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Drew Industries (NYSE: DW) Snapshot

Updated September 11, 2011

 

Company Profile

 

Drew Industries Incorporated (NYSE:DW), through its wholly-owned subsidiaries, Lippert Components and Kinro, supplies a broad array of components for recreational vehicles (“RVs”) and manufactured homes. Drew’s products include vinyl and aluminum windows, doors and screens, thermoformed products, steel chassis, chassis components, RV slide-out mechanisms and solutions, manual, electric and hydraulic stabilizer and lifting systems, entry and baggage doors, axles and suspension solutions, toy hauler ramp doors, furniture and mattresses, entry steps, and other towable RV accessories, as well as specialty trailers and related axles for hauling boats, personal watercraft, snowmobiles and equipment. From 28 factories across the United States, Drew is an important supplier to nearly all of the leading producers of RVs and manufactured homes.

 

Consolidated Charting

 

Consolidated Statements
  Quarter Ending  
DW Income Statement Q3-09 Q4-09 Q1-10 Q2-10 Q3-10 Q4-10 Q1-11 Q2-11  
  Sep-09 Dec-09 Mar-10 Jun-10 Sep-10 Dec-10 Mar-11 Jun-11 ttm
Revenue  ssssss
   121,666
   104,591    146,217    173,502    146,830    106,200    168,833    186,048    607,911
Cost of Goods Sold sssssss
     93,692
     80,234    112,558    135,944    114,970      83,120    130,954    143,989    473,033
Gross Margin s
     27,974
     24,357      33,659      37,558      31,860      23,080      37,879      42,059    134,878
As a % of Sales 23.0% 23.3% 23.0% 21.6% 21.7% 21.7% 22.4% 22.6% 22.2%
                   
Operating Expenses                  
R&D                -                -                -                -                -                -                -                -                -
SG&A ssssss
     16,661
     19,180      21,231      21,351      19,250      18,480      22,336      24,149      84,215
Non Recurring                 -                -                -                -                -                -                -                -                -
Others ssssss
               -
               -                -                -           (80)                -                -                -           (80)
Operating Expenses       16,661      19,180      21,231      21,351      19,170      18,480      22,336      24,149      84,135
As a % of Sales ssssss
13.7%
18.3% 14.5% 12.3% 13.1% 17.4% 13.2% 13.0% 13.8%
  s                
Operating Income sssssssssssssssssssssssss
     11,313
       5,177      12,428      16,207      12,690        4,600      15,543      17,910      50,743
As a % of Sales 9.3% 4.9% 8.5% 9.3% 8.6% 4.3% 9.2% 9.6% 8.3%
                   
Income from Continuing Operations                  
Total Other Income/Expenses Net  sssss