The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how automotive and marine retail stocks fared in Q1, starting with Camping World (NYSE: CWH).

At their essence, cars and boats get you from point A to point B, but the former is usually a necessity in everyday life while the latter is a luxury or leisure product. The retailers that sell these vehicles therefore cater to different needs and populations. There are also retailers that may not sell cars and boats themselves but the parts and accessories needed to keep these complex machines in tip top shape.

The 10 automotive and marine retail stocks we track reported a satisfactory Q1. As a group, revenues missed analysts’ consensus estimates by 1.9%.

In light of this news, share prices of the companies have held steady as they are up 1.5% on average since the latest earnings results.

Camping World (NYSE: CWH)

Founded in 1966 as a single recreational vehicle (RV) dealership, Camping World (NYSE: CWH) still sells RVs along with boats and general merchandise for outdoor activities.

Camping World reported revenues of $1.35 billion, down 4.2% year on year. This print fell short of analysts’ expectations by 3.7%, but it was still a strong quarter for the company with a beat of analysts’ EPS and EBITDA estimates.

Interestingly, the stock is up 4.9% since reporting and currently trades at $7.27.

Is now the time to buy Camping World? Access our full analysis of the earnings results here, it’s free.

Best Q1: CarMax (NYSE: KMX)

Known for its transparent, customer-centric approach and wide selection of vehicles, Carmax (NYSE: KMX) is the largest automotive retailer in the United States.

CarMax reported revenues of $5.95 billion, flat year on year, outperforming analysts’ expectations by 3.9%. The business had a stunning quarter with a beat of analysts’ EPS and EBITDA estimates.

CarMax delivered the biggest analyst estimate beat among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 2.7% since reporting. It currently trades at $47.75.

Is now the time to buy CarMax? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Monro (NASDAQ: MNRO)

Started as a single location in Rochester, New York, Monro (NASDAQ: MNRO) provides common auto services such as brake repairs, tire replacements, and oil changes.

Monro reported revenues of $273.8 million, down 7.2% year on year, falling short of analysts’ expectations by 3.5%. It was a disappointing quarter as it posted a significant miss of analysts’ EBITDA and EPS estimates.

As expected, the stock is down 11.2% since the results and currently trades at $14.70.

Read our full analysis of Monro’s results here.

OneWater (NASDAQ: ONEW)

A public company since early 2020, OneWater Marine (NASDAQ: ONEW) sells boats, yachts, and other marine products.

OneWater reported revenues of $442.3 million, down 8.5% year on year. This result missed analysts’ expectations by 8.3%. It was a softer quarter as it also produced a significant miss of analysts’ revenue and EBITDA estimates.

OneWater achieved the highest full-year guidance raise among its peers. The stock is up 4.9% since reporting and currently trades at $10.61.

Read our full, actionable report on OneWater here, it’s free.

Penske Automotive Group (NYSE: PAG)

With a diverse global network spanning the US, UK, Canada, Germany, Italy, Japan, and Australia, Penske Automotive Group (NYSE: PAG) operates automotive and commercial truck dealerships across the globe, selling new and used vehicles while providing service, parts, and financing options.

Penske Automotive Group reported revenues of $7.86 billion, down 1.1% year on year. This number topped analysts’ expectations by 2.8%. It was a very strong quarter as it also recorded an impressive beat of analysts’ revenue and EBITDA estimates.

The stock is up 11.1% since reporting and currently trades at $179.49.

Read our full, actionable report on Penske Automotive Group here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.