Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of LCII revenue | Skew |
|---|---|---|---|
| THOThor Industries, Inc. | 6.88% | 16.00% | 2.3× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“CURT contributed approximately half of Aftermarket Segment net sales in both 2025 and 2024, selling 907,000 hitches in 2025, down from 1,061,000 in 2024.”
$2.1B relationship
basisLCII fy2025 · closed 2025-12 $4.1B
FILING10-K0000763744-26-000011cik 0000763744
“Berkshire Hathaway Inc. (through its subsidiaries Forest River, Inc. and Clayton Homes, Inc.), a customer of both segments, accounted for 18 percent, 15 percent, and 20 percent of our consolidated net sales for the years ended December 31, 2024, 2023, and 2022, respectively.”
$742M relationship
basisLCII fy2025 · closed 2025-12 $4.1B
FILING10-K0000763744-25-000022
“Thor Industries, Inc. ("Thor"), a customer of both segments, accounted for 16 percent, 16 percent, and 23 percent of our consolidated net sales for the years ended December 31, 2024, 2023, and 2022, respectively.”
$660M relationship2.3× more of LCII’s book than THO’s
basisLCII fy2025 · closed 2025-12 $4.1BTHO fy2025 · closed 2025-07 $9.6B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Major customers include Brunswick Corporation (symbol: BC), Polaris Inc. (symbol: PII), Blue Bird Corporation (symbol: BLBD), Skyline Champion Corporation (symbol: SKY), and Cavco Industries, Inc. (symbol: CVCO).”
FILING10-K0000763744-25-000022cik 0000763744
“Major customers include Brunswick Corporation (symbol: BC), Polaris Inc. (symbol: PII), Blue Bird Corporation (symbol: BLBD), Skyline Champion Corporation (symbol: SKY), and Cavco Industries, Inc. (symbol: CVCO).”
FILING10-K0000763744-25-000022cik 0000763744
“Major customers include Brunswick Corporation (symbol: BC), Polaris Inc. (symbol: PII), Blue Bird Corporation (symbol: BLBD), Skyline Champion Corporation (symbol: SKY), and Cavco Industries, Inc. (symbol: CVCO).”
FILING10-K0000763744-25-000022cik 0000763744
“Major customers include Brunswick Corporation (symbol: BC), Polaris Inc. (symbol: PII), Blue Bird Corporation (symbol: BLBD), Skyline Champion Corporation (symbol: SKY), and Cavco Industries, Inc. (symbol: CVCO).”
FILING10-K0000763744-25-000022cik 0000763744
“Major customers include Brunswick Corporation (symbol: BC), Polaris Inc. (symbol: PII), Blue Bird Corporation (symbol: BLBD), Skyline Champion Corporation (symbol: SKY), and Cavco Industries, Inc. (symbol: CVCO).”
FILING10-K0000763744-25-000022cik 0000763744
“Major customers include Thor Industries, Inc. (symbol: THO), Forest River, Inc. (a Berkshire Hathaway company, symbol: BRKA), and Winnebago Industries (symbol: WGO), as well as other RV OEMs.”
FILING10-K0000763744-25-000022cik 0000763744
“The increase in net sales of the Aftermarket Segment was primarily driven by product innovations, the expanding Camping World relationship within the RV aftermarket, and sales from acquired businesses, partially offset by lower volumes within the automotive aftermarket.”
FILING10-K0000763744-26-000011cik 0000763744
“Major customers include Thor Industries, Inc. (symbol: THO), Forest River, Inc. (a Berkshire Hathaway company, symbol: BRKA), and Winnebago Industries (symbol: WGO), as well as other RV OEMs.”
FILING10-K0000763744-25-000022cik 0000763744
“Berkshire Hathaway Inc. (through its subsidiaries Forest River, Inc. and Clayton Homes, Inc.), a customer of both segments, accounted for 18 percent, 15 percent, and 20 percent of our consolidated net sales for the years ended December 31, 2024, 2023, and 2022, respectively.”
FILING10-K0000763744-25-000022cik 0000763744
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0000763744-25-000022cik 0000763744
LCI Industries
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Motor Vehicle Parts & Accessories
Prev close 86.95 · gapped above the open, never looked back. High/low 90.20 at 8:30 am ET, 86.95 at 3:45 pm ET.
LCI Industries has 1 disclosed supplier and 11 disclosed customers. Each one is named in an SEC filing, either LCI Industries’s own annual report or the counterparty’s, and carries the sentence that discloses it.
LCII (LCI Industries) has 1 disclosed suppliers and 11 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: WGO −3.96%, in industrials & materials.