Core Insights - THOR Industries, Inc. (THO) is expected to report second-quarter fiscal 2026 results on March 3, with earnings per share (EPS) estimated at 3 cents and revenues at $1.98 billion, reflecting a 400% growth from the previous year [1][8] Financial Performance - The Zacks Consensus Estimate for THO's quarterly revenues indicates a year-over-year decline of 1.9% [2] - In the first quarter of fiscal 2026, THOR reported earnings of 41 cents per share, exceeding the Zacks Consensus Estimate of a loss of 11 cents, and up from 26 cents per share in the same quarter of fiscal 2025 [2][3] - THOR's revenues for the fiscal first quarter were $2.39 billion, surpassing the Zacks Consensus Estimate of $2.12 billion, marking an 11.5% year-over-year increase [3] Strategic Initiatives - Strategic acquisitions, including EHG and TiffinHomes, have strengthened THOR's market position, making it the world's largest RV manufacturer and expanding its product portfolio [4] - The EHG acquisition has enhanced THOR's presence in the European market, while the Elkhart acquisition has secured a steady supply of Elkboard [4] - THOR is diversifying its revenue streams beyond core RV segments through initiatives like RV Partfinder, which aims to improve customer and dealer experiences [5] Market Challenges - THOR's European business is facing challenges due to shifting consumer preferences towards premium and budget brands, leading to a mix skewed towards lower-margin units [6] - The company anticipates significant investments in automation and innovation, which are expected to increase SG&A expenses as a percentage of sales, putting pressure on profit margins [7] - Revenue estimates for North America Towables are projected at $719 million, indicating a year-over-year decline of 13.2%, while European revenues are expected to be $599.3 million, reflecting a 2.1% decline [8][9]

Matt Wagner: Thank you, Lindsey. Good morning, and thank you for joining our full year 2025 earnings call. I am proud to report that our team made significant progress in 2025. We achieved full year adjusted EBITDA growth of over 35%. Our same-store unit sales improved over 14%. Good Sam generated record revenue and the parts, service and other category experienced a strong improvement in gross margins. This performance demonstrates the strength of our model and the hard work of our team. In the fourth quar ...

The upcoming report from Thor Industries (THO) is expected to reveal quarterly earnings of $0.03 per share, indicating an increase of 400% compared to the year-ago period. Analysts forecast revenues of $1.98 billion, representing a decline of 1.9% year over year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Ahead of a com ...

Shares of Camping World Holdings (NYSE: CWH) were falling today after the leading RV dealer reported declining revenue in the fourth quarter and worse-than-expected results on the bottom line. What really seemed to sink the stock, however, was management's decision to pause its dividend. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » The company did call for adjusted earnings before ...

Camping World (NYSE:CWH) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Speaker9Good morning, and welcome to the Camping World Holdings conference call to discuss financial results for the fourth quarter and year ended December 31, 2025. At this time, all participants are in listen-only mode. Later, we will conduct a question and answer session, and instructions will follow at that time. Please be advised that this call is being recorded, and the reproduction of this call, in whole or in part, is not p ...

Achieved 35% adjusted EBITDA growth in 2025, driven by record Good Sam revenue and a 14% improvement in same-store unit sales. Attributed fourth-quarter margin pressure to a deliberate strategy of clearing aged and noncore inventory to improve working capital efficiency. Identified a significant weather disruption in early 2026 that temporarily closed over 60 locations, resulting in an estimated loss of 1,500 unit sales. Emphasized a shift toward disciplined execution and cost optimization, completi ...

Marine brands again achieve 90%+ customer satisfaction in NMMA’s industry benchmark programChris-Craft adds 2026 Innovation Award for its reimagined Launch 27 EDEN PRAIRIE, Minn., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Winnebago Industries (NYSE: WGO), a leading manufacturer of premium outdoor recreation products, today announced that its marine brands, Chris-Craft and Barletta Boats, have once again been recognized with Marine Industry Customer Satisfaction Index (CSI) Awards from the National Marine Manufactur ...

capital allocation and product investment; and- Operational standardization and process improvement, improving efficiency, quality, and consistency across brands;- Strategic sourcing coordination and supplier alignment, supporting long-term cost discipline and supply continuity;These actions are designed to enhance THOR's long-term competitiveness, reinforce operational resilience across market cycles and support continued investment in product innovation, quality and customer experience while also ensuring ...

Massimo Group Announces Sentinel 770 HVAC UTV Launch and Opens Pre-Orders [Accessibility Statement] Skip NavigationSecond Sentinel platform release builds on 570 success as dealer sales surge over 100% Year- over-YearGARLAND, Texas, Feb. 23, 2026 /PRNewswire/ -- Massimo Group (NASDAQ: MAMO), a leading manufacturer and distributor of powersports vehicles and equipment, today announced the launch of its new Sentinel 770 HVAC UTV, with pre-orders now open. This marks the Company's second Sentinel release follo ...

EDEN PRAIRIE, Minn, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading manufacturer of outdoor recreation products, today announced that Senior Vice President and Chief Financial Officer Bryan Hughes and Joan Ondala, Vice President, Treasury and Investor Relations, will participate in an analyst‑led fireside chat and conduct one‑on‑one meetings at the Raymond James 2026 Institutional Investors Conference in Orlando, Florida. The fireside chat will take place on Monday, March ...