LCI Industries filed an 8-K current report on September 10, 2026, disclosing that it voluntarily withdrew and then refiled its Hart-Scott-Rodino antitrust notification related to its pending merger with Patrick Industries, resetting the applicable HSR waiting period.

Key Highlights

  • Merger agreement date: LCI Industries entered into an Agreement and Plan of Merger with Patrick Industries on June 30, 2026.
  • Initial HSR filings: Both LCI Industries and Patrick Industries filed their respective Premerger Notification and Report Forms with the FTC and DOJ on August 5, 2026.
  • Voluntary withdrawal: LCI Industries voluntarily withdrew its HSR Act notification on September 4, 2026.
  • Refiling date: LCI Industries refiled its HSR Act notification with the FTC and DOJ on September 9, 2026, initiating a new waiting period.
  • Merger structure: The transaction involves two steps: First Merger Sub merging with and into LCI, followed immediately by LCI merging with and into Second Merger Sub, both wholly owned subsidiaries of Patrick.
  • Conditions remain: The mergers remain subject to the satisfaction or waiver of closing conditions set forth in the Merger Agreement, including expiration or termination of the HSR waiting period.

LCI Industries HSR Refiling Resets Antitrust Clock on Patrick Merger

According to the filing, LCI Industries (NYSE:LCII), a Delaware corporation headquartered in Elkhart, Indiana, disclosed updated steps in the antitrust review process for its planned merger with Patrick Industries, Inc., an Indiana corporation. The two companies had originally signed an Agreement and Plan of Merger on June 30, 2026, which contemplates a two-step merger structure involving two newly formed Patrick subsidiaries: Planet First Merger Sub Inc. and Planet Second Merger Sub LLC.

The filing states that both companies submitted their respective Premerger Notification and Report Forms under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 to the Federal Trade Commission and the Antitrust Division of the U.S. Department of Justice on August 5, 2026. LCI Industries then voluntarily withdrew its HSR Act notification on September 4, 2026, and refiled on September 9, 2026. The refiling, the company disclosed, "initiated a new waiting period under the HSR Act." The filing notes that expiration or termination of that waiting period is one of the conditions to completing the mergers.

The filing also states that LCI and Patrick intend to file relevant materials with the SEC, including a Patrick registration statement on Form S-4 containing a joint proxy statement and prospectus. The filing notes that information about directors, executive officers, and their security holdings is available in LCI's Annual Report on Form 10-K for the year ended December 31, 2025, filed February 26, 2026, and LCI's proxy statement for its 2026 annual meeting, filed March 27, 2026. The filing contains forward-looking statements that are the company's own and are subject to its cautionary language regarding risks and uncertainties.

What Was Disclosed

LCI Industries reported the voluntary withdrawal and refiling of its HSR antitrust notification in connection with the pending merger with Patrick Industries, resetting the HSR waiting period. The mergers remain subject to additional closing conditions under the Merger Agreement.