Jun 2026 (Q2 FY26) — Jul 30, 2026
Camping World Holdings Q2 FY26 — Strategic Inventory Cleansing and Cost Efficiencies Amidst Weak RV Market
Read the full callCamping World Holdings earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,934 | −2.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 4.8 | −1.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 26.9 | −11.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $15.27 on 15 Oct 2025 → $4.51. High $16.82 (28 Oct 2025), low $4.31 (14 Oct 2026).
Overview
Call summaries
Camping World Holdings Q2 FY26 — Strategic Inventory Cleansing and Cost Efficiencies Amidst Weak RV Market
Read the full callEvery analysed call
Financials
Net profit, year on year: −11% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,725 | 1,204 | 1,414 | 1,976 | 1,806 | 1,174 | 1,355 | 1,934 |
| Operating profit | 64 | -15 | 21 | 130 | 79 | -50 | 22 | 92 |
| Operating margin | 3.7% | −1.3% | 1.5% | 6.6% | 4.4% | −4.3% | 1.6% | 4.8% |
| Other income | -58 | -52 | -49 | -54 | 99 | -56 | -49 | -47 |
| Profit before tax | 6 | -68 | -28 | 76 | 178 | -106 | -27 | 45 |
| Tax rate | −34.1% | 12.1% | 12.3% | 24.2% | 116.5% | −3.3% | 0.3% | 3.0% |
| Net profit | 6 | -32 | -12 | 30 | -40 | -67 | -16 | 27 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | -3 | -83 | -22 | 189 | 221 | 196 | 132 | 11 |
| Total liabilities | 2,774 | 3,535 | 3,266 | 4,139 | 4,552 | 4,631 | 4,378 | 4,673 |
| Fixed assets | 360 | 314 | 368 | 599 | 758 | 834 | 847 | 832 |
| Total assets | 2,807 | 3,376 | 3,256 | 4,373 | 4,800 | 4,889 | 4,863 | 5,044 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 136 | 252 | 748 | 154 | 190 | 311 | 245 | -132 |
| Cash from investing | -293 | -105 | -126 | -356 | -423 | -369 | -88 | -201 |
| Cash from financing | 71 | -138 | -603 | 303 | 96 | -32 | 12 | 340 |
| Net cash flow | -86 | 9 | 19 | 101 | -137 | -90 | 169 | 7 |
| Capital expenditure | -254 | -88 | -85 | -248 | -211 | — | — | — |
| Free cash flow | -118 | 164 | 663 | -94 | -21 | — | — | — |
21 filings between Nov 15, 2025 and Aug 15, 2026.
Nobody bought or sold CWH on the open market in this window. The filings below are 12 awards and 9 tax withholdings.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 15, 2026 | Christen Lindsey See Remarks | Tax withheld | 13,289 | $85.2K |
| Aug 15, 2026 | Wagner Matthew D CEO and President | Tax withheld | 8,860 | $56.8K |
| Aug 15, 2026 | Kirn Thomas E Chief Financial Officer | Tax withheld | 11,075 | $71.0K |
| May 21, 2026 | Crestview Partners II GP, L.P. Director | Award | 20,325 | $0 |
| May 21, 2026 | BALTINS ANDRIS A Director | Award | 20,325 | $0 |
| May 21, 2026 | George Mary J Director | Award | 20,325 | $0 |
| May 21, 2026 | MALONE MICHAEL W Director | Award | 20,325 | $0 |
| May 21, 2026 | Moody Brent L. Director | Award | 20,325 | $0 |
| May 21, 2026 | SCHICKLI KENT DILLON Director | Award | 20,325 | $0 |
| May 21, 2026 | LANE KATHY S Director | Award | 20,325 | $0 |
| Apr 7, 2026 | Christen Lindsey See Remarks | Award | 25,000 | $0 |
| Apr 7, 2026 | Kirn Thomas E Chief Financial Officer | Award | 20,000 | $0 |
| Feb 15, 2026 | Wagner Matthew D CEO and President | Tax withheld | 4,541 | $52.1K |
| Jan 1, 2026 | Wagner Matthew D CEO and President | Award | 465,000 | $0 |
| Jan 1, 2026 | Moody Brent L. Director | Award | 59,518 | $0 |
| Dec 15, 2025 | LEMONIS MARCUS CHIEF EXECUTIVE OFFICER | Tax withheld | 242,943 | $2.43M |
| Dec 12, 2025 | LEMONIS MARCUS CHIEF EXECUTIVE OFFICER | Award | 217,391 | $0 |
| Nov 15, 2025 | LEMONIS MARCUS CHIEF EXECUTIVE OFFICER | Tax withheld | 78,700 | $850.7K |
| Nov 15, 2025 | Christen Lindsey See Remarks | Tax withheld | 1,772 | $19.2K |
| Nov 15, 2025 | Kirn Thomas E Chief Financial Officer | Tax withheld | 1,772 | $19.2K |
| Nov 15, 2025 | Wagner Matthew D President | Tax withheld | 4,429 | $47.9K |
| Aug 15, 2025 | Wagner Matthew D President | Tax withheld | 15,505 | $267.6K |
| Aug 15, 2025 | Kirn Thomas E Chief Financial Officer | Tax withheld | 13,733 | $237.0K |
| Aug 15, 2025 | Christen Lindsey See Remarks | Tax withheld | 15,505 | $267.6K |
| May 15, 2025 | BALTINS ANDRIS A Director | Award | 9,650 | $0 |
| May 15, 2025 | Crestview Partners II GP, L.P. Director | Award | 9,650 | $0 |
| May 15, 2025 | George Mary J Director | Award | 9,650 | $0 |
| May 15, 2025 | LANE KATHY S Director | Award | 9,650 | $0 |
| May 15, 2025 | MALONE MICHAEL W Director | Award | 9,650 | $0 |
| May 15, 2025 | Moody Brent L. Director | Award | 16,083 | $0 |
| May 15, 2025 | SCHICKLI KENT DILLON Director | Award | 9,650 | $0 |
| Mar 4, 2025 | Wagner Matthew D President | Purchase | 5,725 | $100.8K |
| Feb 15, 2025 | Wagner Matthew D President | Tax withheld | 4,614 | $105.1K |
| Jan 26, 2025 | LEMONIS MARCUS CHIEF EXECUTIVE OFFICER | Award | 600,000 | $0 |
| Jan 26, 2025 | LEMONIS MARCUS CHIEF EXECUTIVE OFFICER | Award | 750,000 | $0 |
| Dec 31, 2024 | Moody Brent L. Director | Tax withheld | 16,723 | $352.5K |
| Nov 15, 2024 | Christen Lindsey See Remarks | Tax withheld | 1,772 | $42.2K |
| Nov 15, 2024 | Kirn Thomas E Chief Financial Officer | Tax withheld | 1,772 | $42.2K |
| Nov 15, 2024 | Wagner Matthew D President | Tax withheld | 4,430 | $105.4K |
| Sep 27, 2024 | ABRAMS CAPITAL MANAGEMENT, L.P. Insider | Sale | 2,000,000 | $47.80M |
| Sep 13, 2024 | LEMONIS MARCUS CHIEF EXECUTIVE OFFICER | Sale | 125,000 | $2.86M |
| Sep 12, 2024 | LEMONIS MARCUS CHIEF EXECUTIVE OFFICER | Sale | 125,000 | $2.75M |
| Sep 11, 2024 | LEMONIS MARCUS CHIEF EXECUTIVE OFFICER | Sale | 121,450 | $2.65M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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