Winnebago Industries (NYSE:WGO) Posts Quarterly Earnings Results, Beats Estimates By $0.26 EPS

Winnebago Industries (NYSE:WGO) posted its quarterly earnings results on Friday. The RV manufacturer reported $0.38 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.26, FiscalAI reports. The firm had revenue of $702.70 million for the quarter, compared to analysts’ expectations of $628.51 million. Winnebago Industries had a net margin of 0.92% and a return on equity of 3.86%. The business’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same quarter in the prior year, the company posted ($0.03) earnings per share. Winnebago Industries updated its FY 2026 guidance to 2.100-2.800 EPS.

Here are the key takeaways from Winnebago Industries’ conference call:

• Winnebago delivered a stronger-than-expected Q1 with consolidated revenue up ~12% and adjusted EPS of $0.38 (vs. an adjusted loss of $0.03 a year ago), and it raised FY26 guidance for revenue to $2.8B–$3.0B and adjusted EPS to $2.10–$2.80.
• Operational and product momentum drove margin gains—motorhome operating income margin improved ~390 basis points, towable revenues rose 15.5%, and new/expanded lines (e.g., Thrive, Grand Design Lineage, Newmar) showed strong dealer and retail reception.
• Financial position strengthened as cash was $181.7M, adjusted EBITDA more than doubled to $30.2M, and net leverage fell to 2.7x with management targeting ~2.0x by fiscal year-end.
• Company guidance and results remain exposed to industry softness and risks—RV retail trends were down recently, warranty expense rose, and tariff uncertainty (pending a U.S. Supreme Court decision) could affect costs and consumer affordability.

Winnebago Industries Stock Up 8.1%

Winnebago Industries stock opened at $43.59 on Friday. Winnebago Industries has a one year low of $28.00 and a one year high of $52.83. The stock has a fifty day moving average of $36.35 and a 200 day moving average of $33.97. The company has a debt-to-equity ratio of 0.44, a quick ratio of 1.21 and a current ratio of 2.42. The stock has a market cap of $1.23 billion, a PE ratio of 34.05 and a beta of 1.12.

Winnebago Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 28th. Investors of record on Wednesday, January 14th will be given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date is Wednesday, January 14th. Winnebago Industries’s dividend payout ratio is 109.37%.

Key Stores Impacting Winnebago Industries

Here are the key news stories impacting Winnebago Industries this week:

• Positive Sentiment: Q1 revenue beat and top‑line growth — Winnebago reported quarterly revenue of about $702.7 million, roughly +12.3% year‑over‑year, and reported earnings that beat Street estimates, driven by stronger motorhome and towable RV sales. Yahoo: Winnebago Beats Expectations
• Positive Sentiment: Return to profitability and margin gains — Management cited improved cost discipline and higher vehicle mix that helped the company swing to a profit and improve gross margins versus the prior year. Press Release: Q1 Results
• Positive Sentiment: Board/governance and shareholder return actions — The board named John Murabito as chair and declared a quarterly cash dividend of $0.35 per share, a directly supportive item for income‑seeking investors. GlobeNewswire: Board & Dividend
• Neutral Sentiment: FY‑2026 guidance is a mixed picture — Management set EPS guidance of $2.10–$2.80 and revenue guidance of $2.8–$3.0 billion; the range overlaps consensus but is wide, leaving room for investor interpretation on the pace of recovery and margin sustainability. Guidance Details
• Neutral Sentiment: Call/transcript available — Management hosted an earnings call (transcript published) where analysts pressed on margins, inventory and cash flow — useful for parsing management’s cadence but not a single market mover by itself. Earnings Call Transcript
• Negative Sentiment: Operating profitability and cash flow remain under pressure — some reports note operating profit narrowed materially and operating cash flow fell year‑over‑year, plus cash balances declined; these weak internal cash metrics are a potential concern for sustainable margin improvement. QuiverQuant: Cash Flow & Operating Profit Notes
• Negative Sentiment: Insider and institutional moves to monitor — the quarter’s filings show at least one insider sale and mixed institutional positioning changes; investors may watch insider/institutional activity for conviction. QuiverQuant: Insider & Institutional Activity

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on WGO. Wall Street Zen raised Winnebago Industries from a “hold” rating to a “buy” rating in a research report on Saturday, November 22nd. Benchmark restated a “buy” rating on shares of Winnebago Industries in a research note on Wednesday. Citigroup increased their price objective on Winnebago Industries from $36.00 to $41.00 and gave the company a “buy” rating in a research report on Friday, September 12th. Loop Capital initiated coverage on Winnebago Industries in a report on Friday, October 31st. They issued a “hold” rating and a $40.00 price objective for the company. Finally, KeyCorp restated a “sector weight” rating on shares of Winnebago Industries in a research note on Thursday, October 23rd. Four equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, Winnebago Industries has an average rating of “Hold” and a consensus target price of $39.00.

Insider Activity

In related news, CEO Michael J. Happe sold 7,105 shares of the firm’s stock in a transaction that occurred on Monday, October 27th. The shares were sold at an average price of $41.38, for a total value of $294,004.90. Following the transaction, the chief executive officer owned 347,501 shares of the company’s stock, valued at approximately $14,379,591.38. This trade represents a 2.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Sara E. Armbruster bought 2,700 shares of the business’s stock in a transaction that occurred on Friday, October 24th. The shares were acquired at an average price of $40.27 per share, with a total value of $108,729.00. Following the completion of the transaction, the director directly owned 14,426 shares of the company’s stock, valued at $580,935.02. This trade represents a 23.03% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 4.88% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of WGO. Northwestern Mutual Wealth Management Co. increased its stake in shares of Winnebago Industries by 90.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 766 shares of the RV manufacturer’s stock worth $26,000 after purchasing an additional 364 shares in the last quarter. Public Employees Retirement System of Ohio grew its holdings in Winnebago Industries by 15.9% during the third quarter. Public Employees Retirement System of Ohio now owns 2,255 shares of the RV manufacturer’s stock valued at $75,000 after purchasing an additional 309 shares during the period. State of Wyoming increased its position in Winnebago Industries by 151.4% in the second quarter. State of Wyoming now owns 3,406 shares of the RV manufacturer’s stock worth $99,000 after buying an additional 2,051 shares in the last quarter. Lazard Asset Management LLC purchased a new stake in Winnebago Industries in the second quarter worth about $100,000. Finally, Tower Research Capital LLC TRC raised its stake in shares of Winnebago Industries by 135.3% in the second quarter. Tower Research Capital LLC TRC now owns 3,694 shares of the RV manufacturer’s stock worth $107,000 after buying an additional 2,124 shares during the period.

Winnebago Industries Company Profile

Winnebago Industries, Inc is a leading manufacturer of recreational vehicles (RVs) and specialty vehicles, headquartered in Forest City, Iowa. Since its founding in 1958, the company has gained recognition for its motorhomes, travel trailers and fifth-wheel products under the Winnebago and Grand Design brands. Its portfolio also includes towable RVs, camper vans and commercial vehicles tailored for healthcare, government and mobile retail applications.

In addition to vehicle production, Winnebago Industries maintains an extensive dealer and service network across the United States and Canada, supplemented by parts distribution centers and customer support resources.