<p>Camping World (CWH) 是美国领先的房车及相关产品销售商，在最近的第三季度报告中交出了令人印象深刻的业绩，超出了市场对收入和利润的预期。得益于强劲的新车销售，该公司在 2025 年之前的持续增长前景良好。最近提出的 3 亿美元 A 类普通股发行计划有望进一步增强公司的财务状况。该股今年迄今已上涨超过 38%，分析师的预测指向乐观的前景，使其成为希望参与房车市场复苏的投资者的稳健选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/10/CWH-Stock-Chart-10-31-24.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/10/CWH-Stock-Chart-10-31-24.png"/></p>
<h2><strong>Camping World 重返正增长</strong></h2>
<p>Camping World 是美国房车及相关产品和服务的领先提供商。它在 Camping World 和 Good Sam 品牌下提供产品，并在 Good Sam 服务与计划和房车及户外零售两个业务板块运营。</p>
<p>最近，该公司在过去十个季度中首次实现了新旧同店单位销售的正收入增长。这主要归功于其在产品开发和可负担性方面的战略重点。此外，它的新单位销售实现了两位数的增长率，为其 2025 年计划带来了显著的动力。</p>
<p>在最新消息中，Camping World 宣布发行 3 亿美元的 A 类普通股，并授予承销商 30 天的选择权，以购买额外的 4500 万美元。此次发行的收益将用于一般企业用途，例如增强资产负债表、增加营运资金和减少债务。</p>
<h2><strong>Camping World 最近的财务业绩</strong></h2>
<p>该公司最近公布了 2024 年第三季度的业绩，季度的主要叙述是销售的复杂性。就像双面人翻转硬币一样，似乎有两种心态。新车收入显著增长了 1.457 亿美元，增幅为 21.5%，尽管这些车辆的平均售价下降了 7.4%。然而，二手车收入下降了 1.43 亿美元，降幅为 24.2%，平均售价下降了 7.7%。总体而言，由于新车和二手车的平均售价降低，毛利润下降，尽管部分被较低的平均成本和与服务合作伙伴的 550 万美元一次性退出安排所抵消。</p>
<p>总体收入为 17 亿美元，超出分析师预期 6000 万美元。然而，毛利润（4.985 亿美元）和总毛利率（28.9%）同比下降了 2460 万美元（或 4.7%）和 134 个基点。非公认会计原则每股收益（EPS）为 0.13 美元，超出市场共识预期 0.04 美元。</p>
<p>该公司宣布本季度每股常规现金分红为 0.125 美元，分红收益率为 2.33%，于 2024 年 9 月 25 日支付。</p>
<h2><strong>CWH 值得购买吗？</strong></h2>
<p>房车市场经历了一段艰难时期，导致该股波动性较大（贝塔值为 1.99）。过去三年，该股下跌了 28.29%。目前股价接近其 52 周价格区间的中间值（16.18 美元 – 28.72 美元），并显示出积极的价格动能，交易价格高于 20 日（22.42 美元）和 50 日（22.40 美元）移动平均线。其市销率为 0.28 倍，略低于汽车和卡车经销行业的平均市销率 0.48 倍。</p>
<p>跟踪该公司的分析师对 CWH 股票持乐观态度。根据九位分析师的最新推荐，Camping World Holdings 整体评级为强烈买入。CWH 股票的平均目标价为 27.29 美元，较当前水平有 20.06% 的潜在上涨空间。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/10/image-834.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/10/image-834.png"/></p>
<p><strong>查看更多 CWH 分析师评级</strong></p>
<h2><strong>对 Camping World 的总结思考</strong></h2>
<p>Camping World 在第三季度以可观的新车销售令投资者感到惊喜。该公司希望保持这种势头，最近提出的 3 亿美元股票发行计划将增强其财务状况。分析师对该股保持乐观，使其成为希望抓住房车市场复苏机会的投资者的一个引人注目的选择。</p>
<p>披露</p>

<p>Camping World Holdings (CWH) 报告了强劲的第三季度业绩，尽管二手车销售下降，但新车收入增长了 21.5%，超出预期。该公司宣布了一项股票发行，以增强其财务状况。CWH 的股票年初至今上涨超过 38%，分析师给予其 “强烈买入” 的评级，目标价暗示有 20.06% 的上涨空间。该公司在十个季度后首次实现正收入增长，得益于战略性产品开发和可负担性，使其在房车市场的未来增长中处于良好位置</p>

<p>Camping World (CWH), the nation’s leading seller of RVs and related products, delivered impressive results in its recent Q3 report, outperforming top-and-bottom-line expectations. Fueled by robust new vehicle sales, the company is well-positioned for continued growth into 2025. The recent proposal to offer $300 million of Class A common stock promises to further strengthen the company’s financials. The stock is up over 38% year-to-date, and analysts’ projections point to a favorable outlook, making the stock a solid option for investors looking to participate in the RV market’s turnaround.</p>
<div class="lb-trans"><p>Camping World (CWH) 是美国领先的房车及相关产品销售商，在最近的第三季度报告中交出了令人印象深刻的业绩，超出了市场对收入和利润的预期。得益于强劲的新车销售，该公司在 2025 年之前的持续增长前景良好。最近提出的 3 亿美元 A 类普通股发行计划有望进一步增强公司的财务状况。该股今年迄今已上涨超过 38%，分析师的预测指向乐观的前景，使其成为希望参与房车市场复苏的投资者的稳健选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/10/CWH-Stock-Chart-10-31-24.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/10/CWH-Stock-Chart-10-31-24.png"/></p>
<h2><strong>Camping World Returns to Positive Revenue Growth</strong></h2>
<div class="lb-trans"><h2><strong>Camping World 重返正增长</strong></h2>
</div><p>Camping World is the leading provider of RVs and related products and services in the United States. It offers products under the Camping World and Good Sam brands while operating in two segments: Good Sam Services &amp; Plans and RV &amp; Outdoor Retail.</p>
<div class="lb-trans"><p>Camping World 是美国房车及相关产品和服务的领先提供商。它在 Camping World 和 Good Sam 品牌下提供产品，并在 Good Sam 服务与计划和房车及户外零售两个业务板块运营。</p>
</div><p>Recently, the company returned to positive revenue growth in its combined new and used same-store unit sales for the first time in ten quarters. This was primarily credited to its strategic focus on product development and affordability. Moreover, it recorded a double-digit growth rate in new units, leading to significant momentum for its 2025 plan.</p>
<div class="lb-trans"><p>最近，该公司在过去十个季度中首次实现了新旧同店单位销售的正收入增长。这主要归功于其在产品开发和可负担性方面的战略重点。此外，它的新单位销售实现了两位数的增长率，为其 2025 年计划带来了显著的动力。</p>
</div><p>In the latest news, Camping World announced an offering of $300 million of its Class A common stock, granting the underwriters a 30-day option to purchase up to an additional $45 million. The proceeds from this offering will be used for general corporate purposes, such as enhancing their balance sheet, augmenting working capital, and reducing debt.</p>
<div class="lb-trans"><p>在最新消息中，Camping World 宣布发行 3 亿美元的 A 类普通股，并授予承销商 30 天的选择权，以购买额外的 4500 万美元。此次发行的收益将用于一般企业用途，例如增强资产负债表、增加营运资金和减少债务。</p>
</div><h2><strong>Camping World’s Recent Financial Results</strong></h2>
<div class="lb-trans"><h2><strong>Camping World 最近的财务业绩</strong></h2>
</div><p>The company recently reported its results for Q3 2024, and the driving narrative for the quarter was the confounding nature of sales. Like Two-Face flipping a coin, it appeared to be of two minds. New vehicle revenue significantly rose by $145.7 million or 21.5% despite the average selling price of these vehicles seeing a 7.4% decrease. Yet, used vehicle revenue dropped by $143.0 million, or 24.2%, with a decline in average selling price by 7.7%. Overall, gross profit declined due to lower average selling prices of new and used vehicles, albeit partially offset by lower average costs and a nonrecurring $5.5 million exit arrangement with a service partner.</p>
<div class="lb-trans"><p>该公司最近公布了 2024 年第三季度的业绩，季度的主要叙述是销售的复杂性。就像双面人翻转硬币一样，似乎有两种心态。新车收入显著增长了 1.457 亿美元，增幅为 21.5%，尽管这些车辆的平均售价下降了 7.4%。然而，二手车收入下降了 1.43 亿美元，降幅为 24.2%，平均售价下降了 7.7%。总体而言，由于新车和二手车的平均售价降低，毛利润下降，尽管部分被较低的平均成本和与服务合作伙伴的 550 万美元一次性退出安排所抵消。</p>
</div><p>Overall, revenue was $1.7 billion, beating analysts’ estimates by $60 million. However, gross profit ($498.5 million) and total gross margin (28.9%) decreased year-over-year by $24.6 million (or 4.7%) and 134 basis points, respectively. Non-GAAP earnings per share (EPS) of $0.13 surpassed consensus expectations by $0.04.</p>
<div class="lb-trans"><p>总体收入为 17 亿美元，超出分析师预期 6000 万美元。然而，毛利润（4.985 亿美元）和总毛利率（28.9%）同比下降了 2460 万美元（或 4.7%）和 134 个基点。非公认会计原则每股收益（EPS）为 0.13 美元，超出市场共识预期 0.04 美元。</p>
</div><p>The company announced a regular cash dividend of $0.125 per share for the quarter, a dividend equivalent yield of 2.33%, which it paid on September 25, 2024.</p>
<div class="lb-trans"><p>该公司宣布本季度每股常规现金分红为 0.125 美元，分红收益率为 2.33%，于 2024 年 9 月 25 日支付。</p>
</div><h2><strong>Is CWH a Buy?</strong></h2>
<div class="lb-trans"><h2><strong>CWH 值得购买吗？</strong></h2>
</div><p>It has been a rough period for the RV market, translating into a volatile ride for the stock (beta of 1.99). The shares are down 28.29% over the past three years. It trades near the middle of its 52-week price range of $16.18 – $28.72 and shows positive price momentum as it trades above the 20-day (22.42) and 50-day (22.40) moving averages. With a P/S ratio of 0.28x, it is at a slight discount to the Auto &amp; Truck Dealerships industry with an average P/S ratio of 0.48x.</p>
<div class="lb-trans"><p>房车市场经历了一段艰难时期，导致该股波动性较大（贝塔值为 1.99）。过去三年，该股下跌了 28.29%。目前股价接近其 52 周价格区间的中间值（16.18 美元 – 28.72 美元），并显示出积极的价格动能，交易价格高于 20 日（22.42 美元）和 50 日（22.40 美元）移动平均线。其市销率为 0.28 倍，略低于汽车和卡车经销行业的平均市销率 0.48 倍。</p>
</div><p>Analysts following the company have been bullish on CWH stock. Based on the most recent recommendations of nine analysts, Camping World Holdings is rated a Strong Buy overall. The average price target for CWH stock is $27.29, representing a potential upside of 20.06% from current levels.</p>
<div class="lb-trans"><p>跟踪该公司的分析师对 CWH 股票持乐观态度。根据九位分析师的最新推荐，Camping World Holdings 整体评级为强烈买入。CWH 股票的平均目标价为 27.29 美元，较当前水平有 20.06% 的潜在上涨空间。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/10/image-834.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/10/image-834.png"/></p>
<p><strong>See more CWH analyst ratings</strong></p>
<div class="lb-trans"><p><strong>查看更多 CWH 分析师评级</strong></p>
</div><h2><strong>Closing Thoughts on Camping World</strong></h2>
<div class="lb-trans"><h2><strong>对 Camping World 的总结思考</strong></h2>
</div><p>Camping World surprised investors in Q3 with substantial new vehicle sales. The company looks to keep the momentum going, with the recent proposition offering $300 million in stock to bolster its financial position. Analysts remain bullish on the stock, making it a compelling choice for investors looking to capitalize on the RV market’s revival.</p>
<div class="lb-trans"><p>Camping World 在第三季度以可观的新车销售令投资者感到惊喜。该公司希望保持这种势头，最近提出的 3 亿美元股票发行计划将增强其财务状况。分析师对该股保持乐观，使其成为希望抓住房车市场复苏机会的投资者的一个引人注目的选择。</p>
</div><p>Disclosure</p>
<div class="lb-trans"><p>披露</p>
</div>

Camping World Holdings (CWH) 在第三季度交出了令人瞩目的业绩，推动股价上扬