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 Viewpoint - Champion Homes reported quarterly earnings of $1.01 per share, exceeding the Zacks Consensus Estimate of $0.81 per share, and showing an increase from $0.93 per share a year ago, resulting in an earnings surprise of +24.69% [1][2] Financial Performance - The company achieved revenues of $684.43 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.07%, compared to $616.88 million in the same quarter last year [2] - Over the last four quarters, Champion Homes has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] Stock Performance - Champion Homes shares have declined approximately 24.4% since the beginning of the year, while the S&P 500 has gained 16.5% [3] - The current Zacks Rank for Champion Homes is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.78 on revenues of $637.7 million, and for the current fiscal year, it is $3.45 on revenues of $2.62 billion [7] - The outlook for the industry, specifically the Building Products - Mobile Homes and RV Builders sector, is currently in the top 39% of Zacks industries, suggesting a favorable environment for stock performance [8]

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]