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Reading: Truist Sees Extra Upside in Patrick Industries (PATK) as RecPro Aftermarket Positive aspects Momentum
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Money

Truist Sees Extra Upside in Patrick Industries (PATK) as RecPro Aftermarket Positive aspects Momentum

Madisony
Last updated: January 20, 2026 5:55 am
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Truist Sees Extra Upside in Patrick Industries (PATK) as RecPro Aftermarket Positive aspects Momentum
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Patrick Industries, Inc. (NASDAQ:PATK) is included among the many 15 Dividend Development Shares with the Highest Development Charges.

Truist Sees More Upside in Patrick Industries (PATK) as RecPro Aftermarket Gains Momentum
Truist Sees Extra Upside in Patrick Industries (PATK) as RecPro Aftermarket Positive aspects Momentum

On January 9, Truist analyst Gregory Miller raised the agency’s value goal on Patrick Industries, Inc. (NASDAQ:PATK) to $126 from $114 and maintained a Purchase ranking on the inventory. In his observe, Miller mentioned Patrick stood out in 2025, beating the broader recreation group as traders responded positively to how effectively the corporate held up regardless of a harder macro backdrop.

Truist additionally pointed to some areas that might assist development going ahead. One is the corporate’s aftermarket enterprise by RecPro, which has been gaining traction. One other is Patrick’s increasing presence in powersports, which now accounts for roughly 9%–10% of whole income, giving the corporate a much bigger foothold in a market with long-term potential.

In Q3 2025, Patrick reported internet gross sales of $976 million, up 6% year-over-year. The rise was pushed by regular natural development and contributions from acquisitions, although industry-wide cargo declines continued to weigh on outcomes. Administration mentioned income improved throughout all 4 of its primary finish markets, helped by stronger content material per unit and the added increase from acquisitions.

Profitability was a bit softer in comparison with final 12 months. Working earnings got here in at $66 million versus $74 million within the prior-year quarter, and working margin eased to six.8% from 8.1%. Internet earnings was $35 million, down from $41 million a 12 months earlier.

On the money move facet, working money move totaled $199 million year-to-date, in contrast with $224 million in the identical interval final 12 months. Over the trailing twelve months, free money move was $211 million. The corporate additionally returned $13 million to shareholders by its common quarterly dividend.

Patrick Industries, Inc. (NASDAQ:PATK) provides part options to producers throughout the RV, marine, powersports, and housing markets.

Whereas we acknowledge the potential of PATK as an funding, we consider sure AI shares supply larger upside potential and carry much less draw back threat. Should you’re in search of a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the greatest short-term AI inventory.

READ NEXT: 13 Greatest Dividend Shares Paying Over 6% and 14 Greatest Mid Cap Dividend Aristocrat Shares to Purchase Now

Disclosure: None.

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