Drew Industries (NYSE: DW) reported earnings on Feb. 13. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended Dec. 31 (Q4), Drew Industries beat expectations on revenue and missed expectations on earnings per share.

Compared to the prior-year quarter, revenue expanded significantly and GAAP earnings per share expanded significantly.

Margins contracted across the board.

Revenue details
Drew Industries reported revenue of $159.6 million. The three analysts polled by S&P Capital IQ anticipated a top line of $133.3 million on the same basis. GAAP reported sales were 50% higher than the prior-year quarter's $106.2 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
EPS came in at $0.18. The three earnings estimates compiled by S&P Capital IQ predicted $0.20 per share. GAAP EPS of $0.18 for Q4 were 29% higher than the prior-year quarter's $0.14 per share.

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Margin details
For the quarter, gross margin was 17.4%, 430 basis points worse than the prior-year quarter. Operating margin was 3.7%, 150 basis points worse than the prior-year quarter. Net margin was 2.6%, 30 basis points worse than the prior-year quarter.

Looking ahead
Next quarter's average estimate for revenue is $195.1 million. On the bottom line, the average EPS estimate is $0.48.

Next year's average estimate for revenue is $737.5 million. The average EPS estimate is $1.79.

Investor sentiment
The stock has a four-star rating (out of five) at Motley Fool CAPS, with 376 members out of 412 rating the stock outperform, and 36 members rating it underperform. Among 193 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 186 give Drew Industries a green thumbs-up, and seven give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Drew Industries is hold, with an average price target of $29.00.

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