LCI Industries (LCII) reported second-quarter 2026 net sales of $968.7 million, down 12.5% from $1.11 billion a year earlier. Net income rose 16% to $67.1 million, and diluted earnings per share increased 20% to $2.75.
The company said operating profit margin expanded to 9.9% from 7.9%. LCI also reported $812 million of liquidity at June 30, 2026, and said it entered a definitive all-stock merger agreement with Patrick Industries.
- Consolidated net sales were $968.7 million, compared with $1.11 billion in the prior-year quarter.
- Net income was $67.1 million, or 6.9% of net sales.
- Diluted EPS was $2.75, compared with $2.29 a year earlier.
- OEM segment net sales fell 20% to $674.8 million.
- Aftermarket segment net sales rose 10% to $293.9 million.
- LCI guided for 2026 revenue of $3.9 billion to $4.1 billion and adjusted EPS of $8.25 to $8.75.
$LCII Insider Trading Activity
$LCII insiders have traded $LCII stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $LCII stock by insiders over the last 6 months:
- JASON LIPPERT (President , CEO) has made 0 purchases and 3 sales selling 50,000 shares for an estimated $7,258,600.
- RYAN RICHARD SMITH (Group President - N.A.) sold 20,000 shares for an estimated $2,956,200
- JAMIE SCHNUR (Group President - Aftermarket) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $2,923,100.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LCII Hedge Fund Activity
We have seen 146 institutional investors add shares of $LCII stock to their portfolio, and 150 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 582,657 shares (+40.1%) to their portfolio in Q1 2026, for an estimated $71,655,157
- GW&K INVESTMENT MANAGEMENT, LLC added 261,882 shares (+inf%) to their portfolio in Q1 2026, for an estimated $32,206,248
- PRINCIPAL FINANCIAL GROUP INC removed 250,041 shares (-38.1%) from their portfolio in Q2 2026, for an estimated $26,474,341
- QUBE RESEARCH & TECHNOLOGIES LTD added 211,591 shares (+519.1%) to their portfolio in Q1 2026, for an estimated $26,021,461
- FRONTIER CAPITAL MANAGEMENT CO LLC removed 166,751 shares (-28.0%) from their portfolio in Q1 2026, for an estimated $20,507,037
- BOSTON PARTNERS added 153,923 shares (+inf%) to their portfolio in Q2 2026, for an estimated $16,297,367
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 135,690 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $16,687,156
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
