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Noah Zaskin

Vice President and Equity Research Analyst at Keybanc Capital Markets,inc /oh/

Noah Zaskin is a Vice President and Equity Research Analyst at KeyBanc Capital Markets, specializing in the coverage of the recreational vehicles and leisure products sector with a focus on companies such as Winnebago Industries and Malibu Boats. He is known for his detailed and data-driven analyses on these companies, actively participating in earnings calls and recognized for providing actionable insights to institutional investors. Zaskin began his career in equity research and has held progressively senior roles, joining KeyBanc Capital Markets as VP prior to 2025 after prior analyst experience elsewhere. He holds the necessary FINRA securities licenses for his analyst role and is respected within the sector for his clear communication and thorough approach.

Noah Zaskin's questions to WINNEBAGO INDUSTRIES (WGO) leadership

Question · Q4 2025

Noah Zaskin inquired about expectations for warranty expenses in fiscal year 2026 relative to fiscal year 2025, seeking any notable trends or drivers.

Answer

President and CEO Michael Happe clarified that warranty expense includes both quality-driven costs and significant customer goodwill, citing Barletta's high level of customer support as an example. Senior Vice President and CFO Bryan Hughes noted improved warranty year-over-year in the motorhome segment, with slightly elevated experience in towable and marine segments. He expects consistent warranty rates in fiscal 2026, with no major drivers to operating income yield.

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