Q2 2025 Earnings Presentation July 31, 2025 Forward-Looking Statements This presentation includes contains statements that are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are generally identified by words such as "estimates," "guidance," "expects," "anticipates," "intends," "plans," "believes," "seeks" and similar expressions. Forward-looking statements include information with respect to financial condition, results of ...

Financial Performance - Patrick (NASDAQ: PATK) reported net sales of $1 billion and adjusted EBITDA of $116 million, representing an 11.5% margin for Q1 2025[5] - Operating income for Q1 2025 was $66 million, with a 6.5% margin[6] - Free cash flow for the trailing twelve months (TTM) reached $251 million[7] - Net sales grew by 7% year-over-year, from $933 million in Q1 2024 to $1.003 billion in Q1 2025[20] - Adjusted EBITDA increased from $111 million in Q1 2024 to $116 million in Q1 2025[32] - Adjusted diluted EPS decreased from $1.19 in Q1 2024 to $1.11 in Q1 2025[32] Segment Performance - RV revenue was $479 million, accounting for 48% of net sales in Q1 2025[7, 35] - Marine revenue was $149 million, representing 15% of net sales in Q1 2025, a decrease of 4% compared to Q1 2024[7, 38] - Powersports revenue was $81 million, making up 8% of net sales in Q1 2025, a decrease of 2% compared to Q1 2024[7, 45] - Housing revenue was $295 million, contributing 29% of net sales in Q1 2025, an increase of 7% compared to Q1 2024[7, 52]