Patrick Industries Performance degli utili passati
Criteri Il passato verificati 1/6
Gli utili di Patrick Industries sono diminuiti a un tasso medio annuo di -13.8%, mentre il settore Auto Components ha visto gli utili crescere a un tasso medio annuo di 3.8%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 0.8%. Il ritorno sul capitale proprio di Patrick Industries è 11.5% e ha margini netti di 3.5%.
Informazioni chiave
-13.85%
Tasso di crescita degli utili
-12.73%
Tasso di crescita dell'EPS
| Auto Components Crescita del settore | 10.46% |
| Tasso di crescita dei ricavi | -0.82% |
| Rendimento del capitale proprio | 11.47% |
| Margine netto | 3.46% |
| Ultimo aggiornamento sugli utili | 29 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.
Nuova analisi • 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
Nuova analisi • 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?Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova analisi • Sep 09
Innovative Strategies And Acquisitions Poised To Fuel Growth And Expand Market Reach
Strategic diversification and cost management, including acquisitions, are poised to enhance revenue margins and net margins through diversified streams and improved cost structures.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Patrick Industries guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 29 Mar 26 | 3,945 | 136 | 539 | 0 |
| 31 Dec 25 | 3,951 | 135 | 540 | 0 |
| 28 Sep 25 | 3,873 | 121 | 531 | 0 |
| 29 Jun 25 | 3,817 | 126 | 514 | 0 |
| 30 Mar 25 | 3,786 | 142 | 497 | 0 |
| 31 Dec 24 | 3,716 | 138 | 482 | 0 |
| 29 Sep 24 | 3,651 | 155 | 461 | 0 |
| 30 Jun 24 | 3,597 | 153 | 456 | 0 |
| 31 Mar 24 | 3,501 | 148 | 448 | 0 |
| 31 Dec 23 | 3,468 | 143 | 443 | 0 |
| 01 Oct 23 | 3,639 | 152 | 456 | 0 |
| 02 Jul 23 | 3,885 | 172 | 472 | 0 |
| 02 Apr 23 | 4,440 | 246 | 492 | 0 |
| 31 Dec 22 | 4,882 | 328 | 491 | 0 |
| 25 Sep 22 | 5,077 | 349 | 493 | 0 |
| 26 Jun 22 | 5,026 | 348 | 468 | 0 |
| 27 Mar 22 | 4,570 | 290 | 429 | 0 |
| 31 Dec 21 | 4,078 | 225 | 393 | 0 |
| 26 Sep 21 | 3,703 | 202 | 343 | 0 |
| 27 Jun 21 | 3,344 | 182 | 307 | 0 |
| 28 Mar 21 | 2,748 | 123 | 263 | 0 |
| 31 Dec 20 | 2,487 | 97 | 245 | 0 |
| 27 Sep 20 | 2,263 | 79 | 229 | 0 |
| 28 Jun 20 | 2,129 | 63 | 223 | 0 |
| 29 Mar 20 | 2,318 | 90 | 231 | 0 |
| 31 Dec 19 | 2,337 | 90 | 233 | 0 |
| 29 Sep 19 | 2,319 | 97 | 227 | 0 |
| 30 Jun 19 | 2,328 | 103 | 223 | 0 |
| 31 Mar 19 | 2,319 | 111 | 216 | 0 |
| 31 Dec 18 | 2,263 | 120 | 203 | 0 |
| 30 Sep 18 | 2,207 | 122 | 196 | 0 |
| 01 Jul 18 | 2,040 | 112 | 177 | 0 |
| 01 Apr 18 | 1,842 | 98 | 157 | 0 |
| 31 Dec 17 | 1,636 | 86 | 138 | 0 |
| 24 Sep 17 | 1,484 | 70 | 123 | 0 |
| 25 Jun 17 | 1,381 | 64 | 115 | 0 |
| 26 Mar 17 | 1,289 | 60 | 106 | 0 |
| 31 Dec 16 | 1,222 | 56 | 98 | 0 |
| 25 Sep 16 | 1,147 | 54 | 91 | 0 |
| 26 Jun 16 | 1,057 | 51 | 83 | 0 |
| 27 Mar 16 | 976 | 46 | 77 | 0 |
| 31 Dec 15 | 920 | 42 | 74 | 0 |
| 27 Sep 15 | 861 | 37 | 70 | 0 |
| 28 Jun 15 | 835 | 36 | 69 | 0 |
Guadagni di qualità: PATK ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di PATK (3.5%) sono inferiori rispetto allo scorso anno (3.7%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di PATK sono diminuiti del 13.8% all'anno negli ultimi 5 anni.
Accelerare la crescita: PATK ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: PATK ha avuto una crescita negativa degli utili ( -3.7% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Auto Components ( 7% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 11.5% ) di PATK è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 17:19 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/29 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Patrick Industries, Inc. è coperta da 14 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Craig Kennison | Baird |
| Michael Albanese | Benchmark Company |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |