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.

01 · the industry itself · before any single company

How has Recreational Vehicles moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 48% behind S&P 500. Earnings across its companies grew 3% on average over the last four reported quarters — close to flat.

ASLEEP · 1y −4.8%~Price down, no fundamental support1 of 10 companies ahead of S&P 500 by 5% or more over three months

RS — · 5/10 >200d (+1) · 1/10 lead (+0) · EPS 6/10↑

Recreational Vehicles, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

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.

02 · sector relative strength, before individual stocks

Is Recreational Vehicles outperforming S&P 500?

Recreational Vehicles has underperformed S&P 500 by 3.9% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 3.7%. 2 of 10 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Polaris Inc. is the strongest against the sector itself at +12.6%.

-3.7%Sector vs S&P 500 · 13 weeks

-3.9%Sector vs S&P 500 · 52 weeks

2/10Stocks 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 3.9% over 52 weeks and 3.7% over 13 weeks. 2 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 6 of 10 comparable companies through Jun 2026.

Companies

complete canonical membership

Combined market value

$29.4B

Brunswick Corporation

Revenue growing

6/6

positive TTM year-on-year growth

Beating S&P 500

2/10

positive Mansfield relative strength

Comparing 5 of 10

03 · 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 81.1% 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.

How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

Company	Score	Price stage	Growth & earnings/35	Capital efficiency/25	Valuation/20	Relative strength/20
1BRP Inc.DOO	71.8/100Favorable setup81% evidence	TURNING	30.0/35 Revenue 16% · PAT 67.8% · OPM change 4.3 pp 83% evidence	16.6/25 ROCE 5.6% · OPM 9.4% 76% evidence	14.8/20 P/E 24.8× · PEG 0.29 65% evidence	10.4/20 RS sector -3.8% · RS bench -12.2% · 1Y 25.8%2 of 12 weeks ahead 100% evidence
Exact sum: 30 + 16.6 + 14.8 + 10.4 = 71.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Polaris Inc.PII	56.0/100Thin evidence · provisional56% evidence	FADING	20.2/35 Revenue — · PAT — · OPM change 0 pp 39% evidence	10.4/25 ROCE 5% · OPM -2.4% 76% evidence	8.8/20 P/E 56.9× · PEG — 15% evidence	16.6/20 RS sector 12.6% · RS bench 3.5% · 1Y 43.4%8 of 12 weeks ahead 100% evidence
Exact sum: 20.2 + 10.4 + 8.8 + 16.6 = 56 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3LCI IndustriesLCII	54.8/100Mixed-positive evidence66% evidence	BASING	21.8/35 Revenue 9.1% · PAT 29.5% · OPM change 0.9 pp 53% evidence	13.5/25 ROCE 3.5% · OPM 8.7% 57% evidence	16.5/20 P/E 15× · PEG 0.45 65% evidence	3.0/20 RS sector -7.8% · RS bench -15.9% · 1Y 12.5%0 of 12 weeks ahead 100% evidence
Exact sum: 21.8 + 13.5 + 16.5 + 3 = 54.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Brunswick CorporationBC	51.3/100Thin evidence · provisional56% evidence	ASLEEP	19.4/35 Revenue — · PAT — · OPM change -3.5 pp 39% evidence	11.7/25 ROCE 3.1% · OPM 3.6% 76% evidence	8.5/20 P/E 84.2× · PEG — 15% evidence	11.7/20 RS sector 8.6% · RS bench -0.2% · 1Y 46.5%2 of 12 weeks ahead 100% evidence
Exact sum: 19.4 + 11.7 + 8.5 + 11.7 = 51.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Harley-Davidson, Inc.HOG	49.2/100Thin evidence · provisional56% evidence	BASING	15.4/35 Revenue — · PAT — · OPM change -10.1 pp 39% evidence	8.0/25 ROCE 1.2% · OPM 2% 76% evidence	11.2/20 P/E 15× · PEG — 15% evidence	14.6/20 RS sector 7.7% · RS bench -0.9% · 1Y 9.5%9 of 12 weeks ahead 100% evidence
Exact sum: 15.4 + 8 + 11.2 + 14.6 = 49.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6THOR Industries, Inc.THO	45.5/100Mixed-negative evidence81% evidence	BASING	13.0/35 Revenue 2.4% · PAT 18.1% · OPM change -2.6 pp 83% evidence	10.7/25 ROCE 1.7% · OPM 3.5% 76% evidence	15.4/20 P/E 16× · PEG 0.83 65% evidence	6.4/20 RS sector -16.5% · RS bench -24.2% · 1Y -15.8%0 of 12 weeks ahead 100% evidence
Exact sum: 13 + 10.7 + 15.4 + 6.4 = 45.5 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
7Patrick Industries, Inc.PATK	42.8/100Thin evidence · provisional56% evidence	BASING	18.1/35 Revenue — · PAT — · OPM change 0 pp 39% evidence	13.0/25 ROCE 2.8% · OPM 6.5% 76% evidence	10.2/20 P/E 22.6× · PEG — 15% evidence	1.5/20 RS sector -19.3% · RS bench -26.6% · 1Y -13.4%0 of 12 weeks ahead 100% evidence
Exact sum: 18.1 + 13 + 10.2 + 1.5 = 42.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8Winnebago Industries, Inc.WGO	37.9/100Thin evidence · provisional58% evidence	BASING	14.5/35 Revenue 3.4% · PAT — · OPM change -0.6 pp 62% evidence	7.9/25 ROCE 1.3% · OPM 3.3% 76% evidence	10.5/20 P/E 21.8× · PEG — 15% evidence	5.0/20 RS sector -11.6% · RS bench -19.7% · 1Y 4.9%0 of 12 weeks ahead 70% evidence
Exact sum: 14.5 + 7.9 + 10.5 + 5 = 37.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9MasterCraft Boat Holdings, Inc.MCFT	49.6/100Thin evidence · provisional50% evidence	ASLEEP	17.6/35 Revenue 15.9% · PAT 100% · OPM change -7.1 pp 53% evidence	6.8/25 ROCE -0.7% · OPM -1.7% 57% evidence	9.5/20 P/E 31.6× · PEG — 15% evidence	15.7/20 RS sector 12% · RS bench 3.1% · 1Y 29.9%2 of 12 weeks ahead 70% evidence
Exact sum: 17.6 + 6.8 + 9.5 + 15.7 = 49.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10Malibu Boats, Inc.MBUU	37.3/100Thin evidence · provisional45% evidence	ASLEEP	12.5/35 Revenue 8.8% · PAT — · OPM change -8.4 pp 40% evidence	6.6/25 ROCE -0.3% · OPM -0.8% 57% evidence	9.2/20 P/E 38.6× · PEG — 15% evidence	9.0/20 RS sector -1.9% · RS bench -10.4% · 1Y -8.3%0 of 12 weeks ahead 70% evidence
Exact sum: 12.5 + 6.6 + 9.2 + 9 = 37.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

04 · what price has already done

Market action

Brunswick Corporation has the strongest one-year price move in Recreational Vehicles at +46.5%. Polaris Inc. leads on Mansfield relative strength against the S&P 500 at +3.5%. 2 of 10 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · 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. 6 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 19 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

Coverage6/10 companies · 178 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

3LCI Industries LCII · older report$4.2B

4Winnebago Industries, Inc. WGO$2.8B

5Malibu Boats, Inc. MBUU · older report$827M

Revenue growthfastest growers

1BRP Inc. DOO16%

2MasterCraft Boat Holdings, Inc. MCFT · older report16%

3LCI Industries LCII · older report9.1%

4Malibu Boats, Inc. MBUU · older report8.8%

5Winnebago Industries, Inc. WGO3.4%

Revenue · company comparison

6/10 level · 6/10 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Revenue	Revenue growth	Reported
THOR Industries, Inc. THO	$2.8B	-3.9%	Jun 2026
BRP Inc. DOO	$2.4B	30%	Jun 2026
Polaris Inc. PII	$1.7B	8.0%	Jun 2026
Brunswick Corporation BC	$1.4B	-4.8%	Sep 2026
Harley-Davidson, Inc. HOG	$1.2B	-12%	Jun 2026
LCI Industries LCII	$1.1B	4.3%	Mar 2026
Patrick Industries, Inc. PATK	$997M	-0.6%	Jun 2026
Winnebago Industries, Inc. WGO	$699M	-9.8%	Jun 2026
Malibu Boats, Inc. MBUU	$236M	3.1%	Mar 2026
MasterCraft Boat Holdings, Inc. MCFT	$78M	2.6%	Mar 2026

Full 20-quarter history · every available company

Revenue · reported quarter history

BRP Inc. · DOO

Dec 2021$1.6B

Mar 2022$2.3B

Jun 2022$1.8B

Sep 2022$2.4B

Dec 2022$2.7B

Mar 2023$3.1B

Jun 2023$2.4B

Sep 2023$2.8B

Dec 2023$2.4B

Mar 2024$2.6B

Jun 2024$2.0B

Sep 2024$1.8B

Dec 2024$2.0B

Mar 2025$2.1B

Jun 2025$1.8B

Sep 2025$1.9B

Dec 2025$2.3B

Mar 2026$2.5B

Jun 2026$2.4B

Sep 2026—

Brunswick Corporation · BC

Dec 2021$1.4B

Mar 2022—

Jun 2022$1.7B

Sep 2022$1.8B

Dec 2022$1.7B

Mar 2023—

Jun 2023$1.7B

Sep 2023$1.7B

Dec 2023$1.4B

Mar 2024$1.4B

Jun 2024$1.4B

Sep 2024$1.3B

Dec 2024$1.2B

Mar 2025$1.2B

Jun 2025$1.4B

Sep 2025$1.4B

Dec 2025$1.3B

Mar 2026—

Jun 2026$1.4B

Sep 2026—

Harley-Davidson, Inc. · HOG

Dec 2021$1.0B

Mar 2022$1.5B

Jun 2022$1.5B

Sep 2022$1.6B

Dec 2022$1.1B

Mar 2023$1.8B

Jun 2023$1.4B

Sep 2023$1.5B

Dec 2023$1.1B

Mar 2024$1.7B

Jun 2024$1.6B

Sep 2024$1.2B

Dec 2024$688M

Mar 2025$1.3B

Jun 2025$1.3B

Sep 2025$1.3B

Dec 2025$496M

Mar 2026$1.2B

Jun 2026—

Sep 2026—

LCI Industries · LCII

Dec 2021$1.2B

Mar 2022$1.6B

Jun 2022$1.5B

Sep 2022$1.1B

Dec 2022$894M

Mar 2023$973M

Jun 2023$1.0B

Sep 2023$959M

Dec 2023$838M

Mar 2024$968M

Jun 2024$1.1B

Sep 2024$915M

Dec 2024$803M

Mar 2025$1.0B

Jun 2025$1.1B

Sep 2025$1.0B

Dec 2025$933M

Mar 2026$1.1B

Jun 2026—

Sep 2026—

Malibu Boats, Inc. · MBUU

Dec 2021$264M

Mar 2022$344M

Jun 2022$353M

Sep 2022$302M

Dec 2022$339M

Mar 2023$375M

Jun 2023$372M

Sep 2023$256M

Dec 2023$211M

Mar 2024$203M

Jun 2024$159M

Sep 2024$172M

Dec 2024$200M

Mar 2025$229M

Jun 2025$207M

Sep 2025$195M

Dec 2025$189M

Mar 2026$236M

Jun 2026—

Sep 2026—

MasterCraft Boat Holdings, Inc. · MCFT

Dec 2021$131M

Mar 2022$144M

Jun 2022$169M

Sep 2022—

Dec 2022$170M

Mar 2023$159M

Jun 2023$167M

Sep 2023—

Dec 2023$94M

Mar 2024$84M

Jun 2024$54M

Sep 2024$65M

Dec 2024$63M

Mar 2025$76M

Jun 2025$80M

Sep 2025$69M

Dec 2025$72M

Mar 2026$78M

Jun 2026—

Sep 2026—

Patrick Industries, Inc. · PATK

Dec 2021$1.1B

Mar 2022$1.3B

Jun 2022$1.5B

Sep 2022$1.1B

Dec 2022$952M

Mar 2023—

Jun 2023$900M

Sep 2023$921M

Dec 2023$866M

Mar 2024$933M

Jun 2024$1.0B

Sep 2024$919M

Dec 2024$846M

Mar 2025$1.0B

Jun 2025$1.0B

Sep 2025$976M

Dec 2025$924M

Mar 2026$997M

Jun 2026—

Sep 2026—

Polaris Inc. · PII

Dec 2021$2.0B

Mar 2022$1.8B

Jun 2022$2.1B

Sep 2022$2.3B

Dec 2022$2.4B

Mar 2023$2.2B

Jun 2023$2.2B

Sep 2023$2.2B

Dec 2023$2.3B

Mar 2024$1.7B

Jun 2024$2.0B

Sep 2024$1.7B

Dec 2024$1.8B

Mar 2025$1.5B

Jun 2025$1.9B

Sep 2025$1.8B

Dec 2025$1.9B

Mar 2026$1.7B

Jun 2026—

Sep 2026—

THOR Industries, Inc. · THO

Dec 2021$4.0B

Mar 2022$3.9B

Jun 2022$4.7B

Sep 2022$3.8B

Dec 2022$3.1B

Mar 2023$2.3B

Jun 2023$2.9B

Sep 2023$2.7B

Dec 2023$2.5B

Mar 2024$2.2B

Jun 2024$2.8B

Sep 2024$2.5B

Dec 2024$2.1B

Mar 2025$2.0B

Jun 2025$2.9B

Sep 2025$2.5B

Dec 2025$2.4B

Mar 2026$2.1B

Jun 2026$2.8B

Sep 2026—

Winnebago Industries, Inc. · WGO

Dec 2021$1.2B

Mar 2022$1.2B

Jun 2022$1.5B

Sep 2022$1.2B

Dec 2022$952M

Mar 2023$867M

Jun 2023$901M

Sep 2023$771M

Dec 2023$763M

Mar 2024$704M

Jun 2024$786M

Sep 2024$721M

Dec 2024$626M

Mar 2025$620M

Jun 2025$775M

Sep 2025$777M

Dec 2025$703M

Mar 2026$657M

Jun 2026$699M

Sep 2026—

Revenue growth · reported quarter history

BRP Inc. · DOO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202228%

Dec 202271%

Mar 202331%

Jun 202334%

Sep 202314%

Dec 2023-12%

Mar 2024-15%

Jun 2024-18%

Sep 2024-35%

Dec 2024-17%

Mar 2025-19%

Jun 2025-7.7%

Sep 20254.3%

Dec 202514%

Mar 202616%

Jun 202630%

Sep 2026—

Brunswick Corporation · BC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202218%

Dec 202219%

Mar 2023—

Jun 20232.8%

Sep 2023-7.3%

Dec 2023-20%

Mar 2024—

Jun 2024-17%

Sep 2024-25%

Dec 2024-15%

Mar 2025-10%

Jun 20250.2%

Sep 20256.8%

Dec 202516%

Mar 2026—

Jun 2026-4.8%

Sep 2026—

Harley-Davidson, Inc. · HOG

Dec 2021—

Mar 2022—

Jun 2022-4.1%

Sep 202221%

Dec 202212%

Mar 202320%

Jun 2023-1.6%

Sep 2023-6.1%

Dec 2023-7.8%

Mar 2024-3.3%

Jun 202412%

Sep 2024-26%

Dec 2024-35%

Mar 2025-23%

Jun 2025-19%

Sep 202517%

Dec 2025-28%

Mar 2026-12%

Jun 2026—

Sep 2026—

LCI Industries · LCII

Dec 2021—

Mar 2022—

Jun 202240%

Sep 2022-2.8%

Dec 2022-26%

Mar 2023-41%

Jun 2023-34%

Sep 2023-15%

Dec 2023-6.3%

Mar 2024-0.5%

Jun 20243.9%

Sep 2024-4.6%

Dec 2024-4.2%

Mar 20258.1%

Jun 20254.9%

Sep 202513%

Dec 202516%

Mar 20264.3%

Jun 2026—

Sep 2026—

Malibu Boats, Inc. · MBUU

Dec 2021—

Mar 2022—

Jun 202227%

Sep 202219%

Dec 202228%

Mar 20239.0%

Jun 20235.4%

Sep 2023-15%

Dec 2023-38%

Mar 2024-46%

Jun 2024-57%

Sep 2024-33%

Dec 2024-5.2%

Mar 202513%

Jun 202530%

Sep 202513%

Dec 2025-5.5%

Mar 20263.1%

Jun 2026—

Sep 2026—

MasterCraft Boat Holdings, Inc. · MCFT

Dec 2021—

Mar 2022—

Jun 20228.3%

Sep 2022—

Dec 202230%

Mar 202310%

Jun 2023-1.2%

Sep 2023—

Dec 2023-45%

Mar 2024-47%

Jun 2024-68%

Sep 2024—

Dec 2024-33%

Mar 2025-9.5%

Jun 202548%

Sep 20256.2%

Dec 202514%

Mar 20262.6%

Jun 2026—

Sep 2026—

Patrick Industries, Inc. · PATK

Dec 2021—

Mar 2022—

Jun 202245%

Sep 20224.9%

Dec 2022-17%

Mar 2023—

Jun 2023-39%

Sep 2023-17%

Dec 2023-9.0%

Mar 2024—

Jun 202413%

Sep 2024-0.2%

Dec 2024-2.3%

Mar 20257.5%

Jun 20253.1%

Sep 20256.2%

Dec 20259.2%

Mar 2026-0.6%

Jun 2026—

Sep 2026—

Polaris Inc. · PII

Dec 2021—

Mar 2022—

Jun 20228.0%

Sep 202232%

Dec 202221%

Mar 202322%

Jun 20237.5%

Sep 2023-3.9%

Dec 2023-4.8%

Mar 2024-20%

Jun 2024-12%

Sep 2024-23%

Dec 2024-23%

Mar 2025-12%

Jun 2025-5.5%

Sep 20257.0%

Dec 20259.5%

Mar 20268.0%

Jun 2026—

Sep 2026—

THOR Industries, Inc. · THO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20226.4%

Dec 2022-21%

Mar 2023-39%

Jun 2023-37%

Sep 2023-28%

Dec 2023-20%

Mar 2024-6.0%

Jun 2024-4.4%

Sep 2024-7.5%

Dec 2024-14%

Mar 2025-8.6%

Jun 20253.4%

Sep 2025-0.4%

Dec 202511%

Mar 20265.4%

Jun 2026-3.9%

Sep 2026—

Winnebago Industries, Inc. · WGO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202214%

Dec 2022-18%

Mar 2023-26%

Jun 2023-38%

Sep 2023-35%

Dec 2023-20%

Mar 2024-19%

Jun 2024-13%

Sep 2024-6.5%

Dec 2024-18%

Mar 2025-12%

Jun 2025-1.4%

Sep 20257.8%

Dec 202512%

Mar 20266.0%

Jun 2026-9.8%

Sep 2026—

06 · 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 19 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 · 178 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 LCII · older report8.7%

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 · older report+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

All-company data · latest reported quarter

Company	OPM	Margin change	Reported
BRP Inc. DOO	9.4%	+4.3 pp	Jun 2026
LCI Industries LCII	8.7%	+0.9 pp	Mar 2026
Patrick Industries, Inc. PATK	6.5%	0.0 pp	Jun 2026
Brunswick Corporation BC	3.6%	−3.5 pp	Sep 2026
THOR Industries, Inc. THO	3.5%	−2.6 pp	Jun 2026
Winnebago Industries, Inc. WGO	3.3%	−0.6 pp	Jun 2026
Harley-Davidson, Inc. HOG	2.0%	−10.1 pp	Jun 2026
Malibu Boats, Inc. MBUU	-0.8%	−8.4 pp	Mar 2026
MasterCraft Boat Holdings, Inc. MCFT	-1.7%	−7.1 pp	Mar 2026
Polaris Inc. PII	-2.4%	0.0 pp	Jun 2026

Full 20-quarter history · every available company

OPM · reported quarter history

BRP Inc. · DOO

Dec 202112%

Mar 202215%

Jun 202211%

Sep 202214%

Dec 202214%

Mar 202314%

Jun 202312%

Sep 202314%

Dec 202315%

Mar 202413%

Jun 20249.5%

Sep 20246.7%

Dec 20247.1%

Mar 20254.9%

Jun 20255.1%

Sep 20254.8%

Dec 20259.0%

Mar 20260.5%

Jun 20269.4%

Sep 2026—

Brunswick Corporation · BC

Dec 202115%

Mar 2022—

Jun 202214%

Sep 202215%

Dec 202214%

Mar 2023—

Jun 202314%

Sep 202311%

Dec 20238.0%

Mar 20248.1%

Jun 202411%

Sep 20247.7%

Dec 2024-4.8%

Mar 20254.6%

Jun 20257.1%

Sep 2025-18%

Dec 20253.1%

Mar 2026—

Jun 20263.6%

Sep 2026—

Harley-Davidson, Inc. · HOG

Dec 2021-0.7%

Mar 202219%

Jun 202219%

Sep 202221%

Dec 20220.3%

Mar 202321%

Jun 202315%

Sep 202314%

Dec 2023-2.0%

Mar 202415%

Jun 202415%

Sep 20249.2%

Dec 2024-28%

Mar 202512%

Jun 20258.6%

Sep 202535%

Dec 2025-73%

Mar 20262.0%

Jun 2026—

Sep 2026—

LCI Industries · LCII

Dec 20219.4%

Mar 202216%

Jun 202214%

Sep 20227.7%

Dec 2022-2.6%

Mar 20232.1%

Jun 20235.4%

Sep 20234.8%

Dec 20230.3%

Mar 20246.0%

Jun 20248.6%

Sep 20245.9%

Dec 20242.0%

Mar 20257.8%

Jun 20257.9%

Sep 20257.3%

Dec 20253.8%

Mar 20268.7%

Jun 2026—

Sep 2026—

Malibu Boats, Inc. · MBUU

Dec 202115%

Mar 202221%

Jun 202219%

Sep 202216%

Dec 202214%

Mar 202319%

Jun 2023-6.1%

Sep 202311%

Dec 20237.0%

Mar 2024-37%

Jun 2024-15%

Sep 2024-3.3%

Dec 20241.6%

Mar 20257.6%

Jun 20253.3%

Sep 2025-0.4%

Dec 2025-1.9%

Mar 2026-0.8%

Jun 2026—

Sep 2026—

MasterCraft Boat Holdings, Inc. · MCFT

Dec 202113%

Mar 202216%

Jun 202219%

Sep 2022—

Dec 202219%

Mar 202317%

Jun 202317%

Sep 2023—

Dec 202311%

Mar 20248.0%

Jun 2024-1.1%

Sep 20241.5%

Dec 20240.3%

Mar 20255.4%

Jun 20257.5%

Sep 20255.5%

Dec 20253.8%

Mar 2026-1.7%

Jun 2026—

Sep 2026—

Patrick Industries, Inc. · PATK

Dec 20218.3%

Mar 202212%

Jun 202212%

Sep 20228.3%

Dec 20227.1%

Mar 2023—

Jun 20236.2%

Sep 20238.2%

Dec 20238.2%

Mar 20246.4%

Jun 20248.3%

Sep 20248.1%

Dec 20244.7%

Mar 20256.5%

Jun 20258.3%

Sep 20256.8%

Dec 20256.2%

Mar 20266.5%

Jun 2026—

Sep 2026—

Polaris Inc. · PII

Dec 20218.0%

Mar 20225.6%

Jun 20229.4%

Sep 202211%

Dec 202211%

Mar 20237.4%

Jun 20238.8%

Sep 20238.9%

Dec 20236.2%

Mar 20242.2%

Jun 20246.1%

Sep 20243.8%

Dec 20243.7%

Mar 2025-2.4%

Jun 2025-0.7%

Sep 20251.1%

Dec 2025-1.7%

Mar 2026-2.4%

Jun 2026—

Sep 2026—

THOR Industries, Inc. · THO

Dec 20218.2%

Mar 20229.4%

Jun 202210%

Sep 20229.3%

Dec 20226.7%

Mar 20231.7%

Jun 20236.4%

Sep 20235.5%

Dec 20234.3%

Mar 20240.8%

Jun 20245.8%

Sep 20245.3%

Dec 20240.5%

Mar 20250.5%

Jun 20256.1%

Sep 20254.1%

Dec 20251.6%

Mar 20260.5%

Jun 20263.5%

Sep 2026—

Winnebago Industries, Inc. · WGO

Dec 202113%

Mar 202212%

Jun 202212%

Sep 202211%

Dec 20229.0%

Mar 20238.9%

Jun 20238.9%

Sep 20237.5%

Dec 20235.1%

Mar 20245.0%

Jun 20245.5%

Sep 2024-2.5%

Dec 2024-0.1%

Mar 20251.3%

Jun 20253.9%

Sep 20252.6%

Dec 20252.0%

Mar 20261.8%

Jun 20263.3%

Sep 2026—

Margin change · reported quarter history

BRP Inc. · DOO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−3.6 pp

Dec 2022+2.5 pp

Mar 2023−0.6 pp

Jun 2023+0.6 pp

Sep 2023−0.6 pp

Dec 2023+0.9 pp

Mar 2024−1.6 pp

Jun 2024−2.1 pp

Sep 2024−6.9 pp

Dec 2024−8.0 pp

Mar 2025−7.7 pp

Jun 2025−4.4 pp

Sep 2025−1.9 pp

Dec 2025+1.9 pp

Mar 2026−4.4 pp

Jun 2026+4.3 pp

Sep 2026—

Brunswick Corporation · BC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.9 pp

Dec 2022−0.6 pp

Mar 2023—

Jun 2023−0.6 pp

Sep 2023−3.8 pp

Dec 2023−6.0 pp

Mar 2024—

Jun 2024−2.5 pp

Sep 2024−3.7 pp

Dec 2024−12.8 pp

Mar 2025−3.5 pp

Jun 2025−3.9 pp

Sep 2025−25.5 pp

Dec 2025+7.9 pp

Mar 2026—

Jun 2026−3.5 pp

Sep 2026—

Harley-Davidson, Inc. · HOG

Dec 2021—

Mar 2022—

Jun 2022+0.6 pp

Sep 2022+5.5 pp

Dec 2022+1.0 pp

Mar 2023+1.4 pp

Jun 2023−3.6 pp

Sep 2023−7.0 pp

Dec 2023−2.3 pp

Mar 2024−5.5 pp

Jun 2024−0.4 pp

Sep 2024−4.3 pp

Dec 2024−26.1 pp

Mar 2025−3.1 pp

Jun 2025−6.3 pp

Sep 2025+26.2 pp

Dec 2025−44.7 pp

Mar 2026−10.1 pp

Jun 2026—

Sep 2026—

LCI Industries · LCII

Dec 2021—

Mar 2022—

Jun 2022+5.6 pp

Sep 2022+0.1 pp

Dec 2022−12.0 pp

Mar 2023−14.3 pp

Jun 2023−8.8 pp

Sep 2023−2.9 pp

Dec 2023+2.9 pp

Mar 2024+3.9 pp

Jun 2024+3.2 pp

Sep 2024+1.1 pp

Dec 2024+1.7 pp

Mar 2025+1.8 pp

Jun 2025−0.7 pp

Sep 2025+1.4 pp

Dec 2025+1.8 pp

Mar 2026+0.9 pp

Jun 2026—

Sep 2026—

Malibu Boats, Inc. · MBUU

Dec 2021—

Mar 2022—

Jun 2022+2.2 pp

Sep 2022+1.5 pp

Dec 2022−0.8 pp

Mar 2023−2.1 pp

Jun 2023−24.6 pp

Sep 2023−4.8 pp

Dec 2023−7.4 pp

Mar 2024−55.5 pp

Jun 2024−9.3 pp

Sep 2024−14.5 pp

Dec 2024−5.4 pp

Mar 2025+44.4 pp

Jun 2025+18.7 pp

Sep 2025+2.9 pp

Dec 2025−3.5 pp

Mar 2026−8.4 pp

Jun 2026—

Sep 2026—

MasterCraft Boat Holdings, Inc. · MCFT

Dec 2021—

Mar 2022—

Jun 2022+3.9 pp

Sep 2022—

Dec 2022+6.5 pp

Mar 2023+0.2 pp

Jun 2023−1.3 pp

Sep 2023—

Dec 2023−7.8 pp

Mar 2024−8.6 pp

Jun 2024−18.5 pp

Sep 2024—

Dec 2024−10.9 pp

Mar 2025−2.6 pp

Jun 2025+8.6 pp

Sep 2025+4.0 pp

Dec 2025+3.5 pp

Mar 2026−7.1 pp

Jun 2026—

Sep 2026—

Patrick Industries, Inc. · PATK

Dec 2021—

Mar 2022—

Jun 2022+2.5 pp

Sep 2022−0.5 pp

Dec 2022−1.2 pp

Mar 2023—

Jun 2023−5.6 pp

Sep 2023−0.1 pp

Dec 2023+1.1 pp

Mar 2024—

Jun 2024+2.1 pp

Sep 2024−0.1 pp

Dec 2024−3.5 pp

Mar 2025+0.1 pp

Jun 20250.0 pp

Sep 2025−1.3 pp

Dec 2025+1.5 pp

Mar 20260.0 pp

Jun 2026—

Sep 2026—

Polaris Inc. · PII

Dec 2021—

Mar 2022—

Jun 2022−1.6 pp

Sep 2022+2.0 pp

Dec 2022+2.7 pp

Mar 2023+1.8 pp

Jun 2023−0.6 pp

Sep 2023−2.0 pp

Dec 2023−4.5 pp

Mar 2024−5.2 pp

Jun 2024−2.7 pp

Sep 2024−5.1 pp

Dec 2024−2.5 pp

Mar 2025−4.6 pp

Jun 2025−6.8 pp

Sep 2025−2.7 pp

Dec 2025−5.4 pp

Mar 20260.0 pp

Jun 2026—

Sep 2026—

THOR Industries, Inc. · THO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.5 pp

Dec 2022−1.5 pp

Mar 2023−7.7 pp

Jun 2023−4.0 pp

Sep 2023−3.8 pp

Dec 2023−2.4 pp

Mar 2024−0.9 pp

Jun 2024−0.6 pp

Sep 2024−0.2 pp

Dec 2024−3.8 pp

Mar 2025−0.3 pp

Jun 2025+0.3 pp

Sep 2025−1.2 pp

Dec 2025+1.1 pp

Mar 20260.0 pp

Jun 2026−2.6 pp

Sep 2026—

Winnebago Industries, Inc. · WGO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−1.1 pp

Dec 2022−3.7 pp

Mar 2023−2.8 pp

Jun 2023−3.2 pp

Sep 2023−3.0 pp

Dec 2023−3.9 pp

Mar 2024−3.9 pp

Jun 2024−3.4 pp

Sep 2024−10.0 pp

Dec 2024−5.2 pp

Mar 2025−3.7 pp

Jun 2025−1.6 pp

Sep 2025+5.1 pp

Dec 2025+2.1 pp

Mar 2026+0.5 pp

Jun 2026−0.6 pp

Sep 2026—

07 · 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

Coverage6/10 companies · 178 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 · older report$202M

4Winnebago Industries, Inc. WGO$40M

5MasterCraft Boat Holdings, Inc. MCFT · older report$10M

Profit growthfastest growers

1MasterCraft Boat Holdings, Inc. MCFT · older report100%

2BRP Inc. DOO68%

3LCI Industries LCII · older report30%

4THOR Industries, Inc. THO18%

Net profit · company comparison

6/10 level · 4/10 change

All-company data · latest reported quarter

Company	Net profit	Profit growth	Reported
BRP Inc. DOO	$127M	-21%	Jun 2026
THOR Industries, Inc. THO	$96M	-28%	Jun 2026
LCI Industries LCII	$63M	29%	Mar 2026
Patrick Industries, Inc. PATK	$39M	2.6%	Jun 2026
Harley-Davidson, Inc. HOG	$24M	-82%	Jun 2026
Brunswick Corporation BC	$21M	-65%	Sep 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%	Jun 2026

Full 20-quarter history · every available company

Net profit · reported quarter history

BRP Inc. · DOO

Dec 2021$128M

Mar 2022$210M

Jun 2022$121M

Sep 2022$238M

Dec 2022$142M

Mar 2023$365M

Jun 2023$155M

Sep 2023$339M

Dec 2023$90M

Mar 2024$303M

Jun 2024$43M

Sep 2024$42M

Dec 2024$31M

Mar 2025$-51M

Jun 2025$161M

Sep 2025$57M

Dec 2025$77M

Mar 2026$46M

Jun 2026$127M

Sep 2026—

Brunswick Corporation · BC

Dec 2021$145M

Mar 2022—

Jun 2022$174M

Sep 2022$199M

Dec 2022$168M

Mar 2023—

Jun 2023$112M

Sep 2023$135M

Dec 2023$71M

Mar 2024$68M

Jun 2024$105M

Sep 2024$47M

Dec 2024$-71M

Mar 2025$20M

Jun 2025$60M

Sep 2025$-234M

Dec 2025$19M

Mar 2026—

Jun 2026$21M

Sep 2026—

Harley-Davidson, Inc. · HOG

Dec 2021$22M

Mar 2022$223M

Jun 2022$216M

Sep 2022$261M

Dec 2022$40M

Mar 2023$302M

Jun 2023$174M

Sep 2023$196M

Dec 2023$23M

Mar 2024$232M

Jun 2024$215M

Sep 2024$116M

Dec 2024$-118M

Mar 2025$131M

Jun 2025$106M

Sep 2025$375M

Dec 2025$-283M

Mar 2026$24M

Jun 2026—

Sep 2026—

LCI Industries · LCII

Dec 2021$82M

Mar 2022$196M

Jun 2022$155M

Sep 2022$61M

Dec 2022$-17M

Mar 2023$7M

Jun 2023$33M

Sep 2023$26M

Dec 2023$-2M

Mar 2024$37M

Jun 2024$61M

Sep 2024$36M

Dec 2024$10M

Mar 2025$49M

Jun 2025$58M

Sep 2025$62M

Dec 2025$19M

Mar 2026$63M

Jun 2026—

Sep 2026—

Malibu Boats, Inc. · MBUU

Dec 2021$31M

Mar 2022$55M

Jun 2022$50M

Sep 2022$36M

Dec 2022$36M

Mar 2023$53M

Jun 2023$-18M

Sep 2023$21M

Dec 2023$10M

Mar 2024$-68M

Jun 2024$-20M

Sep 2024$-5M

Dec 2024$2M

Mar 2025$13M

Jun 2025$5M

Sep 2025$-1M

Dec 2025$-3M

Mar 2026$-2M

Jun 2026—

Sep 2026—

MasterCraft Boat Holdings, Inc. · MCFT

Dec 2021$12M

Mar 2022$18M

Jun 2022$24M

Sep 2022—

Dec 2022$25M

Mar 2023$20M

Jun 2023$23M

Sep 2023—

Dec 2023$9M

Mar 2024$6M

Jun 2024$0M

Sep 2024$1M

Dec 2024$0M

Mar 2025$4M

Jun 2025$5M

Sep 2025$4M

Dec 2025$2M

Mar 2026$-1M

Jun 2026—

Sep 2026—

Patrick Industries, Inc. · PATK

Dec 2021$61M

Mar 2022$113M

Jun 2022$117M

Sep 2022$59M

Dec 2022$40M

Mar 2023—

Jun 2023$30M

Sep 2023$42M

Dec 2023$40M

Mar 2024$35M

Jun 2024$48M

Sep 2024$41M

Dec 2024$15M

Mar 2025$38M

Jun 2025$32M

Sep 2025$35M

Dec 2025$29M

Mar 2026$39M

Jun 2026—

Sep 2026—

Polaris Inc. · PII

Dec 2021$128M

Mar 2022$74M

Jun 2022$142M

Sep 2022$191M

Dec 2022$197M

Mar 2023$114M

Jun 2023$134M

Sep 2023$152M

Dec 2023$103M

Mar 2024$4M

Jun 2024$69M

Sep 2024$28M

Dec 2024$11M

Mar 2025$-67M

Jun 2025$-79M

Sep 2025$-16M

Dec 2025$-15M

Mar 2026$-47M

Jun 2026—

Sep 2026—

THOR Industries, Inc. · THO

Dec 2021$245M

Mar 2022$266M

Jun 2022$346M

Sep 2022$282M

Dec 2022$137M

Mar 2023$26M

Jun 2023$120M

Sep 2023$91M

Dec 2023$55M

Mar 2024$5M

Jun 2024$114M

Sep 2024$91M

Dec 2024$-1M

Mar 2025$-3M

Jun 2025$134M

Sep 2025$127M

Dec 2025$23M

Mar 2026$15M

Jun 2026$96M

Sep 2026—

Winnebago Industries, Inc. · WGO

Dec 2021$100M

Mar 2022$91M

Jun 2022$117M

Sep 2022$83M

Dec 2022$60M

Mar 2023$53M

Jun 2023$59M

Sep 2023$44M

Dec 2023$26M

Mar 2024$-13M

Jun 2024$29M

Sep 2024$-29M

Dec 2024$-5M

Mar 2025$0M

Jun 2025$18M

Sep 2025$14M

Dec 2025$6M

Mar 2026$5M

Jun 2026$15M

Sep 2026—

Profit growth · reported quarter history

BRP Inc. · DOO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202212%

Dec 202211%

Mar 202374%

Jun 202328%

Sep 202342%

Dec 2023-37%

Mar 2024-17%

Jun 2024-72%

Sep 2024-88%

Dec 2024-66%

Mar 2025-117%

Jun 2025274%

Sep 202536%

Dec 2025148%

Mar 2026—

Jun 2026-21%

Sep 2026—

Brunswick Corporation · BC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202211%

Dec 202216%

Mar 2023—

Jun 2023-36%

Sep 2023-32%

Dec 2023-58%

Mar 2024—

Jun 2024-6.3%

Sep 2024-65%

Dec 2024-200%

Mar 2025-71%

Jun 2025-43%

Sep 2025-598%

Dec 2025—

Mar 2026—

Jun 2026-65%

Sep 2026—

Harley-Davidson, Inc. · HOG

Dec 2021—

Mar 2022—

Jun 20224.9%

Sep 202260%

Dec 202282%

Mar 202335%

Jun 2023-19%

Sep 2023-25%

Dec 2023-43%

Mar 2024-23%

Jun 202424%

Sep 2024-41%

Dec 2024-613%

Mar 2025-44%

Jun 2025-51%

Sep 2025223%

Dec 2025—

Mar 2026-82%

Jun 2026—

Sep 2026—

LCI Industries · LCII

Dec 2021—

Mar 2022—

Jun 2022128%

Sep 2022-3.2%

Dec 2022-121%

Mar 2023-96%

Jun 2023-79%

Sep 2023-57%

Dec 2023—

Mar 2024429%

Jun 202485%

Sep 202438%

Dec 2024—

Mar 202532%

Jun 2025-4.9%

Sep 202572%

Dec 202590%

Mar 202629%

Jun 2026—

Sep 2026—

Malibu Boats, Inc. · MBUU

Dec 2021—

Mar 2022—

Jun 202243%

Sep 202229%

Dec 202216%

Mar 2023-3.6%

Jun 2023-136%

Sep 2023-42%

Dec 2023-72%

Mar 2024-228%

Jun 2024—

Sep 2024-124%

Dec 2024-80%

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025-250%

Mar 2026-115%

Jun 2026—

Sep 2026—

MasterCraft Boat Holdings, Inc. · MCFT

Dec 2021—

Mar 2022—

Jun 202250%

Sep 2022—

Dec 2022108%

Mar 202311%

Jun 2023-4.2%

Sep 2023—

Dec 2023-64%

Mar 2024-70%

Jun 2024-100%

Sep 2024—

Dec 2024-100%

Mar 2025-33%

Jun 2025—

Sep 2025300%

Dec 2025—

Mar 2026-125%

Jun 2026—

Sep 2026—

Patrick Industries, Inc. · PATK

Dec 2021—

Mar 2022—

Jun 202298%

Sep 20223.5%

Dec 2022-34%

Mar 2023—

Jun 2023-74%

Sep 2023-29%

Dec 20230.0%

Mar 2024—

Jun 202460%

Sep 2024-2.4%

Dec 2024-63%

Mar 20258.6%

Jun 2025-33%

Sep 2025-15%

Dec 202593%

Mar 20262.6%

Jun 2026—

Sep 2026—

Polaris Inc. · PII

Dec 2021—

Mar 2022—

Jun 2022-8.4%

Sep 202263%

Dec 202254%

Mar 202354%

Jun 2023-5.6%

Sep 2023-20%

Dec 2023-48%

Mar 2024-96%

Jun 2024-49%

Sep 2024-82%

Dec 2024-89%

Mar 2025-1,775%

Jun 2025-214%

Sep 2025-157%

Dec 2025-236%

Mar 2026—

Jun 2026—

Sep 2026—

THOR Industries, Inc. · THO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202213%

Dec 2022-44%

Mar 2023-90%

Jun 2023-65%

Sep 2023-68%

Dec 2023-60%

Mar 2024-81%

Jun 2024-5.0%

Sep 20240.0%

Dec 2024-102%

Mar 2025-160%

Jun 202518%

Sep 202540%

Dec 2025—

Mar 2026—

Jun 2026-28%

Sep 2026—

Winnebago Industries, Inc. · WGO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-1.2%

Dec 2022-40%

Mar 2023-42%

Jun 2023-50%

Sep 2023-47%

Dec 2023-57%

Mar 2024-125%

Jun 2024-51%

Sep 2024-166%

Dec 2024-119%

Mar 2025—

Jun 2025-38%

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026-17%

Sep 2026—

08 · 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%. Polaris Inc. is next at 5%. Brunswick Corporation has the highest ROCE change at +8.5 percentage points, 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: BRP Inc. leads ROCE at 5.6%, 0.6 percentage points above Polaris Inc.. Brunswick Corporation has the strongest latest improvement at +8.5 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%

Gap12% versus #2 · Polaris Inc.

Persistence2/8 recent comparable periods

Coverage10/10 companies · 182 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%

2Polaris Inc. PII5.0%

3LCI Industries LCII · older report3.5%

4Brunswick Corporation BC3.1%

5Patrick Industries, Inc. PATK2.8%

ROCE changefastest improvers

1Brunswick Corporation BC+8.5 pp

2Polaris Inc. PII+5.4 pp

3BRP Inc. DOO+3.3 pp

4LCI Industries LCII · older report+0.4 pp

5Harley-Davidson, Inc. HOG−0.1 pp

Return on capital · company comparison

10/10 level · 10/10 change

All-company data · latest reported quarter

Company	ROCE	ROCE change	Reported
BRP Inc. DOO	5.6%	+3.3 pp	Jun 2026
Polaris Inc. PII	5.0%	+5.4 pp	Jun 2026
LCI Industries LCII	3.5%	+0.4 pp	Mar 2026
Brunswick Corporation BC	3.1%	+8.5 pp	Sep 2026
Patrick Industries, Inc. PATK	2.8%	−0.5 pp	Jun 2026
THOR Industries, Inc. THO	1.7%	−1.5 pp	Jun 2026
Winnebago Industries, Inc. WGO	1.3%	−0.3 pp	Jun 2026
Harley-Davidson, Inc. HOG	1.2%	−0.1 pp	Jun 2026
Malibu Boats, Inc. MBUU	-0.3%	−3.1 pp	Mar 2026
MasterCraft Boat Holdings, Inc. MCFT	-0.7%	−2.5 pp	Mar 2026

Full 20-quarter history · every available company

ROCE · reported quarter history

BRP Inc. · DOO

Dec 20217.0%

Mar 202214%

Jun 20228.5%

Sep 202214%

Dec 202214%

Mar 202314%

Jun 20238.9%

Sep 202311%

Dec 20239.8%

Mar 20248.0%

Jun 20244.6%

Sep 20242.9%

Dec 20243.4%

Mar 20252.6%

Jun 20252.3%

Sep 20252.2%

Dec 20255.2%

Mar 20260.3%

Jun 20265.6%

Sep 2026—

Brunswick Corporation · BC

Dec 20216.3%

Mar 2022—

Jun 20226.3%

Sep 20227.2%

Dec 20225.5%

Mar 2023—

Jun 20234.9%

Sep 20234.0%

Dec 20232.3%

Mar 20242.3%

Jun 20243.3%

Sep 20242.1%

Dec 2024-1.3%

Mar 20251.2%

Jun 20252.2%

Sep 2025-5.4%

Dec 20251.0%

Mar 2026—

Jun 20261.2%

Sep 20263.1%

Harley-Davidson, Inc. · HOG

Dec 2021-0.1%

Mar 20223.7%

Jun 20223.5%

Sep 20224.2%

Dec 20220.0%

Mar 20234.5%

Jun 20232.5%

Sep 20232.3%

Dec 2023-0.3%

Mar 20243.0%

Jun 20242.6%

Sep 20241.1%

Dec 2024-2.3%

Mar 20251.8%

Jun 20251.3%

Sep 20255.9%

Dec 2025-5.3%

Mar 20260.3%

Jun 20261.2%

Sep 2026—

LCI Industries · LCII

Dec 20215.0%

Mar 202211%

Jun 20228.6%

Sep 20223.4%

Dec 2022-0.8%

Mar 20230.7%

Jun 20232.0%

Sep 20231.7%

Dec 20230.1%

Mar 20242.2%

Jun 20243.5%

Sep 20242.1%

Dec 20240.6%

Mar 20253.1%

Jun 20253.3%

Sep 20252.7%

Dec 20251.4%

Mar 20263.5%

Jun 2026—

Sep 2026—

Malibu Boats, Inc. · MBUU

Dec 20217.1%

Mar 202212%

Jun 20229.9%

Sep 20227.9%

Dec 20227.5%

Mar 202311%

Jun 2023-3.2%

Sep 20233.9%

Dec 20232.0%

Mar 2024-11%

Jun 2024-3.8%

Sep 2024-0.8%

Dec 20240.5%

Mar 20252.8%

Jun 20251.1%

Sep 2025-0.1%

Dec 2025-0.6%

Mar 2026-0.3%

Jun 2026—

Sep 2026—

MasterCraft Boat Holdings, Inc. · MCFT

Dec 20219.2%

Mar 202213%

Jun 202217%

Sep 2022—

Dec 202216%

Mar 202313%

Jun 202313%

Sep 2023—

Dec 20234.7%

Mar 20242.8%

Jun 2024-0.2%

Sep 20240.4%

Dec 20240.1%

Mar 20251.8%

Jun 20252.7%

Sep 20251.7%

Dec 20251.4%

Mar 2026-0.7%

Jun 2026—

Sep 2026—

Patrick Industries, Inc. · PATK

Dec 20215.1%

Mar 20228.1%

Jun 20227.8%

Sep 20224.2%

Dec 20222.9%

Mar 2023—

Jun 20232.3%

Sep 20233.1%

Dec 20233.0%

Mar 20242.3%

Jun 20243.4%

Sep 20242.9%

Dec 20241.6%

Mar 20252.4%

Jun 20253.3%

Sep 20252.4%

Dec 20252.1%

Mar 20262.3%

Jun 20262.8%

Sep 2026—

Polaris Inc. · PII

Dec 20215.8%

Mar 20223.6%

Jun 20226.9%

Sep 20228.6%

Dec 20229.0%

Mar 20235.5%

Jun 20236.6%

Sep 20236.5%

Dec 20234.4%

Mar 20241.2%

Jun 20243.5%

Sep 20242.0%

Dec 20241.9%

Mar 2025-1.1%

Jun 2025-0.4%

Sep 20250.7%

Dec 2025-1.1%

Mar 2026-1.3%

Jun 20265.0%

Sep 2026—

THOR Industries, Inc. · THO

Dec 20216.5%

Mar 20227.0%

Jun 20229.2%

Sep 20226.8%

Dec 20223.7%

Mar 20230.7%

Jun 20233.2%

Sep 20232.7%

Dec 20231.9%

Mar 20240.3%

Jun 20242.9%

Sep 20242.5%

Dec 20240.2%

Mar 20250.2%

Jun 20253.2%

Sep 20251.9%

Dec 20250.7%

Mar 20260.2%

Jun 20261.7%

Sep 2026—

Winnebago Industries, Inc. · WGO

Dec 20219.0%

Mar 20228.1%

Jun 202210%

Sep 20227.0%

Dec 20224.6%

Mar 20234.0%

Jun 20234.1%

Sep 20232.9%

Dec 20232.0%

Mar 20241.7%

Jun 20242.2%

Sep 2024-0.9%

Dec 20240.0%

Mar 20250.4%

Jun 20251.6%

Sep 20251.1%

Dec 20250.7%

Mar 20260.7%

Jun 20261.3%

Sep 2026—

ROCE change · reported quarter history

BRP Inc. · DOO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+7.1 pp

Mar 2023+0.1 pp

Jun 2023+0.4 pp

Sep 2023−2.8 pp

Dec 2023−4.3 pp

Mar 2024−5.7 pp

Jun 2024−4.3 pp

Sep 2024−8.2 pp

Dec 2024−6.4 pp

Mar 2025−5.4 pp

Jun 2025−2.3 pp

Sep 2025−0.7 pp

Dec 2025+1.8 pp

Mar 2026−2.3 pp

Jun 2026+3.3 pp

Sep 2026—

Brunswick Corporation · BC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−0.8 pp

Mar 2023—

Jun 2023−1.4 pp

Sep 2023−3.2 pp

Dec 2023−3.2 pp

Mar 2024—

Jun 2024−1.6 pp

Sep 2024−1.9 pp

Dec 2024−3.6 pp

Mar 2025−1.1 pp

Jun 2025−1.1 pp

Sep 2025−7.5 pp

Dec 2025+2.3 pp

Mar 2026—

Jun 2026−1.0 pp

Sep 2026+8.5 pp

Harley-Davidson, Inc. · HOG

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.1 pp

Mar 2023+0.8 pp

Jun 2023−1.0 pp

Sep 2023−1.9 pp

Dec 2023−0.3 pp

Mar 2024−1.5 pp

Jun 2024+0.1 pp

Sep 2024−1.2 pp

Dec 2024−2.0 pp

Mar 2025−1.2 pp

Jun 2025−1.3 pp

Sep 2025+4.8 pp

Dec 2025−3.0 pp

Mar 2026−1.5 pp

Jun 2026−0.1 pp

Sep 2026—

LCI Industries · LCII

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−5.8 pp

Mar 2023−10.4 pp

Jun 2023−6.6 pp

Sep 2023−1.7 pp

Dec 2023+0.9 pp

Mar 2024+1.5 pp

Jun 2024+1.5 pp

Sep 2024+0.4 pp

Dec 2024+0.5 pp

Mar 2025+0.9 pp

Jun 2025−0.2 pp

Sep 2025+0.6 pp

Dec 2025+0.8 pp

Mar 2026+0.4 pp

Jun 2026—

Sep 2026—

Malibu Boats, Inc. · MBUU

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.4 pp

Mar 2023−1.4 pp

Jun 2023−13.1 pp

Sep 2023−4.0 pp

Dec 2023−5.5 pp

Mar 2024−21.4 pp

Jun 2024−0.6 pp

Sep 2024−4.7 pp

Dec 2024−1.5 pp

Mar 2025+13.7 pp

Jun 2025+4.9 pp

Sep 2025+0.7 pp

Dec 2025−1.1 pp

Mar 2026−3.1 pp

Jun 2026—

Sep 2026—

MasterCraft Boat Holdings, Inc. · MCFT

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+6.6 pp

Mar 2023−0.5 pp

Jun 2023−3.5 pp

Sep 2023—

Dec 2023−11.1 pp

Mar 2024−9.8 pp

Jun 2024−13.4 pp

Sep 2024—

Dec 2024−4.6 pp

Mar 2025−1.0 pp

Jun 2025+2.9 pp

Sep 2025+1.3 pp

Dec 2025+1.3 pp

Mar 2026−2.5 pp

Jun 2026—

Sep 2026—

Patrick Industries, Inc. · PATK

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−2.2 pp

Mar 2023—

Jun 2023−5.5 pp

Sep 2023−1.1 pp

Dec 2023+0.1 pp

Mar 2024—

Jun 2024+1.1 pp

Sep 2024−0.2 pp

Dec 2024−1.4 pp

Mar 2025+0.1 pp

Jun 2025−0.1 pp

Sep 2025−0.5 pp

Dec 2025+0.5 pp

Mar 2026−0.1 pp

Jun 2026−0.5 pp

Sep 2026—

Polaris Inc. · PII

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+3.2 pp

Mar 2023+1.9 pp

Jun 2023−0.3 pp

Sep 2023−2.1 pp

Dec 2023−4.6 pp

Mar 2024−4.3 pp

Jun 2024−3.1 pp

Sep 2024−4.5 pp

Dec 2024−2.5 pp

Mar 2025−2.3 pp

Jun 2025−3.9 pp

Sep 2025−1.3 pp

Dec 2025−3.0 pp

Mar 2026−0.2 pp

Jun 2026+5.4 pp

Sep 2026—

THOR Industries, Inc. · THO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−2.8 pp

Mar 2023−6.3 pp

Jun 2023−6.0 pp

Sep 2023−4.1 pp

Dec 2023−1.8 pp

Mar 2024−0.4 pp

Jun 2024−0.3 pp

Sep 2024−0.2 pp

Dec 2024−1.7 pp

Mar 2025−0.1 pp

Jun 2025+0.3 pp

Sep 2025−0.6 pp

Dec 2025+0.5 pp

Mar 20260.0 pp

Jun 2026−1.5 pp

Sep 2026—

Winnebago Industries, Inc. · WGO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−4.4 pp

Mar 2023−4.1 pp

Jun 2023−6.0 pp

Sep 2023−4.1 pp

Dec 2023−2.6 pp

Mar 2024−2.3 pp

Jun 2024−1.9 pp

Sep 2024−3.8 pp

Dec 2024−2.0 pp

Mar 2025−1.3 pp

Jun 2025−0.6 pp

Sep 2025+2.0 pp

Dec 2025+0.7 pp

Mar 2026+0.3 pp

Jun 2026−0.3 pp

Sep 2026—

09 · compare level, then change

Valuation Against Growth & Quality

BRP Inc. has the lowest 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 PEG at 0.29×, 35.6% below LCI Industries. Only 3 of 10 companies have earnings and growth steady enough for the ratio to mean anything, 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 feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.

PEGlowest PEG

1BRP Inc. DOO0.3

2LCI Industries LCII · older report0.5

3THOR Industries, Inc. THO0.8

P/Elowest P/E

1Harley-Davidson, Inc. HOG15.0

2LCI Industries LCII · older report15.0

3THOR Industries, Inc. THO16.0

4Winnebago Industries, Inc. WGO21.8

5Patrick Industries, Inc. PATK22.6

Valuation · company comparison

3/10 level · 10/10 change

All-company data · latest reported quarter

Company	PEG	P/E	Reported
THOR Industries, Inc. THO	0.8	16.0	Jun 2026
Polaris Inc. PII	0.7	56.9	Jun 2026
LCI Industries LCII	0.5	15.0	Mar 2026
Malibu Boats, Inc. MBUU	0.3	38.6	Mar 2026
BRP Inc. DOO	0.3	24.8	Jun 2026
Harley-Davidson, Inc. HOG	0.2	15.0	Jun 2026
Brunswick Corporation BC	—	84.2	Sep 2026
Patrick Industries, Inc. PATK	—	22.6	Jun 2026
Winnebago Industries, Inc. WGO	—	21.8	Jun 2026
MasterCraft Boat Holdings, Inc. MCFT	—	31.6	Mar 2026

Full 20-quarter history · every available company

PEG · reported quarter history

BRP Inc. · DOO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20230.2

Sep 20230.2

Dec 2023—

Mar 20240.3

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

Harley-Davidson, Inc. · HOG

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.2

Jun 20230.2

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

LCI Industries · LCII

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20241.4

Dec 2024—

Mar 20250.3

Jun 20251.3

Sep 20250.5

Dec 20250.5

Mar 20260.5

Jun 2026—

Sep 2026—

Malibu Boats, Inc. · MBUU

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.3

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

Polaris Inc. · PII

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.7

Jun 2023—

Sep 2023—

Dec 20230.7

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

THOR Industries, Inc. · THO

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 20250.6

Mar 20260.4

Jun 20260.8

Sep 2026—

P/E · reported quarter history

BRP Inc. · DOO

Dec 202111.2

Mar 202211.4

Jun 202213.1

Sep 202211.6

Dec 202210.5

Mar 202310.4

Jun 20239.2

Sep 20239.8

Dec 20236.7

Mar 20247.2

Jun 202412.3

Sep 202430.5

Dec 202412.5

Mar 2025—

Jun 202525.1

Sep 202533.2

Dec 202532.3

Mar 202626.0

Jun 202624.8

Sep 2026—

Brunswick Corporation · BC

Dec 202113.0

Mar 2022—

Jun 202210.4

Sep 20228.3

Dec 20227.8

Mar 2023—

Jun 20239.8

Sep 202311.3

Dec 202316.2

Mar 202417.4

Jun 202414.2

Sep 202420.0

Dec 202433.5

Mar 202542.8

Jun 202584.2

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

Harley-Davidson, Inc. · HOG

Dec 20219.0

Mar 20229.7

Jun 20228.0

Sep 20227.8

Dec 20228.4

Mar 20236.8

Jun 20236.6

Sep 20236.7

Dec 20237.6

Mar 20249.7

Jun 20246.8

Sep 20248.7

Dec 20248.8

Mar 20259.4

Jun 202512.2

Sep 20256.8

Dec 20257.4

Mar 202611.5

Jun 202615.0

Sep 2026—

LCI Industries · LCII

Dec 202113.8

Mar 20226.5

Jun 20225.8

Sep 20225.2

Dec 20225.0

Mar 202313.6

Jun 202337.8

Sep 202360.5

Dec 202349.9

Mar 202433.5

Jun 202421.7

Sep 202423.5

Dec 202418.5

Mar 202514.3

Jun 202515.2

Sep 202513.2

Dec 202516.0

Mar 202615.0

Jun 2026—

Sep 2026—

Malibu Boats, Inc. · MBUU

Dec 202111.7

Mar 20228.5

Jun 20227.0

Sep 20226.1

Dec 20226.5

Mar 20236.9

Jun 202311.6

Sep 202311.3

Dec 202317.6

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 202541.2

Sep 202533.1

Dec 202538.6

Mar 2026—

Jun 2026—

Sep 2026—

MasterCraft Boat Holdings, Inc. · MCFT

Dec 20218.3

Mar 20228.7

Jun 20227.0

Sep 2022—

Dec 20224.7

Mar 20236.0

Jun 20236.8

Sep 2023—

Dec 20235.3

Mar 20249.3

Jun 202413.9

Sep 202441.2

Dec 2024187.2

Mar 2025156.7

Jun 202528.6

Sep 202523.0

Dec 202520.7

Mar 202631.6

Jun 2026—

Sep 2026—

Patrick Industries, Inc. · PATK

Dec 20218.2

Mar 20225.2

Jun 20223.7

Sep 20223.0

Dec 20224.5

Mar 2023—

Jun 20236.4

Sep 202310.1

Dec 202310.3

Mar 202417.7

Jun 202415.6

Sep 202420.4

Dec 202420.2

Mar 202520.1

Jun 202525.1

Sep 202529.6

Dec 202527.8

Mar 202627.5

Jun 202622.6

Sep 2026—

Polaris Inc. · PII

Dec 202114.0

Mar 202215.1

Jun 202222.7

Sep 202217.0

Dec 202213.6

Mar 202313.3

Jun 202311.3

Sep 202310.2

Dec 202310.9

Mar 202414.7

Jun 202413.7

Sep 202423.3

Dec 202429.6

Mar 202556.9

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

THOR Industries, Inc. · THO

Dec 20217.2

Mar 20225.7

Jun 20223.9

Sep 20224.1

Dec 20224.3

Mar 20236.6

Jun 20237.6

Sep 202316.6

Dec 202316.3

Mar 202422.4

Jun 202420.2

Sep 202421.5

Dec 202426.5

Mar 202527.2

Jun 202517.4

Sep 202518.8

Dec 202519.7

Mar 202619.8

Jun 202616.0

Sep 2026—

Winnebago Industries, Inc. · WGO

Dec 20217.9

Mar 20226.2

Jun 20224.3

Sep 20225.2

Dec 20225.6

Mar 20236.8

Jun 20237.7

Sep 202310.2

Dec 202312.7

Mar 202421.1

Jun 202423.1

Sep 2024135.6

Dec 2024—

Mar 2025—

Jun 2025—

Sep 202539.5

Dec 202528.3

Mar 202627.1

Jun 202621.8

Sep 2026—

10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Recreational Vehicles comparison names 5 specific ways its own evidence can mislead, all listed below. 3 of the 10 companies report on an older date than the sector's freshest reporters, so their ranks are marked stale. 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.
3 companies have older fundamental reporting dates than the sector’s freshest reporters; their ranks carry a stale marker.

11 · 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 Sep 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Sep 2026 · up to 20 quarters per company

Market dataThrough 2026-08-04 · weekly price and relative-strength history

Derived metricsGrowth, changes and PEG 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.

12 · questions investors ask, short speakable answers

Recreational Vehicles company comparison FAQs

These 22 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 Sep 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Recreational Vehicles sector outperforming S&P 500?

Which Recreational Vehicles company is largest by revenue?

THOR Industries, Inc. leads with revenue of $9,821 million, based on 6 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 6 of 10 comparable companies.

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

BRP Inc. ranks first at 71.8/100 with 81.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Recreational Vehicles company has the lowest comparable PEG?

BRP Inc. has the lowest comparable PEG at 0.29, among 3 of 10 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Recreational Vehicles comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Sep 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.

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 6 of 10 companies with comparable reporting through Jun 2026.

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 6 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 PEG — where a LOWER number is cheaper — BRP Inc. screens cheapest at 0.29×. Only 3 of 10 companies have earnings and growth steady enough for the ratio to mean anything, 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.

Is the Recreational Vehicles sector beating the market?

Recreational Vehicles has underperformed S&P 500 by 3.9% over the last 52 weeks and 3.7% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 2 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?

Polaris 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 71.8 out of 100 with 81.1% evidence confidence, from 30 points on growth and earnings, 16.6 on capital efficiency, 14.8 on valuation and 10.4 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, ending Sep 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 $29,364 million of combined market value. Brunswick Corporation is the largest at $5,410 million, about 18% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

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 24.8×, 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 2026-08-04.

How is the Recreational Vehicles sector performing?

2 of the 10 covered Recreational Vehicles companies are beating S&P 500 on Mansfield relative strength. The sector itself is 3.9% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

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 Sep 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.