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Patrick Industries
Patrick Industries (PATK) investor relations material
Patrick Industries Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary2 Mar, 2026
Strategic positioning and growth
Diversification across RV, marine, powersports, and housing markets has expanded the addressable market and improved resilience, with net sales reaching $4.0B in 2025 and a 10% CAGR from 2020 to 2025.
Strategic acquisitions since 2010 have added $2.9B in annualized revenue, with a focus on accretive deals and integration of entrepreneurial businesses.
The company targets 2-3% annual organic growth, supported by product innovation and a formalized aftermarket strategy.
Leadership emphasizes a full solutions model, innovation, and customer experience, leveraging a strong financial foundation.
Favorable demographics and secular trends in outdoor recreation and affordable housing support long-term growth.
Financial performance and capital allocation
Adjusted EBITDA for 2025 was $468M (11.8% margin), with free cash flow of $246M and adjusted diluted EPS of $4.44.
Gross margin improved by 500 bps since 2019, and adjusted operating margin rose to 7.0%.
Over $2B has been allocated since 2020, with 42% to acquisitions, 19% to dividends, and 11% to share buybacks in 2025.
Dividends have increased annually since 2019, with $435M+ returned to shareholders via dividends and buybacks since 2020.
Net leverage at year-end 2025 was 2.6x, with $818M in available liquidity and strong covenant compliance.
End market performance and outlook
RV revenue was $1.8B (45% of net sales) in 2025, with content per unit at $5,190 and wholesale shipments at 342K units.
Marine revenue reached $606M (15% of net sales), with content per unit at $4,327 and 140K wholesale units.
Powersports revenue was $384M (10% of net sales), driven by higher attachment rates and new product launches.
Housing revenue totaled $1.2B (30% of net sales), with manufactured housing content per unit at $6,633.
2026 outlook projects low- to mid-single-digit growth in RV and marine shipments, $300M+ free cash flow, and higher operating margins.
M&A: Target EBITDA multiple improvement post-close
Diversification's impact on margins despite unit declines?
Advanced Product Group's role in organic growth
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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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