Knaus Tabbert AG, a major European manufacturer of caravans and motorhomes, has announced adjustments to its production plan for 2025 following short-notice delivery delays from a key chassis supplier.
The company indicated that these delays could lead to temporary production suspensions and postponements extending into 2026. The executive board is currently evaluating the financial impact of these changes and expects the adjusted EBITDA margin for 2025 to be at the lower end of previously communicated ranges.
Despite these disruptions, Knaus Tabbert maintains its revenue forecast of approximately EUR 1 billion for the full year.
The company also released its quarterly figures for the first nine months of 2025, according to a press release. Consolidated revenue reached EUR 761.5 million, down from EUR 897.2 million in the same period last year, reflecting production interruptions and lower delivery volumes.
Adjusted EBITDA fell to EUR 19.8 million, compared with EUR 42.9 million in 2024, resulting in an adjusted EBITDA margin of 2.6%. These figures highlight ongoing challenges in the European recreational vehicle market, including supply chain disruptions and fluctuations in consumer demand.
To address these challenges, Knaus Tabbert has confirmed it will continue measures aimed at strengthening competitiveness.
Key initiatives include reducing inventory levels, optimizing the product portfolio, and adjusting cost structures. These steps are intended to maintain operational resilience and support sustainable growth as the company navigates supply chain pressures and market uncertainties.
For business owners in the caravan and RV sector, Knaus Tabbert’s announcement underscores the importance of supply chain management, flexible production planning, and cost efficiency.
Companies may need to consider similar strategies to mitigate risks associated with supplier delays and fluctuating market demand, especially in periods of economic uncertainty.
The quarterly figures were prepared in accordance with International Financial Reporting Standards (IFRS) and cover the period from January to September 2025.