LCI Industries (LCII) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone and thank you for joining us today for the LCI Industries fourth quarter 2025 earnings call. My name is Lucy and I'll be coordinating your call today. Before we begin, I would like to remind you that certain statements made on today's conference call regarding LCI Industries and its operations may be considered forward-looking statements under the securities laws and involve a number of risks and uncertainties. As a result, the company cautions you that 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 are discussed in the company's earnings release, Form 10-K, and in other filings with the SEC. The company disclaims any obligation or undertaking to update forward-looking statements to reflect circumstances or events that occur after the date of the forward-looking statements are made. except as required by law. In addition, during today's conference call, management will refer to certain non-GAAP or adjusted financial measures. Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measures are available in the company's earnings release and investor presentation, which have been posted on the investor relations section of the company's website and are also available on Form 8K filed this morning with the SEC. On the call from management today are Jason Lippert, President and Chief Executive Officer, Lillian Oetskamp, Chief Financial Officer, and Kip Emmenheiser, VP of Finance and Treasurer. Later in the call, we will conduct a question and answer session, at which point you can register to ask a question by pressing star 1, and you may withdraw ...