Patrick Industries, Inc.

NasdaqGS:PATK 株式レポート

時価総額:US$3.2b

Patrick Industries 配当と自社株買い

配当金 基準チェック /36

Patrick Industries配当を支払う会社であり、現在の利回りは1.97%で、収益によって十分にカバーされています。

主要情報

2.0%

配当利回り

1.4%

バイバック利回り

総株主利回り3.3%
将来の配当利回り2.0%
配当成長21.4%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向41%

最近の配当と自社株買いの更新

Recent updates

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?
Seeking Alpha Feb 06

Patrick Industries' Surge Removes Doubts About Its Valuation

Summary Patrick Industries delivered strong Q4 results, with revenue up 9.2% and profitability metrics exceeding analyst expectations. PATK continues to outperform in RV, marine, and power sports, with content per unit and pricing driving growth despite mixed end-market conditions. Management guides for continued expansion in 2026, projecting operating cash flow of $380–$400 million and EBITDA of $503.8 million. Despite operational momentum, PATK's valuation appears fair, justifying a 'hold' rating as market optimism may be ahead of fundamentals. Read the full article on Seeking Alpha
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...
分析記事 Jan 15

Patrick Industries, Inc.'s (NASDAQ:PATK) Business Is Yet to Catch Up With Its Share Price

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
分析記事 Nov 21

Patrick Industries' (NASDAQ:PATK) Dividend Will Be Increased To $0.60

The board of Patrick Industries, Inc. ( NASDAQ:PATK ) has announced that the dividend on 9th of December will be...
分析記事 Nov 03

Earnings Update: Patrick Industries, Inc. (NASDAQ:PATK) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

It's been a sad week for Patrick Industries, Inc. ( NASDAQ:PATK ), who've watched their investment drop 14% to US$116...
分析記事 Oct 18

Should You Investigate Patrick Industries, Inc. (NASDAQ:PATK) At US$146?

Patrick Industries, Inc. ( NASDAQ:PATK ), might not be a large cap stock, but it saw a significant share price rise of...
分析記事 Oct 03

Patrick Industries, Inc. (NASDAQ:PATK) Investors Are Less Pessimistic Than Expected

Patrick Industries, Inc.'s ( NASDAQ:PATK ) price-to-earnings (or "P/E") ratio of 20.9x might make it look like a sell...
User avatar
新しいナラティブ Sep 09

Innovative Strategies And Acquisitions Poised To Fuel Growth And Expand Market Reach

Strategic diversification and cost management, including acquisitions, are poised to enhance revenue margins and net margins through diversified streams and improved cost structures.

決済の安定と成長

配当データの取得

安定した配当: 配当金の支払いは安定していますが、 PATKが配当金を支払っている期間は 10 年未満です。

増加する配当: PATKの配当金は増加していますが、同社は6年間しか配当金を支払っていません。


配当利回り対市場

Patrick Industries 配当利回り対市場
PATK 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (PATK)2.0%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Auto Components)2.0%
アナリスト予想 (PATK) (最長3年)2.0%

注目すべき配当: PATKの配当金 ( 1.97% ) はUS市場の配当金支払者の下位 25% ( 1.41% ) よりも高くなっています。

高配当: PATKの配当金 ( 1.97% ) はUS市場の配当金支払者の上位 25% ( 4.23% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: PATKの 配当性向 ( 41.4% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: PATKの 現金配当性向 ( 32.9% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

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2026/05/07 22:09
終値2026/05/07 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 KennisonBaird
Michael AlbaneseBenchmark Company
Tristan Thomas-MartinBMO Capital Markets Equity Research