LCII — what changed in the latest 10-Q
A section-by-section comparison of LCII's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-05 vs the prior 10-Q · 2026-05-05
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +141 | −63 | ~70 | 85 |
| Market risk (Item 3) | Text added/removed | +141 | −63 | ~70 | 84 |
| Controls & procedures | Text added/removed | +141 | −63 | ~70 | 84 |
| Legal proceedings | Text added/removed | +141 | −63 | ~70 | 84 |
| Risk factors | Some risk factors updated | +141 | −63 | ~70 | 84 |
| Other information | Text added/removed | +141 | −63 | ~70 | 83 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-05
Accrued expenses and other current liabilities339,504 223,253
Stockholders' equity before treasury stock1,643,665 1,572,746
Net cash flows used in investing activities(23,117)(123,350)
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,695)(4,858)
Repayments under term loan and other borrowings(2,222)(281,525)
Text removed vs the prior filing · source: 10-Q · 2026-05-05
Accounts receivable, net of allowances of $8,906 and $6,828 at March 31, 2026 and December 31, 2025, respectively
Accrued expenses and other current liabilities227,799 223,253
Stockholders' equity before treasury stock1,599,128 1,572,746
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,625)(4,813)
Repayments under term loan and other borrowings(998)(280,093)
Market risk (Item 3)
Text added vs the prior filing · source: 10-Q · 2026-08-05
Accrued expenses and other current liabilities339,504 223,253
Stockholders' equity before treasury stock1,643,665 1,572,746
Net cash flows used in investing activities(23,117)(123,350)
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,695)(4,858)
Repayments under term loan and other borrowings(2,222)(281,525)
Text removed vs the prior filing · source: 10-Q · 2026-05-05
Accounts receivable, net of allowances of $8,906 and $6,828 at March 31, 2026 and December 31, 2025, respectively
Accrued expenses and other current liabilities227,799 223,253
Stockholders' equity before treasury stock1,599,128 1,572,746
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,625)(4,813)
Repayments under term loan and other borrowings(998)(280,093)
Controls & procedures
Text added vs the prior filing · source: 10-Q · 2026-08-05
Accrued expenses and other current liabilities339,504 223,253
Stockholders' equity before treasury stock1,643,665 1,572,746
Net cash flows used in investing activities(23,117)(123,350)
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,695)(4,858)
Repayments under term loan and other borrowings(2,222)(281,525)
Text removed vs the prior filing · source: 10-Q · 2026-05-05
Accounts receivable, net of allowances of $8,906 and $6,828 at March 31, 2026 and December 31, 2025, respectively
Accrued expenses and other current liabilities227,799 223,253
Stockholders' equity before treasury stock1,599,128 1,572,746
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,625)(4,813)
Repayments under term loan and other borrowings(998)(280,093)
Legal proceedings
Text added vs the prior filing · source: 10-Q · 2026-08-05
Accrued expenses and other current liabilities339,504 223,253
Stockholders' equity before treasury stock1,643,665 1,572,746
Net cash flows used in investing activities(23,117)(123,350)
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,695)(4,858)
Repayments under term loan and other borrowings(2,222)(281,525)
Text removed vs the prior filing · source: 10-Q · 2026-05-05
Accounts receivable, net of allowances of $8,906 and $6,828 at March 31, 2026 and December 31, 2025, respectively
Accrued expenses and other current liabilities227,799 223,253
Stockholders' equity before treasury stock1,599,128 1,572,746
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,625)(4,813)
Repayments under term loan and other borrowings(998)(280,093)
Risk factors
Text added vs the prior filing · source: 10-Q · 2026-08-05
Accrued expenses and other current liabilities339,504 223,253
Stockholders' equity before treasury stock1,643,665 1,572,746
Net cash flows used in investing activities(23,117)(123,350)
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,695)(4,858)
Repayments under term loan and other borrowings(2,222)(281,525)
Text removed vs the prior filing · source: 10-Q · 2026-05-05
Accounts receivable, net of allowances of $8,906 and $6,828 at March 31, 2026 and December 31, 2025, respectively
Accrued expenses and other current liabilities227,799 223,253
Stockholders' equity before treasury stock1,599,128 1,572,746
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,625)(4,813)
Repayments under term loan and other borrowings(998)(280,093)
Other information
Text added vs the prior filing · source: 10-Q · 2026-08-05
Accrued expenses and other current liabilities339,504 223,253
Stockholders' equity before treasury stock1,643,665 1,572,746
Net cash flows used in investing activities(23,117)(123,350)
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,695)(4,858)
Repayments under term loan and other borrowings(2,222)(281,525)
Text removed vs the prior filing · source: 10-Q · 2026-05-05
Accounts receivable, net of allowances of $8,906 and $6,828 at March 31, 2026 and December 31, 2025, respectively
Accrued expenses and other current liabilities227,799 223,253
Stockholders' equity before treasury stock1,599,128 1,572,746
Vesting of stock-based awards, net of shares tendered for payment of taxes(6,625)(4,813)
Repayments under term loan and other borrowings(998)(280,093)
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice