Q2 FY2026 EarningsQ2 FY26 results missed consensus across key profitability metrics despite a narrow revenue beat: revenue of $1,934M was 3.0% below the $1,994M consensus, while GAAP EPS of $0.42 missed the $0.54 mean estimate. Gross margin came in at 27.8% vs. 28.7% expected, primarily due to a 286 bps YoY contraction in new vehicle margins and a 397 bps drop in used vehicle margins. Management noted significant headwinds from geopolitical conflicts impacting fuel prices and consumer sentiment, while pausing the dividend to focus on debt leverage reduction.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Camping World(CWH) the Revenue is 1.934 B (-2.12%), Miss estimate;the EBIT is 91.85 M (-29.49%), Miss estimate;the EPS is 0.42 (-12.5%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
1.93B2.12%
1.99B0.91%
-0.06B3.03%
EBITMiss expectations
0.09B29.49%
0.12B4.80%
-0.03B24.69%
EPSMiss expectations
0.4212.50%
0.54413.33%
-0.124025.83%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf