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Winnebago Industries Soars: Further Upside Is Down The Road (NYSE:WGO)
Seeking Alpha· 2025-10-23 04:01
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Winnebago Industries Soars: Further Upside Is Down The Road
Seeking Alpha· 2025-10-23 04:01
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Winnebago's stock rockets to biggest gain in 45 years as younger buyers eye RVs
MarketWatch· 2025-10-22 20:51
Site Search Clear SEARCH Advanced Search Search Results Symbols No results found Private Companies No results found Earnings Results Winnebago's stock rockets to biggest gain in 45 years as younger buyers eye RVs The RV maker's stock, which has been bouncing around multiyear lows for months, appears to have finally broken out from a long downtrend Published: Oct. 22, 2025 at 4:51p.m. ET Share Resize Winnebago's stock is rallying after its comments about RVs and marine products appealing to younger buyers. ...
Winnebago(WGO) - 2025 Q4 - Annual Report
2025-10-22 20:08
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended August 30, 2025; or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________________ to _______________________ Commission File Number 001-06403 WINNEBAGO INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Mi ...
Winnebago Industries Stock Soars 27% After Swinging To Q4 Profit
RTTNews· 2025-10-22 19:07
Winnebago Industries, Inc. (WGO) shares surged 27.48 percent to $40.31, up $8.69 on Wednesday, after the company reported a return to profitability and issued an upbeat outlook. The company posted fourth-quarter net income of $13.7 million, or $0.49 per share, compared with a net loss of $29.1 million, or $1.01 per share, a year earlier. Net revenue grew 7.8 percent to $777.3 million from $720.9 million, driven by favorable product mix and price increases.The stock traded between $36.03 and $40.78 during t ...
Why Winnebago Industries Stock Jumped More Than 25% Today
Yahoo Finance· 2025-10-22 17:22
Key Points Winnebago Industries reported fourth-quarter earnings of $0.71 per share, demolishing analyst expectations of $0.51 per share. The strong results mark a welcome change after Winnebago missed earnings targets four times in its previous six reports. CEO Michael Happe acknowledged that while tariffs are unwelcome, the company has gotten better at managing them. 10 stocks we like better than Winnebago Industries › Shares of Winnebago Industries (NYSE: WGO) took a victory lap on Wednesday, ...
Winnebago(WGO) - 2025 Q4 - Earnings Call Transcript
2025-10-22 15:02
Winnebago Industries (NYSE:WGO) Q4 2025 Earnings Call October 22, 2025 10:00 AM ET Company ParticipantsBryan Hughes - SVP and CFOPatrick Buckley - Senior Equity Research AssociateNone - Company RepresentativeRaymond Posadas - VP, Investor Relations and Market IntelligenceMichael Happe - President and CEOJoseph Altobello - Managing DirectorConference Call ParticipantsScott Stember - Managing Director, Equity Research AnalystNone - AnalystNoah Zatzkin - VP and Equity Research AnalystNone - AnalystCraig Kennis ...
Winnebago(WGO) - 2025 Q4 - Earnings Call Transcript
2025-10-22 15:00
Financial Data and Key Metrics Changes - The company reported consolidated net revenues of $777.3 million for Q4, with adjusted diluted EPS of $0.71, reflecting a significant increase of 150% year-over-year [6][14] - Consolidated adjusted EBITDA increased by 33.1% year-over-year, while operating income improved significantly from the previous year, which had been impacted by an impairment charge [13][14] - The net leverage ratio improved to 3.1 at the end of the year, down from 4.8 at the end of the previous quarter [17] Business Line Data and Key Metrics Changes - The motorhome RV segment experienced double-digit top-line growth driven by higher unit volume and favorable product mix, particularly from Grand Design's motorized Lineage lineup and Newmar [15][16] - The towable RV segment saw a slight revenue decline year-over-year, attributed to a shift towards more value-oriented consumers, although operating income margin increased by 210 basis points [15] - The marine segment reported double-digit revenue growth, with both Chris-Craft and Barletta managing production effectively despite industry headwinds [16][17] Market Data and Key Metrics Changes - Retail RV registrations declined in August, but dealer inventories improved, contributing to a healthier channel [7][8] - The company expects wholesale RV shipments for calendar 2025 to be between 320,000 and 340,000 units, with a forecast of 315,000 to 345,000 units for calendar 2026 [8][19] - The inventory turn rate was 1.9 times at the end of Q4, with a target of achieving higher turns over time [9] Company Strategy and Development Direction - The company is focused on revitalizing the Winnebago motorhome and towables lineup, aligning operations with market demand, and streamlining cost structures [24][25] - Strategic initiatives include new product introductions, improved dealer partnerships, and operational efficiencies to drive growth in the Winnebago-branded motorhomes and travel trailers [12][19] - The company aims for a net leverage ratio of approximately 2x by the end of fiscal 2026, prioritizing improvements in growth and net leverage [23] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for fiscal 2026, emphasizing execution over assumptions about market recovery, with expectations for consolidated net revenues between $2.75 billion and $2.95 billion [19][20] - The company anticipates flat to modest low single-digit growth in the towable RV segment, while the marine segment is expected to see a decline in sales due to soft retail trends [22] - Management highlighted the importance of controlling internal factors to drive profitability, regardless of market conditions [51] Other Important Information - The company returned $88.9 million to shareholders in fiscal 2025, including $50 million in share repurchases and $38.9 million in dividends, marking the 45th consecutive quarterly dividend payment [17][18] - The company is actively addressing tariff challenges through supplier engagement and sourcing strategies [19] Q&A Session Summary Question: Can you discuss the impact of tariffs on EPS guidance? - Management indicated that the guidance includes the anticipated full impact of tariffs, which remains dynamic, and they are actively finding ways to mitigate tariff exposure [27][28] Question: What are the assumptions for retail and wholesale shipments in 2025 and 2026? - Management confirmed expectations for a significant inventory reduction in 2025 and a flat retail environment for 2026, with no significant dealer destocking anticipated [33][34] Question: How does the company view market share trends, especially with a shift towards low-end units? - Management acknowledged pressure on market share in the Class B and fifth wheel categories but expressed confidence in stabilizing and growing share through strategic initiatives [43][47] Question: What are the expectations for warranty expenses in FY2026? - Management expects warranty expenses to remain consistent with FY2025, with no major drivers anticipated to change the trend [75][76]
Winnebago(WGO) - 2025 Q4 - Earnings Call Transcript
2025-10-22 15:00
Winnebago Industries (NYSE:WGO) Q4 2025 Earnings Call October 22, 2025 10:00 AM ET Speaker0Welcome to Winnebago Industries Q4 and Fiscal twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Raymond Posadas, Vice President of Investor Relat ...
Winnebago Industries, Travel + Leisure, Avery Dennison, Hilton Worldwide And Other Big Stocks Moving Higher On Wednesday - Avery Dennison (NYSE:AVY), Badger Meter (NYSE:BMI)
Benzinga· 2025-10-22 14:27
U.S. stocks were lower, with the Dow Jones index falling around 0.2% on Wednesday.Shares of Winnebago Industries, Inc. (NYSE:WGO) rose sharply during Wednesday's session after the company reported better-than-expected fourth-quarter financial results and issued FY26 guidance above estimates.Winnebago Industries posted adjusted earnings of 71 cents per share, beating market estimates of 53 cents per share. The company's quarterly sales came in at $777.300 million versus expectations of $727.824 million.Winne ...