Monitor for any subsequent DOJ action, including a potential lawsuit to block the merger, or for the parties to announce a timing extension or revised merger terms. The Second Request signals heightened antitrust scrutiny, increasing the probability of a protracted review or conditions.
Price Chart
Executive Summary
LCI Industries disclosed that on October 9, 2026, it and Patrick Industries each received a 'Second Request' from the DOJ for additional information in connection with the DOJ's antitrust review of their pending merger. This extends the HSR Act waiting period until 30 days after both parties have substantially complied, introducing regulatory delay and deal-closing uncertainty.
Key Facts
- LCI and Patrick received a Second Request from the DOJ on October 9, 2026, extending the HSR waiting period.
- The HSR waiting period is extended until 30 days after both parties substantially comply with the Second Request.
- The parties had previously withdrawn and refiled HSR notifications on September 4 and September 9, 2026, respectively.
- Completion of the merger remains subject to termination or expiration of the HSR waiting period and other closing conditions.
Financial Impact
No specific financial figures disclosed; the Second Request introduces regulatory delay and potential deal-termination risk to the proposed merger with Patrick Industries.
Risk Factors
- DOJ may seek to block the merger or impose conditions that reduce the deal's strategic value.
- Extended review period could delay closing beyond the merger agreement's outside date, risking deal termination.
- The parties may need to divest assets to satisfy antitrust concerns, altering the combined entity's profile.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000763744-26-000089 |
| Document: 0000763744-26-000089-index-headers.html | 0000763744-26-000089 |
| Document: 0000763744-26-000089-index.html | 0000763744-26-000089 |
| Document: 0000763744-26-000089.txt | 0000763744-26-000089 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | 8-K | $86.60 | awaiting T+20 | — | $87.99 (+1.61%) |
Oct 19, 2026 7d ago | 425 / DEFM14A | $82.45 | awaiting T+20 | — | $87.99 (+6.72%) |
Oct 13, 2026 13d ago | 425 | $78.16 | awaiting T+20 | — | $87.99 (−12.58%) |
Oct 13, 2026 13d ago | 8-K | $78.16 | awaiting T+20 | — | $87.99 (−12.58%) |
Oct 8, 2026 18d ago | SC 13G/A | $80.19 | awaiting T+20 | — | $87.99 (+9.73%) |
Sep 25, 2026 4w ago | 425 | $85.52 $87.90 | ▲ +2.78% | ▲ +2.81% | $87.99 (+2.89%) |
Aug 10, 2026 11w ago | 8-K | $107.32 $96.04 | ▼ −10.51% | ▼ −9.45% | $87.99 (−18.01%) |
Aug 7, 2026 11w ago | 8-K | $108.80 $102.60 | ▲ +5.70% | ▲ +5.30% | $87.99 (+19.13%) |
Aug 7, 2026 11w ago | 8-K | $108.80 $102.60 | ▼ −5.70% | ▼ −5.30% | $87.99 (−19.13%) |
Aug 5, 2026 11w ago | 8-K | $107.17 $102.69 | ▲ +4.18% | ▲ +3.58% | $87.99 (+17.90%) |
US Market Status
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