LCI INDUSTRIES
For the period ended Oct 9, 2026. Filed Oct 13, 2026.
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A notice of a major event between regular reports, such as results, a deal or a change of executives. It is often the first formal record of the news.
Oct 9, 2026 · Filed Oct 13, 2026
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Contents
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): October 9, 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. EmployerIdentification 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 8.01 Other Events.
As previously disclosed, on June 30, 2026, LCI Industries (the "Company"), a Delaware corporation, entered into an Agreement and Plan of Merger (the "Merger Agreement") with Patrick Industries, Inc. ("Patrick"), an Indiana corporation, Planet First Merger Sub Inc., a newly formed Delaware corporation and a direct wholly owned subsidiary of Patrick ("First Merger Sub"), and Planet Second Merger Sub LLC, a newly formed Indiana limited liability company and a direct wholly owned subsidiary of Patrick ("Second Merger Sub").
The Merger Agreement provides for, among other things and subject to the satisfaction or waiver of the conditions set forth therein, the merger of First Merger Sub with and into the Company (the "First Merger"), with the Company surviving the First Merger as a direct wholly owned subsidiary of Patrick, followed immediately by the merger of the Company with and into Second Merger Sub (the "Second Merger" and, together with the First Merger, the "Mergers"), with Second Merger Sub surviving the Second Merger as a direct wholly owned subsidiary of Patrick.
On August 5, 2026, the Company and Patrick each filed their respective Premerger Notification and Report Forms pursuant to the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended (the "HSR Act"), with the Federal Trade Commission (the "FTC") and the Antitrust Division of the U.S. Department of Justice (the "DOJ") in connection with the Mergers. On September 4, 2026, the Company and Patrick each voluntarily withdrew their respective HSR Act notifications and, on September 9, 2026, refiled their respective HSR Act notifications with the FTC and the DOJ. The refilings initiated a new waiting period under the HSR Act.
On October 9, 2026, the Company and Patrick each received a request for additional information and documentary material (the "Second Request") from the DOJ in connection with the DOJ's review of the Mergers. Issuance of the Second Request extends the waiting period under the HSR Act until 30 days after both the Company and Patrick have substantially complied with the Second Request, unless the waiting period is terminated earlier by the DOJ or otherwise extended by agreement of the parties. The Company and Patrick intend to continue to cooperate with the DOJ in its review of the Mergers. Completion of the Mergers remains subject to the termination or expiration of the applicable waiting period under the HSR Act and the satisfaction or waiver of the other closing conditions set forth in the Merger Agreement.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits
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