View ValuationPatrick Industries 将来の成長Future 基準チェック /36Patrick Industriesは、24.3%と4.3%でそれぞれ年率24.3%で利益と収益が成長すると予測される一方、EPSはgrowで20.1%年率。主要情報24.3%収益成長率20.06%EPS成長率Auto Components 収益成長58.4%収益成長率4.3%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日15 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 16Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on June 8, 2026Patrick Industries, Inc. announced that on May 14, 2026 its Board of Directors declared a quarterly cash dividend on its common stock of $0.47 per share. The dividend is payable on June 8, 2026 to shareholders of record at the close of business on May 26, 2026.お知らせ • Apr 19LCI Industries Reportedly in Merger Talks with PatrickLCI Industries (NYSE:LCII) shares rose 6% on April 17, 2026 after Bloomberg reported the company is in talks to combine with rival recreational-vehicle supplier Patrick Industries, Inc. (NasdaqGS:PATK). The companies are negotiating a potential all-stock transaction, according to people familiar with the matter cited in the Bloomberg report. A deal could be announced in the coming weeks, the people said. Both companies operate in the recreational-vehicle supply sector. The potential merger would combine two competitors in the RV components and parts industry.お知らせ • Apr 17Patrick Industries, Inc. to Report Q1, 2026 Results on Apr 30, 2026Patrick Industries, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026お知らせ • Feb 21Patrick Industries, Inc., Annual General Meeting, May 14, 2026Patrick Industries, Inc., Annual General Meeting, May 14, 2026.お知らせ • Feb 05Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 9, 2026On February 2, 2026, Board of Directors of Patrick Industries, Inc. declared a quarterly cash dividend of $0.47 per share of common stock. The dividend is payable on March 9, 2026, to shareholders of record at the close of business on February 23, 2026.お知らせ • Jan 23Patrick Industries, Inc. to Report Q4, 2025 Results on Feb 05, 2026Patrick Industries, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 05, 2026お知らせ • Jan 06+ 1 more updatePatrick Industries, Inc. Announces Chief Financial Officer ChangesPatrick Industries, Inc. announced the appointment of Matthew Filer, age 53, as Chief Financial Officer, in alignment with the Company's executive succession plan. He will succeed Andrew Roeder, who informed the Company on December 29, 2025 that he will step down from his role as Executive Vice President – Finance, Chief Financial Officer and Treasurer. Mr. Roeder will remain with the Company through the filing date of its Form 10-K for the fiscal year ended December 31, 2025. Mr. Filer joined the Company as Senior Vice President of Finance in November 2022, served as Interim Executive Vice President – Finance, Chief Financial Officer, and Treasurer of the Company from May 2023 to March 2024, and was elected Chief Accounting Officer in May 2024.お知らせ • Dec 19Patrick Industries, Inc. (NasdaqGS:PATK) acquired Egis Group LLC.Patrick Industries, Inc. (NasdaqGS:PATK) acquired Egis Group LLC on December 18, 2025. In separate transaction, Patrick Industries, Inc. acquired Quality Engineered Services. Combined revenue for QES and Egis on a trailing 12-month basis through November 2025 was approximately $39 million. QES and Egis will continue to operate under their existing brand names and within their current facilities. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Egis Group LLC on December 18, 2025.お知らせ • Dec 16Patrick Industries, Inc. Announces Management Changes, Effective December 12, 2025On December 12, 2025, Patrick Industries, Inc. announced that Kip B. Ellis, President – Powersports and Housing, notified the company of his decision to resign from the company as an officer and employee effective December 12, 2025, to pursue interests outside of the Company. Mr. Ellis does not have any disagreement with the Company on any matter, including any matter relating to the Company’s operations, policies or practices. With Mr. Ellis’s resignation, the company has appointed Hugo E. Gonzalez, currently Executive Vice President – Operations and Chief Operation Officer, to serve as the company’s President - Powersports and Housing effective December 12, 2025, and in alignment with the company’s succession plan.お知らせ • Nov 21Patrick Industries, Inc. Announces Increase to Regular Quarterly Cash Dividend, Payable on December 15, 2025Patrick Industries, Inc. announced that on November 19, 2025, its Board of Directors approved an increase in the amount of its quarterly cash dividend on its common stock to $0.47 per share from $0.40 per share. The dividend is payable on December 15, 2025 to shareholders of record at the close of business on December 1, 2025.お知らせ • Oct 17Patrick Industries, Inc. to Report Q3, 2025 Results on Oct 30, 2025Patrick Industries, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025お知らせ • Oct 03Patrick Industries, Inc. Appoints Jeff Rodino as PresidentPatrick Industries, Inc. announced that Jeff Rodino will assume the role of President with responsibility for leadership, strategic planning and financial performance.お知らせ • Aug 16Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on September 8, 2025Patrick Industries, Inc. announced that on August 14, 2025, its Board of Directors declared a quarterly cash dividend on its common stock of $0.40 per share. The dividend is payable on September 8, 2025 to shareholders of record at the close of business on August 25, 2025.お知らせ • Jul 18Patrick Industries, Inc. to Report Q2, 2025 Results on Jul 31, 2025Patrick Industries, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025お知らせ • May 16Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on June 9, 2025Patrick Industries, Inc. declared a quarterly cash dividend on its common stock of $0.40 per share. The dividend is payable on June 9, 2025 to shareholders of record at the close of business on May 27, 2025.お知らせ • Apr 18Patrick Industries, Inc. to Report Q1, 2025 Results on May 01, 2025Patrick Industries, Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025お知らせ • Feb 24+ 1 more updatePatrick Industries, Inc., Annual General Meeting, May 15, 2025Patrick Industries, Inc., Annual General Meeting, May 15, 2025.お知らせ • Feb 08Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 3, 2025On February 3, 2025, the Board of Directors of Patrick Industries, Inc. declared a quarterly cash dividend of $0.40 per share of common stock, which will be payable on March 3, 2025, to shareholders of record at the close of business on February 18, 2025.お知らせ • Feb 03Patrick Industries, Inc. (NasdaqGS:PATK) acquired Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO).Patrick Industries, Inc. (NasdaqGS:PATK) acquired Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO) on February 3, 2025. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO) on February 3, 2025.お知らせ • Jan 24Patrick Industries, Inc. to Report Q4, 2024 Results on Feb 06, 2025Patrick Industries, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 06, 2025お知らせ • Nov 16Patrick Industries, Inc. Announces Quarterly Cash Dividend, Payable on December 9, 2024Patrick Industries, Inc. announced that on November 14, 2024, its Board of Directors (the "Board") approved an increase in the amount of its quarterly cash dividend on its common stock to $0.60 per share from $0.55 per share. The dividend is payable on December 9, 2024 to shareholders of record at the close of business on November 25, 2024.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.88 (vs US$1.84 in 3Q 2023)Third quarter 2024 results: EPS: US$1.88 (up from US$1.84 in 3Q 2023). Revenue: US$919.4m (up 6.2% from 3Q 2023). Net income: US$40.9m (up 3.3% from 3Q 2023). Profit margin: 4.4% (down from 4.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.お知らせ • Oct 18Patrick Industries, Inc. to Report Q3, 2024 Results on Oct 31, 2024Patrick Industries, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024Recent Insider Transactions • Sep 16President of RV recently sold €2.4m worth of stockOn the 12th of September, Jeffrey Rodino sold around 20k shares on-market at roughly €119 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €22m more than they bought in the last 12 months.お知らせ • Sep 09Patrick Industries, Inc. (NasdaqGS:PATK) acquired Icon Direct Inc.Patrick Industries, Inc. (NasdaqGS:PATK) acquired Icon Direct Inc. on September 9, 2024. Consistent with our other acquisitions, RecPro will continue to operate under its existing brand name and within its current facilities. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Icon Direct Inc. on September 9, 2024.お知らせ • Aug 16Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on September 9, 2024Patrick Industries, Inc. announced that on August 15, 2024, its Board of Directors declared a quarterly cash dividend on its common stock of $0.55 per share. The dividend is payable on September 9, 2024 to shareholders of record at the close of business on August 26, 2024.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$2.20 (vs US$1.97 in 2Q 2023)Second quarter 2024 results: EPS: US$2.20 (up from US$1.97 in 2Q 2023). Revenue: US$1.02b (up 10% from 2Q 2023). Net income: US$47.9m (up 13% from 2Q 2023). Profit margin: 4.7% (up from 4.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Aug 01Patrick Industries, Inc. Appoints Matthew S. Filer as Chief Accounting OfficerMatthew S. Filer was elected as Chief Accounting Officer of Patrick Industries, Inc. on May 16, 2024. Mr. Filer joined the company in November 2022 and served as the Company's Senior Vice President - Finance. He served as Interim Executive Vice President - Finance, Chief Financial Officer, and Treasurer from May 2023 to March 2024, at which point he resumed his role as Senior Vice President - Finance.お知らせ • Jul 19Patrick Industries, Inc. to Report Q2, 2024 Results on Aug 01, 2024Patrick Industries, Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €112, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 7x in the Auto Components industry in Germany. Total returns to shareholders of 87% over the past three years.お知らせ • Jul 03Patrick Industries, Inc.(NasdaqGS:PATK) dropped from Russell 2000 Value-Defensive IndexPatrick Industries, Inc.(NasdaqGS:PATK) dropped from Russell 2000 Value-Defensive IndexDeclared Dividend • May 24First quarter dividend of US$0.55 announcedShareholders will receive a dividend of US$0.55. Ex-date: 3rd June 2024 Payment date: 17th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 19% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on June 17, 2024Patrick Industries, Inc. announced that on May 16, 2024, its Board of Directors (the "Board") declared a quarterly cash dividend on its common stock of $0.55 per share. The dividend is payable on June 17, 2024 to shareholders of record at the close of business on June 3, 2024.Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$1.62 (vs US$1.40 in 1Q 2023)First quarter 2024 results: EPS: US$1.62 (up from US$1.40 in 1Q 2023). Revenue: US$933.5m (up 3.7% from 1Q 2023). Net income: US$35.1m (up 16% from 1Q 2023). Profit margin: 3.8% (up from 3.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Apr 20Patrick Industries, Inc. to Report Q1, 2024 Results on May 02, 2024Patrick Industries, Inc. announced that they will report Q1, 2024 results Pre-Market on May 02, 2024お知らせ • Apr 02Patrick Industries, Inc., Annual General Meeting, May 16, 2024Patrick Industries, Inc., Annual General Meeting, May 16, 2024, at 10:00 Eastern Standard Time. Agenda: To elect nine directors to the Board of Directors to serve until the 2025 Annual Meeting of Shareholders; to ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year 2024; and to approve, in an advisory and non-binding vote, the compensation of the Company’s named executive officers for fiscal year 2023 as disclosed in the Proxy Statement (a “Say-on- Pay” vote).お知らせ • Mar 05+ 1 more updatePatrick Industries, Inc. Announces Chief Financial Officer ChangesPatrick Industries, Inc. appointed Andy Roeder as Chief Financial Officer, effective March 5, 2024. Prior to joining Patrick, Mr. Roeder served as Chief Financial Officer of Polaris Boats from 2018 to the present. Prior to his role at Polaris, Inc. he was the CFO of Bennington Marine from 2016 to 2018, and the Director of Financial Planning & Analysis for Bennington from 2014 to 2015. Mr. Roeder began his career with Ernst & Young in 2000 and during his tenure was promoted to successive roles with greater responsibility. He received his Bachelor of Science in Finance from Indiana University and his Master of Science in Accountancy from the University of Notre Dame. The company thanks Matt Filer who served as its Interim CFO since May 2023. Matt will resume his previous role and growth trajectory as Senior Vice President-Finance in addition to taking on the role of Corporate Controller, while providing support to Andy as he begins his new role.Recent Insider Transactions • Feb 28President of Powersports & Housing recently sold €1.9m worth of stockOn the 26th of February, Kip Ellis sold around 18k shares on-market at roughly €106 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.0m. Insiders have been net sellers, collectively disposing of €17m more than they bought in the last 12 months.Recent Insider Transactions • Feb 19Independent Director recently sold €339k worth of stockOn the 15th of February, Michael Kitson sold around 3k shares on-market at roughly €103 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.0m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.Declared Dividend • Feb 12Fourth quarter dividend of US$0.55 announcedShareholders will receive a dividend of US$0.55. Ex-date: 16th February 2024 Payment date: 4th March 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 41% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 09Full year 2023 earnings released: EPS: US$6.64 (vs US$14.82 in FY 2022)Full year 2023 results: EPS: US$6.64 (down from US$14.82 in FY 2022). Revenue: US$3.47b (down 29% from FY 2022). Net income: US$142.9m (down 56% from FY 2022). Profit margin: 4.1% (down from 6.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany.お知らせ • Jan 31Patrick Industries, Inc. Announces Executive ChangesPatrick Industries, Inc. announced that Kip Ellis, Executive Vice President of Operations and Chief Operating Officer was named President - Powersports and Housing with responsibility in general for the oversight, leadership, strategic planning, and accounting for Powersports and Housing end market businesses. Jeff Rodino has been named President – RV with responsibility in general for the oversight, leadership, strategic planning, and accounting for RV end market businesses. The Board of Directors has approved the appointment of Hugo Gonzalez as Executive Vice President of Operations and Chief Operating Officer. Mr. Gonzalez, age 43, joined the Company in 2006 and has consistently been promoted to roles with increasing responsibility. He was named Plant Manager for Adorn in 2008 and was promoted to Business Unit Director in 2017. In 2020 he was named as a Group Vice President of Operations before he was promoted to Senior Vice President of RV Operations in 2021. The Board of Directors has also approved the appointment of Charlie Roeder as Executive Vice President of Sales. Mr. Roeder, age 42, joined the company when Patrick acquired the Indiana Transport business unit in 2017, which he was named Business Unit Director. In 2019 he was named Group Vice President of Operations over the Company's Metals group before he was promoted to Senior Vice President of RV Operations in 2020. Mr. Roeder has 18 years of experience in the RV industry and started Indiana Transport in December 2009.お知らせ • Jan 25Patrick Industries, Inc. to Report Q4, 2023 Results on Feb 08, 2024Patrick Industries, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 08, 2024お知らせ • Jan 24Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Sportech, Inc. from Monomoy Capital Partners III, L.P. a fund managed by Monomoy Capital Management, L.P.Patrick Industries, Inc. (NasdaqGS:PATK) entered into a definitive agreement to acquire Sportech, Inc. from Monomoy Capital Partners III, L.P. a fund managed by Monomoy Capital Management, L.P. for approximately $315 million on January 10, 2024. The all-cash transaction will be funded under the Company’s existing credit facility and cash on hand. Following closing, Sportech will continue its operations as a wholly owned subsidiary of Patrick under the Sportech name and within its existing facilities. The acquisition of Sportech is expected to be immediately accretive to profit margins and net income per share. Baird acted as an exclusive financial advisor and Michael Sartor, David Towarnicky, Jared Rusman, Steven Ort, Louis Hernandez, John Kefer, Stephen Brecher, Robert Zitko, Evangelia Podaras, Adam Petravicius, James Dolphin, Jennifer Sheehan, Jacob Clark, Luci Hague, Mike Thorpe and James Mutchnik of Kirkland & Ellis LLP served as legal counsels to Sportech and Monomoy with respect to the transaction. Transaction is subject to customary closing conditions, including regulatory approval and is expected to close on or before January 24, 2024. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Sportech, Inc. from Monomoy Capital Partners III, L.P. a fund managed by Monomoy Capital Management, L.P. on January 24, 2024.お知らせ • Jan 11Patrick Industries, Inc. (NasdaqGS:PATK) entered into a definitive agreement to acquire Sportech, Inc. from Monomoy Capital Partners III, L.P. a fund managed by Monomoy Capital Management, L.P. for approximately $315 million.Patrick Industries, Inc. (NasdaqGS:PATK) entered into a definitive agreement to acquire Sportech, Inc. from Monomoy Capital Partners III, L.P. a fund managed by Monomoy Capital Management, L.P. for approximately $315 million on January 10, 2024. The all-cash transaction will be funded under the Company’s existing credit facility and cash on hand. Following closing, Sportech will continue its operations as a wholly owned subsidiary of Patrick under the Sportech name and within its existing facilities. Baird acted as an exclusive financial advisor and Kirkland & Ellis LLP served as legal counsel to Sportech and Monomoy with respect to the transaction. Transaction is subject to customary closing conditions, including regulatory approval and is expected to close on or before January 24, 2024.Recent Insider Transactions • Dec 17Chairman of the Board recently sold €2.0m worth of stockOn the 14th of December, Todd Cleveland sold around 25k shares on-market at roughly €80.86 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €3.1m. Todd has been a net seller over the last 12 months, reducing personal holdings by €11m.Recent Insider Transactions • Dec 10CEO & Director recently sold €1.2m worth of stockOn the 6th of December, Andy Nemeth sold around 15k shares on-market at roughly €80.61 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.1m. This was Andy's only on-market trade for the last 12 months.Recent Insider Transactions • Nov 19Chairman of the Board recently sold €3.1m worth of stockOn the 15th of November, Todd Cleveland sold around 40k shares on-market at roughly €76.92 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Todd has been a net seller over the last 12 months, reducing personal holdings by €8.0m.お知らせ • Nov 17Patrick Industries, Inc. Approves Quarterly Cash Dividend, Payable on December 11, 2023Patrick Industries, Inc. announced that on November 15, 2023, its board of directors approved an increase in the amount of its quarterly cash dividend on its common stock to $0.55 per share from $0.45 per share. The dividend is payable on December 11, 2023, to shareholders of record at the close of business on November 27, 2023.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.84 (vs US$2.66 in 3Q 2022)Third quarter 2023 results: EPS: US$1.84 (down from US$2.66 in 3Q 2022). Revenue: US$866.1m (down 22% from 3Q 2022). Net income: US$39.6m (down 33% from 3Q 2022). Profit margin: 4.6% (down from 5.3% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Germany.お知らせ • Oct 13Patrick Industries, Inc. to Report Q3, 2023 Results on Oct 26, 2023Patrick Industries, Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 26, 2023お知らせ • Aug 19Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on September 11, 2023Patrick Industries, Inc. announced that on August 17, 2023, its Board of Directors declared a quarterly cash dividend on its common stock of $0.45 per share. The dividend is payable on September 11, 2023, to shareholders of record at the close of business on August 28, 2023.New Risk • Jul 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.4% Last year net profit margin: 6.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (119% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.4% net profit margin). Significant insider selling over the past 3 months (€4.9m sold).Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$1.97 (vs US$5.24 in 2Q 2022)Second quarter 2023 results: EPS: US$1.97 (down from US$5.24 in 2Q 2022). Revenue: US$920.7m (down 38% from 2Q 2022). Net income: US$42.4m (down 64% from 2Q 2022). Profit margin: 4.6% (down from 7.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany.お知らせ • Jul 14Patrick Industries, Inc. to Report Q2, 2023 Results on Jul 27, 2023Patrick Industries, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Jul 27, 2023Recent Insider Transactions • Jun 12Chairman of the Board recently sold €1.0m worth of stockOn the 6th of June, Todd Cleveland sold around 15k shares on-market at roughly €69.56 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €2.0m. Todd has been a net seller over the last 12 months, reducing personal holdings by €7.4m.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €72.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Auto Components industry in Germany. Total returns to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €82.51 per share.Recent Insider Transactions • May 28Chairman of the Board recently sold €1.9m worth of stockOn the 24th of May, Todd Cleveland sold around 30k shares on-market at roughly €64.01 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Todd has been a net seller over the last 12 months, reducing personal holdings by €4.4m.お知らせ • May 27Patrick Industries, Inc. Declares Quarterly Dividend, Payable on June 26, 2023Patrick Industries, Inc. announced that on May 25, 2023, its Board of Directors declared a quarterly cash dividend on its common stock of $0.45 per share. The dividend is payable on June 26, 2023, to shareholders of record at the close of business on June 12, 2023.Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: US$1.40 (vs US$5.00 in 1Q 2022)First quarter 2023 results: EPS: US$1.40 (down from US$5.00 in 1Q 2022). Revenue: US$900.1m (down 33% from 1Q 2022). Net income: US$30.2m (down 73% from 1Q 2022). Profit margin: 3.4% (down from 8.4% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 5.9% growth forecast for the Auto Components industry in Germany.Buying Opportunity • Apr 24Now 21% undervaluedOver the last 90 days, the stock is up 3.3%. The fair value is estimated to be €79.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to decline by 15% in 2 years. Earnings is forecast to decline by 39% in the next 2 years.Buying Opportunity • Apr 02Now 20% undervaluedOver the last 90 days, the stock is up 8.0%. The fair value is estimated to be €76.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to decline by 16% in 2 years. Earnings is forecast to decline by 38% in the next 2 years.Buying Opportunity • Mar 14Now 22% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €82.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to decline by 15% in 2 years. Earnings is forecast to decline by 38% in the next 2 years.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$14.82 (vs US$9.87 in FY 2021)Full year 2022 results: EPS: US$14.82 (up from US$9.87 in FY 2021). Revenue: US$4.88b (up 20% from FY 2021). Net income: US$328.2m (up 46% from FY 2021). Profit margin: 6.7% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 8.0% p.a. on average during the next 2 years, while revenues in the Auto Components industry in Germany are expected to grow by 5.7%.お知らせ • Feb 10Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 6, 2023Patrick Industries, Inc. on February 6, 2023, the Company's Board of Directors declared a quarterly cash dividend of $0.45 per share of common stock. The dividend is payable on March 6, 2023, to shareholders of record at the close of business on February 21, 2023.お知らせ • Jan 27Patrick Industries, Inc. to Report Q4, 2022 Results on Feb 09, 2023Patrick Industries, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 09, 2023お知らせ • Jan 05Patrick Industries, Inc. Appoints Todd Cleveland as ChairmanEffective as of January 1, 2023, Todd Cleveland was appointed as Chairman of the Board of Patrick Industries, Inc. (the “Company”). Previously he was Executive Chairman of the Board.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Independent Director Denis Suggs was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$2.66 (vs US$2.52 in 3Q 2021)Third quarter 2022 results: EPS: US$2.66 (up from US$2.52 in 3Q 2021). Revenue: US$1.11b (up 4.9% from 3Q 2021). Net income: US$58.8m (up 2.5% from 3Q 2021). Profit margin: 5.3% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 11% p.a. on average during the next 2 years, while revenues in the Auto Components industry in Germany are expected to grow by 6.4%.Recent Insider Transactions • Aug 20Executive Chairman of the Board recently sold €2.5m worth of stockOn the 16th of August, Todd Cleveland sold around 40k shares on-market at roughly €63.11 per share. This was the largest sale by an insider in the last 3 months. Todd has been a seller over the last 12 months, reducing personal holdings by €7.0m.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$5.24 (vs US$2.57 in 2Q 2021)Second quarter 2022 results: EPS: US$5.24 (up from US$2.57 in 2Q 2021). Revenue: US$1.48b (up 45% from 2Q 2021). Net income: US$116.5m (up 98% from 2Q 2021). Profit margin: 7.9% (up from 5.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 2.8% compared to a 10% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €54.50, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Auto Components industry in Germany. Total loss to shareholders of 23% over the past year.お知らせ • May 14Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on June 13, 2022Patrick Industries, Inc. announced that on May 12, 2022, its board of directors declared a quarterly cash dividend on its common stock of $0.33 per share. The dividend is payable on June 13, 2022, to shareholders of record at the close of business on May 31, 2022.お知らせ • May 10Patrick Industries, Inc. (NASDAQ: PATK) acquired Diamondback Towers, LLC.Patrick Industries, Inc. (NASDAQ: PATK) acquired Diamondback Towers, LLC on May 9, 2022. Patrick Industries, Inc. (NASDAQ: PATK) completed the acquisition of Diamondback Towers, LLC on May 9, 2022.Recent Insider Transactions • May 08Executive Chairman of the Board recently sold €960k worth of stockOn the 6th of May, Todd Cleveland sold around 15k shares on-market at roughly €63.97 per share. This was the largest sale by an insider in the last 3 months. Todd has been a seller over the last 12 months, reducing personal holdings by €4.1m.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$5.00 (vs US$2.09 in 1Q 2021)First quarter 2022 results: EPS: US$5.00 (up from US$2.09 in 1Q 2021). Revenue: US$1.34b (up 58% from 1Q 2021). Net income: US$112.7m (up 137% from 1Q 2021). Profit margin: 8.4% (up from 5.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.6%, compared to a 9.4% growth forecast for the industry in Germany.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Independent Director Denis Suggs was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 15Patrick Industries, Inc. to Report Q1, 2022 Results on Apr 28, 2022Patrick Industries, Inc. announced that they will report Q1, 2022 results Pre-Market on Apr 28, 2022お知らせ • Apr 12Patrick Industries, Inc., Annual General Meeting, May 12, 2022Patrick Industries, Inc., Annual General Meeting, May 12, 2022, at 10:00 Eastern Daylight.Board Change • Apr 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Independent Director Denis Suggs was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 25Patrick Industries, Inc. (NasdaqGS:PATK) signed a definitive agreement to acquire Rockford Corporation (OTCPK:ROFO).Patrick Industries, Inc. (NasdaqGS:PATK) signed a definitive agreement to acquire Rockford Corporation (OTCPK:ROFO) on February 24, 2022. Following closing, Rockford will continue its operations as a wholly owned subsidiary of Patrick in its existing facility in Tempe, Arizona. The transaction is expected to close on March 7, 2022.お知らせ • Feb 24Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 21, 2022Patrick Industries, Inc. announced that on February 22, 2022, its Board of Directors declared a quarterly cash dividend on its common stock of $0.33 per share. The dividend is payable on March 21, 2022, to shareholders of record at the close of business on March 7, 2022.Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$9.87 (up from US$4.27 in FY 2020). Revenue: US$4.08b (up 64% from FY 2020). Net income: US$224.9m (up 132% from FY 2020). Profit margin: 5.5% (up from 3.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 4.5% compared to a 3.1% decline forecast for the industry in Germany.お知らせ • Jan 28Patrick Industries, Inc. to Report Q4, 2021 Results on Feb 10, 2022Patrick Industries, Inc. announced that they will report Q4, 2021 results Pre-Market on Feb 10, 2022Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €55.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Auto Components industry in Germany.お知らせ • Nov 24Patrick Industries, Inc. (NasdaqGS:PATK) acquired Williamsburg Marine LLC and Williamsburg Furniture, Inc.Patrick Industries, Inc. (NasdaqGS:PATK) acquired Williamsburg Marine LLC and Williamsburg Furniture, Inc. on November 22, 2021. The Williamsburg businesses will continue to operate on a stand-alone basis under their respective brand names in their existing facilities. Aggregate trailing 12-months revenue of Williamsburg Marine LLC and Williamsburg Furniture, Inc. through October 2021 was approximately $41 million. The acquisitions are expected to be immediately accretive to net income per share of Patrick Industries, Inc. Patrick Industries, Inc. (NasdaqGS:PATK) acquired Williamsburg Marine LLC and Williamsburg Furniture, Inc. on November 22, 2021.Upcoming Dividend • Nov 19Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 26 November 2021. Payment date: 13 December 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.9%).Recent Insider Transactions • Nov 10Independent Director recently sold €277k worth of stockOn the 5th of November, Michael Kitson sold around 4k shares on-market at roughly €68.83 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.5m. Insiders have been net sellers, collectively disposing of €4.3m more than they bought in the last 12 months.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$2.52 (vs US$1.65 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.06b (up 51% from 3Q 2020). Net income: US$57.4m (up 54% from 3Q 2020). Profit margin: 5.4% (up from 5.3% in 3Q 2020). The increase in margin was driven by higher revenue.お知らせ • Aug 31Patrick Industries, Inc. (NasdaqGS:PATK) acquired Tumacs Boat Covers.Patrick Industries, Inc. (NasdaqGS:PATK) acquired Tumacs Boat Covers on August 30, 2021. The Tumacs Boat business will continue to operate on a stand-alone basis under the Tumacs Covers brand name in its existing facilities. Bob McCall, President of Tumacs and the Tumacs team are joining Patrick Industries. The acquisition is expected to be immediately accretive to earnings per share. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Tumacs Boat Covers on August 30, 2021.Recent Insider Transactions • Aug 28Executive Chairman of the Board recently sold €1.5m worth of stockOn the 26th of August, Todd Cleveland sold around 21k shares on-market at roughly €72.85 per share. This was the largest sale by an insider in the last 3 months. Todd has been a seller over the last 12 months, reducing personal holdings by €2.7m.お知らせ • Aug 10Patrick Industries, Inc. (NasdaqGS:PATK) acquired Coyote Mfg Co from David Money and Tony Lanier.Patrick Industries, Inc. (NasdaqGS:PATK) acquired Coyote Mfg Co from David Money and Tony Lanier on August 9, 2021. he business will continue to operate on a stand-alone basis under the Coyote brand name in its existing facility. Coyote team will be joining Patrick. The acquisition is expected to be immediately accretive to earnings per share. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Coyote Mfg Co from David Money and Tony Lanier on August 9, 2021.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$2.57 (vs US$0.031 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.02b (up 141% from 2Q 2020). Net income: US$59.0m (up US$58.3m from 2Q 2020). Profit margin: 5.8% (up from 0.2% in 2Q 2020). The increase in margin was driven by higher revenue.お知らせ • Jun 28+ 2 more updatesPatrick Industries, Inc.(NasdaqGS:PATK) dropped from Russell 3000E Value IndexPatrick Industries, Inc.(NasdaqGS:PATK) dropped from Russell 3000E Value IndexRecent Insider Transactions • Jun 08Executive Chairman of the Board recently sold €1.2m worth of stockOn the 2nd of June, Todd Cleveland sold around 16k shares on-market at roughly €71.35 per share. This was the largest sale by an insider in the last 3 months. This was Todd's only on-market trade for the last 12 months.業績と収益の成長予測DB:PK2 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20274,2512113313901012/31/20264,026176290368103/29/20263,945136189275N/A12/31/20253,951135242329N/A9/28/20253,873121183301N/A6/29/20253,817126234344N/A3/30/20253,786142224332N/A12/31/20243,716138223327N/A9/29/20243,651155274339N/A6/30/20243,597153345403N/A3/31/20243,501148388445N/A12/31/20233,468143347409N/A10/1/20233,639152412476N/A7/2/20233,885172444516N/A4/2/20234,440246352434N/A12/31/20224,882328332412N/A9/25/20225,077349250335N/A6/26/20225,026348165248N/A3/27/20224,570290110179N/A12/31/20214,078225185252N/A9/26/20213,703202141195N/A6/27/20213,344182152200N/A3/28/20212,748123159197N/A12/31/20202,48797128160N/A9/27/20202,26379156183N/A6/28/20202,12963117138N/A3/29/20202,31890152178N/A12/31/20192,33790N/A192N/A9/29/20192,31997N/A195N/A6/30/20192,328103N/A203N/A3/31/20192,319111N/A202N/A12/31/20182,263120N/A200N/A9/30/20182,207122N/A194N/A7/1/20182,040112N/A171N/A4/1/20181,84298N/A137N/A12/31/20171,63686N/A100N/A9/24/20171,48470N/A78N/A6/25/20171,38164N/A98N/A3/26/20171,28960N/A71N/A12/31/20161,22256N/A97N/A9/25/20161,14754N/A93N/A6/26/20161,05751N/A59N/A3/27/201697646N/A85N/A12/31/201592042N/A67N/A9/27/201586137N/A48N/A6/28/201583536N/A56N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PK2の予測収益成長率 (年間24.3% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: PK2の収益 ( 24.3% ) はGerman市場 ( 16.9% ) よりも速いペースで成長すると予測されています。高成長収益: PK2の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: PK2の収益 ( 4.3% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: PK2の収益 ( 4.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: PK2の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 23:01終値2026/05/21 00:00収益2026/03/29年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Patrick Industries, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Craig KennisonBairdMichael AlbaneseBenchmark CompanyTristan Thomas-MartinBMO Capital Markets Equity Research11 その他のアナリストを表示
お知らせ • May 16Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on June 8, 2026Patrick Industries, Inc. announced that on May 14, 2026 its Board of Directors declared a quarterly cash dividend on its common stock of $0.47 per share. The dividend is payable on June 8, 2026 to shareholders of record at the close of business on May 26, 2026.
お知らせ • Apr 19LCI Industries Reportedly in Merger Talks with PatrickLCI Industries (NYSE:LCII) shares rose 6% on April 17, 2026 after Bloomberg reported the company is in talks to combine with rival recreational-vehicle supplier Patrick Industries, Inc. (NasdaqGS:PATK). The companies are negotiating a potential all-stock transaction, according to people familiar with the matter cited in the Bloomberg report. A deal could be announced in the coming weeks, the people said. Both companies operate in the recreational-vehicle supply sector. The potential merger would combine two competitors in the RV components and parts industry.
お知らせ • Apr 17Patrick Industries, Inc. to Report Q1, 2026 Results on Apr 30, 2026Patrick Industries, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
お知らせ • Feb 21Patrick Industries, Inc., Annual General Meeting, May 14, 2026Patrick Industries, Inc., Annual General Meeting, May 14, 2026.
お知らせ • Feb 05Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 9, 2026On February 2, 2026, Board of Directors of Patrick Industries, Inc. declared a quarterly cash dividend of $0.47 per share of common stock. The dividend is payable on March 9, 2026, to shareholders of record at the close of business on February 23, 2026.
お知らせ • Jan 23Patrick Industries, Inc. to Report Q4, 2025 Results on Feb 05, 2026Patrick Industries, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 05, 2026
お知らせ • Jan 06+ 1 more updatePatrick Industries, Inc. Announces Chief Financial Officer ChangesPatrick Industries, Inc. announced the appointment of Matthew Filer, age 53, as Chief Financial Officer, in alignment with the Company's executive succession plan. He will succeed Andrew Roeder, who informed the Company on December 29, 2025 that he will step down from his role as Executive Vice President – Finance, Chief Financial Officer and Treasurer. Mr. Roeder will remain with the Company through the filing date of its Form 10-K for the fiscal year ended December 31, 2025. Mr. Filer joined the Company as Senior Vice President of Finance in November 2022, served as Interim Executive Vice President – Finance, Chief Financial Officer, and Treasurer of the Company from May 2023 to March 2024, and was elected Chief Accounting Officer in May 2024.
お知らせ • Dec 19Patrick Industries, Inc. (NasdaqGS:PATK) acquired Egis Group LLC.Patrick Industries, Inc. (NasdaqGS:PATK) acquired Egis Group LLC on December 18, 2025. In separate transaction, Patrick Industries, Inc. acquired Quality Engineered Services. Combined revenue for QES and Egis on a trailing 12-month basis through November 2025 was approximately $39 million. QES and Egis will continue to operate under their existing brand names and within their current facilities. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Egis Group LLC on December 18, 2025.
お知らせ • Dec 16Patrick Industries, Inc. Announces Management Changes, Effective December 12, 2025On December 12, 2025, Patrick Industries, Inc. announced that Kip B. Ellis, President – Powersports and Housing, notified the company of his decision to resign from the company as an officer and employee effective December 12, 2025, to pursue interests outside of the Company. Mr. Ellis does not have any disagreement with the Company on any matter, including any matter relating to the Company’s operations, policies or practices. With Mr. Ellis’s resignation, the company has appointed Hugo E. Gonzalez, currently Executive Vice President – Operations and Chief Operation Officer, to serve as the company’s President - Powersports and Housing effective December 12, 2025, and in alignment with the company’s succession plan.
お知らせ • Nov 21Patrick Industries, Inc. Announces Increase to Regular Quarterly Cash Dividend, Payable on December 15, 2025Patrick Industries, Inc. announced that on November 19, 2025, its Board of Directors approved an increase in the amount of its quarterly cash dividend on its common stock to $0.47 per share from $0.40 per share. The dividend is payable on December 15, 2025 to shareholders of record at the close of business on December 1, 2025.
お知らせ • Oct 17Patrick Industries, Inc. to Report Q3, 2025 Results on Oct 30, 2025Patrick Industries, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025
お知らせ • Oct 03Patrick Industries, Inc. Appoints Jeff Rodino as PresidentPatrick Industries, Inc. announced that Jeff Rodino will assume the role of President with responsibility for leadership, strategic planning and financial performance.
お知らせ • Aug 16Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on September 8, 2025Patrick Industries, Inc. announced that on August 14, 2025, its Board of Directors declared a quarterly cash dividend on its common stock of $0.40 per share. The dividend is payable on September 8, 2025 to shareholders of record at the close of business on August 25, 2025.
お知らせ • Jul 18Patrick Industries, Inc. to Report Q2, 2025 Results on Jul 31, 2025Patrick Industries, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025
お知らせ • May 16Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on June 9, 2025Patrick Industries, Inc. declared a quarterly cash dividend on its common stock of $0.40 per share. The dividend is payable on June 9, 2025 to shareholders of record at the close of business on May 27, 2025.
お知らせ • Apr 18Patrick Industries, Inc. to Report Q1, 2025 Results on May 01, 2025Patrick Industries, Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025
お知らせ • Feb 24+ 1 more updatePatrick Industries, Inc., Annual General Meeting, May 15, 2025Patrick Industries, Inc., Annual General Meeting, May 15, 2025.
お知らせ • Feb 08Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 3, 2025On February 3, 2025, the Board of Directors of Patrick Industries, Inc. declared a quarterly cash dividend of $0.40 per share of common stock, which will be payable on March 3, 2025, to shareholders of record at the close of business on February 18, 2025.
お知らせ • Feb 03Patrick Industries, Inc. (NasdaqGS:PATK) acquired Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO).Patrick Industries, Inc. (NasdaqGS:PATK) acquired Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO) on February 3, 2025. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Elkhart Composites, Inc. from THOR Industries, Inc. (NYSE:THO) on February 3, 2025.
お知らせ • Jan 24Patrick Industries, Inc. to Report Q4, 2024 Results on Feb 06, 2025Patrick Industries, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 06, 2025
お知らせ • Nov 16Patrick Industries, Inc. Announces Quarterly Cash Dividend, Payable on December 9, 2024Patrick Industries, Inc. announced that on November 14, 2024, its Board of Directors (the "Board") approved an increase in the amount of its quarterly cash dividend on its common stock to $0.60 per share from $0.55 per share. The dividend is payable on December 9, 2024 to shareholders of record at the close of business on November 25, 2024.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.88 (vs US$1.84 in 3Q 2023)Third quarter 2024 results: EPS: US$1.88 (up from US$1.84 in 3Q 2023). Revenue: US$919.4m (up 6.2% from 3Q 2023). Net income: US$40.9m (up 3.3% from 3Q 2023). Profit margin: 4.4% (down from 4.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
お知らせ • Oct 18Patrick Industries, Inc. to Report Q3, 2024 Results on Oct 31, 2024Patrick Industries, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024
Recent Insider Transactions • Sep 16President of RV recently sold €2.4m worth of stockOn the 12th of September, Jeffrey Rodino sold around 20k shares on-market at roughly €119 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €22m more than they bought in the last 12 months.
お知らせ • Sep 09Patrick Industries, Inc. (NasdaqGS:PATK) acquired Icon Direct Inc.Patrick Industries, Inc. (NasdaqGS:PATK) acquired Icon Direct Inc. on September 9, 2024. Consistent with our other acquisitions, RecPro will continue to operate under its existing brand name and within its current facilities. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Icon Direct Inc. on September 9, 2024.
お知らせ • Aug 16Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on September 9, 2024Patrick Industries, Inc. announced that on August 15, 2024, its Board of Directors declared a quarterly cash dividend on its common stock of $0.55 per share. The dividend is payable on September 9, 2024 to shareholders of record at the close of business on August 26, 2024.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$2.20 (vs US$1.97 in 2Q 2023)Second quarter 2024 results: EPS: US$2.20 (up from US$1.97 in 2Q 2023). Revenue: US$1.02b (up 10% from 2Q 2023). Net income: US$47.9m (up 13% from 2Q 2023). Profit margin: 4.7% (up from 4.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Aug 01Patrick Industries, Inc. Appoints Matthew S. Filer as Chief Accounting OfficerMatthew S. Filer was elected as Chief Accounting Officer of Patrick Industries, Inc. on May 16, 2024. Mr. Filer joined the company in November 2022 and served as the Company's Senior Vice President - Finance. He served as Interim Executive Vice President - Finance, Chief Financial Officer, and Treasurer from May 2023 to March 2024, at which point he resumed his role as Senior Vice President - Finance.
お知らせ • Jul 19Patrick Industries, Inc. to Report Q2, 2024 Results on Aug 01, 2024Patrick Industries, Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €112, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 7x in the Auto Components industry in Germany. Total returns to shareholders of 87% over the past three years.
お知らせ • Jul 03Patrick Industries, Inc.(NasdaqGS:PATK) dropped from Russell 2000 Value-Defensive IndexPatrick Industries, Inc.(NasdaqGS:PATK) dropped from Russell 2000 Value-Defensive Index
Declared Dividend • May 24First quarter dividend of US$0.55 announcedShareholders will receive a dividend of US$0.55. Ex-date: 3rd June 2024 Payment date: 17th June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 19% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on June 17, 2024Patrick Industries, Inc. announced that on May 16, 2024, its Board of Directors (the "Board") declared a quarterly cash dividend on its common stock of $0.55 per share. The dividend is payable on June 17, 2024 to shareholders of record at the close of business on June 3, 2024.
Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$1.62 (vs US$1.40 in 1Q 2023)First quarter 2024 results: EPS: US$1.62 (up from US$1.40 in 1Q 2023). Revenue: US$933.5m (up 3.7% from 1Q 2023). Net income: US$35.1m (up 16% from 1Q 2023). Profit margin: 3.8% (up from 3.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Apr 20Patrick Industries, Inc. to Report Q1, 2024 Results on May 02, 2024Patrick Industries, Inc. announced that they will report Q1, 2024 results Pre-Market on May 02, 2024
お知らせ • Apr 02Patrick Industries, Inc., Annual General Meeting, May 16, 2024Patrick Industries, Inc., Annual General Meeting, May 16, 2024, at 10:00 Eastern Standard Time. Agenda: To elect nine directors to the Board of Directors to serve until the 2025 Annual Meeting of Shareholders; to ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year 2024; and to approve, in an advisory and non-binding vote, the compensation of the Company’s named executive officers for fiscal year 2023 as disclosed in the Proxy Statement (a “Say-on- Pay” vote).
お知らせ • Mar 05+ 1 more updatePatrick Industries, Inc. Announces Chief Financial Officer ChangesPatrick Industries, Inc. appointed Andy Roeder as Chief Financial Officer, effective March 5, 2024. Prior to joining Patrick, Mr. Roeder served as Chief Financial Officer of Polaris Boats from 2018 to the present. Prior to his role at Polaris, Inc. he was the CFO of Bennington Marine from 2016 to 2018, and the Director of Financial Planning & Analysis for Bennington from 2014 to 2015. Mr. Roeder began his career with Ernst & Young in 2000 and during his tenure was promoted to successive roles with greater responsibility. He received his Bachelor of Science in Finance from Indiana University and his Master of Science in Accountancy from the University of Notre Dame. The company thanks Matt Filer who served as its Interim CFO since May 2023. Matt will resume his previous role and growth trajectory as Senior Vice President-Finance in addition to taking on the role of Corporate Controller, while providing support to Andy as he begins his new role.
Recent Insider Transactions • Feb 28President of Powersports & Housing recently sold €1.9m worth of stockOn the 26th of February, Kip Ellis sold around 18k shares on-market at roughly €106 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.0m. Insiders have been net sellers, collectively disposing of €17m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 19Independent Director recently sold €339k worth of stockOn the 15th of February, Michael Kitson sold around 3k shares on-market at roughly €103 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.0m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.
Declared Dividend • Feb 12Fourth quarter dividend of US$0.55 announcedShareholders will receive a dividend of US$0.55. Ex-date: 16th February 2024 Payment date: 4th March 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 41% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: US$6.64 (vs US$14.82 in FY 2022)Full year 2023 results: EPS: US$6.64 (down from US$14.82 in FY 2022). Revenue: US$3.47b (down 29% from FY 2022). Net income: US$142.9m (down 56% from FY 2022). Profit margin: 4.1% (down from 6.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany.
お知らせ • Jan 31Patrick Industries, Inc. Announces Executive ChangesPatrick Industries, Inc. announced that Kip Ellis, Executive Vice President of Operations and Chief Operating Officer was named President - Powersports and Housing with responsibility in general for the oversight, leadership, strategic planning, and accounting for Powersports and Housing end market businesses. Jeff Rodino has been named President – RV with responsibility in general for the oversight, leadership, strategic planning, and accounting for RV end market businesses. The Board of Directors has approved the appointment of Hugo Gonzalez as Executive Vice President of Operations and Chief Operating Officer. Mr. Gonzalez, age 43, joined the Company in 2006 and has consistently been promoted to roles with increasing responsibility. He was named Plant Manager for Adorn in 2008 and was promoted to Business Unit Director in 2017. In 2020 he was named as a Group Vice President of Operations before he was promoted to Senior Vice President of RV Operations in 2021. The Board of Directors has also approved the appointment of Charlie Roeder as Executive Vice President of Sales. Mr. Roeder, age 42, joined the company when Patrick acquired the Indiana Transport business unit in 2017, which he was named Business Unit Director. In 2019 he was named Group Vice President of Operations over the Company's Metals group before he was promoted to Senior Vice President of RV Operations in 2020. Mr. Roeder has 18 years of experience in the RV industry and started Indiana Transport in December 2009.
お知らせ • Jan 25Patrick Industries, Inc. to Report Q4, 2023 Results on Feb 08, 2024Patrick Industries, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 08, 2024
お知らせ • Jan 24Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Sportech, Inc. from Monomoy Capital Partners III, L.P. a fund managed by Monomoy Capital Management, L.P.Patrick Industries, Inc. (NasdaqGS:PATK) entered into a definitive agreement to acquire Sportech, Inc. from Monomoy Capital Partners III, L.P. a fund managed by Monomoy Capital Management, L.P. for approximately $315 million on January 10, 2024. The all-cash transaction will be funded under the Company’s existing credit facility and cash on hand. Following closing, Sportech will continue its operations as a wholly owned subsidiary of Patrick under the Sportech name and within its existing facilities. The acquisition of Sportech is expected to be immediately accretive to profit margins and net income per share. Baird acted as an exclusive financial advisor and Michael Sartor, David Towarnicky, Jared Rusman, Steven Ort, Louis Hernandez, John Kefer, Stephen Brecher, Robert Zitko, Evangelia Podaras, Adam Petravicius, James Dolphin, Jennifer Sheehan, Jacob Clark, Luci Hague, Mike Thorpe and James Mutchnik of Kirkland & Ellis LLP served as legal counsels to Sportech and Monomoy with respect to the transaction. Transaction is subject to customary closing conditions, including regulatory approval and is expected to close on or before January 24, 2024. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Sportech, Inc. from Monomoy Capital Partners III, L.P. a fund managed by Monomoy Capital Management, L.P. on January 24, 2024.
お知らせ • Jan 11Patrick Industries, Inc. (NasdaqGS:PATK) entered into a definitive agreement to acquire Sportech, Inc. from Monomoy Capital Partners III, L.P. a fund managed by Monomoy Capital Management, L.P. for approximately $315 million.Patrick Industries, Inc. (NasdaqGS:PATK) entered into a definitive agreement to acquire Sportech, Inc. from Monomoy Capital Partners III, L.P. a fund managed by Monomoy Capital Management, L.P. for approximately $315 million on January 10, 2024. The all-cash transaction will be funded under the Company’s existing credit facility and cash on hand. Following closing, Sportech will continue its operations as a wholly owned subsidiary of Patrick under the Sportech name and within its existing facilities. Baird acted as an exclusive financial advisor and Kirkland & Ellis LLP served as legal counsel to Sportech and Monomoy with respect to the transaction. Transaction is subject to customary closing conditions, including regulatory approval and is expected to close on or before January 24, 2024.
Recent Insider Transactions • Dec 17Chairman of the Board recently sold €2.0m worth of stockOn the 14th of December, Todd Cleveland sold around 25k shares on-market at roughly €80.86 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €3.1m. Todd has been a net seller over the last 12 months, reducing personal holdings by €11m.
Recent Insider Transactions • Dec 10CEO & Director recently sold €1.2m worth of stockOn the 6th of December, Andy Nemeth sold around 15k shares on-market at roughly €80.61 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.1m. This was Andy's only on-market trade for the last 12 months.
Recent Insider Transactions • Nov 19Chairman of the Board recently sold €3.1m worth of stockOn the 15th of November, Todd Cleveland sold around 40k shares on-market at roughly €76.92 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Todd has been a net seller over the last 12 months, reducing personal holdings by €8.0m.
お知らせ • Nov 17Patrick Industries, Inc. Approves Quarterly Cash Dividend, Payable on December 11, 2023Patrick Industries, Inc. announced that on November 15, 2023, its board of directors approved an increase in the amount of its quarterly cash dividend on its common stock to $0.55 per share from $0.45 per share. The dividend is payable on December 11, 2023, to shareholders of record at the close of business on November 27, 2023.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.84 (vs US$2.66 in 3Q 2022)Third quarter 2023 results: EPS: US$1.84 (down from US$2.66 in 3Q 2022). Revenue: US$866.1m (down 22% from 3Q 2022). Net income: US$39.6m (down 33% from 3Q 2022). Profit margin: 4.6% (down from 5.3% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Germany.
お知らせ • Oct 13Patrick Industries, Inc. to Report Q3, 2023 Results on Oct 26, 2023Patrick Industries, Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 26, 2023
お知らせ • Aug 19Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on September 11, 2023Patrick Industries, Inc. announced that on August 17, 2023, its Board of Directors declared a quarterly cash dividend on its common stock of $0.45 per share. The dividend is payable on September 11, 2023, to shareholders of record at the close of business on August 28, 2023.
New Risk • Jul 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.4% Last year net profit margin: 6.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (119% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (4.4% net profit margin). Significant insider selling over the past 3 months (€4.9m sold).
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$1.97 (vs US$5.24 in 2Q 2022)Second quarter 2023 results: EPS: US$1.97 (down from US$5.24 in 2Q 2022). Revenue: US$920.7m (down 38% from 2Q 2022). Net income: US$42.4m (down 64% from 2Q 2022). Profit margin: 4.6% (down from 7.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany.
お知らせ • Jul 14Patrick Industries, Inc. to Report Q2, 2023 Results on Jul 27, 2023Patrick Industries, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Jul 27, 2023
Recent Insider Transactions • Jun 12Chairman of the Board recently sold €1.0m worth of stockOn the 6th of June, Todd Cleveland sold around 15k shares on-market at roughly €69.56 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €2.0m. Todd has been a net seller over the last 12 months, reducing personal holdings by €7.4m.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €72.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Auto Components industry in Germany. Total returns to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €82.51 per share.
Recent Insider Transactions • May 28Chairman of the Board recently sold €1.9m worth of stockOn the 24th of May, Todd Cleveland sold around 30k shares on-market at roughly €64.01 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Todd has been a net seller over the last 12 months, reducing personal holdings by €4.4m.
お知らせ • May 27Patrick Industries, Inc. Declares Quarterly Dividend, Payable on June 26, 2023Patrick Industries, Inc. announced that on May 25, 2023, its Board of Directors declared a quarterly cash dividend on its common stock of $0.45 per share. The dividend is payable on June 26, 2023, to shareholders of record at the close of business on June 12, 2023.
Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: US$1.40 (vs US$5.00 in 1Q 2022)First quarter 2023 results: EPS: US$1.40 (down from US$5.00 in 1Q 2022). Revenue: US$900.1m (down 33% from 1Q 2022). Net income: US$30.2m (down 73% from 1Q 2022). Profit margin: 3.4% (down from 8.4% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 5.9% growth forecast for the Auto Components industry in Germany.
Buying Opportunity • Apr 24Now 21% undervaluedOver the last 90 days, the stock is up 3.3%. The fair value is estimated to be €79.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to decline by 15% in 2 years. Earnings is forecast to decline by 39% in the next 2 years.
Buying Opportunity • Apr 02Now 20% undervaluedOver the last 90 days, the stock is up 8.0%. The fair value is estimated to be €76.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to decline by 16% in 2 years. Earnings is forecast to decline by 38% in the next 2 years.
Buying Opportunity • Mar 14Now 22% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €82.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 57%. Revenue is forecast to decline by 15% in 2 years. Earnings is forecast to decline by 38% in the next 2 years.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$14.82 (vs US$9.87 in FY 2021)Full year 2022 results: EPS: US$14.82 (up from US$9.87 in FY 2021). Revenue: US$4.88b (up 20% from FY 2021). Net income: US$328.2m (up 46% from FY 2021). Profit margin: 6.7% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 8.0% p.a. on average during the next 2 years, while revenues in the Auto Components industry in Germany are expected to grow by 5.7%.
お知らせ • Feb 10Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 6, 2023Patrick Industries, Inc. on February 6, 2023, the Company's Board of Directors declared a quarterly cash dividend of $0.45 per share of common stock. The dividend is payable on March 6, 2023, to shareholders of record at the close of business on February 21, 2023.
お知らせ • Jan 27Patrick Industries, Inc. to Report Q4, 2022 Results on Feb 09, 2023Patrick Industries, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 09, 2023
お知らせ • Jan 05Patrick Industries, Inc. Appoints Todd Cleveland as ChairmanEffective as of January 1, 2023, Todd Cleveland was appointed as Chairman of the Board of Patrick Industries, Inc. (the “Company”). Previously he was Executive Chairman of the Board.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Independent Director Denis Suggs was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$2.66 (vs US$2.52 in 3Q 2021)Third quarter 2022 results: EPS: US$2.66 (up from US$2.52 in 3Q 2021). Revenue: US$1.11b (up 4.9% from 3Q 2021). Net income: US$58.8m (up 2.5% from 3Q 2021). Profit margin: 5.3% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 11% p.a. on average during the next 2 years, while revenues in the Auto Components industry in Germany are expected to grow by 6.4%.
Recent Insider Transactions • Aug 20Executive Chairman of the Board recently sold €2.5m worth of stockOn the 16th of August, Todd Cleveland sold around 40k shares on-market at roughly €63.11 per share. This was the largest sale by an insider in the last 3 months. Todd has been a seller over the last 12 months, reducing personal holdings by €7.0m.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$5.24 (vs US$2.57 in 2Q 2021)Second quarter 2022 results: EPS: US$5.24 (up from US$2.57 in 2Q 2021). Revenue: US$1.48b (up 45% from 2Q 2021). Net income: US$116.5m (up 98% from 2Q 2021). Profit margin: 7.9% (up from 5.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 2.8% compared to a 10% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €54.50, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Auto Components industry in Germany. Total loss to shareholders of 23% over the past year.
お知らせ • May 14Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on June 13, 2022Patrick Industries, Inc. announced that on May 12, 2022, its board of directors declared a quarterly cash dividend on its common stock of $0.33 per share. The dividend is payable on June 13, 2022, to shareholders of record at the close of business on May 31, 2022.
お知らせ • May 10Patrick Industries, Inc. (NASDAQ: PATK) acquired Diamondback Towers, LLC.Patrick Industries, Inc. (NASDAQ: PATK) acquired Diamondback Towers, LLC on May 9, 2022. Patrick Industries, Inc. (NASDAQ: PATK) completed the acquisition of Diamondback Towers, LLC on May 9, 2022.
Recent Insider Transactions • May 08Executive Chairman of the Board recently sold €960k worth of stockOn the 6th of May, Todd Cleveland sold around 15k shares on-market at roughly €63.97 per share. This was the largest sale by an insider in the last 3 months. Todd has been a seller over the last 12 months, reducing personal holdings by €4.1m.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$5.00 (vs US$2.09 in 1Q 2021)First quarter 2022 results: EPS: US$5.00 (up from US$2.09 in 1Q 2021). Revenue: US$1.34b (up 58% from 1Q 2021). Net income: US$112.7m (up 137% from 1Q 2021). Profit margin: 8.4% (up from 5.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.6%, compared to a 9.4% growth forecast for the industry in Germany.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Independent Director Denis Suggs was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 15Patrick Industries, Inc. to Report Q1, 2022 Results on Apr 28, 2022Patrick Industries, Inc. announced that they will report Q1, 2022 results Pre-Market on Apr 28, 2022
お知らせ • Apr 12Patrick Industries, Inc., Annual General Meeting, May 12, 2022Patrick Industries, Inc., Annual General Meeting, May 12, 2022, at 10:00 Eastern Daylight.
Board Change • Apr 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Independent Director Denis Suggs was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 25Patrick Industries, Inc. (NasdaqGS:PATK) signed a definitive agreement to acquire Rockford Corporation (OTCPK:ROFO).Patrick Industries, Inc. (NasdaqGS:PATK) signed a definitive agreement to acquire Rockford Corporation (OTCPK:ROFO) on February 24, 2022. Following closing, Rockford will continue its operations as a wholly owned subsidiary of Patrick in its existing facility in Tempe, Arizona. The transaction is expected to close on March 7, 2022.
お知らせ • Feb 24Patrick Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 21, 2022Patrick Industries, Inc. announced that on February 22, 2022, its Board of Directors declared a quarterly cash dividend on its common stock of $0.33 per share. The dividend is payable on March 21, 2022, to shareholders of record at the close of business on March 7, 2022.
Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$9.87 (up from US$4.27 in FY 2020). Revenue: US$4.08b (up 64% from FY 2020). Net income: US$224.9m (up 132% from FY 2020). Profit margin: 5.5% (up from 3.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 4.5% compared to a 3.1% decline forecast for the industry in Germany.
お知らせ • Jan 28Patrick Industries, Inc. to Report Q4, 2021 Results on Feb 10, 2022Patrick Industries, Inc. announced that they will report Q4, 2021 results Pre-Market on Feb 10, 2022
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €55.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Auto Components industry in Germany.
お知らせ • Nov 24Patrick Industries, Inc. (NasdaqGS:PATK) acquired Williamsburg Marine LLC and Williamsburg Furniture, Inc.Patrick Industries, Inc. (NasdaqGS:PATK) acquired Williamsburg Marine LLC and Williamsburg Furniture, Inc. on November 22, 2021. The Williamsburg businesses will continue to operate on a stand-alone basis under their respective brand names in their existing facilities. Aggregate trailing 12-months revenue of Williamsburg Marine LLC and Williamsburg Furniture, Inc. through October 2021 was approximately $41 million. The acquisitions are expected to be immediately accretive to net income per share of Patrick Industries, Inc. Patrick Industries, Inc. (NasdaqGS:PATK) acquired Williamsburg Marine LLC and Williamsburg Furniture, Inc. on November 22, 2021.
Upcoming Dividend • Nov 19Upcoming dividend of US$0.33 per shareEligible shareholders must have bought the stock before 26 November 2021. Payment date: 13 December 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.9%).
Recent Insider Transactions • Nov 10Independent Director recently sold €277k worth of stockOn the 5th of November, Michael Kitson sold around 4k shares on-market at roughly €68.83 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.5m. Insiders have been net sellers, collectively disposing of €4.3m more than they bought in the last 12 months.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$2.52 (vs US$1.65 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.06b (up 51% from 3Q 2020). Net income: US$57.4m (up 54% from 3Q 2020). Profit margin: 5.4% (up from 5.3% in 3Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Aug 31Patrick Industries, Inc. (NasdaqGS:PATK) acquired Tumacs Boat Covers.Patrick Industries, Inc. (NasdaqGS:PATK) acquired Tumacs Boat Covers on August 30, 2021. The Tumacs Boat business will continue to operate on a stand-alone basis under the Tumacs Covers brand name in its existing facilities. Bob McCall, President of Tumacs and the Tumacs team are joining Patrick Industries. The acquisition is expected to be immediately accretive to earnings per share. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Tumacs Boat Covers on August 30, 2021.
Recent Insider Transactions • Aug 28Executive Chairman of the Board recently sold €1.5m worth of stockOn the 26th of August, Todd Cleveland sold around 21k shares on-market at roughly €72.85 per share. This was the largest sale by an insider in the last 3 months. Todd has been a seller over the last 12 months, reducing personal holdings by €2.7m.
お知らせ • Aug 10Patrick Industries, Inc. (NasdaqGS:PATK) acquired Coyote Mfg Co from David Money and Tony Lanier.Patrick Industries, Inc. (NasdaqGS:PATK) acquired Coyote Mfg Co from David Money and Tony Lanier on August 9, 2021. he business will continue to operate on a stand-alone basis under the Coyote brand name in its existing facility. Coyote team will be joining Patrick. The acquisition is expected to be immediately accretive to earnings per share. Patrick Industries, Inc. (NasdaqGS:PATK) completed the acquisition of Coyote Mfg Co from David Money and Tony Lanier on August 9, 2021.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$2.57 (vs US$0.031 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.02b (up 141% from 2Q 2020). Net income: US$59.0m (up US$58.3m from 2Q 2020). Profit margin: 5.8% (up from 0.2% in 2Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Jun 28+ 2 more updatesPatrick Industries, Inc.(NasdaqGS:PATK) dropped from Russell 3000E Value IndexPatrick Industries, Inc.(NasdaqGS:PATK) dropped from Russell 3000E Value Index
Recent Insider Transactions • Jun 08Executive Chairman of the Board recently sold €1.2m worth of stockOn the 2nd of June, Todd Cleveland sold around 16k shares on-market at roughly €71.35 per share. This was the largest sale by an insider in the last 3 months. This was Todd's only on-market trade for the last 12 months.