Rev Up Your Portfolio: 3 Hot RV Stocks to Watch in 2025

Group 1: Thor Industries - Thor Industries is the largest RV manufacturer, offering a range of vehicles including campers, RVs, and trailers under various brands [2][6] - The company reported a fiscal first-quarter 2025 EPS loss of $0.03, missing consensus estimates by $0.74, with revenues falling 14.3% YoY to $2.14 billion [13] - Thor expects a market recovery in the second half of fiscal 2025, reaffirming its full-year EPS guidance of $4.00 to $5.00 and revenue expectations between $9 billion to $9.8 billion [6][4] Group 2: Winnebago Industries - Winnebago reported a fiscal first-quarter EPS loss of $0.03, missing estimates by $0.22, with revenues down 18% YoY to $625.6 million [8][27] - The company has a diversified product line, with marine revenue growing 3.6% YoY, while RV revenues fell significantly [9][8] - Winnebago anticipates a market recovery in the second half of fiscal 2025, with full-year EPS guidance between $3.10 to $4.50 [17][27] Group 3: REV Group - REV Group manufactures specialty vehicles, including RVs, and reported a fourth-quarter 2024 EPS of $0.51, beating estimates by $0.02, but revenues fell 13.8% YoY to $597.9 million [22][29] - The RV division experienced a 26.5% YoY revenue drop due to lower shipments and increased discounting, with a backlog of $291.5 million [23][29] - The Specialty Vehicles division saw a 3.6% YoY revenue increase, driven by fire apparatus and ambulance unit shipments [31]