PATK at a glance
PATRICK INDUSTRIES INC (PATK, SEC CIK 76605) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as June 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), PATRICK INDUSTRIES INC (PATK) reported revenue of $4.0 billion (up 6.3% from FY2024) and net income of $135.1 million. Diluted EPS was $3.90.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding PATRICK INDUSTRIES INC (PATK) shares worth $1.8 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by WELCH M SCOTT on June 10, 2026 of 100 shares at $83.85 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.0B
- +6.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $1.8B · −1 vs prior quarter
- Latest 8-K
- Sep 10, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Component solutions provider for RV, marine, powersports, manufactured housing, and industrial markets via manufacturing and distribution segments
- New emphasis on strategic acquisitions totaling $560M over last 3 years to expand product lines and adjacent markets
- Strategic shift toward balancing dealer inventory levels and supporting OEM production discipline to stabilize RV market long-term
- Manufacturing and distribution segments contributed 74% and 26% of net sales respectively in 2025
- Returned $87M to shareholders in 2025 through dividends and share repurchases
Risk Factors
- Regulatory/legal risk: Impact of Dodd-Frank Act provisions restricting loans for manufactured homes financing, potentially limiting consumer purchase ability
- Geopolitical/macroeconomic threat: Exposure to tariffs and retaliatory trade measures affecting imports from China, Vietnam, Mexico, Canada, increasing supply chain costs
- Operational/supply chain vulnerability: Reliance on foreign suppliers in Indonesia, China, Vietnam, Malaysia; disruptions or bankruptcies could materially impair product delivery
- Competitive/market disruption: Competitors with greater financial resources and innovative products may erode Patrick's market share and margins
- Financial/structural risk: Customer concentration with two RV customers accounting for 28% of consolidated net sales in 2025 poses material revenue risk if lost
Management Discussion & Analysis
- Revenue $3.95B in 2025, up 6% YoY (+$235.1M), driven by RV (+$150.9M, 9%), marine (+$35.7M, 6%), powersports (+$31.9M, 9%), industrial (+$17.2M, 4%), MH slightly down (-$0.6M, <1%)
- Gross margin 23.1% in 2025 vs 22.5% in 2024; operating margin 7.0% vs 6.9%; manufacturing segment margin 12.1% vs 12.4%; distribution segment margin 10.2% vs 10.7%
- Best segment: manufacturing sales $2.96B, up 7% YoY, operating income $358.0M, up 5%; worst: distribution operating income down 2% to $103.0M despite 3% sales growth
- Operating cash flow $329.4M, up 1%; investing cash outflow $206.5M, down from $512.8M due to fewer acquisitions; financing cash outflow $130.1M vs inflow $208.2M (2024); cash $26.4M, credit availability $791.5M
- Management expects liquidity sufficient for working capital and capex next 12 months; key risks include commodity costs, supply constraints, inventory management, legal expenses ($24.4M in 2025)
AI summary of the PATK 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 28, 2026
Risk Factors
- Proposed LCI merger may fail or be delayed because shareholder, Hart-Scott-Rodino, regulatory, and other closing conditions remain unsatisfied
- Termination exposure of $94.2 million payable in specified circumstances under the Merger Agreement
- Merger-related restrictions cap quarterly dividends at $0.47 per share through December 1, 2026
- Post-closing leverage risk from financing LCI debt repayment and retaining $460.0 million of 3.00% convertible notes due 2030
- Integration risk from potentially higher-than-expected costs, delays, or unrealized revenue and cost synergies
AI summary of the PATK 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Patrick–LCI merger remains pending, with LCI becoming a wholly owned subsidiary if completed
- HSR antitrust notification refiled September 9, 2026, restarting the regulatory waiting period
Item 8.01: Other Events
- Patrick Industries and LCI filed HSR antitrust notifications on August 5, 2026 for their planned merger
- HSR waiting-period expiration or termination remains a closing condition
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 operating results for quarter ended June 28, 2026
- Press release furnished as Exhibit 99.1 contains financial results and management commentary
AI summaries of PATK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PATK
Don't miss the next PATK filing
- Alerts as it files. A push when PATK files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PATK, by share count.
- Ask anything. An AI agent that reads every PATK filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| WELCH M SCOTT | Buy | Jun 10, 2026 | 100 | $83.85 |
| Rodino Jeffrey M | G | May 28, 2026 | 500 | - |
| WELCH M SCOTT | Buy | May 19, 2026 | 100 | $89.44 |
| WELCH M SCOTT | A | May 14, 2026 | 1,594 | - |
| Cleveland Todd M | A | May 14, 2026 | 1,594 | - |
| Suggs Denis G | A | May 14, 2026 | 1,594 | - |
| Forbes John A | A | May 14, 2026 | 1,594 | - |
| Cerulli Joseph M | A | May 14, 2026 | 1,594 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.7B | $4.0B |
| Gross Profit | - | $835.9M | $912.9M |
| Operating Income | - | $258.0M | $276.0M |
| Net Income | - | $138.4M | $135.1M |
| Gross Margin | - | 22.5% | 23.1% |
| Op. Margin | - | 6.9% | 7.0% |
| Net Margin | - | 3.7% | 3.4% |
| Balance Sheet | |||
| Total Assets | $2.6B | $3.0B | $3.1B |
| Equity | $1.0B | $1.1B | $1.2B |
| ROE | - | 12.3% | 11.4% |
| Per Share | |||
| EPS | - | $4.11 | $3.90 |
| Cash Flow | |||
| Operating CF | - | $326.8M | $329.4M |
| CapEx | - | $75.7M | $82.9M |
Source: XBRL data in PATRICK INDUSTRIES INC (PATK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PATK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $1.77B |
| Q1 2026 | 30 | $2.09B |
| Q4 2025 | 29 | $2.00B |
| Q3 2025 | 30 | $2.00B |
| Q2 2025 | 30 | $1.76B |
| Q1 2025 | 26 | $1.14B |
| Q4 2024 | 20 | $911.9M |
| Q3 2024 | 20 | $501.8M |
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- Renaissance Technologies LLC+92.7K
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- Millennium Management−38.4K
- D.E. Shaw & Co−25.1K
- Truist Financial−13.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 214 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PATK filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | Jun 30, 2026 | - | Analysis | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | May 28, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 29, 2026 | Analysis | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - |
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PATK SEC filings: frequently asked questions
Which institutions hold PATK stock?
As of June 30, 2026, the largest PATRICK INDUSTRIES INC (PATK) holders among the 13F filers tracked by SignalX were BlackRock ($449.2 million), FMR LLC (Fidelity) ($387.2 million), Dimensional Fund Advisors ($134.1 million), Vanguard Capital Management LLC ($128.2 million), State Street Corp ($115.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PATK's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PATRICK INDUSTRIES INC (PATK) reported revenue of $4.0 billion (up 6.3% from FY2024) and net income of $135.1 million. Diluted EPS was $3.90. The figures come from the XBRL data in the 10-K.
What are the main risks in PATK's latest 10-K?
In the 10-K filed February 19, 2026, PATRICK INDUSTRIES INC (PATK) flagged: Regulatory/legal risk: Impact of Dodd-Frank Act provisions restricting loans for manufactured homes financing, potentially limiting consumer purchase ability. Geopolitical/macroeconomic threat: Exposure to tariffs and retaliatory trade measures affecting imports from China, Vietnam, Mexico, Canada, increasing supply chain costs. (AI summary of the Risk Factors section.)
What did PATK report in its latest 8-K?
PATRICK INDUSTRIES INC (PATK) filed an 8-K on September 10, 2026 reporting Item 8.01 (Other Events). Patrick–LCI merger remains pending, with LCI becoming a wholly owned subsidiary if completed.
What are the latest PATK SEC filings?
PATRICK INDUSTRIES INC (PATK) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on June 24, 2026.
What is PATK's SEC CIK number?
PATRICK INDUSTRIES INC (PATK)'s SEC Central Index Key (CIK) is 76605. EDGAR lists every PATK filing under that number.
Ask anything about PATK
The research agent reads PATK's filings, financials, insider trades and 13F holders, then answers with sources.