LCI Industries: DOJ issues second request in Patrick merger

What happened

• LCI Industries reported that it entered into an Agreement and Plan of Merger with Patrick Industries, Inc., First Merger Sub and Second Merger Sub on Jun 30, 2026. The agreement contemplates a first merger of First Merger Sub with and into LCI (the "First Merger"), followed immediately by a second merger of LCI with and into Second Merger Sub (the "Second Merger").
• The company reported that on Aug 5, 2026 it and Patrick filed Premerger Notification and Report Forms under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 with the Federal Trade Commission and the U.S. Department of Justice. On Sep 4, 2026 they each voluntarily withdrew their HSR notifications and on Sep 9, 2026 they refiled, initiating a new waiting period.
• The company reported that on Oct 9, 2026 it and Patrick each received a request for additional information and documentary material (the "Second Request") from the DOJ. The filing states that issuance of the Second Request extends the HSR waiting period until 30 days after both parties have substantially complied with the Second Request, unless the DOJ terminates the waiting period earlier or the parties agree to an extension.

Key details

• Merger agreement date: Jun 30, 2026.
• Initial HSR filings: Aug 5, 2026; voluntary withdrawal: Sep 4, 2026; refiling: Sep 9, 2026.
• DOJ Second Request received: Oct 9, 2026.
• Waiting period extension: until 30 days after substantial compliance with the Second Request, unless earlier terminated or extended by agreement.

Why it may matter

• The filing is reported under Item 8.01 (Other events) and covers a regulatory development in the DOJ review of the proposed mergers between LCI and Patrick.
• The filing states that completion of the mergers remains subject to termination or expiration of the applicable HSR waiting period and satisfaction or waiver of other closing conditions set forth in the merger agreement.
• The filing does not show why the company acted.