Consumer Cyclical
LCI Industries (LCII)
Data as of July 17, 2026
Environment story
LCI Industries discloses minimal environmental data in its 10-K filing. No Scope 1, 2, or 3 emissions figures are reported, and no net-zero target date is disclosed. The company acknowledges climate-regulation risk and environmental-compliance obligations but provides no verified decarbonization infrastructure investments or renewable-energy commitments. Supply-chain carbon footprint (Scope 3) is not quantified despite the company importing 36% of materials and components, primarily from China. The absence of disclosed climate targets and emissions metrics, combined with unmitigated supply-chain carbon exposure, results in substantial deductions.
Criticisms on file
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Undisclosed Scope 1 and Scope 2 emissions; no renewable-energy targets.Source: LCII 10-K, Item 1A Risk Factors (2025 filing)
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Scope 3 supply-chain emissions unquantified despite 36% of materials imported, primarily from China; no supplier carbon-footprint audits disclosed.Source: LCII 10-K, Item 1A Risk Factors, supply-chain section (2025 filing)
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Climate-regulation risk acknowledged (GHG emissions, energy policies, carbon taxes) but no mitigation strategy or net-zero commitment disclosed.Source: LCII 10-K, Item 1A Risk Factors, Legal/Regulatory section (2025 filing)
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Potential environmental liabilities at current and former operating sites and third-party waste sites; joint-and-several liability under CERCLA.Source: LCII 10-K, Item 1A Risk Factors, Environmental Compliance section (2025 filing)
Disclosed initiatives
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Environmental Compliance FrameworkCompany acknowledges compliance obligations under federal, state, and local environmental laws including air, water, and noise pollution regulations, and hazardous-materials disposal requirements. Operations subject to CERCLA liability at current and former facilities.Reactive compliance posture; no affirmative sustainability initiatives disclosed.
Social story
LCI Industries discloses no CEO-to-median-worker pay ratio, diversity metrics for executive or board leadership, or labor-union standing in the 10-K. The company acknowledges tight labor-market challenges and recruitment/retention difficulties in certain geographic regions, suggesting wage-pressure dynamics, but provides no concrete mitigation or wage-equity commitments. No documented union-suppression activities, strikes, or NLRB complaints are disclosed. Furrion subsidiary supply-chain sourcing from small group of Chinese suppliers raises unaudited human-rights risks. Absence of formal diversity, pay-equity, or supply-chain ethics disclosures results in moderate deductions.
Criticisms on file
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No CEO-to-median-worker pay ratio disclosed; executive compensation governance opaque.Source: LCII 10-K filing (2025) — Proxy/DEF 14A not provided in source documents
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No board or executive leadership diversity metrics disclosed (gender, race/ethnicity).Source: LCII 10-K filing (2025) — Proxy/DEF 14A not provided in source documents
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Furrion subsidiary supply-chain relies on small group of suppliers principally located in China; no human-rights audits, living-wage commitments, or conflict-minerals policies disclosed.Source: LCII 10-K, Item 1A Risk Factors, Supply-Chain section (2025 filing)
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No formal supplier-diversity program, DEI commitments, or modern-slavery/forced-labor policies disclosed.Source: LCII 10-K filing (2025) — Search for ESG/DEI initiatives yielded null
Disclosed initiatives
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Labor-Market AdaptationCompany acknowledges tight labor markets in certain geographic regions and has experienced shortages of qualified employees. Competition for skilled workers noted as potential cost driver.Reactive acknowledgment; no affirmative wage-equity, workforce-development, or diversity-recruitment programs disclosed.
Governance story
LCI Industries' governance profile reflects moderate transparency limitations. Board independence percentage is not disclosed in the 10-K. No evidence of dual-class share structure or founder super-voting arrangements is identified in risk-factor disclosures. Lobbying expenditures and political-contribution activities are not quantified or disclosed. The company does not report active involvement in climate-deregulation or consumer-protection rollback lobbying. No active antitrust, SEC enforcement, or consumer-safety regulatory proceedings are disclosed in the 10-K (though warrants further proxy verification). Absence of affirmative governance disclosures (board independence %, lobbying spend, ESG board oversight) results in moderate deductions.
Criticisms on file
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Board independence percentage not disclosed in 10-K; governance structure opacity prevents assessment of independence threshold.Source: LCII 10-K filing (2025) — Proxy/DEF 14A not provided in source documents
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Lobbying expenditures and political-contribution activities not quantified or disclosed in 10-K.Source: LCII 10-K filing (2025) — LDA filings not provided in source documents
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No affirmative ESG board oversight, climate-governance committee, or disclosure governance policies stated in 10-K.Source: LCII 10-K filing (2025) — Search for ESG governance mechanisms yielded null
Disclosed initiatives
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Risk-Management FrameworkCompany acknowledges maintenance of risk-management policies, procedures, controls, and oversight to monitor enterprise risks, including compensation-policy review as part of risk-management program.Governance framework acknowledged but effectiveness not independently verified; no third-party audit or transparency report disclosed.
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Compliance ProgramCompany acknowledges compliance with U.S. Foreign Corrupt Practices Act (FCPA) and anti-corruption/anti-bribery laws applicable to operations.Standard compliance acknowledgment; no affirmative integrity certifications or third-party audits disclosed.
These are Missionomics' own editorial scores — directional signals built from disclosed facts under a published method, not certifications or definitive ratings of LCI Industries. Coverage and confidence vary by data point, and figures can lag real-world changes. Read the full Methodology for sourcing, scoring, and correction details — or open LCI Industries in the app for interactive charts and portfolio building.
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