Patrick Industries Set to Report Fourth Quarter 2025 Earnings

Patrick Industries US7033431039

Investor attention turns to Patrick Industries this week as the component supplier for recreational vehicles and housing prepares to release its final quarterly figures for 2025. The report, scheduled for Thursday, February 5, 2026, before U.S. markets open, will indicate whether the company can sustain the positive momentum demonstrated in the previous quarter.

The upcoming results follow a robust performance in Q3 2025, where Patrick Industries surpassed market expectations. During that period, the company posted earnings per share (EPS) of $1.01. Revenue saw a year-over-year increase of 6.1%, reaching $975.6 million. Confirming this trajectory in the year-end report is crucial for maintaining investor confidence as the new fiscal year begins.

Industry Tailwinds for 2026

The broader market environment presents a cautiously optimistic backdrop for Patrick Industries' core segments. The Recreational Vehicle Industry Association (RVIA) forecasts U.S. wholesale RV shipments to rise to approximately 349,300 units in the coming year, representing a 2.8% increase. Sentiment is also improving in the marine sector, where a majority of dealers anticipate stable or slightly higher sales.

Key Focus Areas for the Report

Beyond the headline revenue and profit numbers, market participants will scrutinize management's segment-specific guidance during the accompanying conference call. The performance and outlook for the RV and marine businesses are viewed as key indicators of U.S. consumer discretionary spending.

The company's leadership is expected to elaborate on operational performance and strategic priorities for 2026. Analysts and shareholders will likely pay close attention to commentary on margin trends within the current economic climate.

• Event: Q4 2025 Earnings Release
• Date: Thursday, February 5, 2026 (pre-market)
• Previous Quarter (Q3 2025): EPS: $1.01; Revenue: $975.6 million