Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Winnebago Industries (WGO) , which belongs to the Zacks Building Products - Mobile Homes and RV Builders industry.This recreational vehicle maker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 12.47%.For the last reported quarter, ...

Group 1 - Thor Industries (THO) shares increased by 3.2% to close at $110.36, following a notable trading volume, contrasting with a 2% loss over the past four weeks [1] - The company has expanded its market presence through strategic acquisitions, including EHG and TiffinHomes, making it the world's largest RV manufacturer and enhancing its product portfolio [2] - The acquisition of Airxcel has improved the supply chain and diversified revenue streams, particularly in the aftermarket sector [2] Group 2 - Thor Industries is projected to report quarterly earnings of $1.16 per share, reflecting a year-over-year decline of 31%, with expected revenues of $2.31 billion, down 8.7% from the previous year [3] - The consensus EPS estimate for Thor Industries has been revised 28.4% higher in the last 30 days, indicating a potential for price appreciation [4] - The company holds a Zacks Rank of 3 (Hold), indicating a neutral outlook compared to other stocks in the same industry [5] Group 3 - Cavco (CVCO), a competitor in the same industry, closed 2.6% higher at $554.22, with a 9% return over the past month [5] - Cavco's consensus EPS estimate remains unchanged at $6.3, representing a 19.3% increase from the previous year [6]

Core Viewpoint - Cavco (CVCO) reported quarterly earnings of $5.40 per share, exceeding the Zacks Consensus Estimate of $5.23 per share, and showing an increase from $4.03 per share a year ago, indicating a positive earnings surprise of 3.25% [1] Financial Performance - The company posted revenues of $508.36 million for the quarter ended March 2025, which was below the Zacks Consensus Estimate by 3.12%, but an increase from $420.12 million year-over-year [2] - Over the last four quarters, Cavco has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance - Cavco shares have increased approximately 15.6% since the beginning of the year, contrasting with a decline of -0.6% in the S&P 500 [3] - The stock's immediate price movement will largely depend on management's commentary during the earnings call [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $5.87, with expected revenues of $533.5 million, and for the current fiscal year, the EPS estimate is $24.82 on revenues of $2.21 billion [7] - The estimate revisions trend for Cavco is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Building Products - Mobile Homes and RV Builders industry is currently ranked in the bottom 8% of over 250 Zacks industries, indicating potential challenges for stocks within this sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Cavco's performance [5]