Camping World Q4 revenue slightly beats estimates

Camping World Holdings

24/02/2026 21:15

Overview

RV retailer's Q4 revenue slightly beat analyst expectations

Company repaid $50 mln of long-term debt in 2026

Outlook

Camping World expects 2026 Adjusted EBITDA between $275 mln and $325 mln

Camping World sees gross margin headwinds in early 2026, tailwinds later

Result Drivers

USED VEHICLE SALES - Used vehicle revenue rose 11% in Q4, driven by a 13.8% increase in unit sales

NEW VEHICLE MARGINS - New vehicle gross margin fell 291 basis points due to increased costs and decreased selling prices

Company press release: ID:nBw3Q5GJca

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$1.17 bln
$1.16 bln (13 Analysts)
Q4 Adjusted EPS
Miss
-$0.73
-$0.57 (11 Analysts)
Q4 EPS
-$1.07
Q4 Net Income
-$109.13 mln
Q4 Gross Margin
28.80%
Q4 Gross Profit
$338.24 mln
Q4 Operating Income
-$50.05 mln
Q4 Pretax Profit
-$105.64 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "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 $18.00, about 59.6% above its February 23 closing price of $11.28

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 17 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)