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Camping World Holdings, Inc. (CWH) Q3 2025 Earnings Call Transcript
Camping World Holdings, Inc. ( CWH ) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Lindsey Christen - Chief Administrative & Legal Officer and Company Secretary Marcus Lemonis - Chairman & CEO Matt Wagner - President Thomas Kirn - CFO & Principal Accounting Officer Brett Andress - Senior Vice President of Corporate Development & Investor Relations Conference Call Participants Joseph Altobello - Raymond James & Associates, Inc., Research Division James Hardiman - Citigroup Inc., Research Division Charles Scholes - Truist Securities, Inc., Research Division Craig Kennison - Robert W. Baird & Co. Incorporated, Research Division Noah Zatzkin - KeyBanc Capital Markets Inc., Research Division Tristan Thomas-Martin - BMO Capital Markets Equity Research Scott Stember - ROTH Capital Partners, LLC, Research Division Patrick Buckley - Jefferies LLC, Research Division Presentation Operator Good morning, and welcome to the Camping World Holdings conference call to discuss financial results for the third quarter ended September 30, 2025.
Compared to Estimates, Camping World (CWH) Q3 Earnings: A Look at Key Metrics
Although the revenue and EPS for Camping World (CWH) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Camping World (CWH) Tops Q3 Earnings and Revenue Estimates
Camping World (CWH) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.13 per share a year ago.
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Camping World Holdings Inc. Profile
| Diversified Consumer Services Industry | Consumer Discretionary Sector | Marcus A. Lemonis CEO | XDUS Exchange | US13462K1097 ISIN |
| US Country | 12,701 Employees | 15 Dec 2025 Last Dividend | - Last Split | 7 Oct 2016 IPO Date |
Overview
Camping World Holdings, Inc., established in 1966 and based in Lincolnshire, Illinois, operates as a premier retailer of recreational vehicles (RVs) and related products and services across the United States. The company spans its operations through two segments: Good Sam Services and Plans, and RV and Outdoor Retail. Acknowledged for offering an extensive portfolio of services, protection plans, products, and resources for the RV industry, Camping World Holdings, Inc. is dedicated to enhancing the outdoor and recreational vehicle experience for its customers nationwide through its subsidiaries.
Products and Services
- Extended Vehicle Service Contracts: Offers comprehensive service agreements that cover repairs and maintenance outside of the manufacturer's warranty.
- Roadside Assistance Plans: Provides emergency assistance services, including towing, flat tire replacement, and locksmith services amongst others for RV owners.
- Property and Casualty Insurance Programs: Insurance offerings tailored to protect RVs, personal property, and liability coverage for owners.
- Travel Planning and Directories: Supplying resources for campsite finding, RV travel planning, and comprehensive directories for camping and RV parks.
- Publications: Produces various publications related to RV lifestyle, maintenance tips, and travel guides.
- New and Used RV Sales: A wide selection of RVs available for purchase, including both new and pre-owned models.
- RV Financing: Offers financing options for customers looking to purchase RVs, making ownership more accessible.
- RV Repair and Maintenance Services: Comprehensive service offerings for RV maintenance and repair, including specialized services.
- RV Parts and Accessories: An extensive range of RV parts, equipment, and accessories catering to various needs, from towing to furnishings.
- Collision Repair Services: Offers repair services for damage repair, including fiberglass work, paint, and interior remodeling for RVs.
- Outdoor Equipment and Supplies: Provides gear and supplies for camping, hunting, fishing, and various outdoor water and winter sports.
- Good Sam Club Membership: A membership program offering discounts on products and services, operational advantages, and co-branded credit cards for enthusiasts.
- RV Rental Platform: Facilitates a platform for renting RVs, connecting travelers with RV owners for unique travel experiences.
- Outdoor Products Manufacturing: Designs, manufactures, and distributes a variety of RV and camping furniture, along with outdoor products and accessories.
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