Sign in

    Tristan Thomas

    Research Analyst at BMO Capital Markets

    Tristan Thomas-Martin is an Analyst at BMO Capital Markets specializing in research coverage of North American consumer cyclicals, with a particular focus on companies in industries such as recreational vehicles and automotive suppliers. He covers major companies including Patrick Industries, Winnebago Industries, O'Reilly Automotive, Brunswick Corporation, Polaris Inc, and LCI Industries, providing regular research reports and investment recommendations. Tristan has been with BMO Capital Markets since 2016, previously holding an analyst position at Newbridge before his current tenure. Holding analyst roles with direct contact for corporate investor relations, Thomas-Martin is believed to maintain professional credentials in line with regulatory standards for US-based equity analysts.

    Tristan Thomas's questions to PATRICK INDUSTRIES (PATK) leadership

    Tristan Thomas's questions to PATRICK INDUSTRIES (PATK) leadership • Q2 2025

    Question

    Tristan Thomas Martin inquired about the margin profile of engineered products, the catalysts for dealer restocking, and the potential for innovation to drive industry mix shifts.

    Answer

    CEO Andy Nemeth stated that higher-engineered products carry better margins and help customers manage costs. He identified improved consumer affordability, interest rate relief, and higher consumer confidence as key catalysts for dealer restocking. President - RV, Jeffrey Rodino, added that a combination of macroeconomic help and OEM innovation will be needed to encourage trade-ups.

    Ask Fintool Equity Research AI