Patrick Industries（PATK）株式概要
パトリック・インダストリーズ社は、米国、メキシコ、中国、カナダで、レクリエーショナル・ビークル、マリン、パワースポーツ、製造住宅、産業市場向けの部品や資材を製造・販売している。 詳細
PATK Community Fair Values
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Analyst Price Targets
Patrick Industries, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$83.41 |
| 52週高値 | US$148.50 |
| 52週安値 | US$81.29 |
| ベータ | 1.1 |
| 1ヶ月の変化 | -1.29% |
| 3ヶ月変化 | -8.21% |
| 1年変化 | -28.12% |
| 3年間の変化 | 56.63% |
| 5年間の変化 | 44.93% |
| IPOからの変化 | 9,749.42% |
最新ニュース
ナラティブ更新 • Aug 14
PATK: LCI Merger And Weak RV Trends Will Shape Forward Outlook
Analysts have trimmed the Patrick Industries fair value estimate from $90.00 to $85.00 because lower revenue growth and profit margin assumptions, a slightly higher discount rate, and updated price targets tied to softer RV demand all feed through their models. Analyst Commentary Recent Street research on Patrick Industries points to a broadly cautious tone, even among firms that still see long term potential in the stock.
ナラティブ更新 • Jul 31
PATK: Future Stock Returns Will Reflect LCI Merger And RV Recovery Potential
Analysts have trimmed their target valuation for Patrick Industries by about $10 per share to reflect lower fair value estimates, softer revenue growth and margin assumptions, and a slightly higher discount rate in light of ongoing RV end market weakness highlighted in recent research. Analyst Commentary Recent research on Patrick Industries points to a more cautious stance on valuation, even as some analysts highlight areas of resilience in the business.Recent updates
ナラティブ更新 • Aug 14
PATK: LCI Merger And Weak RV Trends Will Shape Forward Outlook
Analysts have trimmed the Patrick Industries fair value estimate from $90.00 to $85.00 because lower revenue growth and profit margin assumptions, a slightly higher discount rate, and updated price targets tied to softer RV demand all feed through their models. Analyst Commentary Recent Street research on Patrick Industries points to a broadly cautious tone, even among firms that still see long term potential in the stock.ナラティブ更新 • Jul 31
PATK: Future Stock Returns Will Reflect LCI Merger And RV Recovery Potential
Analysts have trimmed their target valuation for Patrick Industries by about $10 per share to reflect lower fair value estimates, softer revenue growth and margin assumptions, and a slightly higher discount rate in light of ongoing RV end market weakness highlighted in recent research. Analyst Commentary Recent research on Patrick Industries points to a more cautious stance on valuation, even as some analysts highlight areas of resilience in the business.ナラティブ更新 • Jul 15
PATK: Merger With LCI And Softer RV Demand Will Shape Outlook
Patrick Industries' updated analyst price target has been trimmed by $5 to $90, as analysts factor in softer North American RV demand trends and recent estimate resets across the sector. Analyst Commentary on Patrick Industries Recent research updates on Patrick Industries point to a more cautious stance, with several bearish analysts trimming price targets in response to softer North American RV trends and sector wide estimate resets.Seeking Alpha • Jul 01
Patrick-LCI Merger Is Great News, But Approval Can't Be Assumed
Summary Patrick Industries and LCI Industries announced an all-stock merger after discussions previously failed. Due to expected operational and cost synergies, the merger should be great news for both companies' shareholders. Antitrust approval can't be taken for granted, as the merger would concentrate market power significantly. A DCF valuation of the merged company estimates PATK stock to have a 52% upside to $136.7 and LCII stock to have a 60% upside to $170.0. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 30
PATK: LCI Combination And Buybacks Will Support Future Earnings Power
Patrick Industries' updated analyst price target has been reduced from $155.00 to $140.00, with analysts pointing to a higher discount rate, slightly softer profit margin expectations, and only modest adjustments to revenue growth and future P/E assumptions. Analyst Commentary Recent Street research on Patrick Industries reflects a cluster of reduced price targets, but the tone of several reports still highlights areas that bullish analysts view as supportive for the company’s valuation and long term execution story.ナラティブ更新 • Jun 16
PATK: Future Stock Returns Will Reflect Potential LCI Combination Execution
Patrick Industries' analyst price target has been reduced following a series of recent cuts from firms such as Roth Capital, BofA, Baird, KeyBanc, and BMO Capital, as analysts reassess their outlook and valuation assumptions for the stock. Analyst Commentary Recent research on Patrick Industries reflects a more cautious stance on the stock, with several firms cutting their price targets in quick succession.ナラティブ更新 • Jun 02
PATK: Future Returns Will Reflect Potential LCI Combination And Execution Upside
Patrick Industries' analyst price targets have been cut by up to $17 in recent research, as analysts reassessed their outlook and reset expectations for the stock. Analyst Commentary Recent research reports on Patrick Industries share a common theme of lower price targets, but the reasoning behind those changes includes both constructive and cautious elements that matter for how you think about valuation and execution risk.ナラティブ更新 • May 10
PATK: Future Returns Will Reflect Potential LCI Combination And Efficiency Upside
Narrative Update on Patrick Industries The analyst price target for Patrick Industries has moved from $131.50 to $119.50. This reset reflects updated views from recent Street research, where analysts have generally trimmed expectations and applied a lower future P/E multiple alongside modestly adjusted assumptions for growth, profitability, and risk.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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?新しいナラティブ • 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?ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...株主還元
| PATK | US Auto Components | US 市場 | |
|---|---|---|---|
| 7D | -3.1% | -0.01% | -1.5% |
| 1Y | -28.1% | -12.0% | 17.8% |
業界別リターン: PATK過去 1 年間で-12 % の収益を上げたUS Auto Components業界を下回りました。
リターン対市場: PATKは、過去 1 年間で17.8 % のリターンを上げたUS市場を下回りました。
価格変動
| PATK volatility | |
|---|---|
| PATK Average Weekly Movement | 5.3% |
| Auto Components Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: PATK 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PATKの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1959 | 10,000 | Andy Nemeth | www.patrickind.com |
パトリック・インダストリーズ社は、米国、メキシコ、中国、カナダで、レクリエーショナル・ビークル、マリン、パワースポーツ、製造住宅、産業市場向けの部品や資材を製造・販売している。同社は製造部門と流通部門で事業を展開している。製造部門では、家具、棚、壁、カウンタートップ、キャビネット用ラミネート製品、キャビネットドア、グラスファイバー製バス用備品、タイルシステム、ビニール印刷、アンプ、タワースピーカー、サウンドバー、サブウーファー、ソリッドサーフェス、御影石、石英カウンタートップ加工、アルミニウム製品、グラスファイバーおよびプラスチック部品、装飾用ビニールおよび紙化粧パネル、針葉樹製材、カスタムキャビネット、ポリマーベースおよびその他の床材製品、ダッシュパネルなどを製造・販売している。また、ラッピングされたビニール、紙、広葉樹のプロファイルモールディング、室内通路ドア、エアハンドリング製品、スライドアウトトリムとフェイシア、処理、無処理、ラミネート合板、グラスファイバーとプラスチックの舵取りシステムと部品、ボートタワー、トップ、トレーラー、フレームも提供している；接着剤およびシーリング剤、熱成形シャワーサラウンド、特殊浴槽およびクローゼット製品、配線およびワイヤーハーネス、アルミニウムおよびプラスチック燃料タンク、CNC金型、複合部品、船舶用金具および付属品、スロットウォールパネルおよび部品、その他製品。ディストリビューション部門は、仕上げ済みの壁・天井パネル、乾式壁・仕上げ製品、電子・音響システム、家電製品、船舶用アクセサリー、配線・電気・配管製品、繊維強化ポリエステル製品、セメントサイディング、生材・加工材、内装通路、屋根材、ラミネート・セラミックフローリング、シャワードア、家具、暖炉・暖炉周り、屋内外照明製品などを販売している。このセグメントでは輸送と物流サービスも提供している。パトリック・インダストリーズ社は1959 年に設立され、インディアナ州エルクハートに本社を置く。
Patrick Industries, Inc. 基礎のまとめ
| PATK 基礎統計学 | |
|---|---|
| 時価総額 | US$2.68b |
| 収益（TTM） | US$147.28m |
| 売上高(TTM) | US$3.94b |
18.2x
PER（株価収益率0.7x
P/SレシオPATK は割高か？
公正価値と評価分析を参照収益と収入
| PATK 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.94b |
| 売上原価 | US$3.03b |
| 売上総利益 | US$908.07m |
| その他の費用 | US$760.79m |
| 収益 | US$147.28m |
直近の収益報告
Jun 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.59 |
| グロス・マージン | 23.06% |
| 純利益率 | 3.74% |
| 有利子負債／自己資本比率 | 125.4% |
PATK の長期的なパフォーマンスは？
過去の実績と比較を見る| Patrick Industries 配当日 | |
|---|---|
| 配当落ち日 | Aug 24 2026 |
| 配当支払日 | Sep 08 2026 |
| 配当落ちまでの日数 | 0 days |
| 配当支払日までの日数 | 15 days |
PATK 配当は確実ですか？
PATK 配当履歴とベンチマークを見る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 | 2026/08/23 19:25 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/28 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 Kennison | Baird |
| Michael Albanese | Benchmark Company |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |