LCI Industries LCII OEM Segment — Reduction in net sales
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Where this comes from
Reported directly by LCI Industries in its filing.
Tagged under the XBRL concept lcii:RefundableFeesRefundPayments.
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 — reduction in net sales?
- LCI Industries (LCII) reported OEM segment — reduction in net sales of $84.9M in Q2 2026.
- What does OEM segment — reduction in net sales mean?
- This metric measures the year-over-year or sequential decline in revenue generated specifically from the Original Equipment Manufacturer (OEM) business segment. It reflects shifts in demand for components supplied to manufacturers of recreational vehicles, buses, and trailers. A reduction in these sales typically indicates softening end-market demand, loss of market share, or pricing pressures within the primary manufacturing supply chain.
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