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.
| Automobiles Industry | Consumer Discretionary Sector | Michael J. Happe CEO | NYSE Exchange | 974637100 CUSIP |
| US Country | 5,700 Employees | 10 Sep 2025 Last Dividend | 8 Mar 2004 Last Split | - IPO Date |
Winnebago Industries, Inc. is a prominent manufacturer and seller of recreation vehicles and marine products, catering primarily to the leisure travel and outdoor recreation market. Since its incorporation in 1958, the company has established a strong presence in the industry, operating through six segments: Grand Design Towables, Winnebago Towables, Winnebago Motorhomes, Newmar motorhomes, Chris-Craft Marine, and Winnebago Specialty Vehicles. With its headquarters based in Forest City, Iowa, Winnebago Industries has a broad distribution network, selling its products through independent dealers across the United States, Canada, and other international markets.
Winnebago Industries offers a range of non-motorized vehicles designed to be towed by automobiles, pickup trucks, SUVs, or vans. These products serve as temporary living quarters for recreational travel and include conventional travel trailers, fifth wheels, folding camper trailers, and truck campers. Marketed under the Winnebago and Grand Design brand names, these towable products are geared towards enhancing the outdoor travel experience.
The company produces self-propelled mobile dwellings under the Winnebago and Newmar brand names. These motorhomes, used primarily as temporary living quarters during vacation and camping trips or to support active and mobile lifestyles, embody the essence of freedom and adventure on the open road.
Winnebago Industries extends its product range to include specialty commercial vehicles. These offerings cater to specific needs such as law enforcement command centers, mobile medical clinics, and mobile office spaces. The company also provides commercial vehicles as bare shells to third-party upfitters, showcasing its versatility and capability to meet diverse customer requirements.
In the recreational powerboat industry, the company marks its presence through the Chris-Craft and Barletta brand names. Offering an array of boats, Winnebago Industries taps into the marine recreation segment, complementing its portfolio of land-based recreational vehicles.
Aside from its core offerings, Winnebago Industries is involved in the original equipment manufacturing of parts for other manufacturers and commercial vehicles. This aspect of the business underscores the company’s comprehensive expertise and its role as a key player in the broader recreational and commercial vehicle ecosystem.