Winnebago Industries Q2 FY 2026 Earnings Presentation March 25, 2026 © 2026 Winnebago Industries 1 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including the business outlook and financial guidance for Fiscal 2026. Investors are cautioned that forward-looking statements are inherently uncertain and involve potential risks and uncertainties. A number of factors could cause actual results to differ ...

Winnebago Industries (WGO) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +7.14%. A quarter ago, it was expected that this recreational vehicle maker would post earnings of $0.12 per share when it actually produced earnings of $0.38, delivering a surprise of +216.67%.Over the last fo ...

Exhibit 99.1 News Release WINNEBAGO INDUSTRIES REPORTS SECOND QUARTER FISCAL 2026 RESULTS -- New Products and Grand Design Expansion Drive Strong Motorhome RV Performance -- -- Top- and Bottom-Line Growth Reflect Diversified Portfolio and Operational Discipline -- -- $100 Million Debt Redemption Further Strengthens Balance Sheet -- -- Company Maintains Fiscal 2026 Guidance for Revenue and Adjusted EPS -- EDEN PRAIRIE, MINN., March 25, 2026 -- Winnebago Industries, Inc. (NYSE: WGO), a leading manufacturer of ...

Winnebago reported higher second-quarter revenue as price hikes helped to offset lower sales volume. ...

– New Products and Grand Design Expansion Drive Strong Motorhome RV Performance – – Top- and Bottom-Line Growth Reflect Diversified Portfolio and Operational Discipline – – $100 Million Debt Redemption Further Strengthens Balance Sheet – – Company Maintains Fiscal 2026 Guidance for Revenue and Adjusted EPS – EDEN PRAIRIE, Minn., March 25, 2026 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading manufacturer of outdoor recreation products, today reported financial results for the Fiscal 202 ...

Wall Street analysts expect Winnebago Industries (WGO) to post quarterly earnings of $0.25 per share in its upcoming report, which indicates a year-over-year increase of 31.6%. Revenues are expected to be $625.03 million, up 0.8% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company announces its earnings, it is essent ...

Key Takeaways Winnebago anticipates Q2 EPS of 27 cents and revenues of $625M for fiscal 2026.Towable RV and Marine segments are projected to drive year-over-year sales growth.Fiscal 2026 revenue outlook revised upward to $2.8-$3B, supported by strategic acquisitions.Winnebago Industries (WGO) is set to release second-quarter fiscal 2026 results on March 25, before the market opens.  The Zacks Consensus Estimate for the to-be-reported quarter’s earnings and revenues is pegged at 27 cents per share and $625.0 ...

Core Viewpoint - Winnebago Industries has demonstrated a strong commitment to returning capital to shareholders through consistent dividend payments, reflecting its operational strength and strategic focus on innovation and balance sheet management [2]. Group 1: Dividend Announcement - Winnebago Industries announced a quarterly cash dividend of $0.35 per share, payable on April 29, 2026, to common stockholders of record as of April 15, 2026 [1]. - The company has paid a quarterly dividend for 47 consecutive quarters, showcasing its reliability in returning capital to shareholders [1][2]. Group 2: Financial Strategy - The Chief Financial Officer emphasized the company's disciplined capital deployment strategy, balancing investment in innovation and operational excellence with prudent balance sheet management [2]. - This approach aims to support the long-term strength of the business while adapting to dynamic market conditions [2]. Group 3: Company Overview - Winnebago Industries is a leading North American manufacturer of outdoor recreation products, including motorhomes, travel trailers, and powerboats, under various brands [3]. - The company is committed to sustainable innovation and vertical integration in key component areas, with multiple facilities located in Iowa, Indiana, Minnesota, and Florida [3].

Group 1: Market Performance - Robust earnings and improved investor sentiment boosted global small-cap equities in Q4 2025 [1] - U.S. small caps slightly lagged behind large caps, while international small caps saw gains due to revenue recovery and balance sheet health [1] - The portfolio underperformed the MSCI World Small Cap Index, returning -1.0% compared to the Index's 2.8% [1] Group 2: Winnebago Industries, Inc. Overview - Winnebago Industries, Inc. (NYSE:WGO) is a leading manufacturer of recreational outdoor lifestyle products, operating through Towable RV, Motorhome RV, and Marine segments [2] - As of March 09, 2026, Winnebago's stock closed at $35.25 per share, with a one-month return of -25.65% and a 52-week loss of 1.54% [2] - The company has a market capitalization of $994.777 million [2] Group 3: Investment Position and Outlook - The company initiated a position in Winnebago Industries, citing industry-wide cyclical headwinds and company-specific execution issues as pressures on the stock [3] - The industry is highly consolidated, and the company is believed to be well positioned to capitalize on normalizing industry volumes over time [3] - Winnebago is not among the 40 most popular stocks among hedge funds heading into 2026, with 36 hedge fund portfolios holding the stock at the end of Q4, up from 29 in the previous quarter [4]

Group 1 - Ford reported a significant GAAP net loss of $11.10 billion for Q4 2025, primarily due to $15.50 billion in special charges, while Winnebago posted an adjusted EPS of $0.38, recovering from a $0.03 loss in the previous year [1] - Ford's Model e asset impairment of $10.70 billion reflects a strategic reassessment of its EV strategy, while its commercial vehicle segment, Ford Pro, generated $14.9 billion in revenue, indicating strength in its core business [1] - Winnebago's revenue from the Motorhome segment increased by 13.5% to $308.5 million, despite an 8.3% decline in unit deliveries, showcasing effective operational discipline and a successful premium product strategy [1] Group 2 - Ford's 2026 guidance targets an adjusted EBIT of $8.0 billion to $10.0 billion, with Ford Pro expected to contribute $6.5 billion to $7.5 billion, indicating a focus on long-term recovery [1] - Winnebago raised its full-year revenue guidance to between $2.80 billion and $3.00 billion, with an adjusted EPS forecast of $2.10 to $2.80, reflecting confidence in its premium product strategy [1] - Consumer sentiment remains low at 56.4, below the recessionary threshold, posing challenges for both companies as they sell discretionary big-ticket items [1]