CWH Earnings Prediction
The chart below shows how CWH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CWH sees a +2.56% change in stock price 10 days leading up to the earnings, and a +6.35% change 10 days following the report. On the earnings day itself, the stock moves by -1.64%. This data can give you a slight idea of what to expect for the next quarter's release.
CWH Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.72B
-0.27%
-4.51%
Gross Margin
27.71%
-5.17%
-5.14%
Operating Margin
3.69%
-29.17%
-38.29%
Net Margin
0.47%
-73.74%
-63.85%
EPS
0.06
-68.42%
-72.73%
No Data Available
CWH Earnings Analysis
Camping World Holdings, Inc. Corporation (CWH.N) Earnings Conference Call
Positive
Flat Revenue with Unit Growth: Record revenue of $1.7 billion, roughly flat with last year, driven primarily by a 31% increase in new unit sales.
Class C Vehicle Margin: New vehicle gross margin of 13.5% was primarily driven by strong performance in Class Cs.
Unit Sales Increase: Sold over 900 units in the quarter compared to just over 400 last year, plus we accelerated sales on Class A gas and diesel segments.
Adjusted EBITDA Performance: Adjusted EBITDA was $67.5 million with the primary driver of the year-over-year variance against stemming from our deliberate actions around used inventory procurement earlier in the year.
Quarterly Cash Position: Ended the quarter with about $180 million of cash, including approximately $152 million of cash in the floor plan offset account.
Negative
Q3 2024 Revenue Overview: Revenue for Q3 2024 was recorded at $1.7 billion, roughly flat with last year, primarily driven by a 31% increase in new unit sales offset by an 18% decline in used unit sales.
Used Vehicle Gross Margin: Used vehicle gross margin of 13.5% was primarily driven by strong performance in Class Cs.
Quarterly Sales Increase: We sold over 900 units in the quarter compared to just over 400 last year, plus we accelerated sales on Class A gas and diesel segments as we continue to further de-emphasize these segments heading into 2025.
Adjusted EBITDA Performance: Our adjusted EBITDA was $67.5 million with the primary driver of the year-over-year variance against stemming from our deliberate actions around used inventory procurement earlier in the year.
Cash Position Overview: We ended the quarter with about $180 million of cash, including approximately $152 million of cash in the floor plan offset account.
CWH FAQs
How does CWH typically perform around its earnings report dates?
Is Camping World Holdings, Inc. (CWH) Q3 2024 Earnings Call Summary positive or negative?
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CWH Earning Call Sentiment
Camping World Holdings, Inc. (CWH) Q3 2024 Earnings Call Transcript
CWH.N
-2.7%Positive
The earnings call summary indicates strong market share growth, new store openings, and an optimistic outlook for 2025. Despite competitive pressures and regulatory challenges, the company is managing supply chain issues and has a conservative acquisition strategy. Financial performance shows stable revenue with strong new vehicle margins. The Q&A section reveals confidence in modest growth and market share gains, although management was vague on some specifics. Overall, the sentiment is positive due to strategic initiatives, stable financials, and optimistic guidance, suggesting a potential stock price increase of 2% to 8%.
