Winnebago's Q4 Earnings Beat Expectations, Revenues Climb Y/Y

Core Insights - Winnebago Industries (WGO) reported adjusted earnings of 71 cents per share for Q4 fiscal 2025, exceeding the Zacks Consensus Estimate of 58 cents and significantly up from 28 cents in the same period last year [1][8] - The company's revenues for the quarter reached $777.3 million, surpassing the Zacks Consensus Estimate of $744 million, marking a year-over-year increase of 7.82% [1][8] Segmental Performance - Towable RV: Revenues decreased by 3.4% year over year to $306.3 million, missing the estimate of $329.6 million. Deliveries fell 4.3% to 7,833 units, also below the estimate of 8,680 units. Operating income rose 38.3% to $21.4 million, but was short of the expected $22.7 million [2] - Motorhome RV: Revenues increased by 17.3% year over year to $361.2 million, exceeding the estimate of $281.3 million. Deliveries rose 12.9% to 1,745 units, surpassing the estimate of 1,331 units. However, the segment recorded an operating loss of $0.3 million, missing the expected operating income of $8.9 million [3] - Marine: Revenues totaled $94.9 million, up 17.9% year over year but below the estimate of $97.2 million. Deliveries increased by 11.7% to 1,164 units, falling short of the estimate of 1,228 units. Operating income was $6.7 million, compared to a loss of $27.1 million in the previous year, but missed the expectation of $7.3 million [4] Financials & Outlook - As of August 30, 2025, Winnebago had cash and cash equivalents of $174 million and long-term debt of $540.5 million [5] - For fiscal 2026, the company expects consolidated revenues to be in the range of $2.75 billion to $2.95 billion, compared to $2.8 billion in fiscal 2025. Adjusted EPS is projected to be between $2 and $2.70, up from $1.67 reported in fiscal 2025 [5][8] Zacks Rank & Key Picks - Winnebago currently holds a Zacks Rank of 5 (Strong Sell) [6] - Other better-ranked stocks in the auto sector include Mobileye Global Inc. (MBLY) and Standard Motor Products, Inc. (SMP), both with a Zacks Rank of 1 (Strong Buy), and Autoliv, Inc. (ALV) with a Zacks Rank of 2 (Buy) [6]