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Patrick Industries
Patrick Industries (PATK) investor relations material
Patrick Industries Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Net sales rose 9% year-over-year in Q4 2025 to $924M, driven by strong growth in Outdoor Enthusiast markets and strategic acquisitions, partially offset by a decline in Housing revenue.
Adjusted EBITDA increased 17% to $105M, with adjusted operating margin up 110 bps to 6.3% in Q4.
Free cash flow for 2025 was $246M, up 49% from FY 2019.
Five acquisitions completed in 2025, enhancing technology, engineering, and aftermarket capabilities.
Launched 'The Experience,' a virtual design and reality solution to deepen customer collaboration and speed-to-market.
Financial highlights
Q4 net sales increased 9% year-over-year to $924M; full-year net sales up 6% to $4B.
Q4 adjusted EPS was $0.84 (up 62%); full-year adjusted EPS was $4.44 (up 2%).
Q4 adjusted EBITDA rose 17% to $105M; margin up 80 bps to 11.4%.
Free cash flow for the year was $246M; operating cash flow $329M.
Dividend increased 17.5% in 2025; $87M returned to shareholders via buybacks and dividends.
Outlook and guidance
2026 adjusted operating margin expected to improve by 70-90 bps versus 2025.
Free cash flow projected to exceed $300M in FY 2026; CapEx $70-$80M.
RV and Marine wholesale shipments forecasted to grow low- to mid-single digits; Housing and Powersports expected flat to up 5%.
2026 tax rate estimated at 24-25%.
Management focused on disciplined cost structure, scalability, and strategic priorities including acquisitions and automation.
Explain content per unit growth vs. market decline?
What drove the 17.5% dividend increase?
Detail key strategic investment areas for 2026
Detail 2026 composite manufacturing plans
What drives aftermarket pull-through beyond SKUs
Quantify volume vs content impact on 2026 margin
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Next Patrick Industries earnings date
Q1 202630 Apr, 2026
Patrick Industries
Next Patrick Industries earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Patrick Industries Inc manufactures and distributes building products and materials for the recreational vehicle, manufactured housing, marine, and industrial markets. Its products include decorative components, furniture, and industrial panels. The company is headquartered in Elkhart, Indiana, and its shares are listed on the NASDAQ.
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