$PATK

PATRICK INDUSTRIES INC

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No SEC Form 4 filings for $PATK in the last 30 days.

Patrick Industries: Marine And Powersports Growth Offset 15% Decline In RV Revenue

Patrick Industries reported Q2 2026 net sales of $1.04B, down less than 1% from $1.05B. Marine revenue rose 22% and Powersports rose 28%, offsetting a 15% RV revenue decline to $407M as RV wholesale unit shipments fell 16%. Operating income fell to $77M and operating margin to 7.4% from 8.3%. Adjusted EBITDA fell to $126M. Patrick signed an all-stock merger agreement with LCI Industries.

Patrick Industries (PATK) Stock Slides As Margin Questions Linger

Simply Wall St reports Patrick Industries (PATK) shares fell about 1.7% to ~$82.55 after its Q2 release. The quarter showed revenue of ~$1.04b and basic EPS of ~$1.36. Net income excluding special items rose to ~$43.4m, but adjusted EBITDA margin slipped to 12.1% from 12.9%, with operating cash flow down YTD to ~$69m.

PATK sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning PATK (PATRICK INDUSTRIES INC). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.

Recent PATK coverage spans earnings and mergers & acquisitions.

What's driving PATK

  • Earnings show resilience despite RV demand headwinds, but the key swing factor is weaker RV wholesale shipments offset by marine, powersports, and housing.

    insideindianabusiness.com · Aug 4, 2026

  • Diversification cushioned revenue, but margins and cash flow weakened, while the pending LCI merger adds deal-related execution and cost risk.

    pulse2.com · Aug 2, 2026

  • The earnings beat on net income is being offset by margin compression and weaker cash flow, keeping the market focused on execution and 2026 margin trajectory.

    simplywall.st · Jul 31, 2026

  • Guidance reset plus margin pressure from pricing programs and fuel costs increases downside risk to 2H earnings, partially offset by higher net income and buybacks.

    fool.com · Jul 31, 2026

  • Guidance reset for RV demand and incremental margin headwind from affordability programs increases downside risk to 2026 earnings quality, partially offset by volume and synergy expectations.

    finance.yahoo.com · Jul 30, 2026

alphai scores every news story that mentions PATK with an AI model for sentiment and relevance, and aggregates insider trades from PATRICK INDUSTRIES INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $PATK

Score

Despite RV industry headwinds, Patrick Industries reports Q2 profit growth - Inside INdiana Business

Patrick Industries reported Q2 net income of $43.4 million, up from $32.4 million a year earlier. Net sales were $1.04 billion, slightly below $1.05 billion. The company cited a 15% drop in RV end-market revenue, partly offset by growth in marine, powersports and housing. It also announced a merger with LCI Industries expected to close in H1 2027.

$PATKMed

Patrick Industries: Marine And Powersports Growth Offset 15% Decline In RV Revenue

Patrick Industries reported Q2 2026 net sales of $1.04B, down less than 1% from $1.05B. Marine revenue rose 22% and Powersports rose 28%, offsetting a 15% RV revenue decline to $407M as RV wholesale unit shipments fell 16%. Operating income fell to $77M and operating margin to 7.4% from 8.3%. Adjusted EBITDA fell to $126M. Patrick signed an all-stock merger agreement with LCI Industries.

$PATKMed

Patrick Industries (PATK) Stock Slides As Margin Questions Linger

Simply Wall St reports Patrick Industries (PATK) shares fell about 1.7% to ~$82.55 after its Q2 release. The quarter showed revenue of ~$1.04b and basic EPS of ~$1.36. Net income excluding special items rose to ~$43.4m, but adjusted EBITDA margin slipped to 12.1% from 12.9%, with operating cash flow down YTD to ~$69m.

$PATKMedAI 8/10

Patrick Industries (PATK) Q2 2026 Earnings Call Transcript

Thursday, July 30, 2026 at 10:00 a.m. ET CALL PARTICIPANTS Vice President of Investor Relations - Steve O'Hara Chief Executive Officer - Andy Nemeth President - Jeffrey Rodino Chief Financial Officer - Matthew Filer TAKEAWAYS Net Sales -- $1.04 billion, representing a decrease of less than 1% as growth in Marine, Powersports, and Housing markets helped offset a 15% decline in recreational vehicle (RV) revenue.

Patrick Industries Q2 Earnings Call Highlights

That gap implied a seasonal dealer inventory reduction of about 21,600 units. Estimated RV dealer inventory was 18 to 20 weeks on hand at quarter-end, below 20 to 22 weeks at the end of the first quarter and below pre-pandemic averages of 26 to 30 weeks. Despite the shipment decline, Patrick estimated trailing-12-month RV content per unit increased 7% to $5,303. Quarterly content per unit rose 2% year over year.

Patrick Industries Reports Fiscal Q2

Patrick Industries reported fiscal Q2 net sales of $1.04B, essentially flat year over year, as marine, powersports and housing gains offset a double-digit RV revenue decline from lower wholesale unit shipments. Net income rose 34% to $43M. Marine revenue rose 22% to $191M. The company is progressing toward an all-stock merger with LCI Industries.

$PATKMedAI 8/10

PATRICK INDUSTRIES INC (PATK): Results of Operations and Financial Condition

PATRICK INDUSTRIES INC (PATK) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 earningsrelease.htm EARNINGS RELEASE Document News Release Patrick Industries, Inc. Reports Second Quarter 2026 Financial Results ELKHART, IN, July 30, 2026 – Patrick Industries, Inc. (NASDAQ: PATK) ("Patrick" or the "Company"), a leading component solutions provider fo

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