Jun 2026 (Q2 FY26) — Jul 30, 2026
Patrick Industries Q2 FY26 — Strategic Diversification Drives Resilience Amidst RV Headwinds
Read the full callPatrick Industries earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,042 | −0.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 7.4 | −0.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 43.4 | +33.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $97.63 on 17 Oct 2025 → $66.39. High $145.75 (11 Feb 2026), low $63.31 (14 Oct 2026).
Overview
Call summaries
Patrick Industries Q2 FY26 — Strategic Diversification Drives Resilience Amidst RV Headwinds
Read the full callEvery analysed call
Financials
Net profit, year on year: +34% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 919 | 846 | 1,003 | 1,048 | 976 | 924 | 997 | 1,042 |
| Operating profit | 74 | 40 | 66 | 87 | 66 | 57 | 65 | 77 |
| Operating margin | 8.1% | 4.7% | 6.5% | 8.3% | 6.8% | 6.2% | 6.5% | 7.4% |
| Profit before tax | 54 | 21 | 46 | 43 | 48 | 39 | 46 | 58 |
| Tax rate | 24.8% | 29.4% | 17.7% | 25.3% | 26.2% | 26.1% | 14.8% | 25.2% |
| Net profit | 41 | 15 | 38 | 32 | 35 | 29 | 39 | 43 |
| EPS ($ per share) | 1.25 | — | 1.17 | 1 | 1.09 | — | 1.21 | 1.36 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 225 | 306 | 360 | 514 | 759 | 843 | 927 | 977 |
| Total liabilities | 822 | 974 | 1,194 | 1,883 | 1,827 | 1,517 | 1,893 | 1,892 |
| Fixed assets | 177 | 181 | 251 | 319 | 351 | 354 | 385 | 409 |
| Total assets | 1,231 | 1,471 | 1,753 | 2,651 | 2,782 | 2,562 | 3,021 | 3,076 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 200 | 192 | 160 | 252 | 412 | 409 | 327 | 329 |
| Cash from investing | -371 | -79 | -338 | -575 | -321 | -87 | -513 | -206 |
| Cash from financing | 175 | 19 | 83 | 401 | -190 | -334 | 208 | -130 |
| Net cash flow | 4 | 132 | -95 | 78 | -100 | -11 | 22 | -7 |
| Capital expenditure | -34 | -28 | -32 | -65 | -80 | -59 | -76 | -83 |
| Free cash flow | 166 | 165 | 128 | 187 | 332 | 350 | 251 | 246 |
67 filings between Nov 12, 2025 and Jun 10, 2026.
Purchases
$3.82M
13 purchases by 6 insiders
Sales
$5.73M
5 sales by 5 insiders
Also filed: 7 other filings, 4 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| NEMETH ANDY L | $880.0K | $2.88M | May 5, 2026 |
| WELCH M SCOTT | $2.05M | — | Jun 10, 2026 |
| Gonzalez Hugo E | — | $1.53M | Mar 12, 2026 |
| Neu Stacey L | — | $568.3K | Feb 12, 2026 |
| Roeder Charles R | $505.0K | — | May 5, 2026 |
| Forbes John A | — | $380.6K | Feb 6, 2026 |
| Duthie Joel D | — | $375.1K | Feb 17, 2026 |
| Filer Matthew S | $225.4K | — | May 5, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 10, 2026 | WELCH M SCOTT Director | Purchase | 100 | $8.4K |
| May 28, 2026 | Rodino Jeff President | Gift | 500 | $0 |
| May 19, 2026 | WELCH M SCOTT Director | Purchase | 100 | $8.9K |
| May 14, 2026 | Brown Natalie A Director | Award | 1,594 | $0 |
| May 14, 2026 | Cleveland Todd M Director | Award | 1,594 | $0 |
| May 14, 2026 | Suggs Denis G Director | Award | 1,594 | $0 |
| May 14, 2026 | Cerulli Joseph M Director | Award | 1,594 | $0 |
| May 14, 2026 | Augsburger Blake Director | Award | 1,594 | $0 |
| May 14, 2026 | Forbes John A Director | Award | 1,594 | $0 |
| May 14, 2026 | Kitson Michael A Director | Award | 1,594 | $0 |
| May 14, 2026 | WELCH M SCOTT Director | Award | 1,594 | $0 |
| May 6, 2026 | Petkovich Jacob R President - Marine | Purchase | 1,300 | $124.2K |
| May 5, 2026 | NEMETH ANDY L Chief Executive Officer | Purchase | 10,000 | $880.0K |
| May 5, 2026 | Roeder Charles R President - RV | Purchase | 5,750 | $505.0K |
| May 5, 2026 | WELCH M SCOTT Director | Purchase | 10,000 | $882.3K |
| May 5, 2026 | Filer Matthew S Insider | Purchase | 1,000 | $85.5K |
| May 5, 2026 | WELCH M SCOTT Director | Purchase | 50 | $4.4K |
| May 5, 2026 | Augsburger Blake Director | Purchase | 400 | $34.1K |
| Mar 12, 2026 | Gonzalez Hugo E Pres Powersports & Housing/COO | Sale | 13,514 | $1.53M |
| Mar 12, 2026 | WELCH M SCOTT Director | Purchase | 10,000 | $1.14M |
| Mar 6, 2026 | WELCH M SCOTT Director | Purchase | 50 | $5.8K |
| Feb 27, 2026 | WELCH M SCOTT Director | Purchase | 60 | $7.4K |
| Feb 17, 2026 | Duthie Joel D Chief Legal Officer/Secretary | Sale | 2,660 | $375.1K |
| Feb 12, 2026 | Neu Stacey L EVP & CHRO | Sale | 3,903 | $568.3K |
| Feb 6, 2026 | Forbes John A Director | Sale | 2,704 | $380.6K |
| Feb 6, 2026 | Filer Matthew S Insider | Purchase | 1,000 | $139.9K |
| Jan 27, 2026 | NEMETH ANDY L Chief Executive Officer | Tax withheld | 16,630 | $2.16M |
| Jan 27, 2026 | NEMETH ANDY L Chief Executive Officer | Other | 38,383 | $0 |
| Jan 27, 2026 | Gonzalez Hugo E Pres Powersports & Housing/COO | Tax withheld | 1,947 | $253.0K |
| Jan 27, 2026 | NEMETH ANDY L Chief Executive Officer | Award | 7,696 | $0 |
| Jan 27, 2026 | Gonzalez Hugo E Pres Powersports & Housing/COO | Other | 1,350 | $0 |
| Jan 27, 2026 | Filer Matthew S Insider | Tax withheld | 889 | $115.5K |
| Jan 27, 2026 | Filer Matthew S Insider | Award | 5,542 | $0 |
| Jan 27, 2026 | Duthie Joel D Chief Legal Officer/Secretary | Award | 4,926 | $0 |
| Jan 27, 2026 | Duthie Joel D Chief Legal Officer/Secretary | Award | 1,231 | $0 |
| Jan 27, 2026 | Duthie Joel D Chief Legal Officer/Secretary | Tax withheld | 2,577 | $334.8K |
| Jan 27, 2026 | Petkovich Jacob R President - Marine | Award | 5,850 | $0 |
| Jan 27, 2026 | Petkovich Jacob R President - Marine | Award | 1,462 | $0 |
| Jan 27, 2026 | Neu Stacey L EVP & CHRO | Award | 3,233 | $0 |
| Jan 27, 2026 | Neu Stacey L EVP & CHRO | Award | 808 | $0 |
| Jan 27, 2026 | Neu Stacey L EVP & CHRO | Tax withheld | 1,162 | $151.0K |
| Jan 27, 2026 | Duthie Joel D Chief Legal Officer/Secretary | Other | 6,397 | $0 |
| Jan 27, 2026 | Neu Stacey L EVP & CHRO | Other | 3,839 | $0 |
| Jan 27, 2026 | Rodino Jeff President | Award | 11,391 | $0 |
| Jan 27, 2026 | Rodino Jeff President | Award | 2,847 | $0 |
| Jan 27, 2026 | Filer Matthew S Insider | Other | 945 | $0 |
| Jan 27, 2026 | Rodino Jeff President | Tax withheld | 7,377 | $958.5K |
| Jan 27, 2026 | Rodino Jeff President | Other | 16,312 | $0 |
| Jan 27, 2026 | NEMETH ANDY L Chief Executive Officer | Award | 30,786 | $0 |
| Jan 27, 2026 | Filer Matthew S Insider | Award | 1,385 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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