$CWH

Camping World Holdings, Inc.

AlphAI earnings readsecond quarter 2026 · JUL 29Revenues of $1.93 Billion, Net Income of $43.7 Million, and Adjusted EBITDA of $112.1 MillionVerdict: mixed

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No SEC Form 4 filings for $CWH in the last 30 days.

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Citi cuts RV sector estimates as industry faces ongoing weakness

Citi lowered its financial estimates for Camping World Holdings, Thor Industries, and Winnebago Industries due to weak RV industry demand through 2026. The firm reduced Camping World's 2026 EBITDA estimate to $230M, and cut 2027 and 2028 estimates by $25M and $32M, respectively. Thor and Winnebago's 2026 Q4 EPS estimates were adjusted, with both 2027 EBITDA estimates brought to flat year-over-year. July retail sales were down 20%, and wholesale shipments declined 12%.

Automotive and Marine Retail Stocks Q2 Recap: Benchmarking MarineMax (NYSE:HZO)

America's Car-Mart (CRMT) reported Q2 revenue of $145.8M, down 57.1% YoY, missing estimates. Camping World (CWH) reported $1.93B revenue, down 2.1% YoY, also missing expectations. OneWater (ONEW) reported $530.7M revenue, down 4% YoY, with mixed results. All three stocks have declined since reporting.

CWH sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 2 news stories mentioning CWH (Camping World Holdings, Inc.). Coverage has been balanced: 1 bullish, 0 neutral, and 1 bearish.

Recent CWH coverage spans financial news, earnings and corporate actions.

What's driving CWH

AlphAI scores every news story that mentions CWH with an AI model for sentiment and relevance, and aggregates insider trades from Camping World Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $CWH

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$CWHMed

Citi cuts RV sector estimates as industry faces ongoing weakness

Citi lowered its financial estimates for Camping World Holdings, Thor Industries, and Winnebago Industries due to weak RV industry demand through 2026. The firm reduced Camping World's 2026 EBITDA estimate to $230M, and cut 2027 and 2028 estimates by $25M and $32M, respectively. Thor and Winnebago's 2026 Q4 EPS estimates were adjusted, with both 2027 EBITDA estimates brought to flat year-over-year. July retail sales were down 20%, and wholesale shipments declined 12%.

What Camping World's Shrinking Store Count Really Means for RV Buyers

Camping World's finance and insurance revenue grew 8.3% to $4,780 per unit, surpassing the $4,261 gross profit on average new RV sales. The company reduced floor plan borrowings by $245.2 million and inventory by $200.8 million year over year. Service bays increased by 33 to 2,842 despite a decrease in store locations. Investors should note the shift in revenue focus and inventory management strategies.

Camping World Holdings Refinances With $175 Million Mortgage Facility, Extends Maturity to 2031

Camping World Holdings refinanced $175 million in debt, extending maturity to 2031. The facility includes $132.8 million funded at closing and $42.2 million in delayed draw commitments, with interest rates tied to SOFR or base rate plus spreads. The loan amortizes 5% annually from 2026 and allows for an additional $100 million subject to conditions, according to the company.

$CWHMed

Camping World Holdings, Inc. (CWH): Entry into a Material Definitive Agreement

Camping World Holdings, Inc. (CWH) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement. On August 25, 2026, certain subsidiaries (the “ Borrowers ” ) of FRHP Lincolnshire, LLC ( “ Holdings ” ), each indirect subsidiaries of Camping World Holdings, Inc. (the “ Company ” ), entered into an Amended and Restated Cre

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