LCII

Over the past six months (April-October 2026), LCI Industries' stock price declined by 31%, reaching a 52-week low of $81.53 on October 5, 2026. The stock's year-to-date return as of October 6, 2026, was -32.27%, and it decreased by 19.62% in the month prior. Key events include a proposed all-stock merger with Patrick Industries, Inc. announced on June 30, 2026, which aims to create a premier component solutions provider and includes a potential $94.2 million termination fee payable by Patrick Industries under certain circumstances. Leadership transitions were announced on June 4, 2026. For Q1 2026, reported May 5, 2026, consolidated net sales increased 4.3% to $1.1 billion, and net income increased 27% to $63 million, leading the company to raise the lower end of its 2026 adjusted EPS guidance. For Q2 2026, reported August 5, 2026, the company reported solid results with expanded profitability despite soft outdoor recreation industry demand, with net sales of $968.7 million (down 12.5% year-over-year) and adjusted EPS of $2.70, which topped consensus estimates, though revenue of $1.10 billion missed analysts' expectations. The company also lowered its 2026 North American RV wholesale shipment outlook and reduced its 2026 revenue guidance. LCI Industries declared quarterly cash dividends, including one announced on August 7, 2026. On September 15, 2026, Lippert selected ketteQ as a strategic partner for supply chain planning. Analyst rating changes included Jefferies lowering its price target to $120 (Hold) and Roth Capital lowering its price target to $135 (Buy).