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Camping World Holdings (CWH)
NYSE:CWH
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.27Last Year’s EPS
-0.16Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced mix of strong full-year operational improvements (full-year adjusted EBITDA growth >35%, same-store sales +14%, record Good Sam revenue, used volume gains, and $25M of SG&A reductions) alongside meaningful near-term challenges (Q4 adjusted EBITDA loss widened to $26.2M, new unit volumes down 7%, inventory cleansing expected to reduce 2026 EBITDA by about $35M, weather-driven lost sales, paused dividend, and elevated leverage). Management provided a clear playbook—inventory optimization, SG&A efficiency and Good Sam expansion—and set a 2026 EBITDA range ($275M–$325M) while prioritizing deleveraging. Given the material near-term headwinds offsetting several positive operating trends, the overall tone is cautious and transitionary.Company Guidance
Full-Year Adjusted EBITDA Growth
Adjusted EBITDA grew by over 35% for full year 2025, demonstrating significant year-over-year improvement in operating performance.
Same-Store Sales Improvement
Same-store unit sales improved by over 14% for the year; fourth-quarter same-store sales volume for new and used vehicles increased by 4%.
Good Sam Momentum and Record Revenue
Good Sam generated record revenue in 2025 and services & plans revenue increased ~3% in Q4; management expects Good Sam margin improvement in 2026 as prior investments begin to yield returns.
Used Volume Strength and Revenue
Used unit volumes rose 14% in Q4, contributing meaningfully to revenue (company reported Q4 revenue of $1.2 billion).
Cost Reductions Achieved
Management completed about $25 million of annualized SG&A expense reductions in recent months to offset near-term gross margin pressure.
Liquidity and Balance Sheet Actions
Ended the quarter with $215 million of cash and have repaid an additional $50 million of long-term debt to date in 2026, with the Board prioritizing deleveraging.
2026 Adjusted EBITDA Guidance Range
Management established a 2026 adjusted EBITDA range of $275 million to $325 million and indicated a midpoint / base case around $300 million.
Market Share and Category Wins
Combined market share held at ~13%; management reported outsized strength in certain categories—new fifth wheels and entry-level motorized sales up in excess of 25% year-over-year at same-store locations.
Selective M&A Activity
Company remains disciplined on M&A in a stressed asset environment and has one targeted acquisition signed to close in March that fits strict criteria (low rent factor, manageable goodwill).
CWH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CWH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $10.85 | $9.06 | -16.50% |
Oct 28, 2025 | $16.62 | $12.50 | -24.79% |
Jul 29, 2025 | $17.30 | $14.64 | -15.38% |
Apr 29, 2025 | $13.71 | $11.75 | -14.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Camping World Holdings (CWH) report earnings?
Camping World Holdings (CWH) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Camping World Holdings (CWH) earnings time?
Camping World Holdings (CWH) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CWH EPS forecast?
CWH EPS forecast for the fiscal quarter 2026 (Q1) is -0.27.
