Benzinga  Feb 4  Comment 
Below are the top small-cap recreational vehicles stocks on the NYSE and the NASDAQ in terms of operating margin. The trailing-twelve-month operating margin at Fox Factory Holding Corp (NASDAQ: FOXF) is 13.20%. Fox Factory's EPS for the same...
SeekingAlpha  Jan 23  Comment 
Reuters  Nov 8  Comment 
RadioShack Corp was helped by David Warren’s DW Investment Management LP from going bankrupt, as the hedge fund bought the biggest piece of the struggling electronics retailer's loan,...
SeekingAlpha  Aug 1  Comment 
Drew Industries Incorporated (NYSE:DW) Q2 2014 Earnings Call August 01, 2014 11:00 am ET Executives Renee Ketels - Jason D. Lippert - Chief Executive Officer and Director Joseph S. Giordano - Chief Financial Officer and Treasurer ...
newratings.com  Jun 16  Comment 
WASHINGTON (dpa-AFX) - Actuant Corp. (ATU) said Monday that it has completed the sale of its Recreational Vehicle business to Drew Industries Inc. (DW). Actuant's Recreational Vehicle business, included within the Engineered Solutions...
Mondo Visione  Apr 17  Comment 
The Stock Exchange of Thailand (SET) starts trading the first five derivative warrants on SET50 index scheduled to be launched today, underlining SET’s commitment to provide various products to meet investor demands. Proportion of DW trading...


Drew Industries (NYSE: DW) makes and sells parts that are used in the construction of recreational vehicles and manufactured homes. The recreational vehicles consist mostly of trailers and fifth-wheel RVs rather than self-propelled RVs. In the case of both the RVs and the manufactured homes, Drew tends to make the structural and key components rather than the internal furnishing. This includes the steel chasis; vinyl doors, windows, and screens; axles; and towing accessories.[1] For the full year 2010, Drew's total revenue was $573M and its net income was $28M.[2]

The manufacturing of the parts that Drew Industries makes tend to be fairly large and to be fairly labor intensive. The size and weight forces the production facilities to be located relatively close to the consumer. As a result, all of Drew's manufacturing facilities are located in the United States. A continued rise in the cost of labor in the US would force Drew to either incur greater labor costs or move its facilities abroad and incur greater shipping costs. As a result, the a rise in labor costs may make Drew's products less competitive.[3]


  1. DW 10-K 2010 General "Business" pg 1-6
  2. DW 10-K 2010 General "Selected Financial Data" pg 19
  3. DW 10-K 2010 General "Risks" pg 11-12
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