PATK
Patrick Industries·NASDAQ
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PATK fundamentals
Patrick Industries (PATK) released its earnings on Feb 5, 2026: revenue was 924.17M (YoY +9.22%), beat estimates; EPS was 0.84 (YoY +61.54%), beat estimates.
Revenue / YoY
924.17M
+9.22%
EPS / YoY
0.84
+61.54%
Report date
Feb 5, 2026
PATK Earnings Call Summary for Q4,2025
- Revenue Resilience: Q4 sales up 9% to $924M, driven by content gains and acquisitions, despite industry declines.
- Content Expansion: RV and Marine content per unit rose 7% and 11% YoY, respectively, fueled by model year changeovers.
- Aftermarket Surge: Aftermarket sales grew 30% YoY to 10% of total revenue, with 500+ SKUs on RecPro.
- Composites Investment: $30M+ in composite inventory to capitalize on $1.5B long-term TAM, with successful roofing solution testing.
- Profitability Growth: Adjusted EPS up 62% QoQ to $0.84, with 2026 operating margin set to expand 70-90bps.
- Financial Flexibility: $246M free cash flow in 2025, supporting $87M in shareholder returns and 2.6x net leverage.
EPS
Actual | 0.6067 | 0.02 | 1.08 | 1.0933 | 1.36 | 1.68 | 1.6333 | 1.7467 | 3.0267 | 3.1933 | 1.62 | 1.12 | 0.9 | 1.2933 | 1.2067 | 0.94 | 1.1933 | 1.44 | 1.2 | 0.52 | 1.11 | 1.5 | 1.01 | 0.84 | ||||||||||
Forecast | 0.4733 | -0.0781 | 0.836 | 0.9627 | 0.8813 | 1.2183 | 1.35 | 1.3217 | 1.8409 | 2.4471 | 1.3181 | 1.0575 | 0.7595 | 1.217 | 1.1678 | 0.9046 | 0.8804 | 1.3641 | 1.2158 | 0.5152 | 0.9718 | 1.395 | 0.9318 | 0.728 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +28.19% | +125.61% | +29.19% | +13.57% | +54.32% | +37.90% | +20.99% | +32.16% | +64.41% | +30.49% | +22.90% | +5.91% | +18.50% | +6.27% | +3.33% | +3.91% | +35.54% | +5.56% | -1.30% | +0.93% | +14.22% | +7.53% | +8.39% | +15.38% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 589.23M | 424.05M | 700.71M | 772.61M | 850.48M | 1.02B | 1.06B | 1.15B | 1.34B | 1.48B | 1.11B | 951.91M | 900.10M | 920.68M | 866.07M | 781.19M | 933.49M | 1.02B | 919.44M | 846.12M | 1.00B | 1.05B | 975.63M | 924.17M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 584.16M | 408.68M | 667.50M | 699.42M | 740.71M | 872.64M | 963.33M | 1.01B | 1.18B | 1.26B | 1.09B | 935.39M | 833.94M | 944.56M | 839.93M | 780.97M | 829.22M | 972.02M | 935.74M | 815.59M | 960.79M | 1.03B | 896.77M | 859.62M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.87% | +3.76% | +4.98% | +10.46% | +14.82% | +16.88% | +10.05% | +13.85% | +13.55% | +17.09% | +1.95% | +1.77% | +7.93% | -2.53% | +3.11% | +0.03% | +12.57% | +4.59% | -1.74% | +3.74% | +4.44% | +2.01% | +8.79% | +7.51% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for Patrick Industries next quarter?What were the key takeaways from Patrick Industries's earnings call?What guidance did Patrick Industries's management provide for the next earnings period?What were the key takeaways from Patrick Industries’s earnings call?What is Patrick Industries's latest dividend and current dividend yield?What is Patrick Industries's gross profit margin?Did Patrick Industries beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Patrick Industries year over year?
