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PATK PATRICK INDUSTRIES INC

Trailing twelve months to 2026-06-28 · as filed 2026-08-06, not restated
Consumer Disc

Scale

Market cap
$2.7bn
Revenue TTM
$3.9bn
Net income TTM
$147m
Free cash flow
$128m
Composite score
38.3
Sector rank
#1466

Valuation

P / E
18.3
EV / EBITDA
9.4
EV / sales
1.0
FCF yield
4.74%
Earnings yield vs 10-yr
0.73pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
3.7%
EBITDA margin
11.1%
ROE
13.0%
ROIC
10.6%
Revenue growth
3.2%

Insider activity, last 90 days

Net open-market
$0.13m
Buyers
2
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Net sales to the RV industry were 39% and 42% of the Company's net sales for the three and six months ended June 28, 2026, respectively, and 46% and 47% for the three and six months ended June 29, 2025, respectively. Net sales to the RV industry decreased 15% and 11% for the three and six months ended June 28, 2026, respectively, compared to the prior year periods. We estimate that RV industry retail unit sales decreased 12% for the three months ended June 28, 2026 compared to the prior year period. Retail unit sales exceeded wholesale unit shipments in the three months ended June 28, 2026 as RV OEMs maintained lower production volumes. …PATRICK INDUSTRIES INC, 10-Q, period ended 2026-06-28, filed 2026-08-06

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