Winnebago(US:WGO) ZACKSยท2025-06-19 14:16Core Insights - Winnebago Industries (WGO) is expected to report quarterly earnings of $0.79 per share, reflecting a decline of 30.1% year-over-year, with revenues forecasted at $775.32 million, a decrease of 1.4% compared to the previous year [1] - The consensus EPS estimate has been revised downward by 31.6% in the last 30 days, indicating a significant reassessment by analysts [2] - Analysts emphasize the importance of earnings projection revisions as they are closely linked to short-term stock price performance [3] Revenue Projections - Analysts estimate 'Net Revenues- Motorhome RV' at $280.31 million, down 6.3% year-over-year [5] - 'Net Revenues- Marine' is projected to reach $97.21 million, an increase of 10.6% from the prior year [5] - 'Net Revenues- Corporate / All Other' is expected to be $14.03 million, reflecting a 9.6% increase year-over-year [5] - 'Net Revenues- Towable RV' is forecasted at $414.40 million, indicating a 7.3% increase from the previous year [6] Unit Deliveries - Total Motorhome RV unit deliveries are expected to be 1,414, down from 1,680 in the same quarter last year [6] - Total Towable RV unit deliveries are projected at 10,355, compared to 9,263 in the same quarter last year [6] - Marine boat unit deliveries are anticipated to reach 1,303, up from 1,127 in the same quarter last year [7] EBITDA Estimates - Adjusted EBITDA for Towable RV is expected to be $41.66 million, slightly down from $41.90 million year-over-year [7] - Adjusted EBITDA for Marine is projected at $10.78 million, up from $8.50 million in the previous year [7] - Adjusted EBITDA for Motorhome RV is forecasted to be $11.68 million, down from $13.40 million year-over-year [8] Stock Performance - Winnebago shares have decreased by 8.9% over the past month, contrasting with a 0.6% increase in the Zacks S&P 500 composite [8] - The company holds a Zacks Rank of 5 (Strong Sell), indicating expectations of underperformance relative to the overall market in the near future [8]