<div id="readability-page-1"><p>The COVID-19 pandemic helped foster a new generation of recreational vehicle (RV) users to take advantage of the outdoor lifestyle. The good times for RV makers in the <strong>auto/tires/trucks sector</strong> seemed like they would stick around well after the pandemic re-opening. However, like most industries that gained during the pandemic, normalization inevitably set in.</p> <p>Let's look at three leading RV stocks that each offer unique opportunities for bullish investors. </p><div><p><span></span><span>Get <strong>THOR Industries</strong> alerts:</span></p></div> <h2><strong>1. Thor Industries</strong></h2>  <p>The largest RV player, <strong>Thor Industries Inc. <span>NYSE: THO<span></span></span></strong>, sells gasoline, diesel, and hybrid vehicles such as campers, RVs, motorhomes and trailers under brands like Airstream, Crossroads, CruiserRV, DRV, Dutchman, Entegra, Heartland, Highland, Jayco, Keystone, KZ, Redwood, Starcraft RV, Thor Motor Coach, Tiffin and Venture RV. </p> <p>The company's decentralized business model grants each brand autonomy and the ability to make decisions with agility and flexibility. This is also conducive to the acquisition strategy.</p> <h3>Losses Kick Off the Fiscal 2025</h3> <p>Thor reported a fiscal first-quarter 2025 EPS loss of three cents, widely missing consensus estimates for a profit of 71 cents by 74 cents. Revenues fell 14.3% year-over-year (YoY) to $2.14 billion, missing analyst estimates of $2.24 billion. The loss was due to the steep drop in higher-ticket motorized RV sales, which fell 29% YoY, leading to a 46.2% collapse in gross profit.</p> <p>Due to its size, Thor has the most exposure during industry downturns. The soft retail and wholesale environment impacted the quarter and is expected to impact FQ2 2025 as well. The company continues to align production to sync with the current market environment while keeping dealer inventories from swelling too high.</p> <h3>Stronger Second Half 2025 Expected</h3>  <p>Demand is expected to pick up in the second half of the fiscal year as the company estimates the retail market will start to trend positively by year's end. The company reaffirmed its fiscal full-year 2025 EPS guidance of $4.00 to $5.00 versus $4.75 consensus estimates. Fiscal full-year 2025 revenue is expected to be between $9 billion to $9.8 billion versus $9.63 billion consensus estimates. The company believes it is well-prepared to deliver strong performance as the market recovers.</p><div><div><p><span><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD0xMDU0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" height="1" width="1" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD0xMDU0MA"/></span></p><div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/20241115143620_unnamed.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="421" height="253" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/20241115143620_unnamed.png"/></p></div><div><p><strong>Ad </strong> True Market Insiders</p><p>3 CENT Crypto to Explode December 16th?</p><p>Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017…  And has spotted 44 different coins that have returned over 100%...  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Revenues fell 18% YoY to $625.6 million, firmly missing consensus estimates of $677.29 million. Towables revenue fell 23.2% YoY to $254 million as adjusted EBITDA fell 59% to 13.6 million. Motorhome RV revenues fell 18.7% YoY to $271.7 million, with adjusted EBITDA down 87.5% YoY to $2.7 million. Marine net revenue rose 3.6% YoY to $90.5 million as adjusted EBITDA rose 16.7% to $8.4 million.</p> <h3>Reaffirming Fiscal 2025 Guidance</h3>  <p>Winnebago expected full-year 2025 EPS between $3.10 to $4.50 versus $3.38 consensus estimates. Its fiscal full-year 2025 revenue is expected to be between $2.9 billion to $3.2 billion versus $2.99 billion consensus estimates.</p> <p>The company has a little more diversification with its Marine products division, which actually grew 3.6% YoY in the quarter. Its adjusted EBITDA growth to $8.4 million outperformed its Motorhome RV segment, which generated just $2.7 million, triple the sales volume. The stock also has a 2.9% dividend yield.</p> <h2><strong>3. REV Group</strong></h2>  <p>Specialty vehicle maker <strong>REV Group Inc. <span>NYSE: REVG<span></span></span></strong> manufactures fire engine trucks, ambulances, transit buses, and RVs. The company operates two divisions: Specialty Vehicles and Recreation. Its Fire &amp; Emergency business within the Specialty Vehicles division is experiencing strength, but its RV sales are struggling like Thor and Winnebago due to the sluggish retail climate. A key distinction among customers is that the Fire &amp; Emergency division generates its revenues from much deeper-pocketed government agencies, municipalities and industrial customers. At the same time, RV sales are made to tight-fisted consumers. </p> <h3>Specialty Vehicles Carry the Torch, While RV Sales Plunge</h3>  <p>The REV Group reported a fourth-quarter 2024 EPS of 51 cents, beating consensus estimates by two cents. Revenues fell 13.8% YoY to $597.9 million, falling short of $603.33 million.</p> <p>The Specialty Vehicles division generated $439 million in revenues, which was a 3.6% YoY increase after backing out the Collins divestiture in Q4 2023. Increased shipments of fire apparatus and ambulance units drove the growth, with a backlog of $4.18 billion. Adjusted EBITDA rose 67.9% YoY to $50.2 million after backing out the Collins divestiture in Q4 2023.</p> <p>The RV division saw a 26.5% YoY drop in revenue due to lower shipments and increased discounting. The backlog dropped to $291.5 million, down $93.7 million YoY. Adjusted EBITDA fell 57.6% YoY to $8.1 million in Q4 2024 due to lower shipments, inflationary pressures, and discounting partially offset by cost reduction actions. The RV segment generates 26% of total revenues.</p><p>→ URGENT: This Altcoin Opportunity Won’t Wait – Act Now <span><span>(From Crypto Swap Profits)</span> <span>(Ad)</span></span><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD0xMDk4NA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" height="1" width="1" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD0xMDk4NA"/></p><h2>Should you invest $1,000 in THOR Industries right now?</h2><p>Before you consider THOR Industries, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and THOR Industries wasn't on the list.</p><p>While THOR Industries currently has a &#34;Hold&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

REVG

<p>The article discusses three RV stocks to watch in 2025: Thor Industries, Winnebago, and REV Group. Thor reported a fiscal Q1 2025 EPS loss, missing estimates, with revenues down 14.3% YoY. Winnebago also missed earnings expectations, with a fiscal Q1 EPS loss and an 18% YoY revenue decline. REV Group's RV sales are struggling, but its Specialty Vehicles division remains strong. All three companies anticipate a market recovery in the second half of 2025, with guidance reaffirmed for fiscal 2025 earnings and revenues.</p>

Rev Up Your Portfolio: 3 Hot RV Stocks to Watch in 2025