Monitor for further DOJ communications or a potential consent decree; the Second Request signals a thorough antitrust review, increasing the risk of deal delay or conditions.
Price Chart
Executive Summary
Patrick Industries and LCI Industries received a 'Second Request' from the DOJ on October 9, 2026, extending the HSR Act waiting period for their proposed merger. This is a procedural but material step in the regulatory review, indicating heightened antitrust scrutiny that delays the deal timeline.
Key Facts
- On October 9, 2026, Patrick Industries and LCI Industries received a request for additional information and documentary material (Second Request) from the DOJ.
- The Second Request extends the waiting period until 30 days after both companies have substantially comply with the Second Request.
- The parties had previously withdrawn and refiled their HSR notifications on September 9, 2026, after initial filings on August 5, 2026.
- Completion of the merger remains subject to termination or expiration of the HSR waiting period and other closing conditions.
Financial Impact
No financial terms of the merger are disclosed in the filing.
Risk Factors
- Extended regulatory delay beyond initial expectations
- Potential for the DOJ may impose conditions that could adversely affect the combined company or expected benefits of the transaction
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000076605-26-000092 |
| Document: 0000076605-26-000092-index-headers.html | 0000076605-26-000092 |
| Document: 0000076605-26-000092-index.html | 0000076605-26-000092 |
| Document: 0000076605-26-000092.txt | 0000076605-26-000092 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | 425 | $68.86 | awaiting T+20 | — | $71.93 (+4.46%) |
Oct 20, 2026 7d ago | EFFECT | $66.86 | awaiting T+20 | — | $71.93 (+7.58%) |
Oct 19, 2026 8d ago | 425 | $66.86 | awaiting T+20 | — | $71.93 (+7.58%) |
Oct 15, 2026 12d ago | Press Release | $68.04 | awaiting T+20 | — | $71.93 (+5.72%) |
Oct 15, 2026 12d ago | S-4/A | $68.04 | awaiting T+20 | — | $71.93 (+5.72%) |
Oct 13, 2026 14d ago | 425 | $63.31 | awaiting T+20 | — | $71.93 (−13.62%) |
Oct 13, 2026 14d ago | 8-K | $63.31 | awaiting T+20 | — | $71.93 (−13.62%) |
Oct 8, 2026 19d ago | SC 13G | $65.07 | awaiting T+20 | — | $71.93 (+10.54%) |
Sep 23, 2026 4w ago | S-4 | $67.76 $70.27 | ▲ +3.70% | ▲ +4.12% | $71.93 (+6.15%) |
Aug 14, 2026 10w ago | Press Release | $86.06 $72.98 | ▼ −15.20% | ▼ −13.21% | $71.93 (−16.42%) |
US Market Status
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