LCI INDUSTRIES — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Monomoy Capital Partners submitted an unsolicited, non-binding proposal to acquire LCI Industries for $101 per share in cash. LCI's Board is evaluating the proposal under its fiduciary duties but continues to recommend the all-stock merger with Patrick Industries announced June 30, 2026. The filing provides no information on LCI's current share price, market capitalization implied by the Monomoy bid, or share count needed to calculate total acquisition value.
Why this rating
Competing bid at $101/share creates material optionality for shareholders. Relative to $1.6B market cap, value depends on undisclosed share count; if ~15.8M shares outstanding, bid ≈ $1.6B (100% of market cap), highly significant. Board's dual evaluation process and strategic alternatives now open.
Tradability signal
NO TRADE
No trade: already up 4.5% on the news and the fade evidence is too weak. Similar past filings (111 in this cell) moved +0.33% in the called direction over 4 hrs; shrunk for sample size that's a +0.27% edge. (Filing arrived outside market hours — evaluated at the next open with a live quote.)
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
at our read · unknown $95.77 | +10 min · unknown $94.75 ▼ 1.07% | +30 min · unknown $95.30 ▼ 0.50% | +1 hr · unknown $95.16 ▼ 0.64% | +4 hrs · unknown $97.08 ▲ 1.37% |
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from October 28, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.