Winnebago(US:WGO) ZACKS·2025-12-22 16:31Core Insights - Winnebago Industries (WGO) reported adjusted earnings of 38 cents per share for Q1 fiscal 2026, exceeding the Zacks Consensus Estimate of 12 cents, compared to a loss of 3 cents per share in the same period last year [1] - The company achieved revenues of $703 million, surpassing the Zacks Consensus Estimate of $631 million, reflecting a year-over-year increase of 12.3% [1] Segmental Performance - Towable RV: Revenues increased by 15.5% year over year to $293.4 million, driven by higher unit volume and price increases, exceeding the estimate of $256.2 million. Deliveries rose 12.2% to 7,421 units, also surpassing the estimate of 6,964 units. Operating income grew 24.8% to $11.1 million, though it fell short of the estimate of $14.7 million [2] - Motorhome RV: Revenues rose 13.5% year over year to $308.5 million, attributed to a favorable product mix and price increases, beating the estimate of $262.8 million. Total deliveries were 1,304 units, down 8.3% year over year but above the estimate of 1,243 units. The segment recorded an operating income of $8.2 million, recovering from a loss of $3.2 million in the previous year [3] - Marine: Revenues totaled $92.5 million, up 2.2% year over year, primarily due to selective price increases, but missed the estimate of $102.2 million. Deliveries fell 3.1% to 1,135 units, below the estimate of 1,259 units. Operating income slightly decreased to $6.1 million from $6.2 million year over year, lagging behind the expectation of $7.6 million [4] Financials & Updated Fiscal 2026 Outlook - As of November 29, 2025, Winnebago had cash and cash equivalents of $181.7 million and long-term debt of $541 million [5] - The company raised its fiscal 2026 revenue guidance to a range of $2.8 billion to $3 billion, up from the previous estimate of $2.75 billion to $2.95 billion. Adjusted EPS is now projected between $2.10 and $2.80, an increase from the prior estimate of $2 to $2.70 [5] Zacks Rank & Key Picks - Winnebago currently holds a Zacks Rank 3 (Hold) [6] - Other better-ranked stocks in the auto sector include General Motors Company (GM), OPENLANE, Inc. (KAR), and Garrett Motion Inc. (GTX), all rated Zacks Rank 1 (Strong Buy) [6]