v3.26.1
Segment Reporting (Tables)
 6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Disaggregation of Revenue
The following tables present the Company's revenues disaggregated by segment and geography based on the billing address of the Company's customers:
Three Months Ended June 30, 2026Three Months Ended June 30, 2025
(In thousands)
U.S. (a)
Int’l (b)
Total
U.S. (a)
Int’l (b)
Total
OEM Segment:
RV OEMs:
Travel trailers and fifth-wheels$277,881 $4,468 $282,349 $437,205 $4,721 $441,926 
Motorhomes28,156 25,615 53,771 36,514 24,858 61,372 
Adjacent Industries OEMs289,204 49,469 338,673 285,949 50,312 336,261 
Total OEM Segment net sales595,241 79,552 674,793 759,668 79,891 839,559 
Aftermarket Segment:
Total Aftermarket Segment net sales265,752 28,130 293,882 243,292 24,399 267,691 
Total net sales$860,993 $107,682 $968,675 $1,002,960 $104,290 $1,107,250 
Six Months Ended June 30, 2026Six Months Ended June 30, 2025
(In thousands)
U.S. (a)
Int’l (b)
Total
U.S. (a)
Int’l (b)
Total
OEM Segment:
RV OEMs:
Travel trailers and fifth-wheels$715,216 $9,139 $724,355 $903,558 $9,562 $913,120 
Motorhomes68,925 52,684 121,609 72,703 48,277 120,980 
Adjacent Industries OEMs582,475 99,168 681,643 531,480 97,534 629,014 
Total OEM Segment net sales1,366,616 160,991 1,527,607 1,507,741 155,373 1,663,114 
Aftermarket Segment:
Total Aftermarket Segment net sales481,184 50,401 531,585 443,015 46,711 489,726 
Total net sales$1,847,800 $211,392 $2,059,192 $1,950,756 $202,084 $2,152,840 
(a) Net sales to customers in the United States of America
(b) Net sales to customers domiciled in countries outside of the United States of America
Schedule Of Information Relating To Segments
Corporate expenses are allocated between the segments based upon net sales. Accretion related to contingent consideration and other non-segment items are included in the segment to which they relate. Information relating to segments follows:

Three Months Ended June 30, 2026Three Months Ended June 30, 2025
(In thousands)
OEM
Aftermarket
Total
OEM
Aftermarket
Total
Net sales to external customers(1)
$674,793 $293,882 $968,675 $839,559 $267,691 $1,107,250 
Cost of sales(2)
500,960 166,571 667,531 665,422 171,807 837,229 
Gross profit173,833 127,311 301,144 174,137 95,884 270,021 
Selling, general and administrative expenses129,750 75,434 205,184 122,453 59,764 182,217 
Operating profit$44,083 $51,877 $95,960 $51,684 $36,120 $87,804 
Six Months Ended June 30, 2026Six Months Ended June 30, 2025
(In thousands)
OEM
Aftermarket
Total
OEM
Aftermarket
Total
Net sales to external customers(1)
$1,527,607 $531,585 $2,059,192 $1,663,114 $489,726 $2,152,840 
Cost of sales(2)
1,159,349 325,034 1,484,383 1,311,902 319,168 1,631,070 
Gross profit368,258 206,551 574,809 351,212 170,558 521,770 
Selling, general and administrative expenses247,671 136,019 383,690 237,555 115,094 352,649 
Operating profit$120,587 $70,532 $191,119 $113,657 $55,464 $169,121 
(1) The OEM and Aftermarket Segments included an $84.9 million and $3.9 million, respectively, reduction in net sales to external customers during each of the three and six months ended June 30, 2026, consisting of the amount of IEEPA Tariffs refunds expected to be passed through to customers. See "Tariff Refunds" in Note 2 - Summary of Significant Accounting Policies for further information.
(2) The OEM and Aftermarket Segments included an $86.4 million and $18.4 million, respectively, reduction in cost of sales during each of the three and six months ended June 30, 2026, which is the total expected amount of refunds of IEEPA Tariffs, both received and receivable. See "Tariff Refunds" in Note 2 - Summary of Significant Accounting Policies for further information.
Revenue Disaggregated by Product
The following table presents the Company's revenue disaggregated by product:    
Three Months Ended 
June 30,		Six Months Ended 
June 30,
(In thousands)2026202520262025
OEM Segment:
Chassis, chassis parts, and slide-out mechanisms$190,836 $230,542 $428,797 $473,462 
Windows and doors217,151 225,251 452,710 454,772 
Furniture and mattresses100,192 130,909 236,949 244,089 
Axles, ABS, and suspension solutions76,770 93,918 160,686 182,528 
Appliances28,981 87,441 108,388 165,091 
Other60,863 71,498 140,077 143,172 
Total OEM Segment net sales674,793 839,559 1,527,607 1,663,114 
Total Aftermarket Segment net sales293,882 267,691 531,585 489,726 
Total net sales$968,675 $1,107,250 $2,059,192 $2,152,840