DOJ Issues Second Request on LCI-Patrick Merger, Extending Antitrust Review
LCII is trading near its 52-week low of $77.58 (2.3% above the low).
Summary
The DOJ issued a Second Request on October 9, 2026, extending the antitrust review of LCI Industries' pending merger with Patrick Industries. The waiting period now runs until 30 days after both parties substantially comply.
Key Events · M&A and Partnerships · LCII
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DOJ Issues Second Request
On October 9, 2026, the DOJ issued a Second Request for additional information and documentary material in connection with its review of the LCI–Patrick merger.
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HSR Waiting Period Extended
The HSR waiting period now extends until 30 days after both LCI and Patrick substantially comply with the Second Request, unless terminated earlier or extended by agreement.
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Merger Timeline Pushed Out
Completion of the merger remains subject to termination or expiration of the HSR waiting period and satisfaction of other closing conditions, with no new closing date provided.
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Prior HSR Withdrawal and Refiling
This follows the September 4, 2026 withdrawal and September 9, 2026 refiling of HSR notifications, which had already reset the antitrust review clock.
Analysis · LCII · Manufacturing
The Department of Justice has escalated its antitrust review of the pending LCI Industries–Patrick Industries merger by issuing a Second Request for additional information. This is a standard but significant step in large mergers, signaling deeper scrutiny of the deal's competitive impact. The HSR waiting period now extends until 30 days after both companies substantially comply with the request, pushing the closing timeline further out and adding uncertainty. LCI's stock is trading near its 52-week low, and this regulatory hurdle adds another layer of risk to a deal that was already facing integration and market headwinds.
How filings like this one have moved
In the 30 days to Oct 27, 2026, 29.9% of the 1374 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.12%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, LCII was trading at $79.34 on NYSE in the Manufacturing sector, with a market capitalization of approximately $1.9B. The 52-week trading range was $77.58 to $159.66. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.