Patrick Industries Dirección
Dirección controles de criterios 2/4
El CEO de Patrick Industries es Andy Nemeth , nombrado en Jan 2020, tiene una permanencia de 6.33 años. compensación anual total es $10.14M, compuesta por 8.5% salario y 91.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.87% de las acciones de la empresa, por valor de $26.15M. La antigüedad media del equipo directivo y de la junta directiva es de 4 años y 13.2 años, respectivamente.
Información clave
Andy Nemeth
Chief Executive Officer (CEO)
US$10.1m
Compensación total
| Porcentaje del salario del CEO | 8.45% |
| Permanencia del CEO | 6.3yrs |
| Participación del CEO | 0.9% |
| Permanencia media de la dirección | 4yrs |
| Promedio de permanencia en la Junta Directiva | 13.2yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • May 10
PATK: Future Returns Will Reflect Potential LCI Combination And Efficiency Upside
Narrative Update on Patrick Industries The analyst price target for Patrick Industries has moved from $131.50 to $119.50. This reset reflects updated views from recent Street research, where analysts have generally trimmed expectations and applied a lower future P/E multiple alongside modestly adjusted assumptions for growth, profitability, and risk.Actualización de narrativa • Apr 24
PATK: Future Returns Will Reflect Potential LCI Combination And Aftermarket Resilience
Analysts have trimmed their average price target for Patrick Industries by about $6, reflecting slightly lower fair value estimates, modestly higher discount rates, and adjusted assumptions for revenue growth, profit margins, and future P/E after a mix of target cuts from BMO Capital, Roth Capital, and KeyBanc, as well as earlier target increases from Baird and Benchmark. Analyst Commentary Recent research on Patrick Industries shows a split tape, with some analysts trimming targets and others lifting them, as they reassess what they are willing to pay for the company based on execution expectations, growth assumptions, and the P/E they apply to future earnings.Actualización de narrativa • Apr 09
PATK: Future Returns Will Reflect Expanding Powersports Exposure And Aftermarket Resilience
Analysts have reduced their average price target on Patrick Industries by about $15 to approximately $137, citing updated views on earnings resilience, aftermarket growth through RecPro, and the increasing contribution from powersports, which now represents about 9% to 10% of revenue. Analyst Commentary Recent research on Patrick Industries reflects a mix of optimism and caution, with several firms updating price targets in both directions as they reassess earnings resilience, valuation, and the contribution from newer growth drivers like RecPro and powersports.Actualización de narrativa • Mar 25
PATK: Future Returns Will Reflect Expanding Powersports And Aftermarket Contributions
Analysts have lifted their average price target on Patrick Industries by multiple increments, including recent increases of $42, $30, $10 and $15, as well as a move to $126, citing earnings resilience, aftermarket growth through RecPro and a growing powersports contribution to revenue. Analyst Commentary Recent research has focused on how Patrick Industries is executing against earnings expectations, expanding into aftermarket channels through RecPro and increasing powersports exposure, as analysts adjust their valuation frameworks.Actualización de narrativa • Mar 10
PATK: Future Returns Will Reflect Powersports Expansion And Earnings Resilience
Analysts have raised their price targets for Patrick Industries by between $10 and $42, citing earnings resilience, aftermarket growth through RecPro, and expanding powersports exposure, now at about 9% to 10% of revenue, as key reasons for their updated outlook. Analyst Commentary Recent Street research has centered on how Patrick Industries is executing through a tougher macro backdrop, with price target moves framed around earnings resilience, aftermarket potential, and the growing role of powersports in the mix.Actualización de narrativa • Feb 23
PATK: Future Returns Will Balance Powersports Aftermarket Expansion And Execution Risk
Patrick Industries' updated fair value estimate has increased from $133 to $137.20, reflecting analysts' higher price targets across multiple firms as they focus on slightly stronger revenue growth assumptions and a higher future P/E multiple, even as margin expectations remain broadly in line. Analyst Commentary Recent Street research on Patrick Industries centers on higher price targets and what that implies for execution, earnings resilience, and exposure to end markets like recreation and powersports.Actualización de narrativa • Feb 09
PATK: Future Returns Will Hinge On Aftermarket And Powersports Expansion Execution
Analysts have lifted their price expectations for Patrick Industries, with our fair value estimate moving to $133.00 from $115.90, citing updated views on revenue growth, profit margins, discount rate assumptions, and a lower future P/E multiple in line with recent Street target increases from Baird, Benchmark, KeyBanc, and Truist. Analyst Commentary Recent target changes and research updates reflect a generally constructive stance on Patrick Industries, with the focus on how well the company executes on growth initiatives and manages through macro headwinds.
Nueva narrativa • Feb 08
Composite And Aftermarket Content Per Unit Will Drive A Stronger Long Term Setup
Catalysts About Patrick Industries Patrick Industries is a manufacturer and distributor of components and materials serving RV, marine, powersports and housing markets, with a growing aftermarket presence across these categories. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Feb 06
Patrick Industries' Surge Removes Doubts About Its Valuation
Summary Patrick Industries delivered strong Q4 results, with revenue up 9.2% and profitability metrics exceeding analyst expectations. PATK continues to outperform in RV, marine, and power sports, with content per unit and pricing driving growth despite mixed end-market conditions. Management guides for continued expansion in 2026, projecting operating cash flow of $380–$400 million and EBITDA of $503.8 million. Despite operational momentum, PATK's valuation appears fair, justifying a 'hold' rating as market optimism may be ahead of fundamentals. Read the full article on Seeking Alpha
Nueva narrativa • Jan 24
Composite Adoption And Margin Recovery Will Likely Fall Short Of Current Expectations
Catalysts About Patrick Industries Patrick Industries supplies RV, Marine, Powersports and Housing OEMs with a broad range of components, materials and aftermarket products. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 23
PATK: Future Returns Will Depend On Late-Cycle RV Demand Headwinds
Analysts have raised their fair value estimate for Patrick Industries by about US$5 to approximately US$116. This reflects modestly higher assumed revenue growth, a slightly lower discount rate, and a higher future P/E multiple, even though projected profit margins are expected to be slightly lower.Actualización de narrativa • Jan 08
PATK: Future Returns Will Reflect Late-Cycle RV Demand And Dividend Stability
Analysts have kept Patrick Industries' fair value estimate broadly unchanged at about $110.70 per share, with recent price targets ranging from $99 to $114 as they balance cautious near term RV demand with a generally constructive long term view of the business. Analyst Commentary Bullish Takeaways Bullish analysts point to an attractive long term story, highlighting Patrick Industries' strong market share positions in key RV related verticals as a support for their fair value views.Artículo de análisis • Jan 08
Are Investors Undervaluing Patrick Industries, Inc. (NASDAQ:PATK) By 29%?
Key Insights The projected fair value for Patrick Industries is US$159 based on 2 Stage Free Cash Flow to Equity...Actualización de narrativa • Dec 17
PATK: Future Returns Will Track Late-Cycle RV Demand And Dividend Support
Analysts have nudged their fair value estimate for Patrick Industries slightly higher, lifting the target from $110.20 to $110.70. They are balancing Loop Capital's cautious sector view and recent outperformance with supportive updated earnings models and a still constructive long-term industry outlook.Actualización de narrativa • Dec 03
PATK: Future Returns Will Reflect Late-Cycle RV Demand And Fair Pricing
Analysts have modestly raised their price target on Patrick Industries to $114 from $105, citing updated Recreational Vehicles industry estimates and the view that, despite a late-cycle RV restocking phase and near term macro uncertainty, the company retains an attractive long term competitive position that can support further upside over time. Analyst Commentary Recent research updates reflect a balanced but constructive stance on Patrick Industries, with modest upside to estimates tempered by recognition that the RV cycle remains late stage and macro conditions are still mixed.Actualización de narrativa • Nov 19
PATK: Shares Will Test Recent Rally as RV Demand Shifts
Analysts have increased their average price target for Patrick Industries, raising it by $9 to $114. This change is based on recent estimate revisions and expectations from broader Recreational Vehicle industry trends.Actualización de narrativa • Nov 05
PATK: Future Returns Will Depend On Demand Stabilization And Inventory Normalization
Patrick Industries' analyst fair value estimate has risen from $108 to $110.20, as analysts remain optimistic about improved revenue growth in the RV sector despite near-term demand challenges and an uncertain macro environment. Analyst Commentary Recent analyst updates highlight both optimism about Patrick Industries' long-term opportunities and caution regarding current market conditions.Artículo de análisis • Sep 02
Investors Appear Satisfied With Patrick Industries, Inc.'s (NASDAQ:PATK) Prospects
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...Artículo de análisis • Jul 18
What Is Patrick Industries, Inc.'s (NASDAQ:PATK) Share Price Doing?
Patrick Industries, Inc. ( NASDAQ:PATK ), might not be a large cap stock, but it received a lot of attention from a...Artículo de análisis • Jun 30
Patrick Industries, Inc.'s (NASDAQ:PATK) Intrinsic Value Is Potentially 71% Above Its Share Price
Key Insights Patrick Industries' estimated fair value is US$158 based on 2 Stage Free Cash Flow to Equity Patrick...Artículo de análisis • Jun 11
These 4 Measures Indicate That Patrick Industries (NASDAQ:PATK) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • May 03
There's Reason For Concern Over Patrick Industries, Inc.'s (NASDAQ:PATK) Price
Patrick Industries, Inc.'s ( NASDAQ:PATK ) price-to-earnings (or "P/E") ratio of 19.6x might make it look like a sell...Artículo de análisis • Apr 09
At US$74.33, Is Patrick Industries, Inc. (NASDAQ:PATK) Worth Looking At Closely?
Patrick Industries, Inc. ( NASDAQ:PATK ), might not be a large cap stock, but it received a lot of attention from a...Seeking Alpha • Feb 10
Patrick Industries Shows Components Of Inefficiencies And Limited Upside Potential
Summary Patrick Industries has shown strong revenue growth in FY 2024 but still lags behind FY 2022 and FY 2021 due to softer demand. Despite acquisitions boosting revenue, PATK's debt build-up, higher leverage ratio and declining margin signal potential operating inefficiencies, posing risks to dividend growth and future acquisition activities. Hence, PATK appears overvalued; I recommend waiting for a better entry point for investment. Read the full article on Seeking AlphaArtículo de análisis • Feb 06
Is Patrick Industries (NASDAQ:PATK) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Jan 15
Patrick Industries, Inc.'s (NASDAQ:PATK) Business Is Yet to Catch Up With Its Share Price
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...Artículo de análisis • Nov 21
Patrick Industries' (NASDAQ:PATK) Dividend Will Be Increased To $0.60
The board of Patrick Industries, Inc. ( NASDAQ:PATK ) has announced that the dividend on 9th of December will be...Artículo de análisis • Nov 03
Earnings Update: Patrick Industries, Inc. (NASDAQ:PATK) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts
It's been a sad week for Patrick Industries, Inc. ( NASDAQ:PATK ), who've watched their investment drop 14% to US$116...Artículo de análisis • Oct 18
Should You Investigate Patrick Industries, Inc. (NASDAQ:PATK) At US$146?
Patrick Industries, Inc. ( NASDAQ:PATK ), might not be a large cap stock, but it saw a significant share price rise of...Artículo de análisis • Oct 03
Patrick Industries, Inc. (NASDAQ:PATK) Investors Are Less Pessimistic Than Expected
Patrick Industries, Inc.'s ( NASDAQ:PATK ) price-to-earnings (or "P/E") ratio of 20.9x might make it look like a sell...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$136m |
| Dec 31 2025 | US$10m | US$857k | US$135m |
| Sep 28 2025 | n/a | n/a | US$121m |
| Jun 29 2025 | n/a | n/a | US$126m |
| Mar 30 2025 | n/a | n/a | US$142m |
| Dec 31 2024 | US$6m | US$850k | US$138m |
| Sep 29 2024 | n/a | n/a | US$155m |
| Jun 30 2024 | n/a | n/a | US$153m |
| Mar 31 2024 | n/a | n/a | US$148m |
| Dec 31 2023 | US$7m | US$817k | US$143m |
| Oct 01 2023 | n/a | n/a | US$152m |
| Jul 02 2023 | n/a | n/a | US$172m |
| Apr 02 2023 | n/a | n/a | US$246m |
| Dec 31 2022 | US$8m | US$833k | US$328m |
| Sep 25 2022 | n/a | n/a | US$349m |
| Jun 26 2022 | n/a | n/a | US$348m |
| Mar 27 2022 | n/a | n/a | US$290m |
| Dec 31 2021 | US$8m | US$743k | US$225m |
| Sep 26 2021 | n/a | n/a | US$202m |
| Jun 27 2021 | n/a | n/a | US$182m |
| Mar 28 2021 | n/a | n/a | US$123m |
| Dec 31 2020 | US$7m | US$589k | US$97m |
| Sep 27 2020 | n/a | n/a | US$79m |
| Jun 28 2020 | n/a | n/a | US$63m |
| Mar 29 2020 | n/a | n/a | US$90m |
| Dec 31 2019 | US$4m | US$494k | US$90m |
Compensación vs. Mercado: La compensación total de Andy($USD10.14M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.02M).
Compensación vs. Ingresos: La compensación de Andy ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.
CEO
Andy Nemeth (56 yo)
6.3yrs
Permanencia
US$10,140,372
Compensación
Mr. Andy L. Nemeth is Independent Director of Standex International Corporation from May 2, 2025. Mr. Nemeth has been the Chief Executive Officer of Patrick Industries Inc. since January 1, 2020 and also s...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Chairman of the Board | 6.3yrs | US$10.14m | 0.87% $ 26.1m | |
| President | 4.8yrs | US$4.88m | 0.59% $ 17.7m | |
| President of Powersports and Housing & Chief Operating Officer | 2.3yrs | US$3.65m | 0.13% $ 3.8m | |
| Executive VP | 5.5yrs | US$1.86m | 0.10% $ 3.0m | |
| Executive VP of Finance | less than a year | US$1.30m | 0.066% $ 2.0m | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| Executive VP of Human Resources & Chief Human Resources Officer | 4yrs | sin datos | sin datos | |
| Executive Vice President of Aftermarket | 4.8yrs | US$273.81k | sin datos | |
| President of Marine | 1yr | US$2.04m | 0.14% $ 4.1m | |
| Executive Vice President of Leadership & Culture | 4.8yrs | sin datos | sin datos | |
| President of RV | less than a year | sin datos | 0.13% $ 3.8m | |
| Strategic Advisor | 2.3yrs | sin datos | 0.060% $ 1.8m |
4.0yrs
Permanencia media
51yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de PATK se considera experimentado (4 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Chairman of the Board | 20.3yrs | US$10.14m | 0.87% $ 26.1m | |
| Independent Director | 11.1yrs | US$247.98k | 0.59% $ 17.5m | |
| Independent Director | 1.3yrs | US$216.43k | 0.011% $ 338.1k | |
| Independent Director | 7.2yrs | US$262.98k | 0.062% $ 1.8m | |
| Director | 18.3yrs | US$247.98k | 0.56% $ 16.8m | |
| Independent Director | 17.8yrs | US$262.98k | 0.23% $ 6.8m | |
| Lead Independent Director | 14.8yrs | US$272.98k | 0.15% $ 4.6m | |
| Independent Director | 13.2yrs | US$267.98k | 0.041% $ 1.2m | |
| Independent Director | 1.3yrs | US$216.43k | 0.010% $ 301.6k |
13.2yrs
Permanencia media
62yo
Promedio de edad
Junta con experiencia: Los miembros de la junta directiva de PATK son experimentados ( 13.2 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/26 19:32 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/29 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Patrick Industries, Inc. está cubierta por 14 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Craig Kennison | Baird |
| Michael Albanese | Benchmark Company |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |