LCI INDUSTRIES — Form 8-K

LCI Industries reported Q2 2026 adjusted net sales of $1.1B (down 4% YoY), with adjusted operating profit margin of 9.3% (up 110 bps). The company lowered FY2026 RV wholesale guidance to 280K–300K units (from 315K–330K), reducing full-year revenue guidance to $3.9B–$4.1B, yet maintained operating margin guidance of 7.5%–8% and adjusted EPS guidance of $8.25–$8.75. Key drivers: $90M IEEPA tariff refunds passed to customers (minimal P&L impact), $270M annualized revenue from recent product innovations, $140M in new OEM business awarded for 2027, and 160 bps of self-help margin improvement from cost reductions and facility consolidations. New Interim CEO John Sirpilla (on board 7+ years, family RV dealer background) emphasized cost discipline and the pending merger with Patrick Industries.