LCI Industries

LCI Industries, through its Lippert subsidiary, supplies engineered components to the outdoor recreation and transportation markets. It serves original equipment manufacturers (OEMs) and aftermarket customers through two reporting segments.

The OEM segment sells to:
- Towable RV (travel trailer and fifth-wheel) and motorhome manufacturers
- Adjacent industries, including transportation (bus climate control via Trans Air, bus seating via Freedman Seating, axles and suspensions for utility trailers, windows for off-road vehicles and school buses), marine, and manufactured and residential housing (windows, including via Moss Supply Company)

The Aftermarket segment sells:
- Towing and truck accessories, boating accessories, appliances, electronics and RV repair and replacement parts
- Sales run through automotive, RV, marine and other channels, with automotive the largest share at 49% of Q3 2026 aftermarket sales
- Service and repair is offered through the Lippert Factory Service network

In Q3 2026, OEM sales were about 74% of revenue and Aftermarket about 26%. Towable RV content per unit was $5,733. The company has agreed to combine with Patrick Industries in an all-stock merger, which is expected to close in the first half of 2027 subject to stockholder and regulatory approvals. Updated Nov 5, 2026