Brief: Camping World Q2 Revenue USD 1,975.948 Million Vs. IBES Estimate USD 1,877 Million

Camping World Holdings

29/07/2025 21:05

Overview

Camping World Q2 revenue rises 9.4% to $2 bln, beating analyst expectations

Net income for Q2 jumps 145.7%, driven by strong cost execution and unit sales

Adjusted EPS misses analyst expectations despite 50% improvement from last year

Outlook

Company expects new unit volume to grow in excess of high-singles

New vehicle ASP expected to be 10-12% lower for full year

Company anticipates 300-400 basis points SG&A improvement

Company sees over $500 mln adjusted EBITDA mid-cycle earnings power

Result Drivers

UNIT SALES - Record quarterly volume of over 45,000 units sold drove revenue growth

COST MANAGEMENT - Aggressive cost controls and strategic inventory management boosted net income

STRUCTURAL CHANGES - Reduced headcount and consolidated locations improved per-rooftop productivity

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.98 bln
$1.88 bln (12 Analysts)
Q2 Adjusted EPS
Miss
$0.57
$0.62 (11 Analysts)
Q2 EPS
$0.48
Q2 Net Income
$57.52 mln
Q2 Gross Margin
30.0%
Q2 Gross Profit
$592.26 mln
Q2 Operating Income
$130.27 mln
Q2 Pretax Profit
$75.84 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto vehicles, parts & service retailers peer group is "buy"

Wall Street's median 12-month price target for Camping World Holdings Inc is $20.00, about 10.5% above its July 28 closing price of $17.90

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nBw8vbfzFa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)