Winnebago

Winnebago Industries, Inc. engages in the manufacture of recreational vehicles and marine products. It operates through the following business segments: Towable, Motorhome, and Marine. The Towable segment includes non-motorized vehicles that are designed to be towed by automobiles, pickup trucks, SUVs, and vans and are used as temporary living quarters for recreational travel. The Motorhome segment focuses on a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles. The Marine segment involves the manufacturing and selling of boats under Chris-Craft and Barletta brands in the recreational powerboat industry through a network of independent authorized dealers. The company was founded on February 12, 1958 and is headquartered in Eden Prairie, MN.

Earnings data Q2 2021

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Earnings data Q4 2023

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Earnings data Q4 2024

Earnings data Q1 2025

WGO reports resilient Q3 performance amidst subdued RV demand

WGO's Q3 performance reflects resilience in the face of subdued consumer demand for RVs, with the marine segment showing growth. The company faces challenges in managing inventory and top-line pressure in Q4 but sees opportunities for a potential turn in market conditions in the near future.

Winnebago reports solid Q2 results, focuses on profitability and inventory

Winnebago's Q2 performance showcased resilience amid industry challenges, with a focus on profitability and strategic investments. While facing working capital and inventory challenges, the company remains optimistic about managing market uncertainties and consumer demand effectively.

Winnebago Q3 2023 Earnings: Mixed RV Demand, Marine Profitability, and Strategic Focus

Winnebago Industries navigated mixed demand in Q3 2023, with RV segments subdued but marine segment profitable. Strategic focus on market share management, innovation, and sustainability. Challenges include soft RV demand and margin pressures. Opportunities lie in long-term outdoor trends, consumer preferences, and market stabilization.

Winnebago posts robust Q4 earnings, eyes growth amid challenges

Winnebago's strong financial performance in Q4 fiscal 2023 and full-year results, coupled with strategic initiatives and market share gains, position the company well for future growth. While facing challenges such as supply chain disruptions and retail financing issues, Winnebago's focus on innovation and cost management presents opportunities for sustained success. Anticipated market share growth and product initiatives underscore the company's positive outlook.

Winnebago reports solid Q1 results, eyes growth through innovation

Winnebago Industries navigated challenges in the outdoor recreation market while focusing on preserving profitability and market positions. The company showed strength in its Towable RV segment and made strategic investments in innovation and growth. Despite anticipated declines in Q2 sales and profitability, Winnebago is proactively addressing operational issues and market shifts.

Winnebago meets Q2 expectations, anticipates industry softness in Q3

Winnebago navigated Q2 well but anticipates challenges in Q3.
Innovations and targeted inventory management are key strengths.
Challenges include soft industry outlook and aging inventory.
Opportunities lie in future growth targets and market confidence boosts.

Winnebago Q3 Earnings Dip Amid RV Industry Sluggishness

Despite facing a challenging quarter with declining revenues and an inconsistent market, Winnebago's strategic initiatives such as new product launches and strong financial management position it well for future growth. The company's robust financial position allows for continued investment in brand and product development, reinforcing its market stance amid industry downturns.

Winnebago forecasts growth despite challenges, Barletta gains market share

Winnebago Industries navigated challenges in RV and marine industries with optimism for future growth.
Market share slightly declined, but Barletta gained in the U.S. aluminum pontoon market.
Financials impacted by operating expenses increase and impairment charge, but strategic investments made.
Annual guidance for fiscal year 2025 sets revenue range of $2.9 billion to $3.2 billion.

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Winnebago Industries, Inc. engages in the manufacture of recreational vehicles and marine products. It operates through the following business segments: Towable RV, Motorhome RV, and Marine. The Towable RV segment includes non-motorized vehicles that are designed to be towed by automobiles, pickup trucks, SUVs, and vans and are used as temporary living quarters for recreational travel. The Motorhome RV segment focuses on a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles. The Marine segment is involved in the manufacturing and selling of recreational boats under the Chris-Craft and Barletta. The company was founded on February 12, 1958 and is headquartered in Eden Prairie, MN.

EDEN PRAIRIE, Minn., Oct. 03, 2023 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading outdoor lifestyle product manufacturer, plans to issue its earnings release for its fourth quarter and fiscal 2023 before the market opens on Wednesday, October 18, 2023. The Company will also host a conference call to discuss the financial results for the quarter on October 18, at 9 a.m. CT.

Winnebago Industries' Fourth Quarter and Fiscal 2023 Financial Results Announcement to be made on October 18, 2023

EDEN PRAIRIE, Minn., Oct. 02, 2023 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading outdoor lifestyle product manufacturer, is proud to celebrate three employees featured in this year's RV PRO '40 Under 40' Awards. The three honorees include:

Winnebago Industries Applauds Three 2023 RV Pro '40 Under 40' Winners

Winnebago (WGO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Winnebago (WGO) is Poised to Beat Earnings Estimates Again

EDEN PRAIRIE, Minn., Sept. 13, 2023 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading outdoor lifestyle product manufacturer, is showcasing its innovative lineup of new models from signature RV brands, Winnebago, Grand Design RV and Newmar at ‘America's Largest RV Show' in Hershey, Pa., Sept. 13-17, 2023. Winnebago Industries will display more than 165 new models across its three leading brands, demonstrating the latest features and floorplans that connect consumers more closely to the outdoors and enhance the many benefits of RV ownership.

Winnebago Industries to Showcase Latest Winnebago, Grand Design and Newmar Innovations at ‘America's Largest RV Show' in Hershey, PA

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14 Upcoming Dividend Increases

Winnebago's revenue has doubled since 2019. The market seems to be undervaluing Winnebago due to expectations of revenues and margins reverting to historical levels. The pandemic has allowed players in the RV industry to raise prices, resulting in higher gross margins. Winnebago's growth is driven by secular growth, market share growth, and acquisitions rather than temporary factors.

Winnebago Industries: Potential Mid-Double Digit Returns Assuming Margins Stay Elevated

Winnebago Industries, Inc. has seen impressive growth in revenue and free cash flow over the past decade. The company has a strong track record of profitability, with a 10-year average ROE of 20.82%. Despite near-term concerns such as economic downturns and rising fuel prices, Winnebago is investing in innovation and is undervalued, offering a significant upside.

Winnebago Industries: A Strong Company With Some Near-Term Challenges

MIDDLEBURY, Ind., Aug. 29, 2023 (GLOBE NEWSWIRE) -- Winnebago®, the flagship brand of outdoor lifestyle product manufacturer Winnebago Industries, Inc., announced today its first conventional-class travel trailer, the Access . Like other Winnebago brand travel trailers, the Access features thoughtfully designed floor plans, clean and contemporary European styling, and ample storage, reflective of Winnebago's legendary commitment to quality and innovation. It is distinct among competitors for a collection of premium features that no other trailer offers—such as a fully enclosed and heated underbelly and a 2-inch accessory receiver hitch for greater hauling versatility.

Winnebago's All-New “Access” Travel Trailer Makes it Easier and More Affordable to Enjoy the Outdoors

MIDDLEBURY, Ind., Aug. 25, 2023 (GLOBE NEWSWIRE) -- Grand Design RV, a wholly owned subsidiary of Winnebago Industries (NYSE: WGO), announced today it has produced its 250,000th recreational vehicle, demonstrating the strong affinity campers have for the company's popular line of travel trailers, fifth wheels, and toy haulers. The company plans to mark the occasion and celebrate with their employees and customers at their sold-out National Owner's Rally in Elkhart, Indiana next week.

Grand Design RV Celebrates Historic Milestone with Production of 250,000th Recreational Vehicle

RV giant Winnebago Industries Inc. on Wednesday said its board of directors approved a quarterly cash dividend of 31 cents a share, a 15% increase from the prior quarter. The increase, Chief Executive Michael Happe said in a statement, “underscores our confidence in the long-term strength and trajectory of our business,” but he noted “dynamic market conditions.

Winnebago approves 15% dividend hike

Winnebago Industries has paid a quarterly dividend for 37 consecutive quarters, and has increased the quarterly dividend in each of the last five years Winnebago Industries has paid a quarterly dividend for 37 consecutive quarters, and has increased the quarterly dividend in each of the last five years

Winnebago Industries Board of Directors Approves 15% increase to Quarterly Cash Dividend

Winnebago (WGO) reported earnings 30 days ago. What's next for the stock?

Winnebago (WGO) Up 12.3% Since Last Earnings Report: Can It Continue?

Winnebago Solis Pocket to feature EcoFlow's Power Kit Pro with powerful 5kWh lithium battery as part of the companies' recently announced partnership SEATTLE , July 20, 2023 /PRNewswire/ -- EcoFlow , a leading power management and eco-friendly energy solutions company, and Winnebago , the flagship brand of outdoor lifestyle product manufacturer Winnebago Industries, Inc., today announced the launch of the Solis Pocket 36B, featuring the exclusi­­ve Winnebago x EcoFlow Power Kit Pro. The new, sustainability-focused vehicle packs more into a compact size than any other RV, providing customers with many of the features and conveniences of a full-sized RV.

EcoFlow and Winnebago Power Adventure and Off-Grid Living in New RV Option Featuring Built-in Energy Solution

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Both have seen sales slump thanks to higher interest rates and slower consumer spending. Winnebago's focus on the luxury RV market has helped it maintain higher profitability.

Better Buy for the RV Rebound: Winnebago or Thor?

ATLANTA, June 29, 2023 (GLOBE NEWSWIRE) -- The Melanated Cares Foundation, a nonprofit created to encourage people of color to embrace the outdoors, is pleased to announce that this year's annual event, Melanated Campout, will be powered by Winnebago Industries (NYSE: WGO), a leading manufacturer of outdoor lifestyle products, which has officially signed on as the title sponsor for the organization's flagship camping retreat.

Melanated Cares Foundation to Host 2023 Annual Camping Retreat Powered by Winnebago Industries

Sales of recreational vehicles have been falling. Inventory levels are down, too, setting up a solid rebound once industry conditions improve.

Is Winnebago Stock a Buy Now?

Winnebago (WGO) beats earnings estimate in fiscal Q3, thanks to higher-than-anticipated EBITDA across Towable RV and Marine segments.

Winnebago (WGO) Q3 Earnings Top Estimates, Revenues Miss

Winnebago NYSE: WGO did not issue an excellent report for Q3. The company's revenue is down 38.3%, and earnings are down more due to increased promotional activity and deleveraging.

Earnings Watch: Buying the Dip in Winnebago

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Winnebago Industries, Inc. (NYSE:WGO ) Q3 2023 Earnings Conference Call June 21, 2023 10:00 AM ET Company Participants Ray Posadas - Vice President of Investor Relations and Market Intelligence Michael Happe - President and Chief Executive Officer Bryan Hughes - Senior Vice President and Chief Financial Officer Conference Call Participants Craig Kennison - Baird Tristan Thomas-Martin - BMO Capital Markets Scott Stember - ROTH Capital MKM Fred Wightman - Wolfe Research Michael Swartz - Truist Securities Patrick Buckley - Jefferies David Whiston - Morningstar Joe Altobello - Raymond James James Hardiman - Citi Brandon Rolle - D.A. Davidson Operator Good day, and thank you for standing by.

Winnebago Industries, Inc. (WGO) Q3 2023 Earnings Call Transcript

Shares of RV maker Winnebago slid as sales missed estimates because of weak demand and price cuts.

Winnebago Sales Hurt by Falling Demand, Discounting

Winnebago Industries (WGO) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $1.74 per share. This compares to earnings of $4.13 per share a year ago.

Winnebago Industries (WGO) Q3 Earnings Top Estimates

Winnebago Industries (NYSE:WGO) shares fell in pre-market trade after the recreational vehicle (RV) maker reported a sharp slide in third-quarter revenue as it gave bigger discounts in a more challenging market for motorhomes. Revenue for the three months to May 27, 2023, amounted to $900.8 million, down 38% from a year earlier and below the $977 expected by Wall Street.

Winnebago shares set to fall as quarterly revenue wobbles due to weaker RV demand

Winnebago reports fiscal third-quarter revenue of $900.8 million, down from $1.46 billion a year earlier.

Winnebago Revenue Tumbles Again Amid Demand Slump

Shares of Winnebago Industries Inc. WGO, -0.37% were driven 3.4% lower in premarket trading Wednesday, after the recreational vehicle maker reported fiscal third-quarter revenue that fell short of expectations, amid a big miss in its motorhome business. Net income for the quarter to May 27 fell to $59.1 million, or $1.71 a share, from $117.2 million, or $3.57 a share, in the year-ago period.

News for Winnebago Stock (WGO)