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Compared to Estimates, Camping World (CWH) Q3 Earnings: A Look at Key Metrics
ZACKS· 2025-10-29 00:31
Core Insights - Camping World (CWH) reported $1.81 billion in revenue for Q3 2025, a year-over-year increase of 4.7% and a surprise of +0.58% over the Zacks Consensus Estimate of $1.8 billion [1] - The EPS for the quarter was $0.43, significantly higher than $0.13 a year ago, with a surprise of +19.44% compared to the consensus estimate of $0.36 [1] Financial Performance - Unit sales of new vehicles were 20,286, below the average estimate of 22,018 [4] - Average selling price for used vehicles was $31,512, lower than the estimated $32,714.65 [4] - Average selling price for new vehicles was $37,798, exceeding the estimate of $36,053.57 [4] - Unit sales of used vehicles reached 18,694, surpassing the average estimate of 16,267 [4] - Revenue from Good Sam Services and Plans was $52.51 million, slightly below the estimate of $53.55 million, with a year-over-year change of +3.3% [4] - Revenue from RV and Outdoor Retail for new vehicles was $766.78 million, significantly lower than the estimate of $828.85 million, representing a year-over-year decline of -7.1% [4] - Revenue from RV and Outdoor Retail for used vehicles was $589.09 million, exceeding the estimate of $525.01 million, with a year-over-year increase of +31.7% [4] - Revenue from RV and Outdoor Retail for Good Sam Club was $10.81 million, below the estimate of $11.73 million, reflecting a year-over-year change of -0.8% [4] - Revenue from RV and Outdoor Retail Finance and insurance, net, was $178.3 million, slightly above the estimate of $176.24 million, with a year-over-year increase of +7.2% [4] - Total revenue from RV and Outdoor Retail was $1.75 billion, below the estimate of $1.77 billion, with a year-over-year change of +4.8% [4] - Revenue from RV and Outdoor Retail Products, service, and other was $208.63 million, lower than the estimate of $227.9 million, representing a year-over-year decline of -7.2% [4] - Gross profit from RV and Outdoor Retail Products, Service, and Other was $94.21 million, below the average estimate of $108.77 million [4] Stock Performance - Shares of Camping World have returned +1.7% over the past month, compared to the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
Here's What Key Metrics Tell Us About Camping World (CWH) Q2 Earnings
ZACKS· 2025-07-29 23:31
Core Insights - Camping World (CWH) reported revenue of $1.98 billion for the quarter ended June 2025, reflecting a year-over-year increase of 9.4% [1] - The company's EPS was $0.57, up from $0.38 in the same quarter last year, although it fell short of the consensus estimate of $0.58 by 1.72% [1] - The revenue exceeded the Zacks Consensus Estimate of $1.88 billion by 5.04% [1] Financial Performance Metrics - New vehicle unit sales reached 26,696, surpassing the average estimate of 22,432 [4] - Used vehicle unit sales were 18,906, exceeding the average estimate of 18,170 [4] - Average gross profit per unit for used vehicles was $6,190, higher than the average estimate of $5,851.75 [4] - Average selling price for used vehicles was $30,269, compared to the average estimate of $30,005.27 [4] - Average gross profit per unit for new vehicles was $4,729, below the average estimate of $5,320.90 [4] Revenue Breakdown - Revenue from RV and Outdoor Retail products, services, and other was $222.89 million, below the average estimate of $241.07 million, representing a year-over-year decline of 5.5% [4] - Revenue from RV and Outdoor Retail finance and insurance was $201.2 million, exceeding the average estimate of $185.26 million, with a year-over-year increase of 12.4% [4] - Revenue from RV and Outdoor Retail used vehicles was $572.27 million, surpassing the average estimate of $539.28 million, reflecting a year-over-year increase of 19% [4] - Revenue from RV and Outdoor Retail new vehicles was $915.11 million, exceeding the average estimate of $854.12 million, with a year-over-year increase of 8% [4] - Total revenue from RV and Outdoor Retail was $1.92 billion, above the average estimate of $1.82 billion, representing a year-over-year increase of 9.6% [4] - Revenue from the Good Sam Club was $10.27 million, below the average estimate of $11.32 million, indicating a year-over-year decline of 7.6% [4] - Revenue from Good Sam Services and Plans was $54.21 million, slightly below the average estimate of $55.21 million, reflecting a year-over-year increase of 3.2% [4] Stock Performance - Shares of Camping World have returned +4.1% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]