Form 8-K

8-K — LCI INDUSTRIES

Accession: 0000763744-26-000024

Filed: 2026-05-05

Period: 2026-05-05

CIK: 0000763744

SIC: 3714 (MOTOR VEHICLE PARTS & ACCESSORIES)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — lcii-20260505.htm (Primary)

EX-99.1 (lcii-earningsrelease1q26qu.htm)

EX-99.2 (lcii-irshortdeck1q26vfin.htm)

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8-K

8-K (Primary)

Filename: lcii-20260505.htm · Sequence: 1

lcii-20260505

0000763744FALSE00007637442026-05-052026-05-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 5, 2026

LCI INDUSTRIES

(Exact name of registrant as specified in its charter)

Delaware 001-13646 13-3250533

(State or other jurisdiction of incorporation) (Commission File Number) (I.R.S. Employer

Identification No.)

3501 County Road 6 East, Elkhart, Indiana 46514

(Address of principal executive offices) (Zip Code)

Registrant's telephone number, including area code: (574) 535-1125

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock, $.01 par value LCII New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company

☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition

On May 5, 2026, LCI Industries issued a press release setting forth LCI Industries' first quarter 2026 results. A copy of the press release is attached hereto as Exhibit 99.1.

An earnings presentation that LCI Industries will refer to during its conference call to discuss the results is attached hereto as Exhibit 99.2 and will be posted on LCI Industries' investor relations website in advance of the call.

The foregoing information is furnished pursuant to Item 2.02, "Results of Operations and Financial Condition." Such information, including Exhibits 99.1 and 99.2 attached hereto, is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, except as shall be expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits

Exhibit Index:

99.1

Press Release dated May 5, 2026

99.2

Earnings Presentation dated May 5, 2026

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

LCI INDUSTRIES

(Registrant)

By: /s/ Lillian D. Etzkorn

Lillian D. Etzkorn

Chief Financial Officer

Dated: May 5, 2026

EX-99.1

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Document

LCI INDUSTRIES REPORTS FIRST QUARTER FINANCIAL RESULTS

Diversification and Strong Execution Drives Revenue Growth, Margin Expansion

and Earnings Performance

Reaffirms and Tightens Outlook Ranges for 2026

First Quarter 2026 Highlights versus First Quarter 2025

•Net sales increased 4% to $1.1 billion

•Operating profit margin expanded 90 bps to 8.7% from 7.8%

•Net income increased 27% to $63 million, or 5.8% of net sales

•Diluted earnings per share increased 30% to $2.53 from $1.94

•Adjusted net income of $63 million; adjusted diluted EPS increased 18% to $2.59 from $2.19

•Adjusted EBITDA increased 13% to $125 million, or 11.5% of net sales

•Towable RV content per unit up 13% to $5,826

Other Highlights

•Cash flows from operations of $255 million for the LTM ended March 31, 2026

•$28 million returned to shareholders via dividends during the quarter

•Strong liquidity position of $737 million, comprising $142 million of cash and cash equivalents and $595 million of availability on revolving credit facility at March 31, 2026

•Innovation continues to drive profitable sales growth with top five new innovative products expected to contribute $270 million to annualized sales

Elkhart, Indiana - May 5, 2026 - LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today reported first quarter 2026 results.

“I am so pleased with our team's performance across the business helping get us off to a very strong start despite very challenging retail and wholesale environments in the leisure markets we serve. Our focus for the last year, in addition to innovation and growth, has been on plant optimizations, G&A restructuring, and other self-help initiatives driving us toward stronger financial health no matter how tough the environment. As a result, we were able to generate meaningful earnings growth,” said Jason Lippert, President and Chief Executive Officer. “This strong performance and the growth we achieved during a muted quarter for industry output further validates the success of our targeted investments in operational excellence and diversification. Our team's emphasis on footprint and cost structure optimization efforts has amplified these results, enhancing the long-term earnings power of our platform. Looking ahead, regardless of the macro environment, our key performance drivers include rapid content-per-unit expansion through innovation, a dedicated focus on growing the aftermarket business that is positioned to service nearly every RV on the road, and accelerating traction across OEM markets. The updated outlook shared today reflects our confidence in broadening our ability to serve our customers and our team’s consistent execution in driving long-term shareholder value.”

First Quarter 2026 Results

Consolidated net sales increased 4.3% to $1.1 billion in the first quarter of 2026, up from $1.0 billion in the same period of 2025. The $44.9 million increase was primarily driven by a $29.3 million increase in the OEM Segment, reflecting sales price increases to cover higher material costs, sales from acquired businesses during the year ($46.8 million in the first quarter), and an increase in North American RV sales driven by recent innovations and a higher mix of premium fifth-wheel units, partially offset by a decrease in North American travel trailer and fifth-wheel shipments.

Net income was up 27% to $62.9 million, or $2.53 per diluted share, compared to $49.4 million, or $1.94 per diluted share, in the first quarter of 2025. Adjusted net income increased to $62.9 million, or $2.59 per adjusted diluted share, compared to $55.6 million, or $2.19 per adjusted diluted share. Adjusted EBITDA increased 13% to $125.0 million, compared to $110.9 million in the first quarter of 2025. Operating profit margin increased to 8.7%

in the first quarter of 2026 compared to 7.8% in the same period of 2025. Year-over-year margin expansion was driven primarily by reduced costs resulting from our materials sourcing strategies and the benefits of other cost improvement actions, such as footprint optimizations.

*Additional information regarding adjusted net income, adjusted diluted EPS, and adjusted EBITDA used throughout this release, as well as reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measure of net income, is provided in the "Supplementary Information - Reconciliation of Non-GAAP Measures" section below.

OEM Segment - First Quarter Performance

OEM net sales increased $29.3 million, or 4%, to $852.8 million for the first quarter of 2026, compared to the same period of 2025. RV OEM net sales decreased 4% to $509.8 million, primarily due to a decrease in North American travel trailer and fifth-wheel shipments, partially offset by sales price increases to cover higher material costs, an increase in RV sales mix toward higher content fifth-wheel units, an increase in North American motorhome RV unit shipments, and recent innovations. Adjacent Industries OEM net sales increased 17% year-over-year to $343.0 million, primarily driven by sales from acquired businesses and higher sales to North American marine OEMs.

Operating profit of the OEM Segment was $76.5 million in the first quarter of 2026, or 9.0% of net sales, compared to $62.0 million, or 7.5% of net sales, in the same period in 2025. The operating profit margin expansion was primarily driven by increases in selling prices to cover increased material costs, and cost improvement actions such as footprint optimizations and material sourcing strategies. These gains were partially offset by higher material costs related to tariffs and increased steel and aluminum costs.

Aftermarket Segment - First Quarter Performance

Aftermarket net sales increased 7% to $237.7 million for the first quarter of 2026, compared to the same period of 2025. The increase was primarily driven by sales price increases to cover higher material costs and sales from acquired businesses, partially offset by volume decreases in the automotive and marine aftermarkets. Operating profit of the Aftermarket Segment was $18.7 million, or 7.8% of net sales, compared to $19.3 million, or 8.7% of net sales, in the same period of 2025. The operating profit margin decrease was primarily driven by higher material costs related to tariffs and increased steel costs, and investments in capacity and distribution. These pressures were partially offset by increases in selling prices to cover increased material costs, reduced costs as a result of materials sourcing strategies, and a favorable shift in sales mix.

Income Taxes

The Company's effective tax rate was 26.2% for the quarter ended March 31, 2026, compared to 26.5% for the quarter ended March 31, 2025. The improvement in the effective tax rate for the first quarter 2026 compared to 2025 was primarily due to the recognition of excess tax benefits on stock-based compensation.

Balance Sheet and Other Items

At March 31, 2026, the Company's cash and cash equivalents balance was $142.2 million, relative to $222.6 million at December 31, 2025. The Company used $27.9 million for dividend payments to shareholders and $9.7 million for capital expenditures in the three months ended March 31, 2026.

The Company's outstanding long-term indebtedness, including current maturities, was $945.0 million at March 31, 2026. As of March 31, 2026, the Company had $595.2 million of borrowing availability under its revolving credit facility.

Outlook

Based on current market and economic conditions along with existing tariffs, the Company expects the following:

•April 2026 net sales of approximately $374 million, down 4% from prior year

•2026 North American RV wholesale shipments of 315,000 to 330,000, lowering from the previous range of 335,000 to 350,000

•2026 revenue of $4.2 billion to $4.3 billion

•2026 operating profit margin of 7.5% to 8.0%

•2026 adjusted EPS of $8.75 to $9.25, raising the lower end of previous range from $8.25 and reaffirming the upper end

Conference Call & Webcast

LCI Industries will host a conference call to discuss its first quarter results on Tuesday, May 5, 2026, at 8:30 a.m. Eastern time. An online, real-time webcast, as well as a supplemental earnings presentation, will be available on the Company's website, investors.lci1.com. The conference call and webcast can also be accessed by dialing (833) 470-1428 for participants in the U.S. and (929) 526-1599 for participants outside the U.S. using the required access code 894063. Due to the high volume of companies reporting earnings at this time, please be prepared for hold times of up to 15 minutes when dialing in to the call.

A replay of the conference call will be available for two weeks by dialing (866) 813-9403 for participants in the U.S. and (44) 204-525-0658 for those outside the U.S. and referencing access code 565652. A replay of the webcast will be available on the Company’s website immediately following the conclusion of the call.

About LCI Industries

LCI Industries (NYSE: LCII), through its Lippert subsidiary, is a global leader in supplying engineered components to the outdoor recreation and transportation markets. We believe our innovative culture, advanced manufacturing capabilities, and dedication to enhancing the customer experience have established Lippert as a reliable partner for both OEM and aftermarket customers. For more information, visit www.lippert.com.

Forward-Looking Statements

This press release contains certain "forward-looking statements" with respect to our financial condition, results of operations, profitability, margins, business strategies, operating efficiencies or synergies, competitive position, growth opportunities, acquisitions, plans and objectives of management, markets for the Company's common stock, the impact of legal proceedings, and other matters. Statements in this press release that are not historical facts are "forward-looking statements" for the purpose of the safe harbor provided by Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, and involve a number of risks and uncertainties.

Forward-looking statements, including, without limitation, those relating to the Company's 2026 outlook and related assumptions, production levels, future financial results and business prospects, net sales, expenses and income (loss), operating margins, capital expenditures, tax rate, cash flow, financial condition, liquidity, covenant compliance, retail and wholesale demand and shipments, run rates, integration of acquisitions, planned divestitures and facility consolidations, optimization of facilities and infrastructure, R&D investments, commodity prices, addressable markets, and industry trends, whenever they occur in this press release are necessarily estimates reflecting the best judgment of the Company's senior management at the time such statements were made. There are a number of factors, many of which are beyond the Company's control, which could cause actual results and events to differ materially from those described in the forward-looking statements. These factors include, in addition to other matters described in this press release, the impacts of costs and availability of, and tariffs on, raw materials (particularly steel and aluminum) and other components, future pandemics, geopolitical tensions, armed conflicts, or natural disasters on the global economy and on the Company's customers, suppliers, team members, business and cash flows, pricing pressures due to domestic and foreign competition, seasonality and cyclicality in the industries

to which we sell our products, availability of credit for financing the retail and wholesale purchase of products for which we sell our components, inventory levels of retail dealers and manufacturers, availability of transportation for products for which we sell our components, the financial condition of our customers, the financial condition of retail dealers of products for which we sell our components, retention and concentration of significant customers, the costs, pace of and successful integration of acquisitions and other growth initiatives, availability and costs of production facilities and labor, team member benefits, team member retention, realization and impact of expansion plans, efficiency improvements and cost reductions, the disruption of business resulting from natural disasters or other unforeseen events, the successful entry into new markets, the costs of compliance with environmental laws, laws of foreign jurisdictions in which we operate, other operational and financial risks related to conducting business internationally, and increased governmental regulation and oversight, information technology performance and security, the ability to protect intellectual property, warranty and product liability claims or product recalls, interest rates, oil and gasoline prices, and availability, the impact of international, national and regional economic conditions and consumer confidence on the retail sale of products for which we sell our components, and other risks and uncertainties discussed more fully under the caption "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended December 31, 2025, and in the Company's subsequent filings with the Securities and Exchange Commission. Readers of this press release are cautioned not to place undue reliance on these forward-looking statements, since there can be no assurance that these forward-looking statements will prove to be accurate. The Company disclaims any obligation or undertaking to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made, except as required by law.

Contact:

Lillian D. Etzkorn, CFO

(574) 535-1125

Investors@lci1.com

###

LCI INDUSTRIES

OPERATING RESULTS

(unaudited)

Three Months Ended

March 31, Last Twelve

2026 2025 Months

(In thousands, except per share amounts)

Net sales $ 1,090,517 $ 1,045,590 $ 4,166,944

Cost of sales 816,852 793,841 3,164,733

Gross profit 273,665 251,749 1,002,211

Warehouse and transportation 55,882 49,855 211,087

Selling, general and administrative expenses 122,624 120,577 497,360

Operating profit 95,159 81,317 293,764

Interest expense, net 9,913 5,991 39,632

Loss on extinguishment of debt — 8,053 806

Gain on sale of real estate — — (19,716)

Income before income taxes 85,246 67,273 273,042

Provision for income taxes 22,299 17,835 71,283

Net income $ 62,947 $ 49,438 $ 201,759

Net income per common share:

Basic $ 2.60 $ 1.94 $ 8.23

Diluted $ 2.53 $ 1.94 $ 8.20

Weighted average common shares outstanding:

Basic 24,243 25,426 24,519

Diluted 24,913 25,426 24,593

Depreciation $ 16,350 $ 16,663 $ 66,742

Amortization $ 13,448 $ 12,879 $ 54,745

Capital expenditures $ 9,668 $ 9,038 $ 53,274

LCI INDUSTRIES

SEGMENT RESULTS

(unaudited)

Three Months Ended

March 31, Last Twelve

2026 2025 Months

(In thousands)

Net sales:

OEM Segment:

RV OEMs:

Travel trailers and fifth-wheels $ 442,006 $ 471,194 $ 1,679,048

Motorhomes 67,838 59,608 244,206

Adjacent Industries OEMs 342,970 292,753 1,295,658

Total OEM Segment net sales 852,814 823,555 3,218,912

Aftermarket Segment:

Total Aftermarket Segment net sales 237,703 222,035 948,032

Total net sales $ 1,090,517 $ 1,045,590 $ 4,166,944

Operating profit:

OEM Segment $ 76,504 $ 61,973 $ 198,651

Aftermarket Segment 18,655 19,344 95,113

Total operating profit $ 95,159 $ 81,317 $ 293,764

Depreciation and amortization:

OEM Segment depreciation $ 11,258 $ 12,327 $ 47,262

Aftermarket Segment depreciation 5,092 4,336 19,480

Total depreciation $ 16,350 $ 16,663 $ 66,742

OEM Segment amortization $ 9,411 $ 9,114 $ 38,961

Aftermarket Segment amortization 4,037 3,765 15,784

Total amortization $ 13,448 $ 12,879 $ 54,745

LCI INDUSTRIES

BALANCE SHEET INFORMATION

(unaudited)

March 31, December 31,

2026 2025

(In thousands)

ASSETS

Current assets

Cash and cash equivalents $ 142,237 $ 222,615

Accounts receivable, net 376,112 243,425

Inventories, net 834,453 809,094

Prepaid expenses and other current assets 67,089 74,552

Total current assets 1,419,891 1,349,686

Fixed assets, net 419,363 428,031

Goodwill 619,548 622,183

Other intangible assets, net 386,486 402,568

Operating lease right-of-use assets 272,422 272,995

Other long-term assets 99,086 100,524

Total assets $ 3,216,796 $ 3,175,987

LIABILITIES AND STOCKHOLDERS' EQUITY

Current liabilities

Current maturities of long-term indebtedness $ 3,666 $ 3,683

Accounts payable, trade 211,530 202,257

Current portion of operating lease obligations 44,983 44,174

Accrued expenses and other current liabilities 227,799 223,253

Total current liabilities 487,978 473,367

Long-term indebtedness 941,339 941,502

Operating lease obligations 245,358 246,047

Deferred taxes 27,699 27,495

Other long-term liabilities 127,207 126,743

Total liabilities 1,829,581 1,815,154

Total stockholders' equity 1,387,215 1,360,833

Total liabilities and stockholders' equity $ 3,216,796 $ 3,175,987

LCI INDUSTRIES

SUMMARY OF CASH FLOWS

(unaudited)

Three Months Ended

March 31,

2026 2025

(In thousands)

Cash flows from operating activities:

Net income $ 62,947 $ 49,438

Adjustments to reconcile net income to cash flows (used in) provided by operating activities:

Depreciation and amortization 29,798 29,542

Stock-based compensation expense 5,300 4,933

Loss on extinguishment of debt — 8,053

Other non-cash items 3,502 2,181

Changes in assets and liabilities, net of acquisitions of businesses:

Accounts receivable, net (134,457) (149,644)

Inventories, net (27,282) 39,121

Prepaid expenses and other assets 8,093 5,800

Accounts payable, trade 11,327 30,005

Accrued expenses and other liabilities 7,313 23,289

Net cash flows (used in) provided by operating activities (33,459) 42,718

Cash flows from investing activities:

Capital expenditures (9,668) (9,038)

Acquisition of businesses — (29,579)

Other investing activities 69 (3,423)

Net cash flows used in investing activities (9,599) (42,040)

Cash flows from financing activities:

Vesting of stock-based awards, net of shares tendered for payment of taxes (6,625) (4,813)

Repayments under revolving credit facility — (19,261)

Proceeds from term loan borrowings — 391,000

Repayments under term loan and other borrowings (998) (280,093)

Proceeds from issuance of convertible notes — 448,500

Repurchase of convertible notes — (368,920)

Purchases of convertible note hedge contracts — (67,574)

Proceeds from issuance of warrants concurrent with note hedge contracts — 27,600

Partial unwind of convertible note hedge and warrants — 1,378

Payment of debt issuance costs — (3,122)

Payment of dividends (27,927) (29,352)

Repurchases of common stock — (28,255)

Other financing activities — (217)

Net cash flows (used in) provided by financing activities (35,550) 66,871

Effect of exchange rate changes on cash and cash equivalents (1,770) (2,062)

Net (decrease) increase in cash and cash equivalents (80,378) 65,487

Cash and cash equivalents at beginning of period 222,615 165,756

Cash and cash equivalents at end of period $ 142,237 $ 231,243

LCI INDUSTRIES

SUPPLEMENTARY INFORMATION

(unaudited)

Three Months Ended

March 31, Last Twelve

2026 2025 Months

Industry Data(1) (in thousands of units):

Industry Wholesale Production:

Travel trailer and fifth-wheel RVs 73.4 86.4 285.2

Motorhome RVs 10.7 9.3 37.4

Industry Retail Sales:

Travel trailer and fifth-wheel RVs 52.2 62.7 307.6

Impact on dealer inventories 21.2 23.7 (22.4)

Motorhome RVs 6.8 9.0 37.6

Twelve Months Ended

March 31,

2026 2025

Lippert Content Per Industry Unit Produced:

Travel trailer and fifth-wheel RV $ 5,826 $ 5,164

Motorhome RV $ 3,970 $ 3,750

March 31, December 31,

2026 2025 2025

Balance Sheet Data (debt availability in millions):

Remaining availability under the revolving credit facility (2)

$ 595.2 $ 595.3 $ 595.2

Days sales in accounts receivable, based on last twelve months 29.7 29.2 29.7

Inventory turns, based on last twelve months 4.1 4.1 4.2

2026

Estimated Full Year Data:

Revenue

$4.2 - $4.3 billion

Operating profit margin

7.5% - 8.0%

Adjusted diluted EPS

$8.75 - $9.25

Capital expenditures

$55 - $75 million

Depreciation and amortization

$115 - $125 million

Stock-based compensation expense

$24 - $27 million

Annual tax rate

25% - 27%

(1) Industry wholesale production data for travel trailer and fifth-wheel RVs and motorhome RVs provided by the Recreation Vehicle Industry Association. Industry retail sales data provided by Statistical Surveys, Inc.

(2) Remaining availability under the revolving credit facility is subject to covenant restrictions.

LCI INDUSTRIES

SUPPLEMENTARY INFORMATION

RECONCILIATION OF NON-GAAP MEASURES

(unaudited)

The following table reconciles net income to Adjusted EBITDA and net income as a percentage of net sales to Adjusted EBITDA as a percentage of net sales.

Three Months Ended March 31,

2026 2025

(In thousands)

Net income $ 62,947 $ 49,438

Interest expense, net 9,913 5,991

Provision for income taxes 22,299 17,835

Depreciation expense 16,350 16,663

Amortization expense 13,448 12,879

EBITDA $ 124,957 $ 102,806

Loss on extinguishment of debt — 8,053

Adjusted EBITDA $ 124,957 $ 110,859

Net sales $ 1,090,517 $ 1,045,590

Net income as a percentage of net sales 5.8 % 4.7 %

Adjusted EBITDA as a percentage of net sales 11.5 % 10.6 %

The following table reconciles net income to adjusted net income and net income per diluted share to adjusted net income per adjusted diluted share ("Adjusted EPS").

Three Months Ended March 31,

2026 2025

(In thousands, except per share amounts)

Net income $ 62,947 $ 49,438

Loss on extinguishment of debt — 8,053

Tax effect of adjustment — (1,930)

Adjusted net income $ 62,947 $ 55,561

Weighted average common shares outstanding - diluted 24,913 25,426

Dilutive effect of 2030 Convertible Notes (1)

(580) —

Weighted average common shares outstanding - adjusted diluted 24,333 25,426

Net income per common share - diluted $ 2.53 $ 1.94

Loss on extinguishment of debt — 0.32

Tax effect of adjustment — (0.07)

Dilutive effect of 2030 Convertible Notes (1)

0.06 —

Adjusted net income per common share - adjusted diluted (Adjusted EPS) $ 2.59 $ 2.19

(1) Weighted average shares outstanding - diluted, on a GAAP basis, includes diluted shares attributable to the Company's 2030 Convertible Notes. However, the offsetting impact of the convertible note hedge transactions that the Company entered into in connection therewith is not recognized on a GAAP basis. As a result, for purposes of this calculation, the Company excludes the dilutive shares to the extent they would be offset by the convertible note hedge transactions.

In addition to reporting financial results in accordance with U.S. GAAP, the Company has provided the non-GAAP performance measures of Adjusted EBITDA, Adjusted EBITDA as a percentage of net sales, adjusted net income, and Adjusted EPS to illustrate and improve comparability of its results from period to period. Adjusted EBITDA is defined as net income before interest expense, net, provision for income taxes, depreciation expense, amortization expense, and loss on extinguishment of debt, as applicable, during the three month periods ended March 31, 2026 and 2025. Adjusted net income is defined as net income adjusted for loss on extinguishment of debt and the related tax effect, as applicable, during the three month periods ended March 31, 2026 and 2025. Adjusted EPS is defined as adjusted net income divided by weighted average common shares outstanding - adjusted diluted, which includes an adjustment for the dilutive effect of the 2030 Convertible Notes under the if-converted method for the three month period ended March 31, 2026. The Company considers these non-GAAP measures in evaluating and managing the Company's operations and believes that discussion of results adjusted for these items is meaningful to investors because it provides a useful analysis of ongoing underlying operating trends. These measures are not in accordance with, nor are they substitutes for, GAAP measures, and they may not be comparable to similarly titled measures used by other companies.

Further, the Company has provided its outlook for full-year 2026 Adjusted EPS in this release. The Company is unable to provide a reconciliation of forward-looking non-GAAP financial measures to their most directly comparable GAAP financial measures because the Company is unable to provide, without unreasonable effort, a meaningful or accurate calculation or estimation of amounts that would be necessary for the reconciliation due to the complexity and inherent difficulty in forecasting and quantifying future amounts or when they may occur. The financial impact of such items is uncertain and is dependent on various factors, including timing, and could be material to the Company's consolidated statements of income.

EX-99.2

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lcii-irshortdeck1q26vfin

Q1 2026 EARNINGS CONFERENCE CALL | May 5, 2026

This presentation contains certain “forward-looking statements” with respect to our financial condition, results of operations, profitability, margin growth, business strategies, operating efficiencies or synergies, competitive position, growth opportunities, acquisitions, plans and objectives of management, markets for the Company’s common stock, the impact of legal proceedings, and other matters. Statements in this presentation that are not historical facts are “forward-looking statements” for the purpose of the safe harbor provided by Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended, and involve a number of risks and uncertainties. Forward-looking statements, including, without limitation, those relating to the Company's 2026 outlook and related assumptions, production levels, future business prospects, net sales, expenses and income (loss), margins, capital expenditures, tax rate, cash flow, financial condition, liquidity, covenant compliance, growth strategy, retail and wholesale demand and shipments, run rates, integration of acquisitions, planned divestitures and facility consolidations, optimization of facilities and infrastructure, R&D investments, commodity prices, addressable markets, and industry trends, whenever they occur in this presentation are necessarily estimates reflecting the best judgment of the Company's senior management at the time such statements were made. There are a number of factors, many of which are beyond the Company’s control, which could cause actual results and events to differ materially from those described in the forward-looking statements. These factors include, in addition to other matters described in this presentation, the impacts of costs and availability of, and tariffs on, raw materials (particularly steel and aluminum) and other components, future pandemics, geopolitical tensions, armed conflicts, or natural disasters on the global economy and on the Company's customers, suppliers, team members, business and cash flows, pricing pressures due to domestic and foreign competition, seasonality and cyclicality in the industries to which we sell our products, availability of credit for financing the retail and wholesale purchase of products for which we sell our components, inventory levels of retail dealers and manufacturers, availability of transportation for products for which we sell our components, the financial condition of our customers, the financial condition of retail dealers of products for which we sell our components, retention and concentration of significant customers, the costs, pace and successful integration of acquisitions and other growth initiatives, availability and costs of production facilities and labor, team member benefits, team member retention, realization and impact of expansion plans, efficiency improvements and cost reductions, the disruption of business resulting from natural disasters or other unforeseen events, the successful entry into new markets, the costs of compliance with environmental laws, laws of foreign jurisdictions in which we operate, other operational and financial risks related to conducting business internationally, and increased governmental regulation and oversight, information technology performance and security, the ability to protect intellectual property, warranty and product liability claims or product recalls, interest rates, oil and gasoline prices and availability, the impact of international, national and regional economic conditions and consumer confidence on the retail sale of products for which we sell our components, and other risks and uncertainties discussed more fully under the caption “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, and in the Company’s subsequent filings with the Securities and Exchange Commission, including the Company's Quarterly Reports on Form 10-Q. Readers of this presentation are cautioned not to place undue reliance on these forward-looking statements, since there can be no assurance that these forward-looking statements will prove to be accurate. The Company disclaims any obligation or undertaking to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made, except as required by law. This presentation includes certain non-GAAP financial measures, such as adjusted net income, adjusted net income per diluted share, adjusted EBITDA, adjusted EBITDA as a percentage of net sales, net debt to adjusted EBITDA leverage, and free cash flow. These non-GAAP financial measures should not be considered a substitute for the comparable GAAP financial measures. Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measure are included in the presentation. This presentation also includes certain forward-looking non-GAAP financial measures, such as forward-looking guidance for adjusted diluted EPS. The Company is unable to provide a reconciliation of forward-looking non-GAAP financial measures to their most directly comparable GAAP financial measures because the Company is unable to provide, without unreasonable effort, a meaningful or accurate calculation or estimation of amounts that would be necessary for the reconciliation due to the complexity and inherent difficulty in forecasting and quantifying future amounts or when they may occur. Such unavailable information could be significant to future results. Forward-Looking Statements 2LCI Industries | Q1 2026 Earnings Presentation

Strong Execution Drives Revenue Growth, Margin Expansion and Earnings Performance Executing Continuous Improvement Initiatives • First quarter operating profit margin of 8.7%, up 90 bps YoY • Strategic material sourcing drove margin expansion • Continued footprint optimization targeting 8-10 facilities in 2026 • Agile tariff mitigation strategy continues to allow for effective cost management Quarterly Financial Performance • Net sales of $1.1 billion, up 4% YoY • Net income of $63 million, up 27% YoY ($2.53 per diluted share), or 5.8% of net sales • Adjusted net income(1) of $63 million ($2.59 Adjusted EPS(1), up 18% YoY) • Adjusted EBITDA(1) of $125 million, or 11.5% of net sales, up 13% YoY 1 Additional information regarding adjusted net income, adjusted EPS, adjusted EBITDA, and adjusted EBITDA as a percentage of net sales, and reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measures, are provided in the Appendix. Capital Allocation • Strong liquidity position with $142 million of cash and cash equivalents and $595 million of availability on revolving credit facility at March 31, 2026 • Paid quarterly dividend of $1.15 per share aggregating $28 million in the first quarter First Quarter 2026 Highlights 3LCI Industries | Q1 2026 Earnings Presentation

Results by Market 4 OEM Segment • RV • Transportation • Marine • Housing Aftermarket Segment

RV OEM Performance and Trends • Q1 2026 RV OEM sales down 4% YoY, primarily due to a decrease in North American travel trailer and fifth-wheel shipments, partially offset by sales price increases to cover higher material costs, increased mix in higher-content fifth wheels, and recent innovations • 73,400 North American wholesale towable units shipped in Q1 2026, down 15% YoY • 52,200 estimated North American retail towable units sold in Q1 2026, down 17% YoY Quarterly Net Sales $531M $510M Q1 2025 Q1 2026 NA RV Wholesale/Retail/Inventory Change Retail Wholesale Inventory Linear (Inventory) 2Q 22 3Q 22 4Q 22 1Q 23 2Q 23 3Q 23 4Q 23 1Q 24 2Q 24 3Q 24 4Q 24 1Q 25 2Q 25 3Q 25 4Q 25 1Q 26 0 50,000 100,000 150,000 200,000 (80,000) (60,000) (40,000) (20,000) — 20,000 40,000 5LCI Industries | Q1 2026 Earnings Presentation

Touring Coil Suspension Furrion® 18K Chill Cube Air Conditioner * "Other" includes impact of RV unit shipments versus industry production, index sales price adjustments, and the impact of acquisitions and divestitures New Window Designs and Integrated Shades Innovation Driving RV Organic Content Growth YoY Towable Content Growth (LTM) Key 2026/2027 Model Year Product Wins Bi-Fold SunDeck 6LCI Industries | Q1 2026 Earnings Presentation Sequential Towable Content Growth (LTM)

Transportation OEM Performance and Trends • Q1 2026 Transportation OEM sales up 24% YoY • Increase primarily due to sales from 2025 acquisitions in the resilient bus market where integration efforts and synergies are driving results • Trans Air (acquired in March 2025) - bus climate control systems • Freedman Seating (acquired in April 2025) - bus seating solutions • Expanding presence in transportation markets: • Increasing sales of axles and suspension products to top utility trailer brands. Utility trailer industry produces 500K+ utility and cargo trailers annually • Supplying windows in off-road vehicles and school buses • Approximately 65,000 city, shuttle and school buses delivered in 2025 Quarterly Net Sales $175M $218M Q1 2025 Q1 2026 7LCI Industries | Q1 2026 Earnings Presentation

8 Marine OEM Performance and Trends • Q1 2026 Marine sales up 11% YoY • Sales growth driven by recent innovations and improving run rates • Building momentum with newer products Quarterly Net Sales $72M $80M Q1 2025 Q1 2026 8 8LCI Industries | Q1 2026 Earnings Presentation

9 Housing OEM Performance and Trends • Q1 2026 Housing OEM sales down 1% YoY • 2026 manufactured housing unit shipments were down about 11% through February • Expanding presence in residential window market through 2025 acquisition of Moss Supply Company • March 2026 privately-owned housing starts up 11% over February 2026 and up 11% YoY according to the US Census Bureau $45M $45M Q1 2025 Q1 2026 Quarterly Net Sales 9 9LCI Industries | Q1 2026 Earnings Presentation

10 Aftermarket Performance and Trends • Q1 2026 sales up 7% from the prior year period primarily driven by sales price increases to cover higher material costs and sales from acquired businesses • Driving portfolio expansion in diversified markets with towing and truck accessories, boating accessories, appliances, and electronics • Meeting heightened repair and replacement demand as RV ownership has reached record levels in recent years • Recently launched Lippert Factory Service network of service and repair centers to provide expert installations, service, repairs and upgrades Quarterly Net Sales $222M $238M Q1 2025 Q1 2026 Q1 2026 Aftermarket Net Sales by Market 51% 31% 8% 10% Automotive RV Marine Other 1010LCI Industries | Q1 2026 Earnings Presentation

Consolidated Results 11

12 Q1 2026 Financial Performance Operating Margin 7.8% 8.7% First Quarter 2025 First Quarter 2026 (in th ou sa nd s) Consolidated Net Income $49,438 $62,947 First Quarter 2025 First Quarter 2026 (in th ou sa nd s) Adjusted EBITDA* $110,859 $124,957 First Quarter 2025 First Quarter 2026 * Additional information regarding Adjusted EBITDA, as well as reconciliation of this non-GAAP financial measure to the most directly comparable GAAP financial measure, is provided in the Appendix. (in th ou sa nd s) Consolidated Net Sales $1,045,590 $1,090,517 First Quarter 2025 First Quarter 2026 +4% +90 bps +13%+27% 1212LCI Industries | Q1 2026 Earnings Presentation

13 Strategic Acquisitions • Acquisitions completed in 2025 delivering results in 2026 in both OEM and AM segments • Continue to seek thoughtful and complementary acquisition targets as part of our balanced capital allocation strategy Capital Allocation Highlights Executing on our capital allocation strategy through complementary acquisitions, focus on innovation, and returning capital to shareholders (in m ill io ns ) $96 $4 $4 $4 $464 $4 $373 2026 Convertible Notes 2030 Convertible Notes Term Loan B 2026 2027 2028 2029 2030 2031 2032 $— $490 Future Debt Maturities Strong Balance Sheet • Strong quarter-end cash position of $142 million • Borrowing availability of $595 million on revolving credit facility • Debt to net income of 4.7x, and net debt to adjusted EBITDA of 1.9x(1), reflecting disciplined leverage management 1 Additional information regarding net debt to adjusted EBITDA and a reconciliation of this non-GAAP financial measure to the most directly comparable GAAP financial measure is provided in the Appendix. 13 Returning Capital to Shareholders • Paid quarterly dividend of $1.15 per share, aggregating $28 million in the first quarter 13LCI Industries | Q1 2026 Earnings Presentation

14 Liquidity and Cash Flow As of and for the three months ended March 31 2026 2025 Cash and Cash Equivalents $142M $231M Remaining Availability under Revolving Credit Facility(1) $595M $595M Capital Expenditures $10M $9M Dividends $28M $29M Share Repurchases $—M $28M Debt / Net Income (TTM) 4.7x 6.0x Net Debt/Adjusted EBITDA (TTM)(2) 1.9x 1.9x Cash from Operating Activities $(33)M $43M Free Cash Flow(2) $(43)M $34M 1 Remaining availability under the revolving credit facility is subject to covenant restrictions. 2 Additional information regarding net debt to Adjusted EBITDA and free cash flow, as well as a reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures, is provided in the Appendix. 1414LCI Industries | Q1 2026 Earnings Presentation

2026 Outlook 15

16 2026 Outlook RV Industry • Our current full year 2026 North American forecast is 315K - 330K wholesale unit shipments, lowering from the previous range of 335K to 350K • Expect continued momentum and product placement with newly launched products in recent model year updates Other Markets • Transportation - expect market to be flat, but Lippert expected to benefit from acquisitions of Freedman and Trans Air made in 2025 • Marine - industry expected to be flat to up low single digits • Housing - industry expected to be up low single digits aided by growth of our residential window products • Aftermarket - expect mid single digit growth. ~1.5 million RVs expected to enter repair and replacement cycle in the next few years. Lippert should see lift in auto aftermarket as a result of favorable market conditions April 2026 Results • April 2026 net sales of approximately $374 million, down 4% YoY 1616LCI Industries | Q1 2026 Earnings Presentation

Full Year 2026 Financial Outlook Based on current market and economic conditions along with existing tariffs, the Company expects the following: 2026 Outlook 2025 Actual 2026 Estimate Revenue $4.1B $4.2 billion - $4.3 billion Operating Profit Margin 6.8% 7.5% - 8.0% Adjusted Diluted EPS $7.46 $8.75 - $9.25* 17 1717LCI Industries | Q1 2026 Earnings Presentation * Raising the lower end of previous range from $8.25 and reaffirming the upper end

19 Appendix Reconciliation of Non-GAAP Measures ADJUSTED EBITDA Three months ended March 31, ADJUSTED EBITDA (TTM) Twelve months ended March 31, ($ in thousands) 2026 2025 ($ in thousands) 2026 2025 Net income $ 62,947 $ 49,438 Net income $ 201,759 $ 155,760 Interest expense, net 9,913 5,991 Interest expense, net 39,632 25,569 Provision for income taxes 22,299 17,835 Provision for income taxes 71,283 52,561 Depreciation and amortization 29,798 29,542 Depreciation and amortization 121,487 122,546 EBITDA $ 124,957 $ 102,806 EBITDA $ 434,161 $ 356,436 Loss on extinguishment of debt — 8,053 Loss on extinguishment of debt 806 8,053 Adjusted EBITDA $ 124,957 $ 110,859 Gain on sale of real estate (19,716) — Restructuring costs 3,900 — Net Sales $ 1,090,517 $ 1,045,590 Executive separation costs 3,193 — Net income as a % of Net Sales 5.8 % 4.7 % Adjusted EBITDA $ 422,344 $ 364,489 Adjusted EBITDA as a % of Net Sales 11.5 % 10.6 % Net Sales $ 4,166,944 $ 3,818,769 Net income as a % of Net Sales 4.8 % 4.1 % Adjusted EBITDA as a % of Net Sales 10.1 % 9.5 % FREE CASH FLOW Three months ended March 31, NET DEBT/ADJUSTED EBITDA (TTM) ($ in thousands) 2026 2025 ($ in thousands) March 31, 2026 March 31, 2025 Net cash flows (used in) provided by Total debt $ 945,005 $ 938,278 operating activities $ (33,459) $ 42,718 Less cash and cash equivalents 142,237 231,243 Capital expenditures (9,668) (9,038) Net debt $ 802,768 $ 707,035 Free cash flow $ (43,127) $ 33,680 Total Debt/Net Income (TTM) 4.7x 6.0x Net Debt/Adjusted EBITDA (TTM) 1.9x 1.9x Adjusted EBITDA, Adjusted EBITDA as a percentage of net sales, and free cash flow are non-GAAP performance measures included to illustrate and improve comparability of the Company's results from period to period. Adjusted EBITDA is defined as net income before interest expense, provision for income taxes, depreciation and amortization expense, and to the extent applicable, loss on extinguishment of debt, gain on sale of real estate, restructuring costs, and executive separation costs. Free cash flow is defined as net cash flows (used in) provided by operating activities less capital expenditures. The Company considers these non-GAAP measures in evaluating and managing the Company's operations and believes that discussion of results adjusted for these items is meaningful to investors because they provide a useful analysis of ongoing underlying trends. The adjusted measures are not in accordance with, nor are they a substitute for, GAAP measures, and they may not be comparable to similarly titled measures used by other companies. The net debt to Adjusted EBITDA ratio on a trailing twelve month basis is a non-GAAP performance measure included because the Company believes it is useful to investors in evaluating the Company's leverage. The net debt to Adjusted EBITDA ratio is defined as total debt, less cash and cash equivalents, divided by Adjusted EBITDA. The net debt to Adjusted EBITDA ratio is a non-GAAP measure and should not be considered a substitute for the ratio of total debt to net income determined in accordance with GAAP. The Company's calculation of its net debt to Adjusted EBITDA ratio might not be calculated in the same manner as, and thus might not be comparable to, similarly titled measures used by other companies.

20 Appendix Reconciliation of Non-GAAP Measures (cont.) ADJUSTED NET INCOME Three months ended March 31, ($ in thousands, except per share amounts) 2026 2025 Net income $ 62,947 $ 49,438 Loss on extinguishment of debt — 8,053 Tax effect of adjustment — (1,930) Adjusted net income $ 62,947 $ 55,561 Weighted average common shares outstanding - diluted 24,913 25,426 Dilutive effect of 2030 Convertible Notes (1) (580) — Weighted average common shares outstanding - adjusted diluted 24,333 25,426 ADJUSTED EPS Net income per common share - diluted $ 2.53 $ 1.94 Loss on extinguishment of debt — 0.32 Tax effect of adjustment — (0.07) Dilutive effect of 2030 Convertible Notes (1) 0.06 — Adjusted net income per common share - adjusted diluted (Adjusted EPS) $ 2.59 $ 2.19 (1) Weighted average shares outstanding - diluted, on a GAAP basis, includes diluted shares attributable to the Company's 2030 Convertible Notes. However, the offsetting impact of the convertible note hedge transactions that the Company entered into in connection therewith is not recognized on a GAAP basis. As a result, for purposes of this calculation, the Company excludes the dilutive shares to the extent they would be offset by the convertible note hedge transactions. In addition to reporting financial results in accordance with U.S. GAAP, the Company has provided the non-GAAP performance measures of adjusted net income and adjusted net income per adjusted diluted share ("Adjusted EPS") to illustrate and improve comparability of its results from period to period. Adjusted net income is defined as net income adjusted for loss on extinguishment of debt and the related tax effect during the three month periods ended March 31, 2026 and 2025. Adjusted EPS is defined as adjusted net income divided by weighted average common shares outstanding - adjusted diluted, which includes an adjustment for the dilutive effect of the 2030 Convertible Notes under the if-converted method for the three month period ended March 31, 2026. The Company considers these non-GAAP measures in evaluating and managing the Company's operations and believes that discussion of results adjusted for these items is meaningful to investors because it provides a useful analysis of ongoing underlying operating trends. These measures are not in accordance with, nor are they substitutes for, GAAP measures, and they may not be comparable to similarly titled measures used by other companies.

21 Appendix Historical Unit Mix as Percentage of LCI RV OEM Chassis Shipments 15.5% 15.8% 15.5% 15.9% 15.4% 18.6% 17.9% 20.5% 19.3% 18.9% 23.0% 24.3% 23.7% 20.5% 18.7% 21.4% 23.7% 84.5% 84.2% 84.5% 84.1% 84.6% 81.4% 82.1% 79.5% 80.7% 81.1% 77.0% 75.7% 76.3% 79.5% 81.3% 78.6% 76.3% Single Axle Travel Trailer Multi Axle TT and Fifth Wheels 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 —% 20.0% 40.0% 60.0% 80.0% 100.0% 2121LCI Industries | Q1 2026 Earnings Presentation

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Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

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Title of a 12(b) registered security.

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Reference 1: http://www.xbrl.org/2003/role/presentationRef

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Name of the Exchange on which a security is registered.

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Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

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Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

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Trading symbol of an instrument as listed on an exchange.

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Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

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Reference 1: http://www.xbrl.org/2003/role/presentationRef

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