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.
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) 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.
It may not be 2020, but it may start to feel like it for some companies, at least a little. Recreational vehicle (RV) manufacturers had a strong backlog on their order books as social distancing and remote work made mobile homes attractive options.
Camping World Holdings, Inc. (NYSE:CWH ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Lindsey J. Christen - Chief Administrative & Legal Officer and Company Secretary Marcus A.
Although the revenue and EPS for Camping World (CWH) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Camping World (CWH) came out with quarterly earnings of $0.57 per share, missing the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.38 per share a year ago.
Camping World (CWH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Camping World is a moderate buy, hinging on a likely interest rate decline over the next 12-24 months to further reduce expenses. Good Sam, the high-margin, capital-light membership/insurance segment, is the company's crown jewel, generating nearly half of the EBITDA. Risks include persistent high interest rates, ongoing consumer trade-downs, and an expensive RV segment valuation relative to industry peers.
Camping World Holdings, Inc. (NYSE:CWH ) Q1 2025 Earnings Conference Call April 30, 2025 8:30 AM ET Company Participants Lindsey Christen - Chief Administrative and Legal Officer Marcus Lemonis - Chairman and Chief Executive Officer Matthew Wagner - President Thomas Kirn - Chief Financial Officer Conference Call Participants Joseph Altobello - Raymond James Sean Wagner - Citigroup Alex Perry - Bank of America Michael Swartz - Truist Securities Scott Stember - ROTH MKM Noah Zatzkin - KeyBanc Capital Markets Tristan Thomas-Martin - BMO Capital Markets John Healy - Northcoast Research Bret Jordan - Jefferies Operator Good day and welcome to the Camping World Holdings, Inc. First Quarter 2025 Results Conference Call. All participants will be in the listen-only mode.
While the top- and bottom-line numbers for Camping World (CWH) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Camping World (CWH) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.23. This compares to loss of $0.40 per share a year ago.