.

Mr. Sirpilla continued, "I am energized by the opportunities ahead and appreciate the value LCI delivers to its customers across the many dynamic markets we serve. I’m equally excited about the compelling strategic and financial rationale for our proposed merger with Patrick. Together, we expect to create a broader, more innovative product platform, expand our addressable market, and cost-effectively bring more products within reach of outdoor recreation consumers. In the meantime, our talented, innovation-minded team remains squarely focused on advancing our strategic investments and cost optimization initiatives and we look forward to finishing the year strong in our drive to enhance shareholder value."

Second Quarter 2026 Results

Consolidated net sales decreased 12.5% to $968.7 million in the second quarter of 2026, down from $1,107.3 million in the same period of 2025. Excluding the $88.8 million negative impact of IEEPA tariff refunds expected to

be passed through to customers, adjusted net sales decreased 4.5% to $1,057.5 million. The decrease in consolidated net sales and adjusted net sales was primarily driven by lower North American RV wholesale shipments, partially offset by sales price increases for targeted products and to cover higher material costs, sales from acquired businesses ($16.7 million in the second quarter), growth in the automotive aftermarket, and content gains in North American RV sales driven by recent product innovations, and, in the case of consolidated net sales, the impact of IEEPA tariff refunds expected to be passed through to customers.

Net income was up 16% to $67.1 million, or $2.75 per diluted share, compared to $57.6 million, or $2.29 per diluted share, in the second quarter of 2025. Adjusted net income increased to $65.9 million, or $2.70 per adjusted diluted share, compared to $60.1 million, or $2.39 per adjusted diluted share. Adjusted EBITDA increased 7% to $129.4 million, compared to $121.3 million in the second quarter of 2025. Operating profit margin increased to 9.9% in the second quarter of 2026 compared to 7.9% in the same period of 2025. Year-over-year margin expansion was driven primarily by cost improvement actions, including materials sourcing strategies, and the benefit of the net impact of IEEPA tariff refunds, partially offset by merger-related expenses, and investments in capacity and distribution to support the Aftermarket Segment.

*Additional information regarding adjusted net income, adjusted diluted EPS, adjusted net sales, and adjusted EBITDA used throughout this release, as well as reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measure, is provided in the "Supplementary Information - Reconciliation of Non-GAAP Measures" section below.

OEM Segment - Second Quarter Performance

OEM net sales decreased $164.8 million, or 20%, to $674.8 million for the second quarter of 2026, compared to $839.6 million in the same period of 2025. RV OEM net sales decreased 33% to $336.1 million, primarily due to a reduction for IEEPA tariff refunds expected to be passed through to customers, a decrease in North American travel trailer and fifth-wheel shipments, and an increase in RV sales mix toward lower content single axle travel trailers, partially offset by sales price increases for targeted products and to cover increased material costs, and recent product innovations. Adjacent Industries OEM net sales increased 1% year-over-year to $338.7 million, primarily driven by sales from acquired businesses and higher sales to North American marine OEMs, partially offset by a reduction for IEEPA tariff refunds expected to be passed through to customers.

Operating profit of the OEM Segment was $44.1 million in the second quarter of 2026, or 6.5% of net sales, compared to $51.7 million, or 6.2% of net sales, in the same period in 2025. Operating profit of the OEM Segment included a net positive impact related to IEEPA tariff refunds after deducting the related refunds expected to be passed through to customers. In addition to the favorable net impact of tariff refunds, the operating profit margin benefitted primarily from increases in selling prices contractually tied to indices of select commodities, increases in selling prices for targeted products and to cover increased material costs, and cost improvement actions, including materials sourcing strategies. The positive factors, other than the favorable net impact of tariff refunds, were more than offset by the impact of fixed costs spread over decreased production volumes, higher material costs related to tariffs, higher steel and aluminum costs, rising fuel costs, as well as merger-related expenses.

Aftermarket Segment - Second Quarter Performance

Aftermarket net sales increased 10% to $293.9 million for the second quarter of 2026, compared to $267.7 million in the same period of 2025. The increase was primarily driven by sales price increases for targeted products and to cover increased material costs, sales from acquired businesses, and increases in volume in the automotive aftermarket, partially offset by a reduction for IEEPA tariff refunds expected to be passed through to customers.

Operating profit of the Aftermarket Segment was $51.9 million, or 17.7% of net sales in the second quarter of 2026, compared to $36.1 million, or 13.5% of net sales, in the same period of 2025. Operating profit of the Aftermarket Segment included a net positive impact related to IEEPA tariff refunds after deducting the related refunds expected to be passed through to customers. In addition to the favorable net impact of IEEPA tariff refunds, the operating profit margin benefitted primarily from increases in selling prices for targeted products and to cover increased material costs and cost improvement actions, including materials sourcing strategies. These positive factors, other than the favorable net impact of IEEPA tariff refunds, were more than offset by higher material and freight costs

related to tariffs, higher steel and aluminum costs, rising fuel costs, merger-related expenses, and investments in capacity and distribution.

Income Taxes

The Company's effective tax rate was 25.6% for the quarter ended June 30, 2026, compared to 26.2% for the quarter ended June 30, 2025. The improvement in the effective tax rate was primarily due to the recognition of a discrete tax benefit related to an increase in the cash surrender value of company-owned life insurance policies compared to the prior year period and a statute release of an uncertain tax position on state R&D tax credits, partially offset by a write-off of projected non-deductible deferred executive compensation.

Balance Sheet and Other Items

At June 30, 2026, the Company's cash and cash equivalents balance was $216.5 million, relative to $222.6 million at December 31, 2025. The Company used $92.0 million to pay off the remaining balance of its 2026 Convertible Notes at maturity, $55.9 million for dividend payments to shareholders, and $28.4 million for capital expenditures in the six months ended June 30, 2026.

The Company's outstanding long-term indebtedness, including current maturities, was $852.6 million at June 30, 2026. As of June 30, 2026, the Company had $595.2 million of borrowing availability under its revolving credit facility.

Outlook

Based on current market and economic conditions along with existing tariffs, the Company expects the following:

•July 2026 net sales of approximately $315 million, down 4% from prior year

•2026 North American RV wholesale shipments of 280,000 to 300,000, lowering from the previous range of 315,000 to 330,000

•2026 revenue of $3.9 billion to $4.1 billion, reduced to reflect softened market conditions

•2026 operating profit margin of 7.5% to 8.0%, reaffirming prior guidance range

•2026 adjusted EPS of $8.25 to $8.75

Conference Call & Webcast

LCI Industries will host a conference call to discuss its second quarter results on Wednesday, August 5, 2026, at 8:30 a.m. Eastern time. An online, real-time webcast, as well as a supplemental earnings presentation, will be available on the Company's website, investors.lci1.com. The conference call and webcast can also be accessed by dialing (888) 596-4144 for participants in the U.S. and (646) 968-2525 for participants outside the U.S. using the required access code 5713129#. Due to the high volume of companies reporting earnings at this time, please be prepared for hold times of up to 15 minutes when dialing in to the call.

A replay of the conference call will be available for two weeks by dialing (800) 770-2030 for participants in the U.S. and (609) 800-9909 for those outside the U.S. and referencing access code 5713129#. A replay of the webcast will be available on the Company’s website immediately following the conclusion of the call.

About LCI Industries

LCI Industries (NYSE: LCII), through its Lippert subsidiary, is a global leader in supplying engineered components to the outdoor recreation and transportation markets. We believe our innovative culture, advanced manufacturing capabilities, and dedication to enhancing the customer experience have established Lippert as a reliable partner for both OEM and aftermarket customers. For more information, visit www.lippert.com.

Forward-Looking Statements

This press release contains certain "forward-looking statements" with respect to our financial condition, results of operations, profitability, margins, business strategies, operating efficiencies or synergies, competitive position, growth opportunities, acquisitions, plans and objectives of management, markets for the Company's common stock, the impact of legal proceedings, and other matters. Statements in this press release that are not historical facts are "forward-looking statements" for the purpose of the safe harbor provided by Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, and involve a number of risks and uncertainties.

Forward-looking statements, including, without limitation, those relating to the Company's 2026 outlook and related assumptions, production levels, future financial results and business prospects, net sales, expenses and income (loss), operating margins, capital expenditures, tax rate, cash flow, financial condition, liquidity, covenant compliance, retail and wholesale demand and shipments, run rates, integration of acquisitions, planned divestitures and facility consolidations, optimization of facilities and infrastructure, R&D investments, commodity prices, addressable markets, industry trends, and the Company's proposed merger with Patrick Industries, Inc. ("Patrick"), whenever they occur in this press release are necessarily estimates reflecting the best judgment of the Company's senior management at the time such statements were made. There are a number of factors, many of which are beyond the Company's control, which could cause actual results and events to differ materially from those described in the forward-looking statements. These factors include, in addition to other matters described in this press release, (1) the impacts of costs and availability of, and tariffs on, raw materials (particularly steel and aluminum) and other components, (2) tariff refunds and related pass through to customers, (3) future pandemics, geopolitical tensions, armed conflicts, or natural disasters on the global economy and on the Company's customers, suppliers, team members, business and cash flows, (4) pricing pressures due to domestic and foreign competition, (5) seasonality and cyclicality in the industries to which we sell our products, (6) availability of credit for financing the retail and wholesale purchase of products for which we sell our components, (7) inventory levels of retail dealers and manufacturers, availability of transportation for products for which we sell our components, (8) the financial condition of our customers, (9) the financial condition of retail dealers of products for which we sell our components, (10) retention and concentration of significant customers, (11) the costs, pace of and successful integration of acquisitions and other growth initiatives, (12) availability and costs of production facilities and labor, team member benefits, team member retention, realization and impact of expansion plans, (13) efficiency improvements and cost reductions, (14) the disruption of business resulting from natural disasters or other unforeseen events, (15) the successful entry into new markets, (16) the costs of compliance with environmental laws, laws of foreign jurisdictions in which we operate, other operational and financial risks related to conducting business internationally, and increased governmental regulation and oversight, (17) information technology performance and security, (18) the ability to protect intellectual property, (19) warranty and product liability claims or product recalls, (20) interest rates, oil and gasoline prices, and availability, the impact of international, national and regional economic conditions and consumer confidence on the retail sale of products for which we sell our components, (21) risks related to the pending merger with Patrick, including (a) the risk that the cost savings and any revenue synergies from the transaction may not be fully realized or may take longer than anticipated to be realized, (b) disruption to each party’s business as a result of the announcement and pendency of the transaction, (c) the risk that the integration of each party’s operations will be materially delayed or will be more costly or difficult than expected or that the parties are otherwise unable to successfully integrate as a result of unexpected factors or events, (d) the failure to obtain the necessary approvals by the stockholders of the Company or Patrick, (e) the ability by each of the Company and Patrick to obtain required governmental approvals of the transaction on the timeline expected, or at all, and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the transaction, (f) reputational risk and the reaction of each party’s customers, suppliers, employees or other business partners to the transaction, (g) the failure of the closing conditions in the merger agreement to be satisfied, or any unexpected delay in closing the transaction or the occurrence of any event, change or other circumstances that could give rise to the termination of the merger agreement, (h) the possibility that the transaction may be more expensive to complete than anticipated, including as a result of unexpected factors or events, (i) risks related to management and oversight of the expanded business and operations of the combined company due to the increased size and complexity, (j) the possibility of increased scrutiny by, and/or additional regulatory requirements of, governmental authorities as a result of the transaction or the size, scope and complexity of the combined company’s business operations, and (k) the outcome of any legal or regulatory proceedings that may be currently pending or later instituted against the Company, Patrick or the combined company before or after the transaction, and (22) other risks and uncertainties discussed more fully under

the caption "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended December 31, 2025, the Company's Quarterly Report on Form 10-Q for the quarterly period ended June 30, 2026 and in the Company's subsequent filings with the Securities and Exchange Commission (the "SEC"). Readers of this press release are cautioned not to place undue reliance on these forward-looking statements, since there can be no assurance that these forward-looking statements will prove to be accurate. The Company disclaims any obligation or undertaking to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made, except as required by law.

Important Information About the Proposed Transaction and Where to Find It

In connection with the proposed transaction between the Company and Patrick, the Company and Patrick intend to file relevant materials with the SEC, including, among other filings, a Patrick registration statement on Form S-4 that will include a joint proxy statement of the Company and Patrick that also constitutes a prospectus of Patrick with respect to shares of Patrick’s common stock to be issued in the proposed transaction, and a definitive joint proxy statement/prospectus, which will be mailed to stockholders of the Company and Patrick (the “Joint Proxy Statement/Prospectus”). The Company and Patrick may also file other documents with the SEC regarding the proposed transaction. This document is not a substitute for the Joint Proxy Statement/Prospectus or any other document which the Company and Patrick may file with the SEC. INVESTORS AND SECURITY HOLDERS OF THE COMPANY AND PATRICK ARE URGED TO READ THE REGISTRATION STATEMENT AND THE JOINT PROXY STATEMENT/PROSPECTUS AND ANY OTHER DOCUMENTS THAT WILL BE FILED WITH THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THESE DOCUMENTS, CAREFULLY AND IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION AND RELATED MATTERS. Investors and security holders will be able to obtain free copies of the registration statement and the Joint Proxy Statement/Prospectus (when available) and other documents filed with the SEC by the Company and Patrick through the website maintained by the SEC at http://www.sec.gov. Copies of the documents filed with the SEC by the Company will be available free of charge on Company’s website at lippert.com under the tab “Investors” and under the heading “Financials” and subheading “SEC Filings.” Copies of the documents filed with the SEC by Patrick will be available free of charge on Patrick’s website at patrickind.com under the tab “Investors” and under the heading “SEC Filings.”

Certain Information Regarding Participants

The Company, Patrick and their respective directors and executive officers may be considered participants in the solicitation of proxies from the stockholders of each of the Company and Patrick in connection with the proposed transaction. Information about the directors and executive officers of the Company and their ownership of Company common stock is set forth in its Annual Report on Form 10-K for the year ended December 31, 2025, which was filed with the SEC on February 26, 2026 and its proxy statement for its 2026 annual meeting, which was filed with the SEC on March 27, 2026. Information about the directors and executive officers of Patrick and their ownership of Patrick common stock is set forth in its Annual Report on Form 10-K for the year ended December 31, 2025, which was filed with the SEC on February 19, 2026 and its proxy statement for its 2026 annual meeting, which was filed with the SEC on March 30, 2026. To the extent holdings of Company’s or Patrick’s securities by its directors or executive officers have changed since the amounts set forth in such filings, such changes have been or will be reflected on Initial Statements of Beneficial Ownership on Form 3 or Statements of Beneficial Ownership on Form 4 filed with the SEC. Information about the directors and executive officers of the Company and Patrick, including a description of their direct or indirect interests, by security holdings or otherwise, and other information regarding the potential participants in the proxy solicitations, which may be different than those of the Company’s stockholders and Patrick’s stockholders generally, will be contained in the Joint Proxy Statement/Prospectus and other relevant materials to be filed with the SEC regarding the proposed transaction. You may obtain these documents (when they become available) free of charge through the website maintained by the SEC at http://www.sec.gov and from Company’s or Patrick’s website as described above.

No Offer or Solicitation

This press release does not constitute an offer to sell or the solicitation of an offer to buy or exchange any securities or a solicitation of any vote or approval in any jurisdiction, nor shall there be any sale, issuance or transfer of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. It does not constitute a prospectus or prospectus equivalent document. No offering or sale of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended, and otherwise in accordance with applicable law.

Contact:

Lillian D. Etzkorn, CFO

(574) 535-1125

Investors@lci1.com

###

LCI INDUSTRIES

OPERATING RESULTS

(unaudited)

Three Months Ended

June 30, Six Months Ended

June 30, Last Twelve

2026 2025 2026 2025 Months

(In thousands, except per share amounts)

Net sales $ 968,675  $ 1,107,250  $ 2,059,192  $ 2,152,840  $ 4,028,369

Cost of sales 667,531  837,229  1,484,383  1,631,070  2,995,035

Gross profit 301,144  270,021  574,809  521,770  1,033,334

Warehouse and transportation 61,342  54,235  117,224  104,090  218,194

Selling, general and administrative expenses 143,842  127,982  266,466  248,559  513,220

Operating profit 95,960  87,804  191,119  169,121  301,920

Interest expense, net 6,319  9,689  16,232  15,680  36,262

Loss on extinguishment of debt —  —  —  8,053  806

Gain on sale of real estate (554) —  (554) —  (20,270)

Income before income taxes 90,195  78,115  175,441  145,388  285,122

Provision for income taxes 23,054  20,480  45,353  38,315  73,857

Net income $ 67,141  $ 57,635  $ 130,088  $ 107,073  $ 211,265

Net income per common share:

Basic $ 2.76  $ 2.29  $ 5.36  $ 4.23  $ 8.69

Diluted $ 2.75  $ 2.29  $ 5.29  $ 4.23  $ 8.66

Weighted average common shares outstanding:

Basic 24,314  25,157  24,274  25,297  24,301

Diluted 24,392  25,157  24,571  25,297  24,395

Depreciation $ 17,670  $ 16,826  $ 34,020  $ 33,489  $ 67,586

Amortization $ 13,188  $ 13,497  $ 26,636  $ 26,376  $ 54,436

Capital expenditures $ 18,764  $ 12,736  $ 28,432  $ 21,774  $ 59,302

LCI INDUSTRIES

SEGMENT RESULTS

(unaudited)

Three Months Ended

June 30, Six Months Ended

June 30, Last Twelve

2026 2025 2026 2025 Months

(In thousands)

Net sales:

OEM Segment:

RV OEMs:

Travel trailers and fifth-wheels $ 282,349  $ 441,926  $ 724,355  $ 913,120  $ 1,519,471

Motorhomes 53,771  61,372  121,609  120,980  236,605

Adjacent Industries OEMs 338,673  336,261  681,643  629,014  1,298,070

Total OEM Segment net sales 674,793  839,559  1,527,607  1,663,114  3,054,146

Aftermarket Segment:

Total Aftermarket Segment net sales 293,882  267,691  531,585  489,726  974,223

Total net sales $ 968,675  $ 1,107,250  $ 2,059,192  $ 2,152,840  $ 4,028,369

Operating profit:

OEM Segment $ 44,083  $ 51,684  $ 120,587  $ 113,657  $ 191,050

Aftermarket Segment 51,877  36,120  70,532  55,464  110,870

Total operating profit $ 95,960  $ 87,804  $ 191,119  $ 169,121  $ 301,920

Depreciation and amortization:

OEM Segment depreciation $ 12,307  $ 12,169  $ 23,565  $ 24,496  $ 47,400

Aftermarket Segment depreciation 5,363  4,657  10,455  8,993  20,186

Total depreciation $ 17,670  $ 16,826  $ 34,020  $ 33,489  $ 67,586

OEM Segment amortization $ 9,150  $ 9,638  $ 18,561  $ 18,752  $ 38,474

Aftermarket Segment amortization 4,038  3,859  8,075  7,624  15,962

Total amortization $ 13,188  $ 13,497  $ 26,636  $ 26,376  $ 54,436

LCI INDUSTRIES

BALANCE SHEET INFORMATION

(unaudited)

June 30, December 31,

2026 2025

(In thousands)

ASSETS

Current assets

Cash and cash equivalents $ 216,512  $ 222,615

Accounts receivable, net 383,004  243,425

Inventories, net 768,976  809,094

Prepaid expenses and other current assets 116,232  74,552

Total current assets 1,484,724  1,349,686

Fixed assets, net 414,775  428,031

Goodwill 619,125  622,183

Other intangible assets, net 372,869  402,568

Operating lease right-of-use assets 275,225  272,995

Other long-term assets 101,184  100,524

Total assets $ 3,267,902  $ 3,175,987

LIABILITIES AND STOCKHOLDERS' EQUITY

Current liabilities

Current maturities of long-term indebtedness $ 3,658  $ 3,683

Accounts payable, trade 208,855  202,257

Current portion of operating lease obligations 45,233  44,174

Accrued expenses and other current liabilities 339,504  223,253

Total current liabilities 597,250  473,367

Long-term indebtedness 848,932  941,502

Operating lease obligations 248,358  246,047

Deferred taxes 27,820  27,495

Other long-term liabilities 113,790  126,743

Total liabilities 1,836,150  1,815,154

Total stockholders' equity 1,431,752  1,360,833

Total liabilities and stockholders' equity $ 3,267,902  $ 3,175,987

LCI INDUSTRIES

SUMMARY OF CASH FLOWS

(unaudited)

Six Months Ended

June 30,

2026 2025

(In thousands)

Cash flows from operating activities:

Net income $ 130,088  $ 107,073

Adjustments to reconcile net income to cash flows provided by operating activities:

Depreciation and amortization 60,656  59,865

Stock-based compensation expense 12,303  10,949

Loss on extinguishment of debt —  8,053

Gain on sale of real estate (554) —

Other non-cash items 901  6,514

Changes in assets and liabilities, net of acquisitions of businesses:

Accounts receivable, net (140,583) (168,012)

Inventories, net 38,774  62,977

Prepaid expenses and other assets (43,906) (4,899)

Accounts payable, trade 8,698  33,012

Accrued expenses and other liabilities 103,841  39,405

Net cash flows provided by operating activities 170,218  154,937

Cash flows from investing activities:

Capital expenditures (28,432) (21,774)

Acquisition of businesses —  (98,187)

Proceeds from sale of real estate 2,156  —

Other investing activities 3,159  (3,389)

Net cash flows used in investing activities (23,117) (123,350)

Cash flows from financing activities:

Vesting of stock-based awards, net of shares tendered for payment of taxes (6,695) (4,858)

Repayments under revolving credit facility —  (19,261)

Proceeds from term loan borrowings —  391,000

Repayments under term loan and other borrowings (2,222) (281,525)

Proceeds from issuance of convertible notes —  448,500

Repurchase of convertible notes (92,000) (368,920)

Purchases of convertible note hedge contracts —  (67,574)

Proceeds from issuance of warrants concurrent with note hedge contracts —  27,600

Partial unwind of convertible note hedge and warrants —  1,378

Payment of debt issuance costs —  (4,821)

Payment of dividends (55,879) (58,388)

Repurchases of common stock —  (66,338)

Other financing activities —  (895)

Net cash flows used in financing activities (156,796) (4,102)

Effect of exchange rate changes on cash and cash equivalents 3,592  (1,310)

Net (decrease) increase in cash and cash equivalents (6,103) 26,175

Cash and cash equivalents at beginning of period 222,615  165,756

Cash and cash equivalents at end of period $ 216,512  $ 191,931

LCI INDUSTRIES

SUPPLEMENTARY INFORMATION

(unaudited)

Three Months Ended Six Months Ended

June 30, June 30, Last Twelve

2026 2025 2026 2025 Months

Industry Data(1) (in thousands of units):

Industry Wholesale Production:

Travel trailer and fifth-wheel RVs 65.5  81.4  138.9  167.7  269.3

Motorhome RVs 9.8  9.3  20.5  18.7  37.9

Industry Retail Sales:

Travel trailer and fifth-wheel RVs 86.0  100.7  139.0  163.3  281.8

Impact on dealer inventories (20.5) (19.3) (0.1) 4.4  (12.5)

Motorhome RVs 10.3  10.7  17.8  19.7  36.0

Twelve Months Ended

June 30,

2026 2025

Lippert Content Per Industry Unit Produced(2):

Travel trailer and fifth-wheel RV $ 5,831  $ 5,234

Motorhome RV $ 3,852  $ 3,793

June 30, December 31,

2026 2025 2025

Balance Sheet Data (debt availability in millions):

Remaining availability under the revolving credit facility (3)

$ 595.2  $ 595.3  $ 595.2

Days sales in accounts receivable, based on last twelve months 30.6  29.6  29.7

Inventory turns, based on last twelve months 3.8  4.2  4.2

Estimated Full Year Data: 2026

Revenue

$3.9 - $4.1 billion

Operating profit margin(4)

7.5% - 8.0%

Adjusted diluted EPS

$8.25 - $8.75

Capital expenditures

$55 - $65 million

Depreciation and amortization

$115 - $125 million

Stock-based compensation expense

$24 - $27 million

Annual tax rate

25% - 27%

(1) Industry wholesale production data for travel trailer and fifth-wheel RVs and motorhome RVs provided by the Recreation Vehicle Industry Association. Industry retail sales data provided by Statistical Surveys, Inc.

(2) Excludes the impact on net sales in 2026 from IEEPA tariff refunds expected to be passed through to customers.

(3) Remaining availability under the revolving credit facility is subject to covenant restrictions.

(4) Estimate excludes impact of IEEPA tariff refunds and merger-related expenses.

LCI INDUSTRIES

SUPPLEMENTARY INFORMATION

RECONCILIATION OF NON-GAAP MEASURES

(unaudited)

The following table reconciles net income to Adjusted EBITDA, net sales to adjusted net sales, and net income as a percentage of net sales to Adjusted EBITDA as a percentage of adjusted net sales.

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 2026 2025

(In thousands)

Net income $ 67,141  $ 57,635  $ 130,088  $ 107,073

Interest expense, net 6,319  9,689  16,232  15,680

Provision for income taxes 23,054  20,480  45,353  38,315

Depreciation expense 17,670  16,826  34,020  33,489

Amortization expense 13,188  13,497  26,636  26,376

EBITDA $ 127,372  $ 118,127  $ 252,329  $ 220,933

Loss on extinguishment of debt —  —  —  8,053

Gain on sale of real estate (554) —  (554) —

Restructuring costs 4,421  —  4,421  —

Merger expenses 14,124  —  14,124  —

Net impact of IEEPA tariff refunds (15,972) —  (15,972) —

Executive separation costs —  3,193  —  3,193

Adjusted EBITDA $ 129,391  $ 121,320  $ 254,348  $ 232,179

Net sales $ 968,675  $ 1,107,250  $ 2,059,192  $ 2,152,840

IEEPA tariff refunds impact on net sales 88,792  —  88,792  —

Adjusted net sales $ 1,057,467  $ 1,107,250  $ 2,147,984  $ 2,152,840

Net income as a percentage of net sales 6.9 % 5.2 % 6.3 % 5.0 %

Adjusted EBITDA as a percentage of adjusted net sales 12.2 % 11.0 % 11.8 % 10.8 %

The following table reconciles net income to adjusted net income and net income per diluted share to adjusted net income per adjusted diluted share ("Adjusted EPS").

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 2026 2025

(In thousands, except per share amounts)

Net income $ 67,141  $ 57,635  $ 130,088  $ 107,073

Loss on extinguishment of debt —  —  —  8,053

Gain on sale of real estate (554) —  (554) —

Restructuring costs 4,421  —  4,421  —

Merger expenses 14,124  —  14,124  —

Net impact of IEEPA tariff refunds, including interest income (19,664) —  (19,664) —

Executive separation costs —  3,193  —  3,193

Tax effect of adjustments 402  (765) 402  (2,695)

Adjusted net income $ 65,870  $ 60,063  $ 128,817  $ 115,624

Weighted average common shares outstanding - diluted 24,392 25,157 24,571 25,297

Dilutive effect of 2030 Convertible Notes (1)

—  —  (213) —

Weighted average common shares outstanding - adjusted diluted 24,392 25,157 24,358 25,297

Net income per common share - diluted $ 2.75  $ 2.29  $ 5.29  $ 4.23

Loss on extinguishment of debt —  —  —  0.32

Gain on sale of real estate (0.02) —  (0.02) —

Restructuring costs 0.18  —  0.18  —

Merger expenses 0.58  —  0.57  —

Net impact of IEEPA tariff refunds, including interest income (0.81) —  (0.80) —

Executive separation costs —  0.13  —  0.13

Tax effect of adjustments 0.02  (0.03) 0.02  (0.11)

Dilutive effect of 2030 Convertible Notes (1)

—  —  0.05

Adjusted net income per common share - adjusted diluted (Adjusted EPS) $ 2.70  $ 2.39  $ 5.29  $ 4.57

(1) Weighted average shares outstanding - diluted, on a GAAP basis, includes diluted shares attributable to the Company's 2030 Convertible Notes for the six months ended June 30, 2026. However, the offsetting impact of the convertible note hedge transactions that the Company entered into in connection therewith is not recognized on a GAAP basis. As a result, for purposes of this calculation, the Company excludes the dilutive shares to the extent they would be offset by the convertible note hedge transactions.

In addition to reporting financial results in accordance with U.S. GAAP, the Company has provided the non-GAAP performance measures of Adjusted EBITDA, adjusted net sales, Adjusted EBITDA as a percentage of adjusted net sales, adjusted net income, and Adjusted EPS to illustrate and improve comparability of its results from period to period. Adjusted EBITDA is defined as net income before interest expense, net, provision for income taxes, depreciation expense, amortization expense, loss on extinguishment of debt, gain on sale of real estate, restructuring costs, merger expenses, the net impact of IEEPA tariff refunds, and executive separation costs, as applicable, during the three and six month periods ended June 30, 2026 and 2025. Adjusted net sales is defined as net sales adjusted for the reduction in net sales related to IEEPA tariff refunds expected to be passed through to customers. Adjusted net income is defined as net income adjusted for loss on extinguishment of debt, gain on sale of real estate, restructuring costs, merger expenses, the net impact of IEEPA tariff refunds, including interest income, executive separation costs, and the related tax effects, as applicable, during the three and six month periods ended June 30, 2026 and 2025. Adjusted EPS is defined as adjusted net income divided by weighted average common shares outstanding - adjusted diluted, which includes an adjustment for the dilutive effect of the 2030 Convertible Notes under the if-converted method for the six month period ended June 30, 2026. The restructuring costs adjusted out of the non-GAAP measures relate to the Company's plant consolidations at our U.S. glass and automotive aftermarket facilities. The Company

considers these non-GAAP measures in evaluating and managing the Company's operations and believes that discussion of results adjusted for these items is meaningful to investors because it provides a useful analysis of ongoing underlying operating trends. These measures are not in accordance with, nor are they substitutes for, GAAP measures, and they may not be comparable to similarly titled measures used by other companies.

Further, the Company has provided its outlook for full-year 2026 Adjusted EPS and adjusted operating profit margin in this release. The Company is unable to provide a reconciliation of forward-looking non-GAAP financial measures to their most directly comparable GAAP financial measures because the Company is unable to provide, without unreasonable effort, a meaningful or accurate calculation or estimation of amounts that would be necessary for the reconciliation due to the complexity and inherent difficulty in forecasting and quantifying future amounts or when they may occur. The financial impact of such items is uncertain and is dependent on various factors, including timing, and could be material to the Company's consolidated statements of income.

EX-99.2

EX-99.2

Filename: lcii-irshortdeck2q26fina.htm · Sequence: 3

lcii-irshortdeck2q26fina

Q2 2026 EARNINGS CONFERENCE CALL | August 5, 2026

This presentation contains certain “forward-looking statements” with respect to our financial condition, results of operations, profitability, margin growth, business strategies, operating efficiencies or synergies, competitive position, growth opportunities, acquisitions, plans and objectives of management, markets for the Company’s common stock, the impact of legal proceedings, and other matters. Statements in this presentation that are not historical facts are “forward-looking statements” for the purpose of the safe harbor provided by Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, and involve a number of risks and uncertainties. Forward-looking statements, including, without limitation, those relating to the Company's 2026 outlook and related assumptions, production levels, future business prospects, net sales, expenses and income (loss), capital expenditures, tax rate, cash flow, financial condition, liquidity, covenant compliance, retail and wholesale demand, integration of acquisitions, R&D investments, commodity prices, addressable markets, industry trends, and the Mergers whenever they occur in this presentation are necessarily estimates reflecting the best judgment of the Company's senior management at the time such statements were made. There are a number of factors, many of which are beyond the Company’s control, which could cause actual results and events to differ materially from those described in the forward-looking statements. These factors include, in addition to other matters described in this presentation, (1) the impacts of costs and availability of, and tariffs on, raw materials (particularly steel and aluminum) and other components, (2) tariff refunds and related pass through to customers, (3) future pandemics, geopolitical tensions, armed conflicts, or natural disasters on the global economy and on the Company's customers, suppliers, team members, business and cash flows, (4) pricing pressures due to domestic and foreign competition, (5) seasonality and cyclicality in the industries to which we sell our products, (6) availability of credit for financing the retail and wholesale purchase of products for which we sell our components, (7) inventory levels of retail dealers and manufacturers, availability of transportation for products for which we sell our components, (8) the financial condition of our customers, (9) the financial condition of retail dealers of products for which we sell our components, (10) retention and concentration of significant customers, (11) the costs, pace of, and successful integration of acquisitions and other growth initiatives, (12) availability and costs of production facilities and labor, team member benefits, team member retention, realization and impact of expansion plans, (13) efficiency improvements and cost reductions, (14) the disruption of business resulting from natural disasters or other unforeseen events, (15) the successful entry into new markets, (16) the costs of compliance with environmental laws, laws of foreign jurisdictions in which we operate, other operational and financial risks related to conducting business internationally, and increased governmental regulation and oversight, (17) information technology performance and security, (18) the ability to protect intellectual property, (19) warranty and product liability claims or product recalls, (20) interest rates, oil and gasoline prices, and availability, the impact of international, national and regional economic conditions and consumer confidence on the retail sale of products for which we sell our components, (21) risks related to our pending transaction (the "Mergers") with Patrick Industries, Inc. ("Patrick"), including (a) the risk that the cost savings and any revenue synergies from the Mergers may not be fully realized or may take longer than anticipated to be realized, (b) disruption to each party’s business as a result of the announcement and pendency of the Mergers, (c) the risk that the integration of each party’s operations will be materially delayed or will be more costly or difficult than expected or that the parties are otherwise unable to successfully integrate as a result of unexpected factors or events, (d) the failure to obtain the necessary approvals by the stockholders of the Company or Patrick, (e) the ability by each of the Company and Patrick to obtain required governmental approvals of the Mergers on the timeline expected, or at all, and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the Mergers, (f) reputational risk and the reaction of each party’s customers, suppliers, employees or other business partners to the Mergers, (g) the failure of the closing conditions in the Merger Agreement to be satisfied, or any unexpected delay in closing the Mergers or the occurrence of any event, change or other circumstances that could give rise to the termination of the Merger Agreement, (h) the possibility that the Mergers may be more expensive to complete than anticipated, including as a result of unexpected factors or events, (i) risks related to management and oversight of the expanded business and operations of the combined company due to the increased size and complexity, (j) the possibility of increased scrutiny by, and/or additional regulatory requirements of, governmental authorities as a result of the Mergers or the size, scope and complexity of the combined company’s business operations, and (k) the outcome of any legal or regulatory proceedings that may be currently pending or later instituted against the Company, Patrick or the combined company before or after the Mergers, and (22) other risks and uncertainties discussed more fully under the caption "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended December 31, 2025 and in this presentation, and in the Company's subsequent filings with the SEC, including the Company's Quarterly Reports on Form 10-Q. Readers of this presentation are cautioned not to place undue reliance on these forward-looking statements, since there can be no assurance that these forward-looking statements will prove to be accurate. The Company disclaims any obligation or undertaking to update forward- looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made, except as required by law. This presentation includes certain non-GAAP financial measures, such as adjusted net income, adjusted net income per diluted share, adjusted EBITDA, adjusted net sales, adjusted EBITDA as a percentage of adjusted net sales, net debt to adjusted EBITDA leverage, and free cash flow. These non-GAAP financial measures should not be considered a substitute for the comparable GAAP financial measures. Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measure are included in the presentation. This presentation also includes certain forward-looking non-GAAP financial measures, such as forward-looking guidance for adjusted diluted EPS and adjusted operating profit margin. The Company is unable to provide a reconciliation of forward-looking non-GAAP financial measures to their most directly comparable GAAP financial measures because the Company is unable to provide, without unreasonable effort, a meaningful or accurate calculation or estimation of amounts that would be necessary for the reconciliation due to the complexity and inherent difficulty in forecasting and quantifying future amounts or when they may occur. Such unavailable information could be significant to future results. Forward-Looking Statements 2LCI Industries | Q2 2026 Earnings Presentation

Important Information About the Proposed Transaction and Where to Find It In connection with the proposed transaction between the Company and Patrick, the Company and Patrick intend to file relevant materials with the SEC, including, among other filings, a Patrick registration statement on Form S-4 that will include a joint proxy statement of the Company and Patrick that also constitutes a prospectus of Patrick with respect to shares of Patrick’s common stock to be issued in the proposed transaction, and a definitive joint proxy statement/prospectus, which will be mailed to stockholders of the Company and Patrick (the “Joint Proxy Statement/ Prospectus”). The Company and Patrick may also file other documents with the SEC regarding the proposed transaction. This document is not a substitute for the Joint Proxy Statement/ Prospectus or any other document which the Company and Patrick may file with the SEC. INVESTORS AND SECURITY HOLDERS OF THE COMPANY AND PATRICK ARE URGED TO READ THE REGISTRATION STATEMENT AND THE JOINT PROXY STATEMENT/PROSPECTUS AND ANY OTHER DOCUMENTS THAT WILL BE FILED WITH THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THESE DOCUMENTS, CAREFULLY AND IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION AND RELATED MATTERS. Investors and security holders will be able to obtain free copies of the registration statement and the Joint Proxy Statement/Prospectus (when available) and other documents filed with the SEC by the Company and Patrick through the website maintained by the SEC at http://www.sec.gov. Copies of the documents filed with the SEC by the Company will be available free of charge on Company’s website at lippert.com under the tab “Investors” and under the heading “Financials” and subheading “SEC Filings.” Copies of the documents filed with the SEC by Patrick will be available free of charge on Patrick’s website at patrickind.com under the tab “Investors” and under the heading “SEC Filings.” Certain Information Regarding Participants The Company, Patrick and their respective directors and executive officers may be considered participants in the solicitation of proxies from the stockholders of each of the Company and Patrick in connection with the proposed transaction. Information about the directors and executive officers of the Company and their ownership of Company common stock is set forth in its Annual Report on Form 10-K for the year ended December 31, 2025, which was filed with the SEC on February 26, 2026 and its proxy statement for its 2026 annual meeting, which was filed with the SEC on March 27, 2026. Information about the directors and executive officers of Patrick and their ownership of Patrick common stock is set forth in its Annual Report on Form 10-K for the year ended December 31, 2025, which was filed with the SEC on February 19, 2026 and its proxy statement for its 2026 annual meeting, which was filed with the SEC on March 30, 2026. To the extent holdings of Company’s or Patrick’s securities by its directors or executive officers have changed since the amounts set forth in such filings, such changes have been or will be reflected on Initial Statements of Beneficial Ownership on Form 3 or Statements of Beneficial Ownership on Form 4 filed with the SEC. Information about the directors and executive officers of the Company and Patrick, including a description of their direct or indirect interests, by security holdings or otherwise, and other information regarding the potential participants in the proxy solicitations, which may be different than those of the Company’s stockholders and Patrick’s stockholders generally, will be contained in the Joint Proxy Statement/Prospectus and other relevant materials to be filed with the SEC regarding the proposed transaction. You may obtain these documents (when they become available) free of charge through the website maintained by the SEC at http:// www.sec.gov and from Company’s or Patrick’s website as described above. No Offer or Solicitation This press release does not constitute an offer to sell or the solicitation of an offer to buy or exchange any securities or a solicitation of any vote or approval in any jurisdiction, nor shall there be any sale, issuance or transfer of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. It does not constitute a prospectus or prospectus equivalent document. No offering or sale of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended, and otherwise in accordance with applicable law. Important Disclosures 3LCI Industries | Q2 2026 Earnings Presentation

Diversification and Strong Execution Drives Expanded Profitability Executing Continuous Improvement Initiatives • Second quarter operating profit margin of 9.9%, up 200 bps YoY • Cost improvement actions drove margin expansion • Continued focus on operational efficiencies and disciplined strategic cost reduction actions Quarterly Financial Performance • Net sales of $968.7 million, down 13% YoY • Adjusted net sales(1) of $1,057.5 million, down 4% YoY • Net income of $67 million, up 16% YoY ($2.75 per diluted share, up 20%), or 6.9% of net sales • Adjusted net income(1) of $66 million ($2.70 Adjusted EPS(1), up 13% YoY) • Adjusted EBITDA(1) of $129 million, up 7% YoY, or 12.2% of adjusted net sales 1 Additional information regarding adjusted net income, adjusted EPS, adjusted EBITDA, adjusted net sales, and adjusted EBITDA as a percentage of adjusted net sales, and reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measures, are provided in the Appendix. Capital Allocation • Strong liquidity position with $217 million of cash and cash equivalents and $595 million of availability on revolving credit facility at June 30, 2026 • Paid quarterly dividend of $1.15 per share, aggregating $28 million in the second quarter • Paid off remaining balance of $92 million of 2026 Convertible Notes at maturity using cash on hand Second Quarter 2026 Highlights 4LCI Industries | Q2 2026 Earnings Presentation Merger with Patrick Industries • Entered into definitive agreement to combine with Patrick Industries, Inc. in an all-stock merger, forming a premier component solutions provider for the outdoor enthusiast, housing, and transportation markets • Expected to close in the first half of 2027, subject to approval by stockholders of both companies and regulatory approvals

Results by Market 5 OEM Segment • RV • Transportation • Marine • Housing Aftermarket Segment

RV OEM Performance and Trends • Q2 2026 RV OEM sales down 33% YoY, primarily due to a reduction for IEEPA tariff refunds expected to be passed through to customers(1), a decrease in North American travel trailer and fifth-wheel shipments, and an increase in RV sales mix toward lower content single axle trailers • These headwinds were partially offset by sales price increases implemented for targeted products and to cover higher material costs and content gains from recent product innovations • 65,500 North American wholesale towable units shipped in Q2 2026, down 20% YoY • 86,000 estimated North American retail towable units sold in Q2 2026, down 15% YoY Quarterly Net Sales $503M $336M Q2 2025 Q2 2026 NA RV Wholesale/Retail/Inventory Change Retail Wholesale Inventory Linear (Inventory) 3Q 22 4Q 22 1Q 23 2Q 23 3Q 23 4Q 23 1Q 24 2Q 24 3Q 24 4Q 24 1Q 25 2Q 25 3Q 25 4Q 25 1Q 26 2Q 26 0 50,000 100,000 150,000 (80,000) (60,000) (40,000) (20,000) — 20,000 40,000 6LCI Industries | Q2 2026 Earnings Presentation 1 The ultimate amount and timing of any remaining refunds and related payments to customers remain subject to uncertainty, including the outcome of the U.S. government's appeal of the March 2026 Court of International Trade order.

Touring Coil Suspension Furrion® 18K Chill Cube Air Conditioner * "Other" includes impact of RV unit shipments versus industry production, index sales price adjustments, and the impact of acquisitions and divestitures New Window Designs and Integrated Shades Innovation Driving RV Organic Content Growth YoY Towable Content Growth (LTM) Key 2026/2027 Model Year Product Wins Atlas™ Leveling System 7LCI Industries | Q2 2026 Earnings Presentation Sequential Towable Content Growth (LTM)

Transportation OEM Performance and Trends • Q2 2026 Transportation OEM sales down 2% YoY • Decrease primarily due to a reduction for IEEPA tariff refunds expected to be passed through to customers(1), partially offset by sales from 2025 acquisitions in the resilient bus market where integration efforts and synergies are driving results • Trans Air (acquired in March 2025) - bus climate control systems • Freedman Seating (acquired in April 2025) - bus seating solutions • Expanding presence in transportation markets: • Increasing sales of axles and suspension products to top utility trailer brands. Utility trailer industry produces 500K+ utility and cargo trailers annually • Supplying windows in off-road vehicles and school buses • Focusing on innovative new products • Approximately 65,000 city, shuttle and school buses delivered in 2025 Quarterly Net Sales $214M $210M Q2 2025 Q2 2026 8LCI Industries | Q2 2026 Earnings Presentation 1 The ultimate amount and timing of any remaining refunds and related payments to customers remain subject to uncertainty, including the outcome of the U.S. government's appeal of the March 2026 Court of International Trade order.

9 Marine OEM Performance and Trends • Q2 2026 Marine sales up 8% YoY • Sales growth driven by recent innovations and improving run rates • Building momentum with newer products Quarterly Net Sales $73M $79M Q2 2025 Q2 2026 9 9LCI Industries | Q2 2026 Earnings Presentation

10 Housing OEM Performance and Trends • Q2 2026 Housing OEM sales up 2% YoY • 2026 manufactured housing unit shipments were down about 7% through May • Expanding presence in residential window market through 2025 acquisition of Moss Supply Company and new distribution partnerships • June 2026 privately-owned housing starts up 19% over May 2026 and up 4% YoY according to the US Census Bureau $49M $50M Q2 2025 Q2 2026 Quarterly Net Sales 1010LCI Industries | Q2 2026 Earnings Presentation

11 Aftermarket Performance and Trends • Q2 2026 sales up 10% from the prior year period primarily driven by sales price increases for targeted products and to cover higher material costs, sales from acquired businesses, and increases in volume in the automotive aftermarket • Driving portfolio expansion in diversified markets with towing and truck accessories, boating accessories, appliances, and electronics • Meeting repair and replacement demand as RV ownership and used unit acquisitions have increased over recent quarters • Lippert Factory Service network of service and repair centers provides retail customers with expanded access to highly technical upgrades through both Lippert Factory Service locations and certified installation dealer partners Quarterly Net Sales $268M $294M Q2 2025 Q2 2026 Q2 2026 Aftermarket Net Sales by Market 52%31% 7%10% Automotive RV Marine Other 1111LCI Industries | Q2 2026 Earnings Presentation

Consolidated Results 12

13 Q2 2026 Financial Performance Operating Margin 7.9% 9.9% Second Quarter 2025 Second Quarter 2026 (in th ou sa nd s) Consolidated Net Income $57,635 $67,141 Second Quarter 2025 Second Quarter 2026 (in th ou sa nd s) Adjusted EBITDA* $121,320 $129,391 Second Quarter 2025 Second Quarter 2026 * Additional information regarding Adjusted EBITDA, as well as reconciliation of this non-GAAP financial measure to the most directly comparable GAAP financial measure, is provided in the Appendix. (in th ou sa nd s) Consolidated Net Sales $1,107,250 $968,675 Second Quarter 2025 Second Quarter 2026 -13% +200 bps +7%+16% 1313LCI Industries | Q2 2026 Earnings Presentation

14 Strategic Acquisitions • Acquisitions completed in 2025 delivering results in 2026 in both OEM and AM segments • Continue to review thoughtful and complementary acquisition targets as part of our balanced capital allocation strategy(2) Capital Allocation Highlights Executing on our capital allocation strategy through complementary acquisitions, focus on innovation, and returning capital to shareholders (in m ill io ns ) $2 $4 $4 $4 $464 $4 $373 2030 Convertible Notes Term Loan B 2H26 2027 2028 2029 2030 2031 2032 $— $490 Future Debt Maturities Strong Balance Sheet • Strong quarter-end cash position of $217 million • Borrowing availability of $595 million on revolving credit facility; repaid with cash 2026 notes at maturity in Q2 2026 • Debt to net income of 4.0x, and net debt to adjusted EBITDA of 1.5x(1), reflecting disciplined leverage management 1 Additional information regarding net debt to adjusted EBITDA, and a reconciliation of this non-GAAP financial measure to the most directly comparable GAAP financial measure, is provided in the Appendix. 2 Subject to the terms and conditions set forth in the merger agreement relating to our pending merger with Patrick Industries, Inc. 14 Returning Capital to Shareholders • Paid quarterly dividend of $1.15 per share, aggregating $28 million in the second quarter 14LCI Industries | Q2 2026 Earnings Presentation

15 Liquidity and Cash Flow As of and for the six months ended June 30 2026 2025 Cash and Cash Equivalents $217M $192M Remaining Availability under Revolving Credit Facility(1) $595M $595M Capital Expenditures $28M $22M Dividends $56M $58M Share Repurchases $— $66M Debt / Net Income (TTM) 4.0x 6.2x Net Debt/Adjusted EBITDA (TTM)(2) 1.5x 2.1x Cash from Operating Activities $170M $155M Free Cash Flow(2) $142M $133M 1 Remaining availability under the revolving credit facility is subject to covenant restrictions. 2 Additional information regarding net debt to Adjusted EBITDA and free cash flow, as well as a reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures, is provided in the Appendix. 1515LCI Industries | Q2 2026 Earnings Presentation

2026 Outlook 16

17 2026 Outlook RV Industry • Our current full year 2026 North American forecast is 280K - 300K wholesale unit shipments, down from the previous range of 315K to 330K • Expect continued momentum and product placement with newly launched products in recent model year updates Other Markets • Transportation - expect market to be down low single digits • Marine - expect market to be down low single digits • Housing - expect market to be down mid to high single digits • Aftermarket - new market share gains in automotive aftermarket expected to continue to help mitigate overall decline in all aftermarket channels July 2026 Results • July 2026 net sales of approximately $315 million, down 4% YoY 1717LCI Industries | Q2 2026 Earnings Presentation

Full Year 2026 Financial Outlook Based on current market and economic conditions along with existing tariffs, the Company expects the following: 2026 Outlook 2025 Actual 2026 Estimate Revenue $4.1B $3.9 billion - $4.1 billion Adjusted Operating Profit Margin 6.8% 7.5% - 8.0%* Adjusted Diluted EPS $7.46 $8.25 - $8.75 18 1818LCI Industries | Q2 2026 Earnings Presentation *Reaffirming prior guidance range (estimate excludes impact of IEEPA tariff refunds and merger-related expenses)

20 Appendix Reconciliation of Non-GAAP Measures ADJUSTED EBITDA Three months ended June 30, Six months ended June 30, Twelve months ended June 30, ($ in thousands) 2026 2025 2026 2025 2026 2025 Net income $ 67,141 $ 57,635 $ 130,088 $ 107,073 $ 211,265 $ 152,232 Interest expense, net 6,319 9,689 16,232 15,680 36,262 27,296 Provision for income taxes 23,054 20,480 45,353 38,315 73,857 51,562 Depreciation and amortization 30,858 30,323 60,656 59,865 122,022 120,830 EBITDA $ 127,372 $ 118,127 $ 252,329 $ 220,933 $ 443,406 $ 351,920 Loss on extinguishment of debt — — — 8,053 806 8,053 Gain on sale of real estate (554) — (554) — (20,270) Restructuring costs 4,421 — 4,421 — 8,321 — Merger expenses 14,124 — 14,124 — 14,124 — Net impact of IEEPA tariff refunds (15,972) — (15,972) — (15,972) — Executive separation costs — 3,193 — 3,193 — 3,193 Adjusted EBITDA $ 129,391 $ 121,320 $ 254,348 $ 232,179 $ 430,415 $ 363,166 Net Sales $ 968,675 $ 1,107,250 $ 2,059,192 $ 2,152,840 $ 4,028,369 $ 3,871,475 IEEPA tariff refunds impact on net sales 88,792 — 88,792 — 88,792 — Adjusted net sales $ 1,057,467 $ 1,107,250 $ 2,147,984 $ 2,152,840 $ 4,117,161 $ 3,871,475 Net income as a % of net sales 6.9 % 5.2 % 6.3 % 5.0 % 5.2 % 3.9 % Adjusted EBITDA as a % of adjusted net sales 12.2 % 11.0 % 11.8 % 10.8 % 10.5 % 9.4 % FREE CASH FLOW Six months ended June 30, NET DEBT/ADJUSTED EBITDA (TTM) ($ in thousands) 2026 2025 ($ in thousands) June 30, 2026 June 30, 2025 Net cash flows provided by operating activities $ 170,218 $ 154,937 Total debt $ 852,590 $ 947,990 Capital expenditures (28,432) (21,774) Less cash and cash equivalents 216,512 191,931 Free cash flow $ 141,786 $ 133,163 Net debt $ 636,078 $ 756,059 Total Debt/Net Income (TTM) 4.0x 6.2x Net Debt/Adjusted EBITDA (TTM) 1.5x 2.1x

21 Appendix Reconciliation of Non-GAAP Measures (cont.) ADJUSTED NET INCOME Three months ended June 30, Six months ended June 30, ($ in thousands, except per share amounts) 2026 2025 2026 2025 Net income $ 67,141 $ 57,635 $ 130,088 $ 107,073 Loss on extinguishment of debt — — — 8,053 Gain on sale of real estate (554) — (554) — Restructuring costs 4,421 — 4,421 — Merger expenses 14,124 — 14,124 — Net impact of IEEPA tariff refunds, including interest income (19,664) — (19,664) — Executive separation costs — 3,193 — 3,193 Tax effect of adjustments 402 (765) 402 (2,695) Adjusted net income $ 65,870 $ 60,063 $ 128,817 $ 115,624 Weighted average common shares outstanding - diluted 24,392 25,157 24,571 25,297 Dilutive effect of 2030 Convertible Notes (1) — — (213) — Weighted average common shares outstanding - adjusted diluted 24,392 25,157 24,358 25,297 ADJUSTED EPS Net income per common share - diluted $ 2.75 $ 2.29 $ 5.29 $ 4.23 Loss on extinguishment of debt — — — 0.32 Gain on sale of real estate (0.02) — (0.02) — Restructuring costs 0.18 — 0.18 — Merger expenses 0.58 — 0.57 — Net impact of IEEPA tariff refunds, including interest income (0.81) — (0.80) — Executive separation costs — 0.13 — 0.13 Tax effect of adjustments 0.02 (0.03) 0.02 (0.11) Dilutive effect of 2030 Convertible Notes (1) — — (0.05) — Adjusted net income per common share - adjusted diluted (Adjusted EPS) $ 2.70 $ 2.39 $ 5.19 $ 4.57 (1) Weighted average shares outstanding - diluted, on a GAAP basis, includes diluted shares attributable to the Company's 2030 Convertible Notes for the six months ended June 30, 2026. However, the offsetting impact of the convertible note hedge transactions that the Company entered into in connection therewith is not recognized on a GAAP basis. As a result, for purposes of this calculation, the Company excludes the dilutive shares to the extent they would be offset by the convertible note hedge transactions.

22 Appendix Reconciliation of Non-GAAP Measures (cont.) Adjusted EBITDA, Adjusted Net Sales, Adjusted EBITDA as a Percentage of Adjusted Net Sales, and Free Cash Flow Adjusted EBITDA, adjusted net sales, Adjusted EBITDA as a percentage of adjusted net sales, and free cash flow are non-GAAP performance measures included to illustrate and improve comparability of the Company's results from period to period. Adjusted EBITDA is defined as net income before interest expense, provision for income taxes, depreciation and amortization expense, and to the extent applicable, loss on extinguishment of debt, gain on sale of real estate, restructuring costs, merger expenses, net impact of IEEPA tariff refunds, and executive separation costs. Adjusted net sales is defined as net sales adjusted for the reduction in net sales related to IEEPA tariff refunds expected to be passed through to customers. Free cash flow is defined as net cash flows provided by operating activities less capital expenditures. The Company considers these non-GAAP measures in evaluating and managing the Company's operations and believes that discussion of results adjusted for these items is meaningful to investors because they provide a useful analysis of ongoing underlying trends. The adjusted measures are not in accordance with, nor are they a substitute for, GAAP measures, and they may not be comparable to similarly titled measures used by other companies. Net Debt to Adjusted EBITDA The net debt to Adjusted EBITDA ratio on a trailing twelve month basis is a non-GAAP performance measure included because the Company believes it is useful to investors in evaluating the Company's leverage. The net debt to Adjusted EBITDA ratio is defined as total debt, less cash and cash equivalents, divided by Adjusted EBITDA. The net debt to Adjusted EBITDA ratio is a non-GAAP measure and should not be considered a substitute for the ratio of total debt to net income determined in accordance with GAAP. The Company's calculation of its net debt to Adjusted EBITDA ratio might not be calculated in the same manner as, and thus might not be comparable to, similarly titled measures used by other companies. Adjusted Net Income and Adjusted EPS In addition to reporting financial results in accordance with U.S. GAAP, the Company has also provided the non-GAAP performance measures of adjusted net income and adjusted net income per adjusted diluted share ("Adjusted EPS") to illustrate and improve comparability of its results from period to period. Adjusted net income is defined as net income adjusted for, to the extent applicable, loss on extinguishment of debt, gain on sale of real estate, restructuring costs, merger expenses, net impact of IEEPA tariff refunds (including interest income), executive separation costs, and the related tax effects during the three and six month periods ended June 30, 2026 and 2025. Adjusted EPS is defined as adjusted net income divided by weighted average common shares outstanding - adjusted diluted, which includes an adjustment for the dilutive effect of the 2030 Convertible Notes under the if-converted method for the six month period ended June  30,  2026. The Company considers these non-GAAP measures in evaluating and managing the Company's operations and believes that discussion of results adjusted for these items is meaningful to investors because it provides a useful analysis of ongoing underlying operating trends. These measures are not in accordance with, nor are they substitutes for, GAAP measures, and they may not be comparable to similarly titled measures used by other companies.

23 Appendix Historical Unit Mix as Percentage of LCI RV OEM Chassis Shipments 15.5% 15.8% 15.5% 15.9% 15.4% 18.6%17.9% 20.5% 19.3% 18.9% 23.0% 24.3%23.7% 20.5% 18.7% 21.4% 23.7% 23.4% 84.5% 84.2% 84.5% 84.1% 84.6% 81.4%82.1% 79.5% 80.7% 81.1% 77.0% 75.7%76.3% 79.5% 81.3% 78.6% 76.3% 76.6% Single Axle Travel Trailer Multi Axle TT and Fifth Wheels 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 —% 20.0% 40.0% 60.0% 80.0% 100.0% 2323LCI Industries | Q2 2026 Earnings Presentation

24 2424LCI Industries | Q2 2026 Earnings Presentation Supplemental Adjusted Net Income Reconciliation Three months ended June 30, 2026 Three months ended June 30, 2025 (In thousands, except per share amounts) As Reported Tariff Refund Impact Merger Expenses Restructuring Costs Gain on Sale of Real Estate Adjusted As Reported Executive Separation Costs Adjusted Net sales OEM Segment $ 674,793 $ 84,883 $ — $ — $ — $ 759,676 $ 839,559 $ — $ 839,559 Aftermarket Segment 293,882 3,909 — — — 297,791 267,691 — 267,691 Total net sales 968,675 88,792 — — — 1,057,467 1,107,250 — 1,107,250 Cost of sales OEM Segment 500,960 86,354 — (3,236) — 584,078 665,422 — 665,422 Aftermarket Segment 166,571 18,411 — (1,185) — 183,797 171,807 — 171,807 Total cost of sales 667,531 104,765 — (4,421) — 767,875 837,229 — 837,229 Gross profit OEM Segment 173,833 (1,471) — 3,236 — 175,598 174,137 — 174,137 Aftermarket Segment 127,311 (14,502) — 1,185 — 113,994 95,884 — 95,884 Total gross profit 301,144 (15,973) — 4,421 — 289,592 270,021 — 270,021 Selling, general and administrative expenses* OEM Segment 129,750 — (10,932) — — 118,818 122,453 (2,554) 119,899 Aftermarket Segment 75,434 — (3,192) — — 72,242 59,764 (639) 59,125 Total SG&A 205,184 — (14,124) — — 191,060 182,217 (3,193) 179,024 Operating profit OEM Segment 44,083 (1,471) 10,932 3,236 — 56,780 51,684 2,554 54,238 Aftermarket Segment 51,877 (14,502) 3,192 1,185 — 41,752 36,120 639 36,759 Total operating profit 95,960 (15,973) 14,124 4,421 — 98,532 87,804 3,193 90,997 Interest expense, net 6,319 3,691 — — — 10,010 9,689 — 9,689 Gain on sale of real estate (554) — — — 554 — — — — Income before income taxes 90,195 (19,664) 14,124 4,421 (554) 88,522 78,115 3,193 81,308 Provision for income taxes 23,054 (4,720) 3,390 1,061 (133) 22,652 20,480 765 21,245 Net income $ 67,141 $ (14,944) $ 10,734 $ 3,360 $ (421) $ 65,870 $ 57,635 $ 2,428 $ 60,063 Diluted shares 24,392 24,392 24,392 24,392 24,392 24,392 25,157 25,157 25,157 Diluted EPS $ 2.75 $ (0.61) $ 0.44 $ 0.14 $ (0.02) $ 2.70 $ 2.29 $ 0.10 $ 2.39 *Selling, general and administrative expenses include warehouse and transportation expenses.

25 2525LCI Industries | Q2 2026 Earnings Presentation Supplemental Adjusted Net Income Reconciliation Six months ended June 30, 2026 Six months ended June 30, 2025 (In thousands, except per share amounts) As Reported Tariff Refund Impact Merger Expenses Restructuring Costs Gain on Sale of Real Estate Adjusted As Reported Loss on Extinguishment of Debt Executive Separation Costs Adjusted Net sales OEM Segment $ 1,527,607 $ 84,883 $ — $ — $ — $ 1,612,490 $ 1,663,114 $ — $ — $ 1,663,114 Aftermarket Segment 531,585 3,909 — — — 535,494 489,726 — — 489,726 Total net sales 2,059,192 88,792 — — — 2,147,984 2,152,840 — — 2,152,840 Cost of sales OEM Segment 1,159,349 86,354 — (3,236) — 1,242,467 1,311,902 — — 1,311,902 Aftermarket Segment 325,034 18,411 — (1,185) — 342,260 319,168 — — 319,168 Total cost of sales 1,484,383 104,765 — (4,421) — 1,584,727 1,631,070 — — 1,631,070 Gross profit OEM Segment 368,258 (1,471) — 3,236 — 370,023 351,212 — — 351,212 Aftermarket Segment 206,551 (14,502) — 1,185 — 193,234 170,558 — — 170,558 Total gross profit 574,809 (15,973) — 4,421 — 563,257 521,770 — — 521,770 Selling, general and administrative expenses* OEM Segment 247,671 — (10,932) — — 236,739 237,555 — (2,554) 235,001 Aftermarket Segment 136,019 — (3,192) — — 132,827 115,094 — (639) 114,455 Total SG&A 383,690 — (14,124) — — 369,566 352,649 — (3,193) 349,456 Operating profit OEM Segment 120,587 (1,471) 10,932 3,236 — 133,284 113,657 — 2,554 116,211 Aftermarket Segment 70,532 (14,502) 3,192 1,185 — 60,407 55,464 — 639 56,103 Total operating profit 191,119 (15,973) 14,124 4,421 — 193,691 169,121 — 3,193 172,314 Interest expense, net 16,232 3,691 — — — 19,923 15,680 — — 15,680 Loss on extinguishment of debt — — — — — — 8,053 (8,053) — — Gain on sale of real estate (554) — — — 554 — — — — — Income before income taxes 175,441 (19,664) 14,124 4,421 (554) 173,768 145,388 8,053 3,193 156,634 Provision for income taxes 45,353 (4,720) 3,390 1,061 (133) 44,951 38,315 1,930 765 41,010 Net income $ 130,088 $ (14,944) $ 10,734 $ 3,360 $ (421) $ 128,817 $ 107,073 $ 6,123 $ 2,428 $ 115,624 Diluted shares 24,571 24,571 24,571 24,571 24,571 24,358 25,297 25,297 25,297 25,297 Diluted EPS $ 5.29 $ (0.61) $ 0.44 $ 0.14 $ (0.02) $ 5.29 $ 4.23 $ 0.24 $ 0.10 $ 4.57 *Selling, general and administrative expenses include warehouse and transportation expenses.

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina001.jpg · Sequence: 7

Binary file (112893 bytes)

Download lcii-irshortdeck2q26fina001.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina002.jpg · Sequence: 8

Binary file (276506 bytes)

Download lcii-irshortdeck2q26fina002.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina003.jpg · Sequence: 9

Binary file (281727 bytes)

Download lcii-irshortdeck2q26fina003.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina004.jpg · Sequence: 10

Binary file (170576 bytes)

Download lcii-irshortdeck2q26fina004.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina005.jpg · Sequence: 11

Binary file (93105 bytes)

Download lcii-irshortdeck2q26fina005.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina006.jpg · Sequence: 12

Binary file (189365 bytes)

Download lcii-irshortdeck2q26fina006.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina007.jpg · Sequence: 13

Binary file (108910 bytes)

Download lcii-irshortdeck2q26fina007.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina008.jpg · Sequence: 14

Binary file (153174 bytes)

Download lcii-irshortdeck2q26fina008.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina009.jpg · Sequence: 15

Binary file (105255 bytes)

Download lcii-irshortdeck2q26fina009.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina010.jpg · Sequence: 16

Binary file (143975 bytes)

Download lcii-irshortdeck2q26fina010.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina011.jpg · Sequence: 17

Binary file (155852 bytes)

Download lcii-irshortdeck2q26fina011.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina012.jpg · Sequence: 18

Binary file (86476 bytes)

Download lcii-irshortdeck2q26fina012.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina013.jpg · Sequence: 19

Binary file (89513 bytes)

Download lcii-irshortdeck2q26fina013.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina014.jpg · Sequence: 20

Binary file (158850 bytes)

Download lcii-irshortdeck2q26fina014.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina015.jpg · Sequence: 21

Binary file (144420 bytes)

Download lcii-irshortdeck2q26fina015.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina016.jpg · Sequence: 22

Binary file (84330 bytes)

Download lcii-irshortdeck2q26fina016.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina017.jpg · Sequence: 23

Binary file (145632 bytes)

Download lcii-irshortdeck2q26fina017.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina018.jpg · Sequence: 24

Binary file (131936 bytes)

Download lcii-irshortdeck2q26fina018.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina019.jpg · Sequence: 25

Binary file (122953 bytes)

Download lcii-irshortdeck2q26fina019.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina020.jpg · Sequence: 26

Binary file (154284 bytes)

Download lcii-irshortdeck2q26fina020.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina021.jpg · Sequence: 27

Binary file (149246 bytes)

Download lcii-irshortdeck2q26fina021.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina022.jpg · Sequence: 28

Binary file (240595 bytes)

Download lcii-irshortdeck2q26fina022.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina023.jpg · Sequence: 29

Binary file (67413 bytes)

Download lcii-irshortdeck2q26fina023.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina024.jpg · Sequence: 30

Binary file (152120 bytes)

Download lcii-irshortdeck2q26fina024.jpg

GRAPHIC

GRAPHIC

Filename: lcii-irshortdeck2q26fina025.jpg · Sequence: 31

Binary file (165180 bytes)

Download lcii-irshortdeck2q26fina025.jpg

XML — IDEA: XBRL DOCUMENT

XML

Filename: R1.htm · Sequence: 33

v3.26.1

Cover

Aug. 05, 2026

Cover [Abstract]

Document Type

8-K

Document Period End Date

Aug. 05, 2026

Entity Registrant Name

LCI INDUSTRIES

Entity Incorporation, State or Country Code

DE

Entity File Number

001-13646

Entity Tax Identification Number

13-3250533

Entity Address, Address Line One

3501 County Road 6 East,

Entity Address, City or Town

Elkhart,

Entity Address, State or Province

IN

Entity Address, Postal Zip Code

46514

City Area Code

(574)

Local Phone Number

535-1125

Written Communications

false

Soliciting Material

false

Pre-commencement Tender Offer

false

Pre-commencement Issuer Tender Offer

false

Entity Emerging Growth Company

false

Title of 12(b) Security

Common Stock, $.01 par value

Trading Symbol

LCII

Security Exchange Name

NYSE

Entity Central Index Key

0000763744

Amendment Flag

false

X

- Definition

Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.

+ References

No definition available.

+ Details

Name:

dei_AmendmentFlag

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Area code of city

+ References

No definition available.

+ Details

Name:

dei_CityAreaCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Cover page.

+ References

No definition available.

+ Details

Name:

dei_CoverAbstract

Namespace Prefix:

dei_

Data Type:

xbrli:stringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

+ References

No definition available.

+ Details

Name:

dei_DocumentPeriodEndDate

Namespace Prefix:

dei_

Data Type:

xbrli:dateItemType

Balance Type:

na

Period Type:

duration

X

- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

dei_

Data Type:

dei:submissionTypeItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Name of the City or Town

+ References

No definition available.

+ Details

Name:

dei_EntityAddressCityOrTown

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Code for the postal or zip code

+ References

No definition available.

+ Details

Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Name of the state or province.

+ References

No definition available.

+ Details

Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

dei_

Data Type:

dei:stateOrProvinceItemType

Balance Type:

na

Period Type:

duration

X

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityCentralIndexKey

Namespace Prefix:

dei_

Data Type:

dei:centralIndexKeyItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

na

Period Type:

duration

X

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

na

Period Type:

duration

X

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

dei_WrittenCommunications

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

na

Period Type:

duration