Core Insights - Patrick Industries (PATK) reported revenue of $924.17 million for the quarter ended December 2025, reflecting a year-over-year increase of 9.2% [1] - Earnings per share (EPS) for the quarter was $0.84, up from $0.52 in the same quarter last year, representing a surprise of +13.51% over the consensus estimate of $0.74 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $867.48 million by +6.54% [1] Financial Performance - The company’s shares have returned +19.2% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.5% [3] - Patrick Industries currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3] Market Segment Performance - Net Sales in the Recreational Vehicle market reached $392 million, surpassing the average estimate of $371.33 million, with a year-over-year change of +9.5% [4] - Net Sales in the Powersports market were reported at $109 million, exceeding the estimated $81.87 million, marking a significant year-over-year increase of +39.2% [4] - Net Sales in the Marine market totaled $150 million, compared to the average estimate of $124.33 million, reflecting a year-over-year change of +23.2% [4]

Core Insights - Patrick Industries reported revenue of $975.63 million for Q3 2025, a year-over-year increase of 6.1% [1] - The EPS for the same period was $1.01, down from $1.20 a year ago, with a surprise of +6.32% compared to the consensus estimate of $0.95 [1] - The revenue exceeded the Zacks Consensus Estimate of $906.13 million by +7.67% [1] Revenue Performance by Market Type - Recreational Vehicle segment generated $426 million, surpassing the average estimate of $369 million, reflecting a year-over-year increase of +7.4% [4] - Housing segment reported $302 million, slightly below the average estimate of $308.5 million [4] - Powersports segment achieved $98 million, exceeding the average estimate of $92.5 million, with a year-over-year change of +12.1% [4] - Marine segment recorded $150 million, above the average estimate of $136.5 million, representing a +10.3% change year-over-year [4] Stock Performance - Shares of Patrick Industries have returned -3.9% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]