earnings
confidence high
sentiment negative
materiality 0.75
Camping World Q2 net income $43.7M; cuts FY 2026 EBITDA guidance to $230-270M
Camping World Holdings, Inc.
- Revenue $1.93B, net income $43.7M, adjusted EBITDA $112.1M; same-store used unit sales +5%.
- SG&A reduced $26.6M; cash $224.1M, long-term debt $1.405B; net debt down 14.5% YoY.
- Full-year 2026 adjusted EBITDA guidance lowered to $230-270M from $275-325M.
- CEO cites weak new RV industry trends in May/June; incremental $100M structural savings identified.
- Year-to-date operating cash flow $333M; capital allocation prioritizes debt reduction.