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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
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.60670.021.081.09331.361.681.63331.74673.02673.19331.621.120.91.29331.20670.941.19331.441.20.521.111.51.010.84
Forecast
0.4733-0.07810.8360.96270.88131.21831.351.32171.84092.44711.31811.05750.75951.2171.16780.90460.88041.36411.21580.51520.97181.3950.93180.728
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
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------589.23M424.05M700.71M772.61M850.48M1.02B1.06B1.15B1.34B1.48B1.11B951.91M900.10M920.68M866.07M781.19M933.49M1.02B919.44M846.12M1.00B1.05B975.63M924.17M
Forecast
--------------------584.16M408.68M667.50M699.42M740.71M872.64M963.33M1.01B1.18B1.26B1.09B935.39M833.94M944.56M839.93M780.97M829.22M972.02M935.74M815.59M960.79M1.03B896.77M859.62M
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