Welcome to our dedicated page for Lci Inds SEC filings (Ticker: LCII), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The LCI Industries (NYSE: LCII) SEC filings page on Stock Titan centralizes the company’s regulatory disclosures, allowing investors to review how this supplier of engineered components to the outdoor recreation and transportation markets reports its activities to U.S. regulators. LCI Industries files a range of documents with the Securities and Exchange Commission that detail its financial condition, segment performance, capital structure, and material events.
Recent Current Reports on Form 8-K for LCI Industries include disclosures of quarterly financial results, investor presentations, earnings call transcripts, dividend announcements, and amendments to its Credit Agreement. For example, an 8-K dated September 26, 2025, describes an Amendment No. 1 (Repricing Amendment) that refinanced existing term loans and reduced the applicable interest rate margins, while leaving the revolving credit facility terms unchanged. Other 8-K filings reference press releases and slide decks used in investor communications, filed as exhibits.
In addition to 8-Ks, investors can use this page to access LCI Industries’ annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide audited and interim financial statements, segment information for the OEM and Aftermarket businesses, and discussions of factors affecting margins, materials costs, and demand in RV and adjacent markets. Proxy statements and other governance-related filings give further context on the company’s corporate structure and oversight.
Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, helping users quickly identify items such as changes in credit agreements, capital allocation decisions, or notable trends in OEM and aftermarket performance. Real-time updates from EDGAR mean that new LCII filings, including any Form 4 insider transaction reports or additional 8-Ks, appear promptly, while AI-generated overviews make it easier to interpret the implications of each filing without reading every page in full.
GERO JAMES reported acquisition or exercise transactions in this Form 4 filing.
LCI Industries director James Gero received a grant of deferred stock units as part of his board compensation. On March 31, 2026, he was awarded 234 deferred stock units, each representing a contingent right to one share of common stock, valued at $122.98 per unit. These units are earned from quarterly director fees and will settle in common shares when his board service ends, according to his prior election. After this grant, he directly holds 11,871 deferred stock units, 1,761 restricted stock units, and 319,486 shares of common stock, with the restricted stock units scheduled to vest in full on the earlier of May 15, 2026 or the next annual stockholder meeting.
Andrich Petar reported acquisition or exercise transactions in this Form 4 filing.
LCI Industries Chief Human Resources Officer Petar Andrich received new equity awards in the form of stock units. On March 1, 2026, he was granted 1,773 restricted stock units and 1,182 performance stock units, each representing a contingent right to one share of LCI Industries common stock.
The restricted stock units vest in three equal annual installments on the first through third anniversaries of the March 1, 2026 grant date. The performance stock units may be earned based on Return on Invested Capital and Free Cash Flow goals measured through the end of 2028, with any earned units vesting on March 1, 2029.
LCI Industries executive Petar Andrich filed an initial Form 3 as a Section 16 reporting person in his role as Chief Human Resources Officer. The filing does not report any equity transactions or derivative positions and serves to establish his status as an insider for future ownership reporting.
LCI Industries is asking stockholders to vote at its virtual 2026 Annual Meeting on May 12, 2026. The agenda includes electing eight directors, an advisory vote on executive pay, ratifying KPMG LLP as auditor for 2026, and approving an amended 2018 Omnibus Incentive Plan.
The proxy highlights strong 2025 results, with net sales of $4.1B (up 10% year-over-year), net income of $188M or $7.57 per diluted share (up 32%), EBITDA of $412M (up 20%), and an operating margin of 6.8%, up from 5.8%. Cash from operations was $331M, and the company returned $243M through dividends and buybacks, ending 2025 with $223M in cash and $595M in revolver availability.
Governance features include a majority-vote standard for uncontested director elections, an independent chair, fully independent key committees, stock ownership requirements for directors, clawback and anti-hedging policies, and a dedicated Risk Committee overseeing cybersecurity and artificial intelligence. The board proposes reducing its size to eight as director James F. Gero will not stand for re-election.
Executive pay is framed as pay-for-performance, with most compensation at risk. Under the 2025 annual incentive plan, Adjusted EBIT above the $271M target produced a 104.84% payout on that metric, while cash flow from operations below the $354M target yielded no bonus under the cash flow component. The committee notes that only about half of votes supported 2025 executive pay and describes extensive investor outreach and resulting changes to 2026 incentive design to better align with stockholder feedback.
LCI Industries: The Vanguard Group filed Amendment No. 13 to a Schedule 13G/A stating it beneficially owns 0 shares (0%) of LCI Industries common stock after an internal realignment. The filing says certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538.
The form is signed by Ashley Grim, Head of Global Fund Administration on 03/27/2026.
LCI Industries VP of Finance Kip A. Emenhiser reported multiple equity compensation transactions dated March 1, 2026. He exercised restricted stock units into common stock in three tranches of 491, 668, and 793 shares, acquiring a total of 1,952 shares at a stated value of $133.20 per share.
On the same date, he received a grant of 1,680 new restricted stock units and disposed of 571 shares of common stock in a tax-withholding transaction coded “F”. After these transactions, his directly held common stock position reported in the filing was 6,886 shares.
LCI Industries EVP and CFO Lillian Etzkorn reported multiple equity award changes. She exercised 1,351 and 1,624 restricted stock units into common shares at $133.20 per share and 903 common shares were disposed of to cover tax obligations.
She received 3,342 new restricted stock units that vest in three equal annual installments starting from the March 1, 2026 grant date, plus 5,063 performance stock units that may vest in 2029 based on Return on Invested Capital and Free Cash Flow goals through 2028. A prior 4,265-unit performance stock grant from April 17, 2023 was fully forfeited after the company assessed performance.
LCI Industries executive Jamie Schnur, Group President – Aftermarket, reported multiple equity compensation transactions in company stock and units on March 1, 2026. He acquired common shares through exercises of restricted stock units at $133.20 per share, with some shares disposed of to cover tax withholding.
Schnur received new awards of 5,717 restricted stock units and 8,575 performance stock units, each representing a right to receive one share of common stock. The restricted stock units generally vest in three equal annual installments beginning on their respective March 1 grant anniversaries, while the new performance stock units can be earned based on Return on Invested Capital and Free Cash Flow goals measured through 2028 and, if achieved, vest on March 1, 2029.
The filing also notes the forfeiture of 16,458 performance stock units originally granted on March 1, 2023, after the company determined that the applicable financial performance objectives for that award were not met over the relevant performance period.