LCI INDUSTRIES — Form 10-Q
Filed August 5, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 28/100
What the filing says
LCI Industries amended its 2018 Omnibus Incentive Plan (adding 992,898 shares, total 2.49M) effective June 19, 2026. Simultaneously, Jamie M. Schnur (President—Aftermarket & Technology) and Ryan R. Smith (Group President—North America) each signed amended and restated employment agreements effective the same date. Schnur: base $777,650; target bonus $1.36M; target equity $2.12M (RSU+PSU). Smith: base $985,710; target bonus $2.14M; target equity $3.10M (RSU+PSU). Both executives receive 2× base + 2× average bonus severance if terminated without cause or for good reason, plus full acceleration of time-vested equity.
Why this rating
Plan amendment and two executive agreement renewals are routine refresh governance; equity increase (≈$32M relative value) is <2% of $1.6B market cap; severance terms improved but standard; no business change signaled.
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