LCI Industries Announces Merger with Patrick Industries; HSR Refiled

What Happened
LCI Industries (LCII) announced it entered into a definitive Agreement and Plan of Merger with Patrick Industries on June 30, 2026. The transaction is structured as two back‑to‑back mergers: First Merger Sub will merge into LCI (making LCI a direct wholly owned subsidiary of Patrick), immediately followed by LCI merging into Second Merger Sub (with Second Merger Sub surviving as a direct wholly owned subsidiary of Patrick). LCI and Patrick filed Hart‑Scott‑Rodino (HSR) notifications on August 5, 2026; LCI voluntarily withdrew its HSR filing on September 4, 2026 and refiled on September 9, 2026, which started a new HSR waiting period.

Key Details

• Merger Agreement signed: June 30, 2026.
• Initial HSR filings by both parties: August 5, 2026.
• LCI withdrew its HSR notice: September 4, 2026; LCI refiled: September 9, 2026 — a new waiting period under the HSR Act began.
• Closing remains subject to satisfaction or waiver of customary conditions, including expiration/termination of the HSR waiting period.
• LCI and Patrick intend to file a Patrick registration statement on Form S-4 (including a joint proxy statement/prospectus) and related materials with the SEC for shareholder votes and disclosures.

Why It Matters
This 8-K confirms a definitive acquisition agreement that would make LCI a wholly owned unit of Patrick if completed. The HSR refiling restarts the antitrust review clock, which is a required condition to closing and can affect the timing of the deal. Investors should watch for the Form S-4/joint proxy statement for transaction terms, shareholder vote requirements, expected benefits, and risks — and monitor regulatory developments that could delay or alter the transaction.