LCI Industries (NYSE:LCII) Q4 2023 Earnings Conference Call February 13, 2024 8:30 AM ET

Company Participants

Lillian Etzkorn - Chief Financial Officer

Jason Lippert - President and Chief Executive Officer

Kip Emenhiser - Vice President of Finance and Treasurer

Conference Call Participants

Scott Stember - ROTH MKM

Fred Wightman - Wolfe Research

Daniel Moore - CJS Securities

Mike Swartz - Truist Securities

Craig Kennison - Robert W. Baird

Patrick Buckley - Jefferies

Brandon Rolle - D.A. Davidson

Tristan Thomas-Martin - BMO Capital Markets

Operator

Hello everyone, and welcome to the LCI Q4 2023 Earnings Call. My name is Emily, and I will be coordinating your call today. [Operator Instructions]

I will now turn the call over to our host, Lillian Etzkorn. Please go ahead.

Lillian Etzkorn

Good morning, everyone, and welcome to the LCI Industries' fourth quarter and full-year 2023 conference call. I am joined on the call today by Jason Lippert, President and CEO; and Kip Emenhiser, VP of Finance and Treasurer. We will discuss the results for the quarter in just a moment.

But first, I would like to inform you that certain statements made in today's conference call regarding LCI Industries and its operations maybe considered forward-looking statements under the securities laws, and involve a number of risks and uncertainties. As a result, the company cautions you that there are a number of factors, many of which are beyond the company's control, which could cause actual results and events to differ materially from those described in the forward-looking statements. These factors are discussed in our earnings release and in our Form 10-K, and other filings with the SEC. The company disclaims any obligation or undertaking to update forward-looking statements to reflect circumstances or events that occur after the date of the forward-looking statements, except as required by law.

So, with that, I would like to turn the call over to Jason.

Jason Lippert

Thanks, Lillian, and good morning, everybody, and welcome to our fourth quarter and full-year 2023 earnings call. Last year proved to be an eventful year for Lippert as we work to extend our position as an industry leader, while navigating a challenging environment around the RV and marine businesses. Despite continued softness in the RV industry throughout 2023, along with a slow-down in the marine industry in the second-half, our consistent execution on diversification priorities and steadfast commitment to operational discipline helped to lift our performance. As we face these headwinds, our teams took action by leveraging our operational expertise. These customer relationships and robust culture of innovation drive the business forward.