Patrick Industries, Inc. (PATK) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, ladies and gentlemen, and welcome to Patrick Industries' first quarter 2026 earnings conference call. My name is Sherry, and I'll be your operator for today's call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. And I will now turn the call over to Mr. Steve O'Hara, Vice President, Investor Relations. Mr. O'Hara, you may begin. Good morning, everyone, and welcome to our call this morning. I'm joined on the call today by Annie Nemeth, CEO, Jeff Rodino, President, and Matt Feiler, CFO. Certain statements made in today's conference call regarding Patrick Industries and its operations may be considered forward-looking statements under the securities laws. The company undertakes no obligation to publicly update or any forward-looking statement, whether as a result of new information, future events, or otherwise. Additional factors that could cause results different materially from those described in the forward-looking statements can be found in the company's annual report on Form 10-K for the year ended December 31, 2025, and the company's other filings with the Securities and Exchange Commission. Before we begin, I would like to remind you that on April 17, 2026, Patrick announced the merger of equals discussions with LCI Industries. Andy will be providing a brief comment in his remarks. However, we are unable to answer any further questions or discuss the potential for a transaction beyond Andy's remarks at this time. I would now like to turn the call over to Andy Neiman. Thank you, Steve. Good morning, everyone. We a...