Patrick Industries (PATK) reported $975.63 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 6.1%. EPS of $1.01 for the same period compares to $1.20 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $906.13 million, representing a surprise of +7.67%. The company delivered an EPS surprise of +6.32%, with the consensus EPS estimate being $0.95.While investors scrutinize revenue and earnings changes year-over-year and how they compare ...

Key Takeaways Winnebago's fiscal Q4 adjusted EPS of $0.71 beat estimates and rose sharply from $0.28 last year.Fiscal Q4 revenues climbed 7.82% year over year to $777.3M, surpassing expectations of $744M.WGO projects fiscal 2026 revenues of $2.75-$2.95B and EPS between $2 and $2.70.Winnebago Industries (WGO) reported adjusted earnings of 71 cents per share in the fourth quarter of fiscal 2025 (ended Aug. 30, 2025), beating the Zacks Consensus Estimate of 58 cents. WGO reported earnings of 28 cents per share ...

Q2 2025 Earnings Presentation July 31, 2025 Forward-Looking Statements This presentation includes contains statements that are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are generally identified by words such as "estimates," "guidance," "expects," "anticipates," "intends," "plans," "believes," "seeks" and similar expressions. Forward-looking statements include information with respect to financial condition, results of ...

Core Viewpoint - Winnebago Industries reported mixed financial results for Q2 fiscal 2025, with adjusted earnings meeting expectations but revenues declining year over year, leading to a downward revision in future guidance [2][6]. Financial Performance - Adjusted earnings for Q2 fiscal 2025 were 19 cents per share, matching the Zacks Consensus Estimate, but down from 93 cents per share in the same period last year [2]. - Revenues for the quarter were $620.2 million, exceeding the Zacks Consensus Estimate of $609 million, but reflecting an 11.8% decline year over year [2]. Segmental Performance - **Towable RV**: Revenues increased by 1.2% year over year to $288.2 million, with total deliveries rising 7.1% to 7,225 units. Adjusted EBITDA fell 36.5% to $17 million due to product mix and high costs, but was above expectations [3]. - **Motorhome RV**: Revenues decreased by 30.4% year over year to $235.6 million, with total deliveries down 36.8% to 1,144 units. Adjusted EBITDA dropped 79.8% to $5.2 million, missing estimates [4]. - **Marine**: Revenues rose 17.1% year over year to $81.7 million, with total deliveries up 21.3% to 1,046 units. Adjusted EBITDA increased 75.7% to $7.7 million, surpassing expectations [5]. Financials & Outlook - As of March 1, 2025, Winnebago had cash and cash equivalents of $115.5 million and long-term debt of $539.4 million [6]. - The company repurchased $20 million in shares during the quarter [6]. - Revised fiscal 2025 revenue guidance is now between $2.8 billion and $3 billion, down from $2.9 billion to $3.2 billion. Adjusted EPS is now estimated between $2.75 and $3.75, compared to the previous range of $3.10 to $4.40 [6]. Estimate Trends - There has been a significant downward trend in consensus estimates, with a shift of -46.94% noted in the past month [7][10]. VGM Scores - Winnebago currently holds an average Growth Score of C, a Momentum Score of F, and a Value Score of C, placing it in the middle 20% for value [8][9].

Financial Performance - Patrick (NASDAQ: PATK) reported net sales of $1 billion and adjusted EBITDA of $116 million, representing an 11.5% margin for Q1 2025[5] - Operating income for Q1 2025 was $66 million, with a 6.5% margin[6] - Free cash flow for the trailing twelve months (TTM) reached $251 million[7] - Net sales grew by 7% year-over-year, from $933 million in Q1 2024 to $1.003 billion in Q1 2025[20] - Adjusted EBITDA increased from $111 million in Q1 2024 to $116 million in Q1 2025[32] - Adjusted diluted EPS decreased from $1.19 in Q1 2024 to $1.11 in Q1 2025[32] Segment Performance - RV revenue was $479 million, accounting for 48% of net sales in Q1 2025[7, 35] - Marine revenue was $149 million, representing 15% of net sales in Q1 2025, a decrease of 4% compared to Q1 2024[7, 38] - Powersports revenue was $81 million, making up 8% of net sales in Q1 2025, a decrease of 2% compared to Q1 2024[7, 45] - Housing revenue was $295 million, contributing 29% of net sales in Q1 2025, an increase of 7% compared to Q1 2024[7, 52]