Performance was driven by a 15% year-over-year top-line growth and a doubling of operating margins, attributed to operational efficiencies and market share gains across OEM segments. The RV OEM segment benefited from a favorable mix shift toward higher-content units and the successful scaling of new product launches like the Chill Cube air conditioner. Management attributes the 11% increase in content per unit to a relentless focus on innovation, with five recently launched products reaching an annual ...

LCI Industries (NYSE:LCII) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsDaniel Moore - Partner and Director of ResearchJason Lippert - President and CEOKevin Condon - Vice President and Senior Equity Research AssociateLillian Etzkorn - CFOConference Call ParticipantsBrandon Roll`e - Managing Director and Senior Equity Research AnalystBret Jordan - Managing Director and Senior Equity Research AnalystJoe Altobello - Managing Director and Senior Equity Research AnalystMike Albanese - ...

INVESTOR PRESENTATION | February 2026 Celebrating 70 years of making recreation and transportation better. NYSE: LCII Forward Looking Statements This presentation contains certain "forward-looking statements" with respect to our financial condition, results of operations, profitability, margin growth, business strategies, operating efficiencies or synergies, competitive position, growth opportunities, acquisitions, plans and objectives of management, markets for the Company's common stock, the impact of leg ...

INVESTOR PRESENTATION | February 2026 Celebrating 70 years of making recreation and transportation better. NYSE: LCII This presentation also includes certain forward-looking non-GAAP financial measures, such as forward-looking targets for adjusted diluted EPS. The Company is unable to provide a reconciliation of forward-looking non-GAAP financial measures to their most directly comparable GAAP financial measures because the Company is unable to provide, without unreasonable effort, a meaningful or accurate ...

trail segment, it detonated it. It flipped the definition of a sport sled from "race-inspired" to race-winning, bringing true competition suspension technology to everyday riders. For 2027, Lynx honors that legacy with a special-edition Rave RE that celebrates the machine that rewrote the rules. Legendary PPS³ rear suspension. Two track lengths, two personalities: 3500/137-inch: unmatched stability at high speeds and explosive acceleration out of corners. 3300/129-inch: available in Europe only. Razor-sharp ...

Core Viewpoint - Leigh Tiffin has resigned as President of Tiffin Motorhomes, effective immediately, to pursue a personal career opportunity, while the Tiffin family will remain actively engaged in the business to ensure continuity of the brand's culture and values [1] Group 1: Leadership Changes - Leigh Tiffin, grandson of founder Bob Tiffin, will leave the company but expressed pride in Tiffin's accomplishments and growth under THOR Industries [1] - Bob Tiffin will continue to be actively involved in the company, providing guidance and maintaining the brand's legacy [1] - Van Tiffin will remain as Senior Advisor of Manufacturing, ensuring the high-quality craftsmanship associated with Tiffin [1] Group 2: Company Operations and Future Outlook - THOR Industries has supported Tiffin Motorhomes in maintaining its brand identity while providing resources for growth [1] - The Tiffin brand is expected to continue benefiting from strong family influence and operational momentum, with no anticipated disruptions to customers or production [1] - Jayco will assist Tiffin Motorhomes during the transition to support leadership continuity and strategic execution [1]

Core Insights - THOR Industries, Inc. announced the departure of Seth Woolf, Head of Corporate Development & Investor Relations, to pursue a role outside the organization [1] - Woolf's departure is a personal decision to return to a role more aligned with his career background, and he will assist THOR in a consulting capacity until the end of the fiscal year [2][3] - The company emphasizes its commitment to maintaining strong communication with shareholders and the investment community [3] Company Overview - THOR Industries is the largest manufacturer of recreational vehicles globally, owning several operating subsidiaries [4]

Core Viewpoint - Winnebago Industries, Inc. will redeem $100,000,000 of its outstanding $200,000,000 6.250% Senior Secured Notes due 2028 on February 20, 2026, reflecting a focus on improving balance sheet leverage and maintaining strong cash flow [1][2] Group 1: Financial Actions - The company will redeem the outstanding Notes at a price of 100% of their principal amount, plus accrued and unpaid interest [1] - This redemption is part of a strategy to enhance financial flexibility and prioritize leverage improvement within a balanced capital allocation strategy [2] Group 2: Company Overview - Winnebago Industries is a leading North American manufacturer of outdoor lifestyle products, including motorhomes, travel trailers, and powerboats, under various brands [4] - The company is committed to sustainable innovation and has multiple facilities across Iowa, Indiana, Minnesota, and Florida [4]

Core Insights - Polaris Off Road has announced the launch of two new enclosed cab models, the 2026 RANGER 1000 CAB and the 2027 RANGER XP 1000 CAB, aimed at enhancing all-season comfort for consumers [1][2] Product Details - The 2026 RANGER 1000 CAB features an enclosed cab with factory-installed heating, available in a 3-seat configuration, and priced at $21,999 (U.S.) and $26,999 (CAN.) with shipping starting in February 2026 [3] - The 2027 RANGER XP 1000 CAB offers both 3-seat and CREW options, equipped with heating and air conditioning, priced at $24,499 (U.S.) and $30,999 (CAN.) with shipping beginning in March 2026 [4] - Both models are backed by a 1-year warranty and include features such as a factory-installed winch, robust bumpers, and class-leading towing capacities of 2,500 pounds [4][5] Technical Specifications - The 2026 RANGER 1000 CAB is powered by a 61-horsepower ProStar engine, while the 2027 RANGER XP 1000 CAB has an 82-horsepower ProStar engine, both designed for smooth and quiet operation [4][5] - The 2027 model includes advanced climate control with a variable AC compressor for efficient cooling, and both models feature a 1,000-pound box capacity [5] Company Background - Polaris Inc. has been a leader in the powersports industry since 1954, offering a wide range of vehicles and accessories, and serves customers in nearly 100 countries [7]

Core Insights - Patrick Industries, Inc. reported strong financial results for Q4 and the full year 2025, with net sales increasing by 9% to $924 million in Q4 and 6% to $4.0 billion for the full year, driven by growth in the Outdoor Enthusiast markets and strategic acquisitions [2][5][8]. Financial Performance - Q4 net sales rose to $924 million from $846 million in Q4 2024, reflecting higher revenue across Outdoor Enthusiast markets, partially offset by lower Housing revenue [3][5]. - Operating income for Q4 increased by 45% to $57 million, with an operating margin of 6.2%, while full-year operating income rose 7% to $276 million, maintaining a 7.0% operating margin [4][9]. - Net income for Q4 doubled to $29 million, with diluted EPS increasing by 98% to $0.83. For the full year, net income was $135 million, down from $138 million in 2024, with diluted EPS at $3.90 [6][12]. - Adjusted EBITDA for Q4 grew 17% to $105 million, with an adjusted EBITDA margin of 11.4%. Full-year adjusted EBITDA increased 4% to $468 million, with a margin of 11.8% [5][12]. Market Sector Performance - In Q4 2025, revenue breakdown by market sector included RV (43%), Marine (16%), Powersports (12%), and Housing (29%). RV revenue increased by 9% to $1.8 billion, Marine revenue improved by 6% to $606 million, and Powersports revenue grew by 9% to $384 million [8][10]. - Housing revenue saw a modest increase of 1% to $1.2 billion, despite a 10% decrease in wholesale Manufactured Housing unit shipments [11]. Cash Flow and Capital Allocation - Free cash flow for 2025 was $246 million, slightly down from $251 million in 2024. The company returned $87 million to shareholders through dividends and share repurchases, with a 17.5% increase in the quarterly dividend authorized in Q4 [13][14]. - Total net liquidity at the end of Q4 was $818 million, with a net leverage ratio of 2.6x, down from 2.8x in Q3 2025 [15]. Strategic Initiatives - The company completed five acquisitions in 2025, including Quality Engineered Services and Egis Group in Q4, enhancing its marine electrical full-solutions platform [7][8]. - The management emphasized a focus on innovation, automation, and customer partnerships to drive sustainable long-term growth [3][16].