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LCI Industries and Patrick Industries in Talks for Potential Merger

10.06.2026 02:16 1 min 3 sources
simplywall.st HRV + 2 more
LCI Industries and Patrick Industries in Talks for Potential Merger
© simplywall.st

In Brief

Two major RV component suppliers, LCI Industries (Lippert) and Patrick Industries, have confirmed merger of equals discussions. The deal could reshape the RV supply chain landscape.

LCI Industries (brand Lippert) and Patrick Industries, two leading suppliers of RV components, are in talks regarding a potential merger of equals. Both companies confirmed the discussions but stated they cannot guarantee a deal will be reached and will not comment further until a formal agreement is signed or talks end.

According to analysts, LCI Industries' market value is estimated to be 36.9% below fair value, with a target price of $157.20 against a current price of around $120.01. A merger could significantly alter the balance of power in the RV manufacturing supply chain.

Earlier, Patrick Industries reported preliminary Q4 results: revenue of $805 million (up 5% year-over-year) and EBITDA margin improving to 13%. The growth is attributed to recovering RV demand in North America and improved supply chains.

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Story sources

LCI Industries and Patrick Industries in Merger Talks: What Valuation Signals Suggest

25.04.2026 simplywall.st HRV

Lippert and Patrick Industries Discuss Potential Merger of Equals

20.04.2026 RV PRO ENG

Patrick Industries stock rises amid RV market recovery

21.03.2026 Patrick Industries stock gains momentum amid RV sector recov... ENG

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