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Patrick Industries (PATK) investor relations material
Patrick Industries Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Net sales rose 3% year-over-year to $1.05B in Q2 2025, led by 7% RV and 3% Housing growth, offsetting Marine and Powersports declines.
Adjusted EPS was $1.50, including $0.03 dilution from convertible notes; adjusted net income was $51M, up from $1.44 EPS prior year.
Free cash flow for Q2 was $151M; trailing twelve-month free cash flow reached $262M.
Strong cash flow and liquidity position ($835M) support ongoing investments, acquisitions, and shareholder returns.
$36.5M returned to shareholders via $23M in share repurchases and $13M in dividends in Q2.
Financial highlights
Gross margin improved to 23.9% (up 110 bps year-over-year); operating margin held steady at 8.3%.
Net income decreased 32% to $32M ($0.96 per diluted share) due to a $24.4M legal settlement.
Adjusted EBITDA grew 4% to $135M; adjusted EBITDA margin up 10 bps to 12.9%.
Cash flow from operations YTD increased 10% to $189M.
Free cash flow on a trailing twelve-month basis was $262M, down from $348M a year ago.
Outlook and guidance
Full-year 2025 adjusted operating margin expected between 7–7.3%.
Free cash flow for 2025 projected at least $250M.
FY 2025 RV wholesale shipments expected at 320K–335K units; retail shipments projected to decline mid-single digits.
Marine and Powersports shipments forecasted to decline; manufactured housing shipments up mid-single digits.
Management expects lower wholesale shipments in the second half of 2025 and focus on strategic acquisitions.
How will tariff clarity impact consumer sentiment?
Explain capital allocation focus for H2 2025.
What drove the 7% RV revenue increase?
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Next Patrick Industries earnings date
Q3 202530 Oct, 2025
Next Patrick Industries earnings date
Q3 202530 Oct, 2025
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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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