LCI Industries LCII OEM Segment — Recovery of direct costs
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Where this comes from
Reported directly by LCI Industries in its filing.
Tagged under the XBRL concept us-gaap:RecoveryOfDirectCosts.
The source filing: LCI Industries’s 10-Q, filed August 5, 2026.
- Filed
- Aug 5, 2026, 11:08 AM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0000763744-26-000070
(1) The OEM and Aftermarket Segments included an $84.9 million and $3.9 million, respectively, reduction in net sales to external customers during each of the three and six months ended June 30, 2026, consisting of the amount of IEEPA Tariffs refunds expected to be passed through to customers. See "Tariff Refunds" in Note 2 - Summary of Significant Accounting Policies for further information.
(2) The OEM and Aftermarket Segments included an $86.4 million and $18.4 million, respectively, reduction in cost of sales during each of the three and six months ended June 30, 2026, which is the total expected amount of refunds of IEEPA Tariffs, both received and receivable. See "Tariff Refunds" in Note 2 - Summary of Significant Accounting Policies for further information.
ITEM 1 – FINANCIAL STATEMENTS
FAQ
- What is LCI Industries's OEM segment — recovery of direct costs?
- LCI Industries (LCII) reported OEM segment — recovery of direct costs of $86.4M in Q2 2026.
- What does OEM segment — recovery of direct costs mean?
- This metric tracks the ability of the OEM segment to offset or pass through direct production costs, such as raw materials and labor, to customers. It serves as a key indicator of pricing power and operational efficiency in managing input cost volatility. Effective recovery of these costs is essential for maintaining segment margins when facing inflationary pressures in the manufacturing supply chain.
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