Winnebago (WGO) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Winnebago Industries reported revenue of $620.2 million for the quarter ended February 2025, reflecting an 11.9% decline year-over-year, with EPS at $0.19 compared to $0.93 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $608.95 million by 1.85%, while EPS met the consensus estimate [1] Financial Performance - Winnebago's stock has returned -17.6% over the past month, underperforming the Zacks S&P 500 composite, which declined by -4% [3] - The company holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Unit Deliveries and Revenue Breakdown - Total Motorhome RV unit deliveries were 1,144, below the average estimate of 1,491 [4] - Total Towable RV unit deliveries reached 7,225, exceeding the average estimate of 6,188 [4] - Marine boat unit deliveries were 1,046, slightly above the average estimate of 1,028 [4] Revenue and EBITDA Metrics - Net Revenues for Marine were $81.70 million, surpassing the average estimate of $74.32 million, marking a year-over-year increase of 17.1% [4] - Net Revenues for Motorhome RV were $235.60 million, significantly lower than the estimated $276.89 million, representing a 30.4% decline year-over-year [4] - Adjusted EBITDA for Towable RV was $17 million, slightly above the average estimate of $16.73 million [4] - Adjusted EBITDA for Marine was $7.70 million, exceeding the average estimate of $5.58 million [4] - Adjusted EBITDA for Motorhome RV was $5.20 million, below the average estimate of $8.67 million [4]