The RV industry has done what many U.S. businesses did in the face for last year’s legendary shortages and surging inflation…They cranked out more products and made more money than ever before.

Quarter after quarter, practically every RV manufacturer is continuing to report record numbers. Dealers are struggling to satisfy this increased demand for RVs. RV wholesale shipments are projected to be 600,000 units by year-end 2022, according to quarterly forecast by ITR Economics.

Thor Industries and Winnebago Industries are overwhelmed with new RV orders.   So, why do investors care?