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Segment Reporting
 6 Months Ended
Jun. 30, 2025
Segment Reporting [Abstract]  
Segment Reporting SEGMENT REPORTING
The Company has two reportable segments, the OEM Segment and the Aftermarket Segment. Intersegment sales are insignificant.

The OEM Segment, which accounted for 77 percent of consolidated net sales for each of the six months ended June 30, 2025 and 2024, manufactures and distributes a broad array of highly engineered components for the leading OEMs in the recreation and transportation markets, consisting of RVs and adjacent industries, including boats; buses; trailers used to haul boats, livestock, equipment, and other cargo; trucks; trains; manufactured homes; and modular housing. Approximately 55 percent of the Company's OEM Segment net sales for the six months ended June 30, 2025 were of components for travel trailer and fifth-wheel RVs.

The Aftermarket Segment, which accounted for 23 percent of consolidated net sales for each of the six months ended June 30, 2025 and 2024, supplies engineered components to the related aftermarket channels of the recreation and transportation markets, primarily to retail dealers, wholesale distributors, and service centers, as well as directly to retail customers via the Internet. The Aftermarket Segment also includes biminis, covers, buoys, and fenders to the marine industry, towing products, truck accessories, appliances, air conditioners, televisions, sound systems, tankless water heaters, and the sale of replacement glass and awnings to fulfill insurance claims.

The Company's chief operating decision maker ("CODM") is its President and Chief Executive Officer. The decisions concerning the allocation of the Company's resources are made by the CODM with oversight by the Board of Directors. The CODM evaluates the performance of each segment and makes decisions concerning the allocation of resources based upon segment operating profit, generally defined as income before interest expense and income taxes. Segment assets are not reviewed by the CODM and therefore are not disclosed below. Management of debt is a corporate function. The accounting policies of the OEM and Aftermarket Segments are the same as those described in Note 2 of the Notes to Consolidated Financial Statements in the Company's Annual Report on Form 10-K for the year ended December 31, 2024.

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, 2025Three Months Ended June 30, 2024
(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$437,205 $4,721 $441,926 $418,947 $7,402 $426,349 
Motorhomes36,514 24,858 61,372 32,889 30,731 63,620 
Adjacent Industries OEMs285,949 50,312 336,261 254,778 51,377 306,155 
Total OEM Segment net sales759,668 79,891 839,559 706,614 89,510 796,124 
Aftermarket Segment:
Total Aftermarket Segment net sales243,292 24,399 267,691 235,273 23,147 258,420 
Total net sales$1,002,960 $104,290 $1,107,250 $941,887 $112,657 $1,054,544 
Six Months Ended June 30, 2025Six Months Ended June 30, 2024
(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$903,558 $9,562 $913,120 $799,109 $18,003 $817,112 
Motorhomes72,703 48,277 120,980 72,893 59,565 132,458 
Adjacent Industries OEMs531,480 97,534 629,014 503,291 101,575 604,866 
Total OEM Segment net sales1,507,741 155,373 1,663,114 1,375,293 179,143 1,554,436 
Aftermarket Segment:
Total Aftermarket Segment net sales443,015 46,711 489,726 424,921 43,216 468,137 
Total net sales$1,950,756 $202,084 $2,152,840 $1,800,214 $222,359 $2,022,573 
(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

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, 2025Three Months Ended June 30, 2024
(In thousands)
OEM
Aftermarket
Total
OEM
Aftermarket
Total
Net sales to external customers
$839,559 $267,691 $1,107,250 $796,124 $258,420 $1,054,544 
Cost of sales665,422 171,807 837,229 626,330 161,769 788,099 
Gross profit174,137 95,884 270,021 169,794 96,651 266,445 
Selling, general and administrative expenses122,453 59,764 182,217 119,232 56,609 175,841 
Operating profit$51,684 $36,120 $87,804 $50,562 $40,042 $90,604 
Six Months Ended June 30, 2025Six Months Ended June 30, 2024
(In thousands)
OEM
Aftermarket
Total
OEM
Aftermarket
Total
Net sales to external customers
$1,663,114 $489,726 $2,152,840 $1,554,436 $468,137 $2,022,573 
Cost of sales1,311,902 319,168 1,631,070 1,237,313 294,909 1,532,222 
Gross profit351,212 170,558 521,770 317,123 173,228 490,351 
Selling, general and administrative expenses237,555 115,094 352,649 233,724 108,412 342,136 
Operating profit$113,657 $55,464 $169,121 $83,399 $64,816 $148,215 
The following table presents the Company's revenue disaggregated by product:    
Three Months Ended 
June 30,		Six Months Ended 
June 30,
(In thousands)2025202420252024
OEM Segment:
Chassis, chassis parts, and slide-out mechanisms$230,542 $229,934 $473,462 $442,073 
Windows and doors225,251 228,957 454,772 446,579 
Furniture and mattresses130,909 110,720 244,089 216,169 
Axles, ABS, and suspension solutions93,918 89,277 182,528 174,569 
Appliances87,441 70,958 165,091 140,616 
Other71,498 66,278 143,172 134,430 
Total OEM Segment net sales839,559 796,124 1,663,114 1,554,436 
Total Aftermarket Segment net sales267,691 258,420 489,726 468,137 
Total net sales$1,107,250 $1,054,544 $2,152,840 $2,022,573