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The Leverage Ratio is calculated by dividing the total of long-term indebtedness, plus current portion of long-term debt, less cash and cash equivalents, by EBITDA. EBITDA, which is also a non-GAAP financial measure, is defined as the trailing twelve months earnings before interest, taxes, depreciation, and amortization.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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Consistent with other liquidity metrics, the Company monitors the Leverage Ratio as a measure to determine the appropriate level of debt the Company believes is optimal to operate its business, and accordingly, to quantify debt capacity available for strategic capital allocation and deployment through investments in the business (capital expenditures, acquisitions, and strategic investments) and for returning capital to the shareholders (dividends and share repurchases). 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published by the Recreational Vehicle Industry Association (RVIA).\n(4) Retail provided by Statistical Surveys, Inc. Amounts typically revised in subsequent months as states complete reporting of registrations.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:10:45.874+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c1b4ec3-e013-49ca-9b4e-5c50bf65d94c", "parentComponentId": null }, { "bbox": { "h": 0.51, "w": 0.899, "x": 0.049, "y": 0.259 }, "kind": "table", "text": "TOTAL\nWholesale Units (3)\nRetail Units (4)\nDealer Inventory Impact\nMonth\nYTD\nLTM\nMonth\nYTD\nLTM\nMonth\nYTD\nLTM\nDec-21\n40,497\n0%\n600,240\n39%\n600,240\n24,400\n-14%\n569,748\n9%\n569,748\n16,097\n30,492\n53,616\nJan-22\n53,351\n16%\n53,351\n16%\n607,661\n28,178\n-13%\n28,178\n-13%\n565,468\n25,173\n55,665\n67,770\nFeb-22\n53,773\n11%\n107,124\n14%\n613,148\n33,302\n-12%\n61,480\n-13%\n560,721\n20,471\n76,136\n76,136\nMar-22\n64,778\n19%\n171,902\n16%\n623,635\n48,827\n-18%\n110,307\n-15%\n549,670\n15,951\n92,087\n78,615\nApr-22\n57,192\n10%\n229,094\n14%\n629,014\n47,023\n-27%\n157,330\n-19%\n532,292\n10,169\n102,256\n78,547\nMay-22\n50,529\n3%\n279,623\n12%\n630,302\n50,405\n-27%\n207,735\n-21%\n513,849\n124\n102,380\n84,258\nJun-22\n44,942\n-11%\n324,565\n8%\n624,538\n49,575\n-28%\n257,310\n-23%\n494,777\n(4,633)\n97,747\n92,213\nJul-22\n29,647\n-33%\n354,212\n3%\n609,648\n44,098\n-24%\n301,408\n-23%\n480,964\n(14,451)\n83,296\n97,369\nAug-22\n33,783\n-36%\n387,995\n-2%\n590,612\n41,847\n-13%\n343,255\n-22%\n474,490\n(8,064)\n75,232\n89,305\nSep-22\n28,333\n-48%\n416,328\n-8%\n563,931\n35,184\n-16%\n378,439\n-21%\n467,908\n(6,851)\n68,381\n100,395\nOct-22\n32,652\n-44%\n448,980\n-12%\n538,612\n29,380\n-19%\n407,819\n-21%\n460,941\n3,272\n71,653\n117,041\nNov-22\n24,445\n-50%\n473,425\n-15%\n513,922\n22,705\n-21%\n430,524\n-21%\n454,924\n1,740\n73,393\n118,781\nDec-22\n19,907\n-51%\n493,332\n-18%\n493,332\n17,521\n-28%\n448,045\n-21%\n448,045\n2,386\n75,779\n116,669\nJan-23\n20,405\n-62%\n20,405\n-62%\n460,386\n21,260\n-25%\n21,260\n-25%\n441,127\n(855)\n74,924\n102,566\nFeb-23\n24,903\n-54%\n45,308\n-58%\n431,516\n25,867\n-22%\n47,127\n-23%\n433,692\n(964)\n73,960\n101,602\nMar-23\n31,869\n-51%\n77,177\n-55%\n398,607\n37,182\n-24%\n84,309\n-24%\n422,047\n(5,313)\n68,647\n74,665\nApr-23\n31,216\n-45%\n108,393\n-53%\n372,631\n38,247\n-19%\n122,556\n-22%\n413,271\n(7,031)\n61,616\n67,634\nMay-23\n30,919\n-39%\n139,312\n-50%\n353,021\n43,893\n-13%\n166,449\n-20%\n406,759\n(12,974)\n48,642\n34,247\nJun-23\n24,095\n-46%\n163,407\n-50%\n332,174\n40,741\n-18%\n207,190\n-19%\n397,925\n(16,646)\n31,996\n1,504", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:10:45.874+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d3f89a8-00b5-45cc-9289-29521ddde0db", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.29, "x": 0.073, "y": 0.053 }, "kind": "title", "text": "APPENDIX", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:10:45.874+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "662c742b-c169-4914-b04f-1b9fa7237301", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ead89692-5552-40de-a668-c1c231147f1b", "evidence": "The slide contains a table with data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:49:45.787578+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 14, "to": 17, "label": "Problem", "description": "The document presents an overview of LCI Industries' business segments, including RV OEM, Marine OEM, Aftermarket, and International Business & Other Adjacencies." }, { "from": 21, "to": 22, "label": "Solution", "description": "The document outlines LCI Industries' growth strategy and financial overview." }, { "from": 18, "to": 24, "label": "Financials", "description": "The document presents financial performance data, including Q2 2023 financial performance and financial overview." } ], "loops": [ { "from": 20, "to": 22, "label": "Cost Of Inaction", "description": "To highlight the importance of diversification" }, { "from": 21, "to": 23, "label": "Quick Win Big Bet", "description": "To outline growth strategy" } ] }