The past few months have been pretty difficult for shareholders of Winnebago Industries (NYSE: WGO ). Back in late March of this year, as earnings for the second quarter of the 2025 fiscal year were nearing, I reaffirmed theCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow anal ...

Patrick Industries (PATK) Q2 2025 Earnings Call July 31, 2025 10:00 AM ET Company ParticipantsStephen O'Hara - Vice President of Investor RelationsAndy Nemeth - Chairman & CEOJeffrey Rodino - President - RVAndrew Roeder - EVP - Finance, CFO & TreasurerJoseph Altobello - Managing DirectorDaniel Moore - Director - ResearchTristan Thomas - Equity Research AssociateConference Call ParticipantsScott Stember - Executive Director & Senior Research AnalystCraig Kennison - Director - Research Operations & Senior Res ...

Camping World (CWH) Q2 2025 Earnings Call July 30, 2025 08:30 AM ET Speaker0Good morning, and welcome to Camping World Holdings Conference Call to discuss Financial Results for the Second Quarter Ended 06/30/2025. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session and instructions will follow at that time. Please be advised that this call is being recorded and the reproduction of the call in whole or in part is not permitted without written authori ...

Polaris Inc. (NYSE: PII ) reported the company's Q2 results on the 29th of July. The recreational vehicle manufacturer showed surprisingly resilient financials for the quarter, raising confidence in a rebound despite a highly uncertain macroeconomic backdrop. Yet, much uncertainty still stands inI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves a ...

For the quarter ended June 2025, Camping World (CWH) reported revenue of $1.98 billion, up 9.4% over the same period last year. EPS came in at $0.57, compared to $0.38 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.88 billion, representing a surprise of +5.04%. The company delivered an EPS surprise of -1.72%, with the consensus EPS estimate being $0.58.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

公司2026年产品线发布 - 公司推出2026年全地形车产品线 包括RANGER RZR Polaris XPEDITION GENERAL Sportsman及青少年车型 强调美国设计工程背景及40年ATV创新传统 [1][2][3] - 产品线更新聚焦提升驾驶信心与体验 涵盖工作与娱乐场景 通过性能升级与前沿功能强化品牌创新定位 [1][3] RANGER系列更新 - 全新RANGER 500入门级UTV上市 起售价9,999美元 主打紧凑实用设计 提升日常工作效率 [2][17] - RANGER XP 1000升级29英寸Pro-Armor X-Terrain轮胎 降低噪音 保持1,000磅货箱容量与2,500磅牵引力行业领先 [18] - NorthStar车型标配封闭式驾驶室系统 可选7英寸RIDE COMMAND显示屏 集成JBL音响与120万英里越野导航 [19] Sportsman系列40周年纪念 - Sportsman 570 Premium推出40周年限量版 采用90年代风格涂装 配备9.5英寸后悬架行程与11.5英寸离地间隙 [3][5] - 全系标配按需全轮驱动 新增加热座椅选装件 570 EPS/Premium车型出厂预装3,500磅绞盘 [4][5] - 2026款起售价6,999美元 提供450/570/850/Touring/Mud等多型号 新增配色方案 [5][6] GENERAL系列升级 - GENERAL保持跨界侧车销量冠军地位 标配999cc 100马力发动机 600磅自卸货箱与1,500磅牵引能力 [7] - 2026款全系更新配色方案 1000 Premium增配FOX 2.0减震器 27英寸Maxxis轮胎等性能套件 [8] - XP车型提供Sport/Premium/Ultimate三种配置 Ultimate版搭载7英寸RIDE COMMAND与Rockford Fosgate Stage 3音响系统 [9] Polaris XPEDITION系列 - XPEDITION定位高端探险车型 标配114马力ProStar Gen 2发动机 14英寸离地间隙与密封电气系统 [11][12] - ADV型号配备封闭式贯通货舱 比XP版长5英寸 全系标配RIDE COMMAND+三年订阅服务及30英寸Pro Armor轮胎 [13][15] - 2026款起售价39,499美元 新增哑光超级石墨与性能红等配色 内饰采用色彩匹配装饰 [14][16] RZR运动系列 - RZR保持运动型侧车销量第一 2026款Pro XP/Pro S提供DYNAMIX 2.0半主动悬架与Rockford Fosgate Stage 4音响 [21][23] - Trail系列专为技术地形设计 Sport版50英寸宽度配26英寸轮胎 Ultimate版增配FOX减震器与VersaTrac草坪模式 [25][26] - 全系起售价16,999美元 新增沙丘风暴灰等配色 标配改进内门把手设计 [22][27] 青少年产品线 - 青少年车型覆盖6岁以上群体 标配头盔感知技术 地理围栏 速度限制等安全功能 [28][29] - Outlaw 70 EFI针对6岁+骑手 Sportsman 110 EFI回归 RZR 200 EFI配备双A臂前悬与10英寸离地间隙 [30][31] - 全系起售价2,999美元 Phoenix 200成为最强劲青少年ATV 适配14岁+用户 [32] 公司背景 - 公司为全球动力运动领域领导者 产品涵盖雪地摩托 军用越野车 印第安摩托等 业务覆盖近100个国家 [34]

Built to deliver value and versatility to help make outdoor chores easierMINNEAPOLIS, July 29, 2025 /PRNewswire/ -- Polaris Off Road, the world leader in powersports and off-road innovation, today unveiled the 2026 RANGER 500. This all-new mid-size utility side-by-side brings all the quality and reliability of the American Powersports Co. into the value segment. The RANGER 500 is compact, easy-to-use and practical for everyday use offering value and versatility to help get work done around the property fast ...

Second Quarter 2025 Earnings Presentation July 29, 2025 Except for historical information contained herein, the matters set forth in this presentation are forward-looking statements that involve certain risks and uncertainties that could cause actual results to differ materially from those forward-looking statements. Potential risks and uncertainties include such factors as the Company's ability to successfully implement its manufacturing operations strategy and supply chain initiatives; the Company's abili ...

核心观点 - Winnebago Industries第二季度调整后每股收益为19美分，与市场预期一致，但较去年同期93美分大幅下降 [2] - 公司季度营收为6.202亿美元，超出市场预期的6.09亿美元，但同比下降11.8% [2] - 公司股价在过去一个月上涨9.7%，表现优于标普500指数 [1] - 市场对公司的盈利预期在过去一个月呈下降趋势，共识预期下调46.94% [7] - 公司预计2025财年营收为28-30亿美元，低于此前预期的29-32亿美元，调整后每股收益预期也下调至2.75-3.75美元 [6] 分业务表现 拖挂式房车业务 - 营收同比增长1.2%至2.882亿美元，超出预期的2.443亿美元 [3] - 交付量同比增长7.1%至7,225辆，超出预期的5,655辆 [3] - 调整后EBITDA同比下降36.5%至1,700万美元，主要受产品组合、高保修费用和投入成本影响 [3] 自行式房车业务 - 营收同比下降30.4%至2.356亿美元，低于预期的2.713亿美元 [4] - 交付量同比下降36.8%至1,144辆，低于预期的1,443辆 [4] - 调整后EBITDA同比下降79.8%至520万美元，主要受销量下滑影响 [4] 船舶业务 - 营收同比增长17.1%至8,170万美元，但低于预期的9,270万美元 [5] - 交付量同比增长21.3%至1,046辆，但低于预期的1,151辆 [5] - 调整后EBITDA同比增长75.7%至770万美元，超出预期的580万美元，主要得益于有针对性的涨价、杠杆效应和运营效率提升 [5] 财务状况与展望 - 截至2025年3月1日，公司现金及现金等价物为1.155亿美元，长期债务（不包括当期到期部分）为5.394亿美元 [6] - 公司在季度内回购了价值2,000万美元的股票 [6] - 公司预计2025财年营收为28-30亿美元，低于此前预期的29-32亿美元，调整后每股收益预期也下调至2.75-3.75美元 [6] - 市场对公司的盈利预期在过去一个月呈下降趋势，共识预期下调46.94% [7]

公司动态 - Polaris Inc与National Forest Foundation(NFF)合作宣布2025年户外休闲资助金获得者 资助金额超过11 3万美元用于支持五个国家森林项目[1][2] - 资助项目分布在亚利桑那州、加利福尼亚州、新罕布什尔州、科罗拉多州和肯塔基州的国家森林区域[2] - 2023年曾向佛蒙特州Green Mountain国家森林的Stagecoach Trail OHV项目提供资助 用于解决排水和侵蚀问题[2][3] 合作项目详情 - 2021年设立Polaris户外休闲基金 承诺五年内向NFF捐赠500万美元[4] - 基金自2022年首次发放资助以来 已支持包括佛蒙特州Green Mountain国家森林、德克萨斯州Sam Houston国家森林和亚利桑那州Tonto国家公园等项目[4] - 2025年资助项目包括亚利桑那州Coconino国家森林的导航改善、加利福尼亚州Lassen国家森林的雪地摩托车公园升级、新罕布什尔州White Mountain国家森林的雪地摩托车桥梁维修等[7] 公司背景 - Polaris Inc是全球动力运动领域领导者 产品线包括RANGER、RZR和Polaris XPEDITION等越野车、全地形车、雪地摩托车、印第安摩托车等[9] - 公司总部位于明尼苏达州 业务遍及近100个国家[9] - National Forest Foundation是美国林务局的官方非营利合作伙伴 专注于野火风险降低、土地和水域恢复以及全民休闲三大领域[8]