earnings
confidence high
sentiment neutral
materiality 0.75
Camping World Q3: record unit volume, adj. EBITDA $95.7M (+41.8%)
Camping World Holdings, Inc.
- Revenue $1.8B (+4.7%); used vehicle rev up 31.7% to $589.1M; new rev down 7% to $766.8M.
- Combined new/used unit record 38,980 (+14.6%); used units up 32.9% to 18,694; new up 1.7%.
- GAAP net loss $(29.4)M due to $175.4M deferred tax valuation allowance; diluted EPS $(0.64).
- Adjusted EBITDA $95.7M (+41.8%); adjusted EPS $0.43 (+230.8%).
- FY2026 adj. EBITDA guidance 'low $300M range'; same store combined units up 15.6% in Q3.