Sector Alpha Week of 2026-07-28
20-quarter listed-company comparison

Recreational Vehicles Stocks

Recreational Vehicles: THOR Industries, Inc. owns the largest revenue base; BRP Inc. has the fastest current growth.

The industry itself · before any single company

How has Recreational Vehicles moved against S&P 500?

The line below covers 5.2 years. Over the most recent two of them this industry is 46% behind S&P 500. Earnings across its companies grew 3% on average over the last four reported quarters — close to flat.

TURNING · ahead 1w~Price down, no fundamental support3 of 10 companies ahead of S&P 500 by 5% or more over three months

RS ↑1w · 5/10 >200d (+2) · 3/10 lead (+2) · EPS 6/10↑

200202620252024202320222021 170348 TRAILING 12-MONTH EPS · 100 AT THE START0100120Jun 22Dec 22Jun 23Dec 23Jun 24Dec 24Jun 25Dec 25Jun 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 5 reporting · thin coverageJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 11 reportingSep 2022 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 9 reportingDec 2022 · trailing 12-month earnings per share at 115, against 100 at the start · no comparable year yet · 11 reportingMar 2023 · trailing 12-month earnings per share at 120, against 100 at the start · up 20.1% on a year ago · 8 reportingJun 2023 · trailing 12-month earnings per share at 109, against 100 at the start · down 11.3% on a year ago · 11 reportingSep 2023 · trailing 12-month earnings per share at 78, against 100 at the start · down 30.9% on a year ago · 10 reportingDec 2023 · trailing 12-month earnings per share at 70, against 100 at the start · down 41.0% on a year ago · 12 reportingMar 2024 · trailing 12-month earnings per share at 64, against 100 at the start · down 40.1% on a year ago · 10 reportingJun 2024 · trailing 12-month earnings per share at 47, against 100 at the start · down 39.9% on a year ago · 10 reportingSep 2024 · trailing 12-month earnings per share at 43, against 100 at the start · down 41.2% on a year ago · 10 reportingDec 2024 · trailing 12-month earnings per share at 27, against 100 at the start · down 68.5% on a year ago · 10 reportingMar 2025 · trailing 12-month earnings per share at 13, against 100 at the start · down 77.5% on a year ago · 10 reportingJun 2025 · trailing 12-month earnings per share at 17, against 100 at the start · down 66.4% on a year ago · 10 reportingSep 2025 · trailing 12-month earnings per share at 26, against 100 at the start · down 7.2% on a year ago · 10 reportingDec 2025 · trailing 12-month earnings per share at 27, against 100 at the start · down 13.4% on a year ago · 10 reportingMar 2026 · trailing 12-month earnings per share at 29, against 100 at the start · up 13.5% on a year ago · 9 reportingJun 2026 · trailing 12-month earnings per share at 19, against 100 at the start · up 19.3% on a year ago · 4 reporting · thin coverageNot reported yet — earnings trail price by a quarter or two19No earnings on file this far back — the price series reaches further than the filings do
200202620252024202320222021 170348 TRAILING 12-MONTH EPS · 100 AT THE START0100120Jun 22Jun 23Jun 24Jun 25Jun 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 5 reporting · thin coverageJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 11 reportingSep 2022 · trailing 12-month earnings per share at 106, against 100 at the start · no comparable year yet · 9 reportingDec 2022 · trailing 12-month earnings per share at 115, against 100 at the start · no comparable year yet · 11 reportingMar 2023 · trailing 12-month earnings per share at 120, against 100 at the start · up 20.1% on a year ago · 8 reportingJun 2023 · trailing 12-month earnings per share at 109, against 100 at the start · down 11.3% on a year ago · 11 reportingSep 2023 · trailing 12-month earnings per share at 78, against 100 at the start · down 30.9% on a year ago · 10 reportingDec 2023 · trailing 12-month earnings per share at 70, against 100 at the start · down 41.0% on a year ago · 12 reportingMar 2024 · trailing 12-month earnings per share at 64, against 100 at the start · down 40.1% on a year ago · 10 reportingJun 2024 · trailing 12-month earnings per share at 47, against 100 at the start · down 39.9% on a year ago · 10 reportingSep 2024 · trailing 12-month earnings per share at 43, against 100 at the start · down 41.2% on a year ago · 10 reportingDec 2024 · trailing 12-month earnings per share at 27, against 100 at the start · down 68.5% on a year ago · 10 reportingMar 2025 · trailing 12-month earnings per share at 13, against 100 at the start · down 77.5% on a year ago · 10 reportingJun 2025 · trailing 12-month earnings per share at 17, against 100 at the start · down 66.4% on a year ago · 10 reportingSep 2025 · trailing 12-month earnings per share at 26, against 100 at the start · down 7.2% on a year ago · 10 reportingDec 2025 · trailing 12-month earnings per share at 27, against 100 at the start · down 13.4% on a year ago · 10 reportingMar 2026 · trailing 12-month earnings per share at 29, against 100 at the start · up 13.5% on a year ago · 9 reportingJun 2026 · trailing 12-month earnings per share at 19, against 100 at the start · up 19.3% on a year ago · 4 reporting · thin coverageNot reported yet — earnings trail price by a quarter or twoNo earnings on file this far back — the price series reaches further than the filings do
Recreational Vehicles, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Strength anatomy MixedHow much of the industry is participating, how recently, and whether the movers score well.
Together3 of 10 stocks moving
Fresh3 crossed in the last 4 weeks
Backed by scoresmovers score +3 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large 1/2+1
Mid 1/4+1
Small 1/40

Participation is not spreading downward this month; the larger companies are still carrying most of it.

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 10 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

Sector relative strength · before individual stocks

Is Recreational Vehicles outperforming S&P 500?

Recreational Vehicles has underperformed S&P 500 by 1.7% over the last 52 weeks. Over 13 weeks the gap is a lead of 1.6%. 3 of 10 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. MasterCraft Boat Holdings, Inc. is the strongest against the sector itself at +13.7%.

+1.6%Sector vs S&P 500 · 13 weeks
-1.7%Sector vs S&P 500 · 52 weeks
3/10Stocks leading S&P 500
4/10Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Recreational Vehicles has underperformed S&P 500 by 1.7% over 52 weeks and 1.6% over 13 weeks. 3 of 10 covered companies beat the S&P 500 on Mansfield relative strength, while 4 of 10 beat the sector itself. THOR Industries, Inc. leads with revenue of $9,821 million, based on 8 of 10 comparable companies through Jun 2026.

Is the Recreational Vehicles sector outperforming S&P 500?

Recreational Vehicles has underperformed S&P 500 by 1.7% over 52 weeks and 1.6% over 13 weeks. 3 of 10 covered companies beat the S&P 500 on Mansfield relative strength, while 4 of 10 beat the sector itself.

Which Recreational Vehicles company is largest by revenue?

THOR Industries, Inc. leads with revenue of $9,821 million, based on 8 of 10 comparable companies through Jun 2026.

Which Recreational Vehicles company is growing fastest?

BRP Inc. has the fastest current revenue growth at 16%, across 8 of 10 comparable companies.

Which Recreational Vehicles company has the strongest 4-Factor Sector Score?

BRP Inc. ranks first at 69.6/100 with 86.2% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Recreational Vehicles company reports the most CAPEX?

Brunswick Corporation reports the largest latest CAPEX at $57 million, with 10 of 10 companies comparable.

Which Recreational Vehicles company has the least gross debt?

MasterCraft Boat Holdings, Inc. has the lowest comparable gross debt at $0 million. BRP Inc. has the highest at $2,922 million.

Which Recreational Vehicles company has the lowest comparable PEG?

BRP Inc. has the lowest comparable Guarded PEG at 0.29, among 3 of 10 companies that pass the metric’s comparability rules.

How much history does this Recreational Vehicles comparison include?

The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Companies
10
complete canonical membership
Combined market value
$28.9B
Brunswick Corporation
Revenue growing
8/8
positive TTM year-on-year growth
Beating S&P 500
3/10
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
BRP Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 86.2% evidence confidence.
THOR Industries, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Harley-Davidson, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.

1. BRP Inc. · DOO

69.6/100 · Favorable setup · 86% evidence

Exact sum: 31.7 + 12.8 + 15.2 + 9.9 = 69.6

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

31.7/35Growth & earnings

Revenue 16% · PAT 67.8% · OPM change 4.3 pp

95% evidence

12.8/25Capital efficiency

ROCE 5.6% · debt/equity 4.16×

80% evidence

15.2/20Valuation

P/E 24.8× · PEG 0.29

65% evidence

9.9/20Relative strength

RS sector -5.2% · RS bench -11.4% · 1Y 26.7%

100% evidence

2. LCI Industries · LCII

56.9/100 · Mixed-positive evidence · 82% evidence

Exact sum: 23.4 + 14 + 16.5 + 3 = 56.9

Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -6.1% and the one-year return is 14%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.

23.4/35Growth & earnings

Revenue 9.1% · PAT 29.5% · OPM change 0.9 pp

83% evidence

14.0/25Capital efficiency

ROCE 3.5% · debt/equity 0.89×

80% evidence

16.5/20Valuation

P/E 15× · PEG 0.45

65% evidence

3.0/20Relative strength

RS sector -6.1% · RS bench -12.2% · 1Y 14%

100% evidence

3. MasterCraft Boat Holdings, Inc. · MCFT

54.7/100 · Mixed-positive evidence · 66% evidence

Exact sum: 17.9 + 10.3 + 9.5 + 17 = 54.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

17.9/35Growth & earnings

Revenue 15.9% · PAT 100% · OPM change -7.1 pp

83% evidence

10.3/25Capital efficiency

ROCE -0.7% · debt/equity 0×

80% evidence

9.5/20Valuation

P/E 31.6× · PEG —

15% evidence

17.0/20Relative strength

RS sector 13.7% · RS bench 7.2% · 1Y 31.8%

70% evidence

4. Harley-Davidson, Inc. · HOG

51.3/100 · Thin evidence · provisional · 59% evidence

Exact sum: 15.9 + 10.5 + 11.2 + 13.7 = 51.3

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

15.9/35Growth & earnings

Revenue — · PAT — · OPM change -10.1 pp

45% evidence

10.5/25Capital efficiency

ROCE 1.2% · debt/equity 0.81×

80% evidence

11.2/20Valuation

P/E 15× · PEG —

15% evidence

13.7/20Relative strength

RS sector 4.1% · RS bench -1.8% · 1Y 5.2%

100% evidence

5. THOR Industries, Inc. · THO

46.4/100 · Mixed-negative evidence · 86% evidence

Exact sum: 10.4 + 14.6 + 15.4 + 6 = 46.4

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

10.4/35Growth & earnings

Revenue 2.4% · PAT 18.1% · OPM change -2.6 pp

95% evidence

14.6/25Capital efficiency

ROCE 1.7% · debt/equity 0.22×

80% evidence

15.4/20Valuation

P/E 16× · PEG 0.83

65% evidence

6.0/20Relative strength

RS sector -16.6% · RS bench -22.3% · 1Y -13.2%

100% evidence

6. Brunswick Corporation · BC

44.1/100 · Thin evidence · provisional · 59% evidence

Exact sum: 14.6 + 8.8 + 8.5 + 12.2 = 44.1

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

14.6/35Growth & earnings

Revenue — · PAT — · OPM change -3.5 pp

45% evidence

8.8/25Capital efficiency

ROCE 1.2% · debt/equity 1.52×

80% evidence

8.5/20Valuation

P/E 84.2× · PEG —

15% evidence

12.2/20Relative strength

RS sector 9% · RS bench 2.6% · 1Y 44.8%

100% evidence

7. Polaris Inc. · PII

43.2/100 · Mixed-negative evidence · 65% evidence

Exact sum: 16.6 + 3.6 + 8.8 + 14.2 = 43.2

Decision use: Price leads the evidence: RS versus the benchmark is 4.7%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

16.6/35Growth & earnings

Revenue 4.3% · PAT -482.9% · OPM change 0 pp

62% evidence

3.6/25Capital efficiency

ROCE -1.3% · debt/equity 2.77×

80% evidence

8.8/20Valuation

P/E 56.9× · PEG —

15% evidence

14.2/20Relative strength

RS sector 11.2% · RS bench 4.7% · 1Y 44.3%

100% evidence

8. Winnebago Industries, Inc. · WGO

40.9/100 · Mixed-negative evidence · 62% evidence

Exact sum: 13.9 + 11.5 + 10.5 + 5 = 40.9

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

13.9/35Growth & earnings

Revenue 3.4% · PAT — · OPM change -0.6 pp

71% evidence

11.5/25Capital efficiency

ROCE 1.3% · debt/equity 0.39×

80% evidence

10.5/20Valuation

P/E 21.8× · PEG —

15% evidence

5.0/20Relative strength

RS sector -9.9% · RS bench -16.1% · 1Y 11.3%

70% evidence

9. Patrick Industries, Inc. · PATK

40.8/100 · Mixed-negative evidence · 72% evidence

Exact sum: 15.1 + 13.1 + 9.8 + 2.8 = 40.8

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

15.1/35Growth & earnings

Revenue 4.2% · PAT -4.9% · OPM change 0 pp

83% evidence

13.1/25Capital efficiency

ROCE 2.3% · debt/equity 1.35×

80% evidence

9.8/20Valuation

P/E 27.5× · PEG —

15% evidence

2.8/20Relative strength

RS sector -17.8% · RS bench -23.3% · 1Y -10.4%

100% evidence

10. Malibu Boats, Inc. · MBUU

37.1/100 · Thin evidence · provisional · 59% evidence

Exact sum: 10.4 + 9 + 9.2 + 8.5 = 37.1

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

10.4/35Growth & earnings

Revenue 8.8% · PAT — · OPM change -8.4 pp

62% evidence

9.0/25Capital efficiency

ROCE -0.3% · debt/equity 0.32×

80% evidence

9.2/20Valuation

P/E 38.6× · PEG —

15% evidence

8.5/20Relative strength

RS sector -3.6% · RS bench -9.8% · 1Y -12.2%

70% evidence

01 · compare level, then change

Revenue Scale & Growth Durability

THOR Industries, Inc. has the highest Revenue among the 10 Recreational Vehicles companies compared here, at $9,821 million. BRP Inc. is next at $8,987 million. BRP Inc. has the highest Revenue growth at 16%, so level and change sit with different companies. 8 of 10 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: THOR Industries, Inc. is the scale leader at $9,821 million, 9.3% ahead of BRP Inc.. BRP Inc.'s growth is 16% from a $8,987 million base, with 20 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderTHOR Industries, Inc. · $9,821 million
Gap9.3% versus #2 · BRP Inc.
Persistence3/8 recent comparable periods
Coverage8/10 companies · 187 observations

Investor read: THOR Industries, Inc. is the scale benchmark; BRP Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: THOR Industries, Inc.'s growth falls below BRP Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1THOR Industries, Inc. THO$9.8B
2BRP Inc. DOO$9.0B
3Polaris Inc. PII$7.3B
4LCI Industries LCII$4.2B
5Patrick Industries, Inc. PATK$3.9B
Revenue growthfastest growers
1BRP Inc. DOO16%
2MasterCraft Boat Holdings, Inc. MCFT16%
3LCI Industries LCII9.1%
4Malibu Boats, Inc. MBUU8.8%
5Polaris Inc. PII4.3%
Revenue · company comparison
8/10 level · 8/10 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
THOR Industries, Inc. THO$2.8B-3.9%Jun 2026
BRP Inc. DOO$2.4B30%Jun 2026
Polaris Inc. PII$1.7B8.0%Mar 2026
Brunswick Corporation BC$1.4B-4.8%Jun 2026
Harley-Davidson, Inc. HOG$1.2B-12%Jun 2026
LCI Industries LCII$1.1B4.3%Mar 2026
Patrick Industries, Inc. PATK$997M-0.6%Mar 2026
Winnebago Industries, Inc. WGO$699M-9.8%Jun 2026
Malibu Boats, Inc. MBUU$236M3.1%Mar 2026
MasterCraft Boat Holdings, Inc. MCFT$78M2.6%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

BRP Inc. · DOO

$1.9B
$1.6B
$2.3B
$1.8B
$2.4B
$2.7B
$3.1B
$2.4B
$2.8B
$2.4B
$2.6B
$2.0B
$1.8B
$2.0B
$2.1B
$1.8B
$1.9B
$2.3B
$2.5B
$2.4B

Brunswick Corporation · BC

$1.6B
$1.4B
$1.7B
$1.8B
$1.7B
$1.7B
$1.7B
$1.4B
$1.4B
$1.4B
$1.3B
$1.2B
$1.2B
$1.4B
$1.4B
$1.3B
$1.4B

Harley-Davidson, Inc. · HOG

$1.4B
$1.0B
$1.5B
$1.5B
$1.6B
$1.1B
$1.8B
$1.4B
$1.5B
$1.1B
$1.7B
$1.6B
$1.2B
$688M
$1.3B
$1.3B
$1.3B
$496M
$1.2B

LCI Industries · LCII

$1.2B
$1.2B
$1.6B
$1.5B
$1.1B
$894M
$973M
$1.0B
$959M
$838M
$968M
$1.1B
$915M
$803M
$1.0B
$1.1B
$1.0B
$933M
$1.1B

Malibu Boats, Inc. · MBUU

$253M
$264M
$344M
$353M
$302M
$339M
$375M
$372M
$256M
$211M
$203M
$159M
$172M
$200M
$229M
$207M
$195M
$189M
$236M

MasterCraft Boat Holdings, Inc. · MCFT

$131M
$144M
$169M
$170M
$159M
$167M
$94M
$84M
$54M
$65M
$63M
$76M
$80M
$69M
$72M
$78M

Patrick Industries, Inc. · PATK

$1.1B
$1.1B
$1.3B
$1.5B
$1.1B
$952M
$900M
$921M
$866M
$933M
$1.0B
$919M
$846M
$1.0B
$1.0B
$976M
$924M
$997M

Polaris Inc. · PII

$1.8B
$2.0B
$1.8B
$2.1B
$2.3B
$2.4B
$2.2B
$2.2B
$2.2B
$2.3B
$1.7B
$2.0B
$1.7B
$1.8B
$1.5B
$1.9B
$1.8B
$1.9B
$1.7B

THOR Industries, Inc. · THO

$3.6B
$4.0B
$3.9B
$4.7B
$3.8B
$3.1B
$2.3B
$2.9B
$2.7B
$2.5B
$2.2B
$2.8B
$2.5B
$2.1B
$2.0B
$2.9B
$2.5B
$2.4B
$2.1B
$2.8B

Winnebago Industries, Inc. · WGO

$1.0B
$1.2B
$1.2B
$1.5B
$1.2B
$952M
$867M
$901M
$771M
$763M
$704M
$786M
$721M
$626M
$620M
$775M
$777M
$703M
$657M
$699M

Revenue growth · reported quarter history

BRP Inc. · DOO

28%
71%
31%
34%
14%
-12%
-15%
-18%
-35%
-17%
-19%
-7.7%
4.3%
14%
16%
30%

Brunswick Corporation · BC

18%
19%
2.8%
-7.3%
-20%
-17%
-25%
-15%
-10%
0.2%
6.8%
16%
-4.8%

Harley-Davidson, Inc. · HOG

-4.1%
21%
12%
20%
-1.6%
-6.1%
-7.8%
-3.3%
12%
-26%
-35%
-23%
-19%
17%
-28%
-12%

LCI Industries · LCII

40%
-2.8%
-26%
-41%
-34%
-15%
-6.3%
-0.5%
3.9%
-4.6%
-4.2%
8.1%
4.9%
13%
16%
4.3%

Malibu Boats, Inc. · MBUU

27%
19%
28%
9.0%
5.4%
-15%
-38%
-46%
-57%
-33%
-5.2%
13%
30%
13%
-5.5%
3.1%

MasterCraft Boat Holdings, Inc. · MCFT

8.3%
30%
10%
-1.2%
-45%
-47%
-68%
-33%
-9.5%
48%
6.2%
14%
2.6%

Patrick Industries, Inc. · PATK

45%
4.9%
-17%
-39%
-17%
-9.0%
13%
-0.2%
-2.3%
7.5%
3.1%
6.2%
9.2%
-0.6%

Polaris Inc. · PII

8.0%
32%
21%
22%
7.5%
-3.9%
-4.8%
-20%
-12%
-23%
-23%
-12%
-5.5%
7.0%
9.5%
8.0%

THOR Industries, Inc. · THO

6.4%
-21%
-39%
-37%
-28%
-20%
-6.0%
-4.4%
-7.5%
-14%
-8.6%
3.4%
-0.4%
11%
5.4%
-3.9%

Winnebago Industries, Inc. · WGO

14%
-18%
-26%
-38%
-35%
-20%
-19%
-13%
-6.5%
-18%
-12%
-1.4%
7.8%
12%
6.0%
-9.8%
02 · compare level, then change

Operating Economics & Margin Trend

BRP Inc. has the highest OPM among the 10 Recreational Vehicles companies compared here, at 9.4%. LCI Industries is next at 8.7%. The same company also holds the highest Margin change, at +4.3 percentage points. 10 of 10 companies report a comparable reading, the latest through Jun 2026. Its OPM series carries 20 reported observations across the 20-quarter window.

What the numbers say: BRP Inc. leads both opm at 9.4% and margin change at +4.3 percentage points.

LeaderBRP Inc. · 9.4%
Gap8% versus #2 · LCI Industries
Persistence2/8 recent comparable periods
Coverage10/10 companies · 187 observations

Investor read: BRP Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1BRP Inc. DOO9.4%
2LCI Industries LCII8.7%
3Patrick Industries, Inc. PATK6.5%
4Brunswick Corporation BC3.6%
5THOR Industries, Inc. THO3.5%
Margin changefastest expanders
1BRP Inc. DOO+4.3 pp
2LCI Industries LCII+0.9 pp
3Patrick Industries, Inc. PATK0.0 pp
4Polaris Inc. PII0.0 pp
5Winnebago Industries, Inc. WGO−0.6 pp
Operating margin · company comparison
10/10 level · 10/10 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyOPMMargin changeReported
BRP Inc. DOO9.4%+4.3 ppJun 2026
LCI Industries LCII8.7%+0.9 ppMar 2026
Patrick Industries, Inc. PATK6.5%0.0 ppMar 2026
Brunswick Corporation BC3.6%−3.5 ppJun 2026
THOR Industries, Inc. THO3.5%−2.6 ppJun 2026
Winnebago Industries, Inc. WGO3.3%−0.6 ppJun 2026
Harley-Davidson, Inc. HOG2.0%−10.1 ppJun 2026
Malibu Boats, Inc. MBUU-0.8%−8.4 ppMar 2026
MasterCraft Boat Holdings, Inc. MCFT-1.7%−7.1 ppMar 2026
Polaris Inc. PII-2.4%0.0 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

BRP Inc. · DOO

18%
12%
15%
11%
14%
14%
14%
12%
14%
15%
13%
9.5%
6.7%
7.1%
4.9%
5.1%
4.8%
9.0%
0.5%
9.4%

Brunswick Corporation · BC

16%
15%
14%
15%
14%
14%
11%
8.0%
8.1%
11%
7.7%
-4.8%
4.6%
7.1%
-18%
3.1%
3.6%

Harley-Davidson, Inc. · HOG

15%
-0.7%
19%
19%
21%
0.3%
21%
15%
14%
-2.0%
15%
15%
9.2%
-28%
12%
8.6%
35%
-73%
2.0%

LCI Industries · LCII

7.6%
9.4%
16%
14%
7.7%
-2.6%
2.1%
5.4%
4.8%
0.3%
6.0%
8.6%
5.9%
2.0%
7.8%
7.9%
7.3%
3.8%
8.7%

Malibu Boats, Inc. · MBUU

15%
15%
21%
19%
16%
14%
19%
-6.1%
11%
7.0%
-37%
-15%
-3.3%
1.6%
7.6%
3.3%
-0.4%
-1.9%
-0.8%

MasterCraft Boat Holdings, Inc. · MCFT

13%
16%
19%
19%
17%
17%
11%
8.0%
-1.1%
1.5%
0.3%
5.4%
7.5%
5.5%
3.8%
-1.7%

Patrick Industries, Inc. · PATK

8.8%
8.3%
12%
12%
8.3%
7.1%
6.2%
8.2%
8.2%
6.4%
8.3%
8.1%
4.7%
6.5%
8.3%
6.8%
6.2%
6.5%

Polaris Inc. · PII

8.9%
8.0%
5.6%
9.4%
11%
11%
7.4%
8.8%
8.9%
6.2%
2.2%
6.1%
3.8%
3.7%
-2.4%
-0.7%
1.1%
-1.7%
-2.4%

THOR Industries, Inc. · THO

8.8%
8.2%
9.4%
10%
9.3%
6.7%
1.7%
6.4%
5.5%
4.3%
0.8%
5.8%
5.3%
0.5%
0.5%
6.1%
4.1%
1.6%
0.5%
3.5%

Winnebago Industries, Inc. · WGO

12%
13%
12%
12%
11%
9.0%
8.9%
8.9%
7.5%
5.1%
5.0%
5.5%
-2.5%
-0.1%
1.3%
3.9%
2.6%
2.0%
1.8%
3.3%

Margin change · reported quarter history

BRP Inc. · DOO

−3.6 pp
+2.5 pp
−0.6 pp
+0.6 pp
−0.6 pp
+0.9 pp
−1.6 pp
−2.1 pp
−6.9 pp
−8.0 pp
−7.7 pp
−4.4 pp
−1.9 pp
+1.9 pp
−4.4 pp
+4.3 pp

Brunswick Corporation · BC

−0.9 pp
−0.6 pp
−0.6 pp
−3.8 pp
−6.0 pp
−2.5 pp
−3.7 pp
−12.8 pp
−3.5 pp
−3.9 pp
−25.5 pp
+7.9 pp
−3.5 pp

Harley-Davidson, Inc. · HOG

+0.6 pp
+5.5 pp
+1.0 pp
+1.4 pp
−3.6 pp
−7.0 pp
−2.3 pp
−5.5 pp
−0.4 pp
−4.3 pp
−26.1 pp
−3.1 pp
−6.3 pp
+26.2 pp
−44.7 pp
−10.1 pp

LCI Industries · LCII

+5.6 pp
+0.1 pp
−12.0 pp
−14.3 pp
−8.8 pp
−2.9 pp
+2.9 pp
+3.9 pp
+3.2 pp
+1.1 pp
+1.7 pp
+1.8 pp
−0.7 pp
+1.4 pp
+1.8 pp
+0.9 pp

Malibu Boats, Inc. · MBUU

+2.2 pp
+1.5 pp
−0.8 pp
−2.1 pp
−24.6 pp
−4.8 pp
−7.4 pp
−55.5 pp
−9.3 pp
−14.5 pp
−5.4 pp
+44.4 pp
+18.7 pp
+2.9 pp
−3.5 pp
−8.4 pp

MasterCraft Boat Holdings, Inc. · MCFT

+3.9 pp
+6.5 pp
+0.2 pp
−1.3 pp
−7.8 pp
−8.6 pp
−18.5 pp
−10.9 pp
−2.6 pp
+8.6 pp
+4.0 pp
+3.5 pp
−7.1 pp

Patrick Industries, Inc. · PATK

+2.5 pp
−0.5 pp
−1.2 pp
−5.6 pp
−0.1 pp
+1.1 pp
+2.1 pp
−0.1 pp
−3.5 pp
+0.1 pp
0.0 pp
−1.3 pp
+1.5 pp
0.0 pp

Polaris Inc. · PII

−1.6 pp
+2.0 pp
+2.7 pp
+1.8 pp
−0.6 pp
−2.0 pp
−4.5 pp
−5.2 pp
−2.7 pp
−5.1 pp
−2.5 pp
−4.6 pp
−6.8 pp
−2.7 pp
−5.4 pp
0.0 pp

THOR Industries, Inc. · THO

+0.5 pp
−1.5 pp
−7.7 pp
−4.0 pp
−3.8 pp
−2.4 pp
−0.9 pp
−0.6 pp
−0.2 pp
−3.8 pp
−0.3 pp
+0.3 pp
−1.2 pp
+1.1 pp
0.0 pp
−2.6 pp

Winnebago Industries, Inc. · WGO

−1.1 pp
−3.7 pp
−2.8 pp
−3.2 pp
−3.0 pp
−3.9 pp
−3.9 pp
−3.4 pp
−10.0 pp
−5.2 pp
−3.7 pp
−1.6 pp
+5.1 pp
+2.1 pp
+0.5 pp
−0.6 pp
03 · compare level, then change

Profit Scale & Acceleration

BRP Inc. has the highest Net profit among the 10 Recreational Vehicles companies compared here, at $307 million. THOR Industries, Inc. is next at $261 million. MasterCraft Boat Holdings, Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: BRP Inc. leads with $307 million of TTM profit, 17.6% above THOR Industries, Inc.. MasterCraft Boat Holdings, Inc. shows ≥100% on the scoring scale growth from a $10 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderBRP Inc. · $307 million
Gap17.6% versus #2 · THOR Industries, Inc.
Persistence3/8 recent comparable periods
Coverage8/10 companies · 187 observations

Investor read: BRP Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1BRP Inc. DOO$307M
2THOR Industries, Inc. THO$261M
3LCI Industries LCII$202M
4Patrick Industries, Inc. PATK$135M
5Winnebago Industries, Inc. WGO$40M
Profit growthfastest growers
1MasterCraft Boat Holdings, Inc. MCFT100%
2BRP Inc. DOO68%
3LCI Industries LCII30%
4THOR Industries, Inc. THO18%
5Patrick Industries, Inc. PATK-4.9%
Net profit · company comparison
8/10 level · 5/10 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyNet profitProfit growthReported
BRP Inc. DOO$127M-21%Jun 2026
THOR Industries, Inc. THO$96M-28%Jun 2026
LCI Industries LCII$63M29%Mar 2026
Patrick Industries, Inc. PATK$39M2.6%Mar 2026
Harley-Davidson, Inc. HOG$24M-82%Jun 2026
Brunswick Corporation BC$21M-65%Jun 2026
Winnebago Industries, Inc. WGO$15M-17%Jun 2026
MasterCraft Boat Holdings, Inc. MCFT$-1M-125%Mar 2026
Malibu Boats, Inc. MBUU$-2M-115%Mar 2026
Polaris Inc. PII$-47M-236%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

BRP Inc. · DOO

$213M
$128M
$210M
$121M
$238M
$142M
$365M
$155M
$339M
$90M
$303M
$43M
$42M
$31M
$-51M
$161M
$57M
$77M
$46M
$127M

Brunswick Corporation · BC

$179M
$145M
$174M
$199M
$168M
$112M
$135M
$71M
$68M
$105M
$47M
$-71M
$20M
$60M
$-234M
$19M
$21M

Harley-Davidson, Inc. · HOG

$163M
$22M
$223M
$216M
$261M
$40M
$302M
$174M
$196M
$23M
$232M
$215M
$116M
$-118M
$131M
$106M
$375M
$-283M
$24M

LCI Industries · LCII

$63M
$82M
$196M
$155M
$61M
$-17M
$7M
$33M
$26M
$-2M
$37M
$61M
$36M
$10M
$49M
$58M
$62M
$19M
$63M

Malibu Boats, Inc. · MBUU

$28M
$31M
$55M
$50M
$36M
$36M
$53M
$-18M
$21M
$10M
$-68M
$-20M
$-5M
$2M
$13M
$5M
$-1M
$-3M
$-2M

MasterCraft Boat Holdings, Inc. · MCFT

$12M
$18M
$24M
$25M
$20M
$23M
$9M
$6M
$0M
$1M
$0M
$4M
$5M
$4M
$2M
$-1M

Patrick Industries, Inc. · PATK

$57M
$61M
$113M
$117M
$59M
$40M
$30M
$42M
$40M
$35M
$48M
$41M
$15M
$38M
$32M
$35M
$29M
$39M

Polaris Inc. · PII

$117M
$128M
$74M
$142M
$191M
$197M
$114M
$134M
$152M
$103M
$4M
$69M
$28M
$11M
$-67M
$-79M
$-16M
$-15M
$-47M

THOR Industries, Inc. · THO

$250M
$245M
$266M
$346M
$282M
$137M
$26M
$120M
$91M
$55M
$5M
$114M
$91M
$-1M
$-3M
$134M
$127M
$23M
$15M
$96M

Winnebago Industries, Inc. · WGO

$84M
$100M
$91M
$117M
$83M
$60M
$53M
$59M
$44M
$26M
$-13M
$29M
$-29M
$-5M
$0M
$18M
$14M
$6M
$5M
$15M

Profit growth · reported quarter history

BRP Inc. · DOO

12%
11%
74%
28%
42%
-37%
-17%
-72%
-88%
-66%
-117%
274%
36%
148%
-21%

Brunswick Corporation · BC

11%
16%
-36%
-32%
-58%
-6.3%
-65%
-200%
-71%
-43%
-598%
-65%

Harley-Davidson, Inc. · HOG

4.9%
60%
82%
35%
-19%
-25%
-43%
-23%
24%
-41%
-613%
-44%
-51%
223%
-82%

LCI Industries · LCII

128%
-3.2%
-121%
-96%
-79%
-57%
429%
85%
38%
32%
-4.9%
72%
90%
29%

Malibu Boats, Inc. · MBUU

43%
29%
16%
-3.6%
-136%
-42%
-72%
-228%
-124%
-80%
-250%
-115%

MasterCraft Boat Holdings, Inc. · MCFT

50%
108%
11%
-4.2%
-64%
-70%
-100%
-100%
-33%
300%
-125%

Patrick Industries, Inc. · PATK

98%
3.5%
-34%
-74%
-29%
0.0%
60%
-2.4%
-63%
8.6%
-33%
-15%
93%
2.6%

Polaris Inc. · PII

-8.4%
63%
54%
54%
-5.6%
-20%
-48%
-96%
-49%
-82%
-89%
-1,775%
-214%
-157%
-236%

THOR Industries, Inc. · THO

13%
-44%
-90%
-65%
-68%
-60%
-81%
-5.0%
0.0%
-102%
-160%
18%
40%
-28%

Winnebago Industries, Inc. · WGO

-1.2%
-40%
-42%
-50%
-47%
-57%
-125%
-51%
-166%
-119%
-38%
-17%
04 · compare level, then change

Capacity Spending & Returns On It

Brunswick Corporation has the highest CAPEX among the 10 Recreational Vehicles companies compared here, at $57 million. BRP Inc. is next at $46 million. The same company also holds the highest CAPEX intensity, at 4.1%. 10 of 10 companies report a comparable reading, the latest through Jun 2026. Its CAPEX series carries 17 reported observations across the 20-quarter window.

What the numbers say: Brunswick Corporation reports $57 million of CAPEX; Brunswick Corporation has the highest covered intensity at 4.1%. Coverage is only 10 of 10 companies and 183 reported observations, so this is partial evidence—not a complete sector rank.

LeaderBrunswick Corporation · $57 million
Gap23.9% versus #2 · BRP Inc.
Persistence8/8 recent comparable periods
Coverage10/10 companies · 183 observations

Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.

This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.

CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1Brunswick Corporation BC$57M
2BRP Inc. DOO$46M
3THOR Industries, Inc. THO$38M
4Polaris Inc. PII$30M
5Patrick Industries, Inc. PATK$19M
CAPEX intensityhighest reinvestment intensity
1Brunswick Corporation BC4.1%
2Harley-Davidson, Inc. HOG2.7%
3Malibu Boats, Inc. MBUU2.5%
4BRP Inc. DOO1.9%
5Patrick Industries, Inc. PATK1.9%
Capital expenditure · company comparison
10/10 level · 10/10 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyCAPEXCAPEX intensityReported
Brunswick Corporation BC$57M4.1%Jun 2026
BRP Inc. DOO$46M1.9%Jun 2026
THOR Industries, Inc. THO$38M1.4%Jun 2026
Polaris Inc. PII$30M1.8%Mar 2026
Patrick Industries, Inc. PATK$19M1.9%Mar 2026
Harley-Davidson, Inc. HOG$13M2.7%Jun 2026
LCI Industries LCII$10M0.9%Mar 2026
Winnebago Industries, Inc. WGO$7M1.0%Jun 2026
Malibu Boats, Inc. MBUU$6M2.5%Mar 2026
MasterCraft Boat Holdings, Inc. MCFT$1M1.3%Mar 2026
Full 20-quarter history · every available company

CAPEX · reported quarter history

BRP Inc. · DOO

$123M
$112M
$309M
$93M
$100M
$161M
$248M
$111M
$94M
$128M
$215M
$67M
$99M
$114M
$118M
$45M
$70M
$72M
$110M
$46M

Brunswick Corporation · BC

$67M
$70M
$101M
$96M
$103M
$94M
$80M
$56M
$54M
$47M
$36M
$30M
$38M
$45M
$34M
$49M
$57M

Harley-Davidson, Inc. · HOG

$24M
$59M
$28M
$27M
$30M
$67M
$45M
$41M
$52M
$69M
$46M
$41M
$53M
$56M
$30M
$36M
$37M
$52M
$32M
$13M

LCI Industries · LCII

$25M
$42M
$29M
$27M
$17M
$17M
$12M
$9M
$13M
$11M
$9M
$13M
$15M
$10M

Malibu Boats, Inc. · MBUU

$14M
$12M
$14M
$15M
$12M
$10M
$21M
$11M
$40M
$13M
$12M
$12M
$9M
$6M
$7M
$7M
$4M
$4M
$6M

MasterCraft Boat Holdings, Inc. · MCFT

$3M
$2M
$3M
$6M
$6M
$7M
$3M
$3M
$3M
$2M
$2M
$2M
$3M
$3M
$2M
$1M

Patrick Industries, Inc. · PATK

$18M
$21M
$19M
$26M
$19M
$16M
$20M
$16M
$11M
$15M
$17M
$18M
$25M
$20M
$18M
$26M
$18M
$19M

Polaris Inc. · PII

$80M
$94M
$56M
$64M
$74M
$113M
$94M
$112M
$106M
$101M
$72M
$67M
$53M
$69M
$36M
$41M
$42M
$65M
$30M

THOR Industries, Inc. · THO

$129M
$0M
$0M
$0M
$242M
$0M
$0M
$0M
$208M
$0M
$0M
$0M
$140M
$0M
$0M
$34M
$123M
$0M
$60M
$38M

Winnebago Industries, Inc. · WGO

$21M
$23M
$20M
$20M
$25M
$28M
$22M
$19M
$15M
$12M
$11M
$11M
$11M
$10M
$8M
$11M
$10M
$6M
$4M
$7M

CAPEX intensity · reported quarter history

BRP Inc. · DOO

6.5%
7.1%
13%
5.1%
4.1%
5.9%
8.1%
4.6%
3.4%
5.4%
8.2%
3.4%
5.5%
5.8%
5.6%
2.4%
3.7%
3.2%
4.5%
1.9%

Brunswick Corporation · BC

4.3%
4.9%
6.0%
5.2%
6.1%
5.4%
4.7%
4.1%
4.0%
3.3%
2.8%
2.6%
3.1%
3.1%
2.5%
3.7%
4.1%

Harley-Davidson, Inc. · HOG

1.8%
5.8%
1.9%
1.8%
1.8%
5.9%
2.5%
2.8%
3.4%
6.6%
2.7%
2.5%
4.6%
8.1%
2.3%
2.8%
2.8%
11%
2.7%

LCI Industries · LCII

2.1%
2.6%
1.9%
3.0%
1.7%
1.7%
1.4%
0.9%
1.2%
1.4%
0.9%
1.2%
1.6%
0.9%

Malibu Boats, Inc. · MBUU

5.5%
4.5%
4.1%
4.2%
4.0%
2.9%
5.6%
3.0%
16%
6.2%
5.9%
7.5%
5.2%
3.0%
3.1%
3.4%
2.1%
2.1%
2.5%

MasterCraft Boat Holdings, Inc. · MCFT

2.3%
1.4%
1.8%
3.5%
3.8%
4.2%
3.2%
3.6%
5.6%
3.1%
3.2%
2.6%
3.8%
4.3%
2.8%
1.3%

Patrick Industries, Inc. · PATK

1.7%
1.8%
1.4%
1.8%
1.7%
1.7%
2.2%
1.7%
1.3%
1.6%
1.7%
2.0%
3.0%
2.0%
1.7%
2.7%
1.9%
1.9%

Polaris Inc. · PII

4.5%
4.7%
3.1%
3.1%
3.2%
4.7%
4.3%
5.1%
4.7%
4.4%
4.1%
3.4%
3.1%
3.9%
2.3%
2.2%
2.3%
3.4%
1.8%

THOR Industries, Inc. · THO

3.6%
0.0%
0.0%
0.0%
6.3%
0.0%
0.0%
0.0%
7.6%
0.0%
0.0%
0.0%
5.5%
0.0%
0.0%
1.2%
4.9%
0.0%
2.8%
1.4%

Winnebago Industries, Inc. · WGO

2.0%
2.0%
1.7%
1.4%
2.1%
2.9%
2.5%
2.1%
1.9%
1.6%
1.6%
1.4%
1.5%
1.6%
1.3%
1.4%
1.3%
0.9%
0.6%
1.0%
Annual capital allocation · 6-year view
10/10 capacity base · 10/10 OCF · 10/10 CAPEX · 10/10 FCF

Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.

Full annual capacity base, operating cash flow, CAPEX and free cash flow history

Capacity base · net fixed assets + CWIP · fiscal-year history

BRP Inc. · DOO

$1.6B
$2.0B
$2.2B
$2.1B
$2.0B

LCI Industries · LCII

$591M
$729M
$711M
$657M
$701M

Malibu Boats, Inc. · MBUU

$133M
$171M
$205M
$245M
$236M

Polaris Inc. · PII

$1.0B
$1.1B
$1.3B
$1.3B
$1.2B

Operating cash flow · fiscal-year history

BRP Inc. · DOO

$770M
$650M
$1.7B
$688M
$1.2B

LCI Industries · LCII

$-112M
$603M
$527M
$370M
$331M

Malibu Boats, Inc. · MBUU

$131M
$165M
$185M
$56M
$57M

Polaris Inc. · PII

$294M
$509M
$926M
$268M
$741M

CAPEX · reported cash flow · fiscal-year history

BRP Inc. · DOO

$629M
$601M
$548M
$397M
$298M

LCI Industries · LCII

$99M
$131M
$62M
$42M
$53M

Malibu Boats, Inc. · MBUU

$31M
$55M
$55M
$76M
$28M

Polaris Inc. · PII

$283M
$307M
$413M
$262M
$183M

Free cash flow · fiscal-year history

BRP Inc. · DOO

$141M
$49M
$1.1B
$292M
$915M

LCI Industries · LCII

$-210M
$472M
$465M
$328M
$278M

Malibu Boats, Inc. · MBUU

$101M
$110M
$130M
$-20M
$29M

Polaris Inc. · PII

$11M
$202M
$513M
$7M
$558M
05 · compare level, then change

Debt Load & Balance-Sheet Headroom

MasterCraft Boat Holdings, Inc. has the lowest Gross debt among the 10 Recreational Vehicles companies compared here, at $0 million. Malibu Boats, Inc. is next at $165 million. The same company also holds the lowest Net debt, at $85 million net cash. 10 of 10 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: MasterCraft Boat Holdings, Inc. has the clearest covered balance-sheet capacity with $85 million net cash and gross debt of $0 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.

LeaderMasterCraft Boat Holdings, Inc. · $0 million
Gap100% versus #2 · Malibu Boats, Inc.
Persistence8/8 recent comparable periods
Coverage10/10 companies · 188 observations

Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.

This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.

Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1MasterCraft Boat Holdings, Inc. MCFT$0M
2Malibu Boats, Inc. MBUU$165M
3Winnebago Industries, Inc. WGO$477M
4THOR Industries, Inc. THO$942M
5LCI Industries LCII$1.2B
Net debtlowest net debt
1MasterCraft Boat Holdings, Inc. MCFT$-85M
2Malibu Boats, Inc. MBUU$115M
3Winnebago Industries, Inc. WGO$420M
4THOR Industries, Inc. THO$570M
5Harley-Davidson, Inc. HOG$613M
Debt and balance-sheet capacity · company comparison
10/10 level · 10/10 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGross debtNet debtReported
BRP Inc. DOO$2.9B$2.2BJun 2026
Harley-Davidson, Inc. HOG$2.5B$613MJun 2026
Brunswick Corporation BC$2.4B$2.2BJun 2026
Polaris Inc. PII$2.1B$1.8BMar 2026
Patrick Industries, Inc. PATK$1.6B$1.6BMar 2026
LCI Industries LCII$1.2B$1.1BMar 2026
THOR Industries, Inc. THO$942M$570MJun 2026
Winnebago Industries, Inc. WGO$477M$420MJun 2026
Malibu Boats, Inc. MBUU$165M$115MMar 2026
MasterCraft Boat Holdings, Inc. MCFT$0M$-85MMar 2026
Full 20-quarter history · every available company

Gross debt · reported quarter history

BRP Inc. · DOO

$2.3B
$2.3B
$2.2B
$2.5B
$2.6B
$2.9B
$3.0B
$3.1B
$3.0B
$3.1B
$3.0B
$3.0B
$3.0B
$3.0B
$3.1B
$3.0B
$3.0B
$2.8B
$2.7B
$2.9B

Brunswick Corporation · BC

$945M
$1.9B
$2.6B
$2.6B
$2.6B
$2.6B
$2.6B
$2.6B
$3.0B
$3.0B
$2.7B
$2.5B
$2.6B
$2.4B
$2.3B
$2.3B
$2.4B

Harley-Davidson, Inc. · HOG

$7.4B
$7.0B
$6.7B
$7.9B
$7.3B
$7.0B
$7.4B
$7.3B
$7.6B
$7.4B
$7.5B
$7.7B
$8.0B
$7.2B
$7.5B
$7.2B
$5.5B
$3.3B
$2.4B
$2.5B

LCI Industries · LCII

$1.3B
$1.5B
$1.5B
$1.3B
$1.3B
$1.4B
$1.3B
$1.2B
$1.2B
$1.1B
$1.1B
$1.1B
$1.1B
$996M
$1.2B
$1.2B
$0M
$1.2B
$1.2B

Malibu Boats, Inc. · MBUU

$123M
$123M
$120M
$120M
$70M
$70M
$20M
$0M
$65M
$35M
$15M
$0M
$28M
$23M
$28M
$18M
$23M
$20M
$165M

MasterCraft Boat Holdings, Inc. · MCFT

$84M
$74M
$65M
$56M
$55M
$54M
$53M
$50M
$49M
$50M
$0M
$0M
$0M
$0M
$0M
$0M

Patrick Industries, Inc. · PATK

$1.2B
$1.4B
$1.7B
$1.7B
$1.5B
$1.5B
$1.5B
$1.4B
$1.3B
$1.6B
$1.5B
$1.6B
$1.5B
$1.6B
$1.5B
$1.5B
$1.5B
$1.6B

Polaris Inc. · PII

$1.7B
$1.9B
$2.1B
$2.1B
$2.2B
$2.1B
$2.1B
$2.1B
$2.2B
$1.9B
$2.1B
$2.1B
$2.2B
$2.1B
$2.1B
$1.8B
$1.7B
$1.5B
$2.1B

THOR Industries, Inc. · THO

$1.6B
$2.3B
$2.2B
$2.0B
$1.8B
$1.7B
$1.8B
$1.7B
$1.4B
$1.3B
$1.5B
$1.3B
$1.2B
$1.1B
$1.1B
$1.1B
$983M
$980M
$950M
$942M

Winnebago Industries, Inc. · WGO

$555M
$559M
$579M
$583M
$586M
$630M
$633M
$633M
$634M
$634M
$734M
$743M
$742M
$742M
$642M
$581M
$580M
$579M
$478M
$477M

Net debt · reported quarter history

BRP Inc. · DOO

$1.9B
$2.3B
$1.9B
$2.5B
$2.5B
$2.8B
$2.8B
$2.8B
$2.6B
$2.8B
$2.5B
$2.6B
$2.9B
$2.9B
$2.9B
$2.7B
$2.8B
$2.5B
$2.3B
$2.2B

Brunswick Corporation · BC

$354M
$412M
$1.9B
$2.0B
$2.1B
$2.2B
$2.1B
$2.1B
$2.4B
$2.4B
$2.4B
$2.2B
$2.3B
$2.1B
$2.0B
$2.0B
$2.2B

Harley-Davidson, Inc. · HOG

$5.1B
$5.0B
$5.2B
$5.5B
$5.3B
$5.5B
$5.6B
$5.7B
$5.6B
$5.8B
$5.9B
$5.7B
$5.6B
$5.5B
$5.4B
$5.4B
$3.7B
$225M
$644M
$613M

LCI Industries · LCII

$1.2B
$1.4B
$1.4B
$1.3B
$1.2B
$1.3B
$1.3B
$1.2B
$1.1B
$1.0B
$1.1B
$953M
$909M
$830M
$945M
$1.0B
$-200M
$1.0B
$1.1B

Malibu Boats, Inc. · MBUU

$93M
$78M
$63M
$36M
$27M
$20M
$-15M
$-79M
$20M
$-21M
$-32M
$-27M
$0M
$-12M
$-11M
$-19M
$-21M
$-8M
$115M

MasterCraft Boat Holdings, Inc. · MCFT

$72M
$60M
$51M
$15M
$-34M
$-47M
$-37M
$-56M
$-37M
$-33M
$-63M
$-67M
$-79M
$-67M
$-25M
$-85M

Patrick Industries, Inc. · PATK

$1.2B
$1.3B
$1.6B
$1.6B
$1.5B
$1.4B
$1.5B
$1.4B
$1.3B
$1.6B
$1.5B
$1.5B
$1.5B
$1.5B
$1.4B
$1.5B
$1.5B
$1.6B

Polaris Inc. · PII

$1.4B
$1.4B
$1.8B
$1.8B
$1.9B
$1.7B
$1.8B
$1.7B
$1.9B
$1.5B
$1.7B
$1.8B
$1.9B
$1.8B
$1.8B
$1.5B
$1.4B
$1.4B
$1.8B

THOR Industries, Inc. · THO

$1.2B
$1.9B
$1.9B
$1.7B
$1.5B
$1.5B
$1.5B
$1.3B
$911M
$916M
$1.1B
$941M
$705M
$701M
$720M
$575M
$396M
$470M
$708M
$570M

Winnebago Industries, Inc. · WGO

$120M
$348M
$444M
$345M
$304M
$358M
$404M
$407M
$324M
$414M
$468M
$425M
$411M
$479M
$526M
$570M
$406M
$397M
$431M
$420M
06 · compare level, then change

Return On Capital Employed

BRP Inc. has the highest ROCE among the 10 Recreational Vehicles companies compared here, at 5.6%. LCI Industries is next at 3.5%. The same company also holds the highest ROCE change, at +3.3 percentage points. 10 of 10 companies report a comparable reading, the latest through Jun 2026. Its ROCE series carries 19 reported observations across the 20-quarter window.

What the numbers say: BRP Inc. leads ROCE at 5.6%, 2.1 percentage points above LCI Industries. BRP Inc. has the strongest latest improvement at +3.3 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderBRP Inc. · 5.6%
Gap60% versus #2 · LCI Industries
Persistence2/8 recent comparable periods
Coverage10/10 companies · 184 observations

Investor read: BRP Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1BRP Inc. DOO5.6%
2LCI Industries LCII3.5%
3Patrick Industries, Inc. PATK2.3%
4THOR Industries, Inc. THO1.7%
5Winnebago Industries, Inc. WGO1.3%
ROCE changefastest improvers
1BRP Inc. DOO+3.3 pp
2LCI Industries LCII+0.4 pp
3Harley-Davidson, Inc. HOG−0.1 pp
4Patrick Industries, Inc. PATK−0.1 pp
5Polaris Inc. PII−0.2 pp
Return on capital · company comparison
10/10 level · 10/10 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyROCEROCE changeReported
BRP Inc. DOO5.6%+3.3 ppJun 2026
LCI Industries LCII3.5%+0.4 ppMar 2026
Patrick Industries, Inc. PATK2.3%−0.1 ppMar 2026
THOR Industries, Inc. THO1.7%−1.5 ppJun 2026
Winnebago Industries, Inc. WGO1.3%−0.3 ppJun 2026
Brunswick Corporation BC1.2%−1.0 ppJun 2026
Harley-Davidson, Inc. HOG1.2%−0.1 ppJun 2026
Malibu Boats, Inc. MBUU-0.3%−3.1 ppMar 2026
MasterCraft Boat Holdings, Inc. MCFT-0.7%−2.5 ppMar 2026
Polaris Inc. PII-1.3%−0.2 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

BRP Inc. · DOO

7.0%
14%
8.5%
14%
14%
14%
8.9%
11%
9.8%
8.0%
4.6%
2.9%
3.4%
2.6%
2.3%
2.2%
5.2%
0.3%
5.6%

Brunswick Corporation · BC

6.3%
6.3%
7.2%
5.5%
4.9%
4.0%
2.3%
2.3%
3.3%
2.1%
-1.3%
1.2%
2.2%
-5.4%
1.0%
1.2%

Harley-Davidson, Inc. · HOG

2.5%
-0.1%
3.7%
3.5%
4.2%
0.0%
4.5%
2.5%
2.3%
-0.3%
3.0%
2.6%
1.1%
-2.3%
1.8%
1.3%
5.9%
-5.3%
0.3%
1.2%

LCI Industries · LCII

4.3%
5.0%
11%
8.6%
3.4%
-0.8%
0.7%
2.0%
1.7%
0.1%
2.2%
3.5%
2.1%
0.6%
3.1%
3.3%
2.7%
1.4%
3.5%

Malibu Boats, Inc. · MBUU

7.6%
7.1%
12%
9.9%
7.9%
7.5%
11%
-3.2%
3.9%
2.0%
-11%
-3.8%
-0.8%
0.5%
2.8%
1.1%
-0.1%
-0.6%
-0.3%

MasterCraft Boat Holdings, Inc. · MCFT

9.2%
13%
17%
16%
13%
13%
4.7%
2.8%
-0.2%
0.4%
0.1%
1.8%
2.7%
1.7%
1.4%
-0.7%

Patrick Industries, Inc. · PATK

5.7%
5.1%
8.1%
7.8%
4.2%
2.9%
2.3%
3.1%
3.0%
2.3%
3.4%
2.9%
1.6%
2.4%
3.3%
2.4%
2.1%
2.3%

Polaris Inc. · PII

5.7%
5.8%
3.6%
6.9%
8.6%
9.0%
5.5%
6.6%
6.5%
4.4%
1.2%
3.5%
2.0%
1.9%
-1.1%
-0.4%
0.7%
-1.1%
-1.3%

THOR Industries, Inc. · THO

6.5%
7.0%
9.2%
6.8%
3.7%
0.7%
3.2%
2.7%
1.9%
0.3%
2.9%
2.5%
0.2%
0.2%
3.2%
1.9%
0.7%
0.2%
1.7%

Winnebago Industries, Inc. · WGO

9.0%
8.1%
10%
7.0%
4.6%
4.0%
4.1%
2.9%
2.0%
1.7%
2.2%
-0.9%
0.0%
0.4%
1.6%
1.1%
0.7%
0.7%
1.3%

ROCE change · reported quarter history

BRP Inc. · DOO

+7.1 pp
+0.1 pp
+0.4 pp
−2.8 pp
−4.3 pp
−5.7 pp
−4.3 pp
−8.2 pp
−6.4 pp
−5.4 pp
−2.3 pp
−0.7 pp
+1.8 pp
−2.3 pp
+3.3 pp

Brunswick Corporation · BC

−0.8 pp
−1.4 pp
−3.2 pp
−3.2 pp
−1.6 pp
−1.9 pp
−3.6 pp
−1.1 pp
−1.1 pp
−7.5 pp
+2.3 pp
−1.0 pp

Harley-Davidson, Inc. · HOG

+1.7 pp
+0.1 pp
+0.8 pp
−1.0 pp
−1.9 pp
−0.3 pp
−1.5 pp
+0.1 pp
−1.2 pp
−2.0 pp
−1.2 pp
−1.3 pp
+4.8 pp
−3.0 pp
−1.5 pp
−0.1 pp

LCI Industries · LCII

−0.9 pp
−5.8 pp
−10.4 pp
−6.6 pp
−1.7 pp
+0.9 pp
+1.5 pp
+1.5 pp
+0.4 pp
+0.5 pp
+0.9 pp
−0.2 pp
+0.6 pp
+0.8 pp
+0.4 pp

Malibu Boats, Inc. · MBUU

+0.3 pp
+0.4 pp
−1.4 pp
−13.1 pp
−4.0 pp
−5.5 pp
−21.4 pp
−0.6 pp
−4.7 pp
−1.5 pp
+13.7 pp
+4.9 pp
+0.7 pp
−1.1 pp
−3.1 pp

MasterCraft Boat Holdings, Inc. · MCFT

+6.6 pp
−0.5 pp
−3.5 pp
−11.1 pp
−9.8 pp
−13.4 pp
−4.6 pp
−1.0 pp
+2.9 pp
+1.3 pp
+1.3 pp
−2.5 pp

Patrick Industries, Inc. · PATK

−1.5 pp
−2.2 pp
−5.5 pp
−1.1 pp
+0.1 pp
+1.1 pp
−0.2 pp
−1.4 pp
+0.1 pp
−0.1 pp
−0.5 pp
+0.5 pp
−0.1 pp

Polaris Inc. · PII

+2.9 pp
+3.2 pp
+1.9 pp
−0.3 pp
−2.1 pp
−4.6 pp
−4.3 pp
−3.1 pp
−4.5 pp
−2.5 pp
−2.3 pp
−3.9 pp
−1.3 pp
−3.0 pp
−0.2 pp

THOR Industries, Inc. · THO

−2.8 pp
−6.3 pp
−6.0 pp
−4.1 pp
−1.8 pp
−0.4 pp
−0.3 pp
−0.2 pp
−1.7 pp
−0.1 pp
+0.3 pp
−0.6 pp
+0.5 pp
0.0 pp
−1.5 pp

Winnebago Industries, Inc. · WGO

−4.4 pp
−4.1 pp
−6.0 pp
−4.1 pp
−2.6 pp
−2.3 pp
−1.9 pp
−3.8 pp
−2.0 pp
−1.3 pp
−0.6 pp
+2.0 pp
+0.7 pp
+0.3 pp
−0.3 pp
07 · compare level, then change

Valuation Against Growth & Quality

BRP Inc. has the lowest Guarded PEG among the 10 Recreational Vehicles companies compared here, at 0.29×. LCI Industries is next at 0.45×. Harley-Davidson, Inc. has the lowest P/E at 15×, so level and change sit with different companies. 3 of 10 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: BRP Inc. has the lowest comparable Guarded PEG at 0.29×, 35.6% below LCI Industries. Only 3 of 10 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderBRP Inc. · 0.29×
Gap35.6% versus #2 · LCI Industries
Persistence0/8 recent comparable periods
Coverage3/10 companies · 17 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1BRP Inc. DOO0.3
2LCI Industries LCII0.5
3THOR Industries, Inc. THO0.8
P/Elowest P/E
1Harley-Davidson, Inc. HOG15.0
2LCI Industries LCII15.0
3THOR Industries, Inc. THO16.0
4Winnebago Industries, Inc. WGO21.8
5BRP Inc. DOO24.8
Valuation · company comparison
3/10 level · 10/10 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGuarded PEGP/EReported
THOR Industries, Inc. THO0.816.0Jun 2026
Polaris Inc. PII0.756.9Mar 2026
LCI Industries LCII0.515.0Mar 2026
Malibu Boats, Inc. MBUU0.338.6Mar 2026
BRP Inc. DOO0.324.8Jun 2026
Harley-Davidson, Inc. HOG0.215.0Jun 2026
Brunswick Corporation BC84.2Jun 2026
Patrick Industries, Inc. PATK27.5Mar 2026
Winnebago Industries, Inc. WGO21.8Jun 2026
MasterCraft Boat Holdings, Inc. MCFT31.6Mar 2026
Full 20-quarter history · every available company

Guarded PEG · reported quarter history

BRP Inc. · DOO

0.2
0.2
0.3

Harley-Davidson, Inc. · HOG

0.2
0.2

LCI Industries · LCII

1.4
0.3
1.3
0.5
0.5
0.5

Malibu Boats, Inc. · MBUU

0.3

Polaris Inc. · PII

0.7
0.7

THOR Industries, Inc. · THO

0.6
0.4
0.8

P/E · reported quarter history

BRP Inc. · DOO

11.2
11.4
13.1
11.6
10.5
10.4
9.1
9.7
6.7
7.2
12.3
30.5
12.5
25.1
33.2
32.2
26.0
24.8

Brunswick Corporation · BC

13.0
10.4
8.3
7.8
9.8
11.3
16.2
17.4
14.2
20.0
33.5
42.8
84.2

Harley-Davidson, Inc. · HOG

11.1
9.0
9.7
8.0
7.8
8.4
6.8
6.6
6.7
7.6
9.7
6.8
8.7
8.8
9.4
12.2
6.8
7.4
11.5
15.0

LCI Industries · LCII

13.5
13.8
6.5
5.8
5.2
5.0
13.6
37.8
60.5
49.9
33.5
21.7
23.5
18.5
14.3
15.2
13.2
16.0
15.0

Malibu Boats, Inc. · MBUU

12.7
11.7
8.5
7.0
6.1
6.5
6.9
11.6
11.3
17.6
41.2
33.1
38.6

MasterCraft Boat Holdings, Inc. · MCFT

8.3
8.7
7.0
4.7
6.0
6.8
5.3
9.3
13.9
41.2
187.2
156.7
28.6
23.0
20.7
31.6

Patrick Industries, Inc. · PATK

9.3
8.2
5.2
3.7
3.0
4.5
6.4
10.1
10.3
17.7
15.6
20.4
20.2
20.1
25.1
29.6
27.8
27.5

Polaris Inc. · PII

12.4
14.0
15.1
22.7
17.0
13.6
13.3
11.3
10.2
10.9
14.7
13.7
23.3
29.6
56.9

THOR Industries, Inc. · THO

7.2
5.7
3.9
4.1
4.3
6.6
7.6
16.6
16.3
22.4
20.2
21.5
26.5
27.2
17.4
18.8
19.7
19.8
16.0

Winnebago Industries, Inc. · WGO

7.9
6.2
4.3
5.2
5.6
6.8
7.7
10.2
12.7
21.1
23.1
135.6
39.5
28.3
27.1
21.8
08 · compare level, then change

Enterprise Value & Book Value

THOR Industries, Inc. has the lowest EV/EBITDA among the 10 Recreational Vehicles companies compared here, at 6.53×. BRP Inc. is next at 7.9×. Winnebago Industries, Inc. has the lowest P/BV at 0.68×, so level and change sit with different companies. 10 of 10 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: THOR Industries, Inc. leads ev/ebitda at 6.53×; Winnebago Industries, Inc. leads p/bv at 0.68×.

LeaderTHOR Industries, Inc. · 6.53×
Gap17.3% versus #2 · BRP Inc.
Persistence0/8 recent comparable periods
Coverage10/10 companies · 179 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.

EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1THOR Industries, Inc. THO6.5
2BRP Inc. DOO7.9
3Winnebago Industries, Inc. WGO9.8
4Patrick Industries, Inc. PATK11.5
5MasterCraft Boat Holdings, Inc. MCFT12.3
P/BVlowest P/BV
1Winnebago Industries, Inc. WGO0.7
2Harley-Davidson, Inc. HOG0.7
3THOR Industries, Inc. THO1.0
4Malibu Boats, Inc. MBUU1.0
5MasterCraft Boat Holdings, Inc. MCFT1.8
Enterprise and book valuation · company comparison
10/10 level · 9/10 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyEV/EBITDAP/BVReported
Brunswick Corporation BC27.73.0Jun 2026
Polaris Inc. PII16.64.1Mar 2026
Malibu Boats, Inc. MBUU15.11.0Mar 2026
Harley-Davidson, Inc. HOG15.00.7Jun 2026
LCI Industries LCII13.92.2Mar 2026
MasterCraft Boat Holdings, Inc. MCFT12.41.8Mar 2026
Patrick Industries, Inc. PATK11.53.0Mar 2026
Winnebago Industries, Inc. WGO9.80.7Jun 2026
BRP Inc. DOO7.9Jun 2026
THOR Industries, Inc. THO6.51.0Jun 2026
Full 20-quarter history · every available company

EV/EBITDA · reported quarter history

BRP Inc. · DOO

8.2
7.2
8.1
7.5
6.3
6.9
6.1
6.5
5.4
4.9
5.7
7.2
6.6
8.2
6.9
9.1
9.6
11.5
7.9

Brunswick Corporation · BC

7.9
7.9
6.6
6.3
6.8
7.3
8.6
10.1
8.5
10.6
10.8
10.7
11.6
39.8
27.1
27.7

Harley-Davidson, Inc. · HOG

15.4
13.1
14.5
13.5
12.0
12.7
11.3
11.5
12.8
10.7
17.7
14.8
18.2
13.9
27.3
44.6
12.7
4.1
11.6
15.0

LCI Industries · LCII

11.5
10.5
7.2
6.0
6.9
5.4
13.5
31.3
33.3
16.6
26.2
18.3
18.3
10.1
13.0
13.9
7.9
9.8
13.9

Malibu Boats, Inc. · MBUU

8.6
7.8
5.8
4.7
4.0
4.3
4.4
6.6
6.7
9.1
21.2
9.7
9.2
8.8
15.1

MasterCraft Boat Holdings, Inc. · MCFT

6.3
6.1
4.7
2.5
2.9
3.4
3.3
5.3
7.8
10.3
15.7
16.1
10.8
12.2
11.2
12.4

Patrick Industries, Inc. · PATK

7.5
7.1
5.5
4.3
3.8
4.4
5.7
7.3
7.1
10.3
9.1
10.8
10.1
10.1
10.4
11.6
11.4
11.5

Polaris Inc. · PII

8.1
8.7
9.4
9.3
8.0
7.2
7.3
7.8
7.3
7.2
8.9
8.0
10.1
8.7
8.0
8.7
12.1
16.6

THOR Industries, Inc. · THO

5.9
4.8
3.4
3.3
3.4
4.8
5.2
8.2
7.4
9.7
8.7
9.0
10.3
10.4
6.6
9.1
9.0
8.3
6.5

Winnebago Industries, Inc. · WGO

5.6
4.6
3.0
3.4
3.8
4.6
5.2
6.4
7.8
9.5
9.3
13.4
17.8
17.7
18.8
12.0
10.7
11.4
9.8

P/BV · reported quarter history

Brunswick Corporation · BC

4.1
3.1
2.5
2.4
2.8
2.9
3.2
3.2
2.4
2.8
2.3
1.9
1.9
2.5
3.0
3.0

Harley-Davidson, Inc. · HOG

2.5
2.3
2.4
1.8
1.9
2.1
1.8
1.6
1.4
1.6
1.8
1.3
1.5
1.2
1.0
0.9
1.0
0.7
0.7

LCI Industries · LCII

3.3
3.6
2.1
2.0
1.8
1.7
2.0
2.3
2.2
2.4
2.3
1.9
2.2
1.9
1.6
1.7
1.7
2.2
2.2

Malibu Boats, Inc. · MBUU

3.6
3.4
2.6
2.2
1.8
1.9
1.9
2.0
1.6
1.8
1.6
1.3
1.5
1.5
1.2
1.2
1.2
1.1
1.0

MasterCraft Boat Holdings, Inc. · MCFT

4.2
4.3
3.3
2.4
2.9
3.0
2.0
2.1
1.7
1.7
1.8
1.6
1.7
1.9
1.7
1.8

Patrick Industries, Inc. · PATK

2.8
2.5
1.8
1.4
1.1
1.4
1.6
1.8
1.6
2.5
2.2
2.8
2.5
2.5
2.7
3.0
3.0
3.0

Polaris Inc. · PII

6.0
5.4
5.6
5.5
5.5
5.2
5.5
5.5
4.4
3.8
4.1
3.3
3.5
2.5
1.9
1.9
2.8
4.3
4.1

THOR Industries, Inc. · THO

1.8
1.6
1.2
1.3
1.2
1.4
1.1
1.6
1.2
1.5
1.3
1.4
1.4
1.4
0.9
1.1
1.3
1.4
1.0

Winnebago Industries, Inc. · WGO

2.1
1.7
1.2
1.5
1.4
1.5
1.3
1.4
1.5
1.6
1.3
1.4
1.3
0.9
0.8
0.8
0.8
0.9
0.7
09 · let price answer last

Market action

Brunswick Corporation has the strongest one-year price move in Recreational Vehicles at +44.8%. MasterCraft Boat Holdings, Inc. leads on Mansfield relative strength against the S&P 500 at +7.2%. 3 of 10 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.

Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength

Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.

Before the conclusion · check the blind spots

What can make this comparison misleading?

This Recreational Vehicles comparison names 4 specific ways its own evidence can mislead, all listed below. All 10 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
10 · the complete set

Which companies are included?

All 10 companies in the canonical Recreational Vehicles membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.

AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.

CompanyMarket valuePricePriced toLatest fundamentals
Brunswick Corporation BC$5.3B$82.02026-07-28Jun 2026
BRP Inc. DOOAHEAD$4.6B$62.52026-07-28Jun 2026
THOR Industries, Inc. THO$4.1B$79.32026-07-28Jun 2026
Polaris Inc. PIIAHEAD$4.1B$71.62026-07-28Mar 2026
LCI Industries LCII$3.1B$1082026-07-28Mar 2026
Patrick Industries, Inc. PATK$2.9B$87.92026-07-28Mar 2026
Harley-Davidson, Inc. HOG$2.7B$25.32026-07-28Jun 2026
Winnebago Industries, Inc. WGO$908M$32.12026-07-28Jun 2026
MasterCraft Boat Holdings, Inc. MCFT22/26 WEEKS$607M$25.12026-07-28Mar 2026
Malibu Boats, Inc. MBUUAHEAD$567M$28.52026-07-28Mar 2026
Evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 10 Recreational Vehicles companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
Questions investors ask · short, speakable answers

Recreational Vehicles company comparison FAQs

These 18 answers restate the Recreational Vehicles comparison above in question form. Every one is computed from the same 10 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.

Which Recreational Vehicles company is the biggest?

THOR Industries, Inc. is the largest, with trailing-twelve-month revenue of $9,821 million, ahead of BRP Inc. at $8,987 million. That covers 8 of 10 companies with comparable reporting through Jun 2026.

Which Recreational Vehicles company is growing fastest?

BRP Inc. has the fastest revenue growth at 16% year on year, across 8 of 10 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.

Which Recreational Vehicles company has the best profit margins?

BRP Inc. has the highest operating margin at 9.4%, from 10 of 10 comparable companies. BRP Inc. shows the biggest recent improvement, at +4.3 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Recreational Vehicles company makes the most profit?

BRP Inc. earns the most, at $307 million of trailing-twelve-month net profit, from 8 of 10 comparable companies. MasterCraft Boat Holdings, Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Recreational Vehicles company earns the highest return on capital?

BRP Inc. leads on return on capital employed at 5.6%, across 10 of 10 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Recreational Vehicles stock is the cheapest?

On guarded PEG — where a LOWER number is cheaper — BRP Inc. screens cheapest at 0.29×. Only 3 of 10 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Which Recreational Vehicles company has the strongest balance sheet?

MasterCraft Boat Holdings, Inc. carries the lowest comparable gross debt at $0 million, from 10 of 10 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.

Which Recreational Vehicles company is investing most in new capacity?

Brunswick Corporation reports the largest capital spending at $57 million, across 10 of 10 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.

Is the Recreational Vehicles sector beating the market?

Recreational Vehicles has underperformed S&P 500 by 1.7% over the last 52 weeks and 1.6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 3 of 10 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Recreational Vehicles stock has the strongest price momentum?

MasterCraft Boat Holdings, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Recreational Vehicles company scores highest for research priority?

BRP Inc. scores 69.6 out of 100 with 86.2% evidence confidence, from 31.7 points on growth and earnings, 12.8 on capital efficiency, 15.2 on valuation and 9.9 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Recreational Vehicles companies does this comparison cover, and over what period?

It compares 10 listed companies over up to 20 reported quarters of fundamentals and 6 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Recreational Vehicles sector?

The 10 Recreational Vehicles companies on this page carry $28,900 million of combined market value. Brunswick Corporation is the largest at $5,329 million, about 18% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.

What is the Recreational Vehicles sector's P/E ratio?

The median price-to-earnings ratio across the 10 Recreational Vehicles companies on this page is 27.5×, measured on the 10 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.

How is the Recreational Vehicles sector performing?

3 of the 10 covered Recreational Vehicles companies are beating S&P 500 on Mansfield relative strength. The sector itself is 1.7% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.

How many Recreational Vehicles stocks are listed in the US?

This comparison covers 10 listed Recreational Vehicles companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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