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Patrick Industries Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $1.08 |
| EPS actual | $1.10 |
| EPS Surprise | 1.85% |
| Revenue estimate | 989.057M |
| Revenue actual | 997.172M |
| Revenue Surprise | 0.82% |
| Release date | Feb 05, 2026 |
| EPS estimate | $0.740 |
| EPS actual | $0.84 |
| EPS Surprise | 13.51% |
| Revenue estimate | 859.623M |
| Revenue actual | 924.168M |
| Revenue Surprise | 7.51% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.95 |
| EPS actual | $1.01 |
| EPS Surprise | 6.32% |
| Revenue estimate | 858.623M |
| Revenue actual | 975.631M |
| Revenue Surprise | 13.63% |
| Release date | Jul 31, 2025 |
| EPS estimate | $1.41 |
| EPS actual | $1.50 |
| EPS Surprise | 6.38% |
| Revenue estimate | 886.584M |
| Revenue actual | 1.048B |
| Revenue Surprise | 18.16% |
Last 4 Quarters for Patrick Industries
Below you can see how PATK performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $97.24 |
| EPS estimate | $1.41 |
| EPS actual | $1.50 |
| EPS surprise | 6.38% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $100.00 |
| Jul 28, 2025 | $99.98 |
| Jul 29, 2025 | $101.29 |
| Jul 30, 2025 | $101.10 |
| Jul 31, 2025 | $97.24 |
| Aug 01, 2025 | $98.04 |
| Aug 04, 2025 | $100.35 |
| Aug 05, 2025 | $102.74 |
| Aug 06, 2025 | $102.50 |
| 4 days before | -2.76% |
| 4 days after | 5.41% |
| On release day | 0.82% |
| Change in period | 2.50% |
| Release date | Oct 30, 2025 |
| Price on release | $100.83 |
| EPS estimate | $0.95 |
| EPS actual | $1.01 |
| EPS surprise | 6.32% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $103.36 |
| Oct 27, 2025 | $104.59 |
| Oct 28, 2025 | $104.75 |
| Oct 29, 2025 | $98.89 |
| Oct 30, 2025 | $100.83 |
| Oct 31, 2025 | $104.37 |
| Nov 03, 2025 | $102.82 |
| Nov 04, 2025 | $104.92 |
| Nov 05, 2025 | $106.47 |
| 4 days before | -2.45% |
| 4 days after | 5.59% |
| On release day | 3.51% |
| Change in period | 3.01% |
| Release date | Feb 05, 2026 |
| Price on release | $140.60 |
| EPS estimate | $0.740 |
| EPS actual | $0.84 |
| EPS surprise | 13.51% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $126.17 |
| Feb 02, 2026 | $126.72 |
| Feb 03, 2026 | $131.99 |
| Feb 04, 2026 | $134.71 |
| Feb 05, 2026 | $140.60 |
| Feb 06, 2026 | $140.85 |
| Feb 09, 2026 | $141.63 |
| Feb 10, 2026 | $142.51 |
| Feb 11, 2026 | $145.75 |
| 4 days before | 11.44% |
| 4 days after | 3.66% |
| On release day | 0.178% |
| Change in period | 15.52% |
| Release date | Apr 30, 2026 |
| Price on release | $93.00 |
| EPS estimate | $1.08 |
| EPS actual | $1.10 |
| EPS surprise | 1.85% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $97.07 |
| Apr 27, 2026 | $96.32 |
| Apr 28, 2026 | $94.32 |
| Apr 29, 2026 | $93.30 |
| Apr 30, 2026 | $93.00 |
| May 01, 2026 | $88.94 |
| May 04, 2026 | $85.13 |
| May 05, 2026 | $90.06 |
| May 06, 2026 | $95.90 |
| 4 days before | -4.19% |
| 4 days after | 3.12% |
| On release day | -4.37% |
| Change in period | -1.21% |
Patrick Industries Earnings Call Transcript Summary of Q1 2026
Patrick Industries reported resilient first-quarter 2026 results amid uneven end-market shipments. Net sales were $997 million, up 1% year-over-year, driven by 8% organic growth and offsetting declines in RV and manufactured housing with stronger marine (+14%) and powersports (+28%) performance. Trailing 12-month sales are about $3.9 billion. EPS was $1.10 (including ~ $0.10 dilution from convertible securities). Management emphasized content-per-unit gains across outdoor enthusiast markets driven by product innovation (composites, integrated solutions, digital design studio) and ongoing aftermarket expansion. The company is confident in its sourcing flexibility to mitigate tariff risk and reiterated strong liquidity (total net liquidity ~$734 million) and a net leverage of 2.8x. Patrick continues an active M&A strategy and disclosed they are in discussions about a potential merger of equals with LCI Industries, while saying they will not discuss details. Updated 2026 guidance: RV wholesale shipments 315,000–330,000 units; improved adjusted operating margin of +30–50 bps vs. 2025; operating cash flow $370–$390 million; capex $70–$80 million; implied free cash flow ~ $300 million. Management expects margin improvement to be weighted to the back half of the year and remains focused on controlling what it can through content gains, cost management, aftermarket growth and disciplined capital allocation.
