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.
Sara Armbrouster, a member of Winnebago's Board of Directors raised their direct holdings by 23% in an open market purchase. The purchase raised Armbrouster's direct holdings in Winnebago to 14,426 shares.
Winnebago Industries, Inc. remains a buy even after a 20% rally, driven by strong Q4 2025 results and resilient RV demand. WGO's revenue growth is fueled by strategic pricing, a favorable product mix, and improved cost management, despite ongoing inflationary pressures. Valuation metrics indicate WGO is still undervalued, with price targets ranging from $51 to $62 and robust fundamentals supporting further upside.
Winnebago Industries delivered a stellar quarter, with revenue and profits surpassing expectations, driving a 40.8% stock surge since August. WGO's growth was fueled by strong motorhome sales, new product launches, and effective pricing, despite industry headwinds and lower towable unit deliveries. Management projects improved revenue and earnings for 2026, supported by operational efficiencies and market share gains, even as macroeconomic challenges persist.
Winnebago's stock soars after an earnings beat and a upbeat full-year outlook, but also following comments about RVs appealing to younger buyers.
Winnebago Industries, Inc. (NYSE:WGO ) Q4 2025 Earnings Call October 22, 2025 10:00 AM EDT Company Participants Raymond Posadas - Vice President of Investor Relations & Market Intelligence Michael Happe - CEO, President & Director Bryan Hughes - SVP of Investor Relations, Finance, Information Technology and Business Development & CFO Conference Call Participants Scott Stember - ROTH Capital Partners, LLC, Research Division James Hardiman - Citigroup Inc., Research Division Craig Kennison - Robert W. Baird & Co. Incorporated, Research Division Joseph Altobello - Raymond James & Associates, Inc., Research Division Patrick Buckley - Jefferies LLC, Research Division Charles Scholes - Truist Securities, Inc., Research Division Noah Zatzkin - KeyBanc Capital Markets Inc., Research Division Presentation Operator Welcome to Winnebago Industries Q4 and fiscal 2025 Financial Results Conference Call.
The headline numbers for Winnebago (WGO) give insight into how the company performed in the quarter ended August 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Winnebago Industries (WGO) came out with quarterly earnings of $0.71 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.28 per share a year ago.
Despite recent underperformance and ongoing macroeconomic headwinds, I maintain a "Buy" rating on Winnebago for long-term investors. Short-term challenges include declining revenues, weaker profits, and industry-wide softness due to inflation, high rates, and tariffs. Valuation is less attractive now, with shares pricier than many peers, but eventual rate cuts could reignite demand and earnings.
Winnebago Industries, Inc. becomes more stable as it increases its focus on travel trailers and boats, coupled with prudent pricing strategies. Liquidity through prudent debt management ensures its sustainability over time. Price Ratios and DCF Model show that the stock is reasonably cheap with an upside potential.
Winnebago (WGO) reported earnings 30 days ago. What's next for the stock?
WGO tops fiscal Q3 earnings estimates despite year-over-year declines, but slashes full-year EPS guidance nearly in half.