NASDAQ$PATK

Patrick Industries Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Patrick Industries reported Q4 2025 net sales of $924M, net income of $29M, and adjusted diluted EPS of $0.84.

Fourth-quarter net sales increased 9% to $924 million on organic content gains and acquisitions in outdoor enthusiast markets. Net income doubled to $29 million ($0.83 diluted EPS); adjusted net income rose 63% to $30 million ($0.84 adjusted EPS). Adjusted EBITDA grew 17% to $105 million with margin up 80 bps to 11.4%.

  • Q4 net sales $924M (+9% YoY).
  • Net income $29M (+100% YoY); adjusted EPS $0.84.
  • Adjusted EBITDA $105M (+17%); margin 11.4%.
  • RV, marine, and powersports revenue all grew year over year.

Headline financials

Total Revenue

$924M

Previous: $846M+9.2%
EPS (adj)

$0.84

Previous: $0.52+61.5%
Net Income

$29.1M

Previous: $14.6M+99.7%
Operating Income

$57M

Previous: $39.6M+44.0%
Gross Profit

$213K

Previous: $162M-99.9%

Revenue & EPS history

Patrick Industries · Revenue · Quarterly

$924M

Q4 2025+9.2%vs Q4 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Management discusses Patrick Industries's outlook, including capital deployment, operating priorities, and key risks, alongside any formal guidance in the earnings materials.

Tailwinds

  • Patrick Industries cites execution on strategic priorities and demand in core markets.
  • Liquidity and balance sheet capacity support continued investment and returns.

Headwinds

  • Macro, rates, and input costs may pressure margins or volumes.
  • Segment mix and non-recurring items can affect sequential comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.4%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+0.5%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+20.6%

Q4 2014

Best reaction

-14.5%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.4%-1.7%-11.4%
Q4 2025+4.4%+5.8%-14.0%
Q3 2025+1.9%+6.1%+9.4%
Q1 2025+6.0%+6.2%+11.5%
Q4 2024-2.7%-4.1%-9.6%
Q3 2024-13.6%-11.6%+0.3%
Q2 2024-4.8%-5.4%+0.9%
Q1 2024+6.8%+9.7%+10.1%
Q4 2023+6.5%+3.4%+8.4%
Q3 2023+0.0%+4.8%+18.2%
Q2 2023+2.2%+2.4%-4.8%
Q1 2023+6.3%+5.0%+9.6%
Q4 2022+1.5%+2.3%-5.5%
Q3 2022+2.3%+2.2%+19.4%
Q2 2022+3.0%-4.3%-3.9%
Q1 2022+3.6%+12.3%-2.0%
Q4 2021-2.4%+3.1%+10.3%
Q3 2021+0.7%+1.6%+2.5%
Q2 2021+4.3%+6.5%+9.0%
Q1 2021-7.5%-3.3%-11.5%
Q4 2020-0.3%-1.9%+13.2%
Q3 2020-2.0%+7.8%+13.4%
Q2 2020-8.2%-7.0%-14.6%
Q1 2020-10.7%-5.4%+20.7%
Q4 2019+5.2%+5.4%-42.5%
Q3 2019+0.6%+5.3%+8.0%
Q2 2019+1.0%-0.3%-22.3%
Q1 2019-6.3%-10.0%-20.7%
Q4 2018+10.3%+10.7%+5.9%
Q3 2018-6.9%-4.5%-11.0%
Q2 2018+5.7%+8.7%+12.5%
Q1 2018+8.8%+7.8%+11.0%
Q4 2017+2.5%-1.3%+4.0%
Q3 2017+8.7%+10.1%+12.4%
Q2 2017-2.3%-0.4%-9.3%
Q1 2017+1.9%+7.3%-6.8%
Q4 2016-7.0%-6.2%-16.9%
Q3 2016-3.2%-5.4%+19.5%
Q2 2016-0.9%-2.3%-2.9%
Q1 2016-6.4%
Q4 2015+13.6%
Q3 2015-14.5%
Q2 2015-0.8%
Q1 2015-2.8%
Q4 2014+20.6%
Q3 2014+4.8%
Q2 2014-3.0%
Q1 2014-1.6%
Q4 2013+16.6%
Q3 2013+5.6%
Q2 2013+6.7%
Q1 2013+13.9%
Q4 2009-1.5%
Q4 2012-12.7%
Q3 2012-8.5%
Q2 2012+4.0%
Q1 2011+8.2%
Q1 2012+6.9%
Q4 2011+2.3%
Q3 2011+10.2%
Q3 2010+10.2%
Q2 2010-0.5%
Q2 2011-0.5%
Q4 2010-0.5%
Q1 2010+5.6%

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