Good morning, ladies and gentlemen, and welcome to the Third Quarter 2013 Patrick Industries Incorporated Earnings Conference Call. My name is Richard and I'll be your operator for today's call. Please note that there will not be a question-and-answer session following the prepared remarks. I will now like to turn the call over to Julie Ann Kotowski from Investor Relations. Please go ahead Ms. Kotowski.

Good morning, everyone, and welcome to Patrick Industries' 2013 Third Quarter Conference Call. I am Julie Ann Kotowski, Patrick's Director of Investor Relations, and I'm joined on the call today by Todd Cleveland, President and CEO; and Andy Nemeth, CFO. Please note that this call is made available to all interested parties at www.patrickind.com under Investor Relations. As you know, we published our earnings release earlier this morning. On the call today, we are going to discuss our third quarter and 9 months 2013 results, and provide an update on our business outlook in the markets that we serve. However, before we do so, it is my responsibility to inform you that certain statements made in today's conference call regarding Patrick Industries and its operations may be considered forward-looking statements under the Securities laws. As a result, I must caution you that there are a number of factors, many of which are beyond the company's control, which could cause actual results and events to differ materially from those described in the forward-looking statements. These factors are identified in our press releases, our Form 10-K for the year ended 2012 and in our other filings with the Securities and Exchange Commission. Also please note that certain financial measures we may use on this call, such as adjusted net income and the related diluted earnings per share amount our non-GAAP measures. We undertake no obligation to update these statements after this call. Copies of documents filed with the SEC may be obtained from the SEC or by visiting the Investor Relations section of our website. I would now like to turn the call over to Todd Cleveland.

Thank you, Julie Ann, and welcome to Patrick's first earnings conference call in its 54-year history. This morning, I would like to briefly discuss the company's third quarter and year-to-date results for the period ending September 29, 2013. Andy will then provide specific details on our financial performance and I will conclude by providing an update on our business outlook in the major markets we serve. The company continued to perform well during the quarter with increased revenue, improved profitability and gains in earnings per share. On the top line, we achieved net sales of $147 million in the third quarter, an increase of $34 million or 30% over the prior year. Our sales growth came from a 35% increase in the revenue from the recreational vehicle or RV industry primarily in the core total RV market, which is our primary market and from increasing momentum we gained in the other 2 major markets we serve: manufactured housing, or MH market, and the industrial market. Year-to-date, we reported net sales of $448 million, an increase of $117 million or 35% from 2012. We were pleased to report pre-tax income for the quarter improved by 29% or $1.8 million from $6.6 million in 2012 to $8.4 million in 2013 and for the year-to-date, pre-tax income increased 68% or $12.5 million from $18.2 million in 2012 to $30.7 million in 2013. Our reported net income per diluted share for the third quarter was $0.51 compared to $0.60 in 2012 when we benefited from the effective tax rate of 0. For the first 9 months 2013, reported net income per diluted share was $1.76 compared to $2.32 in the prior year, which included a noncash income tax credit of $0.62 per diluted share. After adjusting for these tax items and certain special items that Andy will expand upon shortly, adjusted net income per diluted share would have been $0.49 in the third quarter of 2013, compared to $0.37 in the third quarter of '12. For the 9-month period, adjusted net income per diluted share would've been $1.72 in 2013 versus $1.14 in 2012. Now I'll turn the call over to Andy, who will provide additional comments on our financial results. Andy?

Thanks, Todd. I would also like to welcome everyone to this conference call and review our financial results for the third quarter and first 9 months of fiscal 2013. For the third quarter, our net sales were $147 million, the highest third quarter sales level in the company's history, representing a 30% increase over the third quarter of 2012. The increase was primarily attributable to increased RV market penetration, improved retail fixture and residential cabinet and furniture business in the industrial market and an increase in wholesale unit shipments in the MH industry. Additionally, the acquisitions completed in 2012 and most recently in 2013 were primarily RV market-based and contributed to an increase in our RV market sales concentration in both the third quarter and the first 9 months of 2013 compared to the prior period. In the third quarter of 2013, the company's revenue from the RV industry represented 70% of our sales compared to the third quarter of 2012 for our RV revenue concentration represented approximately 68% of total revenue. Excluding the revenue contributions of the 4 acquisitions we completed in 2012: Decor Manufacturing, Gustafson Lighting, Creative Wood Designs and Middlebury Hardwoods and the 3 acquisitions we have completed thus far in fiscal 2013: Frontline Manufacturing, Premier Concepts and Westside Furniture, we estimate organic growth in the third quarter of 2013 at 16%, or approximately $18 million of the total revenue increase, which is comprised of growth resulting from market share gains of approximately 6% and growth tied to overall industry improvement of approximately 10%. The remaining $16 million of revenue increase in the third quarter was attributable to the incremental contribution of the 2012 and 2013 acquisitions, which resulted in incremental growth of approximately 14%. For the first 9 months, our revenues were up $117 million or…

Thanks, Andy. Turning to our outlook for the fourth quarter of 2013 for our markets. We expect to continue to see overall quarter-over-quarter revenue growth for the remainder of the year, exclusive of revenue contributions of the acquisitions completed in September of this year. This growth will be lower than the rates for the first 9 months of 2013 because the last quarter of 2012 reflected a proportionally greater revenue contribution from acquisitions completed in 2012. One of the means by which we measure growth in the RV industry is by number of wholesale units that the industry ships to dealers. Based on the actual RV shipments for the months of July and August and the company's estimate for the month of September, we estimate that RV shipments rose 10% in the third quarter over the prior period and 12% for the first 9 months. We're anticipating continued steady growth in this market and further believe that RV dealers have the capacity to carry additional inventory necessary to support the growth. The manufactured housing, or MH market, experienced typically sales activity in the first 9 months of 2013. We estimate that wholesale unit shipments rose approximately 9% in the third quarter and 6% in the 9 months. While we do not anticipate significant growth in these markets, there is an opportunity for moderate growth with a limited downside risk in the near-term. Our sales to the industrial market sector, which is primarily tied to the residential housing and commercials and retail fixture markets accounted for approximately 12% and 11% of our third quarter and 9 months 2013 sales, respectively. We believe the housing industry is poised for future growth. Our sales to these markets generally lag new residential housing starts by approximately 6 to 9 months. While there remains general…

Thanks, Todd. On behalf of Todd and Andy, and all of our team members of Patrick Industries, I would like to thank you for listing to this call and for your continued interest in and support of our company. A replay of today's call will be archived on Patrick's website, www.patrickind.com under Investor Relations. In addition, a transcript of this call will be filed with the Securities and Exchange Commission in a Form 8-K. As in the past, analysts and investors who would like to speak further with either Andy Nemeth or myself, should feel free to contact either of us at the corporate office in Elkhart, Indiana. I will now turn the call over to our operator, Richard.

Thank you, ladies and gentlemen. This concludes today's conference. Thank you for participating. You may now disconnect.