CWH · NYSE · Auto - Dealerships

Camping World

Sells RVs and Good Sam ownership services through a US dealership network.

$6.50
After-hours close−0.03 (−0.46%)
At close$6.53(+1.56%)
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Profile

Camping World Holdings, Inc.CWHConsumer Discretionary

Sells new and used RVs, service work, parts, finance and insurance assistance, and Good Sam ownership products through a US-focused dealership network. RV and Outdoor Retail supplies most revenue, while Good Sam Services and Plans add recurring protection, roadside-assistance, insurance, travel, and publishing lines.

Sells new and used RVs, service and collision work, parts and accessories, finance and insurance assistance, Good Sam memberships, and ownership plans through the Camping World and Good Sam platform. RV and Outdoor Retail supplies most revenue, while Good Sam Services and Plans add protection, insurance, roadside-assistance, travel, and publishing products.

Operates a concentrated US dealership and service network, with every store able to sell or service RVs. The model keeps customers inside the platform before purchase, at delivery, during repairs, and through recurring club or protection products.

The business depends on seasonal RV demand, access to third-party RV inventory, and competition from other dealers, warranty and roadside-assistance providers, mass merchants, online retailers, and specialty stores.

Company facts

CEOMatthew D. Wagner
ListedOct 7, 2016
ExchangeNYSE
HeadquartersLincolnshire, IL
CountryUnited States
Employees11,427
CIK0001669779
ISINUS13462K1097

Key statistics

Market cap$414.8M
EPS (ttm)−$1.55
P/E (ttm)−4.21
ROE-39.5%
P/B1.69
P/S0.0662
Dividend yield3.83%
Beta2.31vs XLY 1.63

Year to date −32.7% · Average volume (30d) 2.0M

Analysts

Price target, next 12 months$10.50+60.8%Median of 24 analysts · vs the Aug 28 close
ConsensusBuy15 of 24 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 3, 2026Roth CapitalTarget$12
Jul 31, 2026Raymond JamesTarget$10$8.25
Jul 31, 2026Robert W. BairdTarget$7
Jul 31, 2026KeyBancReiterateOverweight$21$9
Jul 31, 2026Wolfe ResearchTarget$14

Earnings

EPS

Estimate$0.28
ReportedDue Oct 27, 2026

Revenue

Estimate$1.71B
ReportedDue Oct 27, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 29, 2026Q2 FY26$0.57$0.57−0.3%$1.99B$1.93B−3.0%+4.13%
Apr 29, 2026Q1 FY26−$0.27−$0.21+22.3%$1.41B$1.35B−4.0%+18.18%
Feb 24, 2026Q4 FY25−$0.63−$0.73−15.9%$1.16B$1.17B+1.0%−16.50%
Oct 28, 2025Q3 FY25$0.36$0.43+19.4%$1.16B$1.81B+55.5%−24.79%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.41B$1.98B$1.81B$1.17B$1.35B$1.93B
Gross profit$429.6M$592.3M$517.0M$338.2M$403.3M$538.4M
Operating income$20.8M$130.3M$79.1M−$52.8M$22.3M$102.9M
Net income−$12.3M$30.2M−$40.4M−$67.3M−$16.4M$26.9M
Diluted EPS−$0.21$0.48−$0.64−$1.07−$0.26$0.42
Gross margin30.4%30.0%28.6%28.8%29.8%27.8%
Operating margin1.5%6.6%4.4%-4.5%1.6%5.3%

Fiscal years (4-quarter sums)FY21 $6.91B · FY22 $6.97B · FY23 $6.23B · FY24 $6.10B · FY25 $6.37B

Revenue by product · Q2 FY26

RV And Outdoor Retail$1.88B · 97%
Good Sam Services And Plans$54.8M · 3%

Balance sheet, Jun 30, 2026Cash & short-term investments $224.1M · Total debt $3.74B · Total assets $4.86B · Shareholders' equity $245.7M

Dividends

Next ex-date
Annual dividend
$0.25
per share
Dividend yield
3.83%
Schedule
Quarterly
4 payments a year

Last cut to $0.125 from $0.625 in Sep 2023.

History

Ex-dateRecordPaidAmountNote
Dec 15, 2025Dec 15Dec 29$0.125
Sep 15, 2025Sep 15Sep 29$0.125
Jun 13, 2025Jun 13Jun 27$0.125
Mar 14, 2025Mar 14Mar 27$0.125
Dec 13, 2024Dec 13Dec 30$0.125
Sep 13, 2024Sep 13Sep 25$0.125
Jun 13, 2024Jun 13Jun 27$0.125
Mar 13, 2024Mar 14Mar 29$0.125
View details

Ownership

Institutions 99.16%Insiders 8.31%

Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.

Shares outstanding 63.52M · Float 59.48M · 93.6% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
CWGS Holding, LLC32.58M34.20%13GFeb 13, 2026
BlackRock, Inc.5.53M8.70%13FAug 7, 2026
Bank of America Corp /DE/4.00M6.30%13GAug 11, 2026
Goldman Sachs Group Inc3.81M6.00%13FAug 14, 2026
Wolf Hill Capital Management, LP3.58M5.63%13FAug 13, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

Peers

  • Amazon

    Online marketplace pressure on RV and outdoor accessories

  • Walmart

    Mass-merchandise pressure on RV supplies and camping gear

  • Progressive

    Large RV insurer competing with Good Sam insurance offers

  • Assurant

    Vehicle service-contract provider overlapping Good Sam plans

  • Allstate

    Roadside and RV insurance rival to Good Sam protection plans

  • Tractor Supply

    Specialty retail rival for RV, trailer, and outdoor supplies

  • Costco

    Warehouse-club rival for member-priced camping gear

  • Target

    Mass retailer competing in camping and outdoor gear

CompareAfter-hours close

CompanyPriceChange
Camping World$6.50−0.46%$414.8M9.60.1−2.1%
Amazon$266.10−0.11%$2.87T21.428.53.7+19.6%
Walmart$103.07−0.03%$820.40B37.234.51.1+5.9%
Progressive$217.33−0.61%$127.12B11.013.31.4−4.2%
Assurant$285.65−0.01%$14.15B13.512.81.1+9.4%
Allstate$260.58−0.03%$67.08B5.29.21.0−7.2%
Tractor Supply$35.10+1.04%$18.21B18.117.51.2+2.3%
Costco$945.47−0.03%$419.30B47.643.01.4+11.6%
Target$163.23+0.05%$74.10B16.917.60.7+5.3%
Median17.517.61.1+5.6%