Earnings summaries and quarterly performance for WINNEBAGO INDUSTRIES.
Executive leadership at WINNEBAGO INDUSTRIES.
Michael Happe
Detailed
President and Chief Executive Officer
CEO
BH
Bryan Hughes
Senior Vice President – Chief Financial Officer, Investor Relations, Information Technology and Business Development
CT
Casey Tubman
Group President – Newmar and Winnebago Motorized
DC
Donald Clark
Group President – Towable RV Segment; President – Grand Design RV
SB
Stacy Bogart
Senior Vice President – Chief Legal Officer, Corporate Secretary and Corporate Responsibility
Board of directors at WINNEBAGO INDUSTRIES.
Research analysts who have asked questions during WINNEBAGO INDUSTRIES earnings calls.
CK
Craig Kennison
Robert W. Baird & Co. Incorporated
7 questions for WGO
Also covers: BC, CPRT, CWH +15 more
JA
Joseph Altobello
Raymond James & Associates, Inc.
7 questions for WGO
Also covers: BC, BRCC, CWH +16 more
Scott Stember
ROTH MKM
7 questions for WGO
Also covers: AZO, BC, CWH +9 more
TT
Tristan Thomas-Martin
BMO Capital Markets
6 questions for WGO
Also covers: BC, CWH, DOOO +6 more
Michael Swartz
Truist Securities
4 questions for WGO
Also covers: BC, CWH, FOXF +11 more
Noah Zatzkin
KeyBanc Capital Markets
4 questions for WGO
Also covers: BC, CWH, GOLF +9 more
BJ
Bret Jordan
Jefferies
3 questions for WGO
Also covers: AAP, ABG, AN +19 more
David Whiston
Morningstar, Inc.
3 questions for WGO
Also covers: ABG, AN, GNTX +4 more
James Hardiman
Citigroup
3 questions for WGO
Also covers: BC, CCL, CUK +14 more
PB
Patrick Buckley
Jefferies Financial Group Inc.
3 questions for WGO
Also covers: CWH, GPI, HLLY +4 more
FW
Frederick Wightman
Wolfe Research, LLC
2 questions for WGO
Also covers: BC, CCL, CUK +9 more
JH
John Healy
Northcoast Research
2 questions for WGO
Also covers: ACVA, CAR, CPRT +8 more
Michael Albanese
The Benchmark Company, LLC
2 questions for WGO
Also covers: DRVN, HZO, LAD +4 more
MA
Mike Albanese
EF Hutton
2 questions for WGO
Also covers: GFAI, MBUU, PATK
SW
Sean Wagner
Citigroup
2 questions for WGO
Also covers: CWH, DOOO, FUN +3 more
AP
Andrew Paul Wolf
CL King & Associates
1 question for WGO
Also covers: BJRI, CBRL, CHEF +9 more
BR
Brandon Rollé
D.A. Davidson
1 question for WGO
Also covers: CWH, DOOO, HOG +5 more
NZ
Noah Zaskin
KeyBanc Capital Markets
1 question for WGO
Also covers: GRMN
TT
Tristan Thomas Martin
BMO Capital Markets
1 question for WGO
Also covers: BC, CWH, DOOO +3 more
Recent press releases and 8-K filings for WGO.
Winnebago Industries Announces Partial Redemption of Senior Secured Notes
WGO
- Winnebago Industries, Inc. (WGO) announced on February 5, 2026, its plan to redeem $100,000,000 of its outstanding 6.250% Senior Secured Notes due 2028.
- This redemption represents half of the $200,000,000 aggregate principal amount of these notes that were outstanding.
- The redemption date is set for February 20, 2026, with a redemption price of 100% of the principal amount plus accrued and unpaid interest.
- The company's Chief Financial Officer stated that this action is intended to improve balance sheet leverage and enhance financial flexibility.
1 day ago
Winnebago Industries Announces Redemption of Senior Secured Notes
WGO
Debt Issuance
- Winnebago Industries, Inc. will redeem $100,000,000 of its outstanding 6.250% Senior Secured Notes due 2028 on February 20, 2026.
- The redemption price for these notes will be 100% of their principal amount, plus accrued and unpaid interest up to the redemption date.
- This redemption is intended to improve balance sheet leverage and maintain strong cash balances.
- The company anticipates its balance sheet will strengthen further during the seasonally stronger second half of its fiscal year.
1 day ago
Winnebago Industries Reports Strong Q1 2026 Results and Provides FY2026 Guidance
WGO
Earnings
Guidance Update
Dividends
- Winnebago Industries reported strong Q1 2026 consolidated results, with net revenues increasing 12.3% to $702.7 million and Adjusted Diluted Earnings Per Share of $0.38, a significant improvement from ($0.03) in Q1 2025.
- The company saw broad-based revenue growth, with Towable RV segment net revenues up 15.5% to $293.4 million and Motorhome RV segment net revenues up 13.5% to $308.5 million.
- Profitability also improved, with operating income reaching $13.8 million compared to an operating loss of ($0.9 million) in the prior year, and Adjusted EBITDA more than doubling to $30.2 million. Free Cash Flow in Q1 2026 was $19.8 million, up from $(26.7) million in Q1 2025.
- For fiscal year 2026, Winnebago Industries expects net revenues between $2.8 billion and $3.0 billion and Adjusted EPS between $2.10 and $2.80. The company also noted its 46th consecutive quarter of dividend payments and $180 million remaining on its share repurchase authorization at the end of Q1 F26.
Dec 19, 2025, 3:00 PM
Winnebago Industries Reports Strong Q1 2026 Results and Raises Full-Year Guidance
WGO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Winnebago Industries reported strong Q1 2026 results, with consolidated net revenue growth exceeding 12% and adjusted earnings per diluted share of $0.38, a significant improvement from a net loss in the prior year.
- The company raised its full-year fiscal 2026 guidance for consolidated net revenues to a range of $2.8 billion-$3.0 billion and adjusted earnings per diluted share to $2.10-$2.80.
- Winnebago strengthened its balance sheet, achieving $181.7 million in cash and cash equivalents and reducing its net leverage ratio to 2.7 times at quarter end, driven by $25.4 million in net cash from operating activities.
Dec 19, 2025, 3:00 PM
Winnebago Industries Reports Strong Q1 2026 Results and Raises Full-Year Guidance
WGO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Winnebago Industries reported strong Q1 Fiscal 2026 results, with net revenue growth exceeding 12% and adjusted earnings per diluted share of $0.38, compared to an adjusted net loss per share of $0.03 in the prior year.
- The company raised its Fiscal Year 2026 guidance, now expecting consolidated net revenues between $2.8 billion and $3.0 billion and adjusted earnings per diluted share between $2.10 and $2.80.
- All three segments contributed to revenue growth, with towable RV net revenues increasing 15.5% and motorhome segment net revenues growing 13.5% year-over-year. The marine segment saw a 2.2% increase in net revenues.
- Winnebago strengthened its balance sheet by reducing its net leverage ratio to 2.7 times and generating $25.4 million in net cash from operating activities during the quarter.
- Management emphasized that financial outlook is anchored in strategic levers, product innovation, operational efficiency, and brand expansions, rather than solely relying on industry growth, while navigating a mixed macroeconomic backdrop.
Dec 19, 2025, 3:00 PM
Winnebago Industries Reports Strong Q1 2026 Results and Raises Full-Year Guidance
WGO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Winnebago Industries reported strong Q1 2026 results, with consolidated net revenue growth exceeding 12% and adjusted earnings per diluted share of $0.38, a significant improvement from an adjusted net loss per share of $0.03 in the prior year.
- The company raised its Fiscal 2026 full-year guidance, now projecting consolidated net revenues between $2.8 billion and $3.0 billion and adjusted earnings per diluted share between $2.10 and $2.80.
- All three segments contributed to revenue growth in Q1, with Towable RV net revenues up 15.5% and Motorhome RV net revenues up 13.5%, while the Marine segment grew 2.2%.
- The balance sheet was strengthened, reducing the net leverage ratio to 2.7x at quarter-end, supported by $181.7 million in cash and cash equivalents and $25.4 million in net cash from operating activities.
- Management highlighted disciplined execution, product innovation, and cost reduction initiatives as key drivers, focusing on affordability in Towable RVs and anticipating market share growth in Motorhome and Marine segments.
Dec 19, 2025, 3:00 PM
Winnebago Industries Reports Strong Q1 Fiscal 2026 Results and Raises Full-Year Guidance
WGO
Earnings
Guidance Update
Dividends
- Winnebago Industries reported net revenues of $702.7 million in Q1 Fiscal 2026, a 12.3% increase compared to the prior year, with adjusted earnings per diluted share of $0.38 and Adjusted EBITDA of $30.2 million, up 109.7% year-over-year.
- The company generated $25.4 million in net cash flow from operations and improved its net leverage ratio to 2.7x at quarter-end.
- Winnebago Industries raised its Fiscal 2026 earnings guidance for consolidated net revenues to a range of $2.8 billion to $3.0 billion and adjusted diluted EPS to $2.10 to $2.80, and approved a quarterly cash dividend of $0.35 per share.
Dec 19, 2025, 12:46 PM
Winnebago Industries Reports First Quarter Fiscal 2026 Results
WGO
Earnings
Guidance Update
Dividends
- Winnebago Industries reported net revenues of $702.7 million for the first quarter of Fiscal 2026, marking a 12.3% increase compared to $625.6 million in the first quarter of Fiscal 2025.
- The company achieved adjusted earnings per diluted share of $0.38 in Q1 Fiscal 2026, a significant improvement from an adjusted loss per diluted share of $0.03 in the prior year period.
- Gross profit increased to $89.0 million, representing a 12.7% gross margin in Q1 Fiscal 2026, up from 12.3% in the first quarter of Fiscal 2025.
- Winnebago Industries' Adjusted EBITDA rose 109.7% year-over-year to $30.2 million in the first quarter of Fiscal 2026.
- The company raised its Fiscal 2026 adjusted earnings per diluted share guidance to a range of $2.10 to $2.80, compared with the prior expectation of $2.00 to $2.70.
Dec 19, 2025, 12:00 PM
Winnebago Industries Reports Strong Q4 2025 Results and Provides FY2026 Guidance
WGO
Earnings
Guidance Update
Demand Weakening
- Winnebago Industries reported Q4 2025 adjusted diluted EPS of $0.71 on consolidated net revenues of $777.3 million, achieving the high end of its revised 2025 financial guidance. The company also generated $181.4 million in cash from operations and significantly reduced its net leverage ratio to 3.1 at year-end.
- For fiscal year 2026, the company forecasts consolidated net revenues between $2.75 billion and $2.95 billion, and adjusted diluted EPS in the range of $2.00 to $2.70, representing a 41% increase at the midpoint from fiscal year 2025.
- The fiscal 2026 outlook anticipates growth in the motorhome RV segment and flat to modest low single-digit growth in the towable RV segment, but a decline in marine segment sales due to continued soft retail trends.
- The company has included the full anticipated impact of tariffs in its fiscal 2026 guidance and has updated its RV mid-cycle volume estimate to a lower range of 400,000-425,000 units.
Oct 22, 2025, 2:00 PM
Winnebago Industries Announces Q4 2025 Results and Fiscal Year 2026 Guidance
WGO
Earnings
Guidance Update
Share Buyback
- Winnebago Industries reported adjusted diluted EPS of $0.71 on consolidated net revenues of $777.3 million for Q4 2025, achieving the high end of its revised 2025 financial guidance. The company generated $181.4 million in cash from operations and significantly reduced its net leverage ratio to 3.1 at year-end from 4.8 at the end of Q3.
- For fiscal year 2026, the company provided guidance of consolidated net revenues in the range of $2.75 billion to $2.95 billion and adjusted earnings per diluted share of $2.00 to $2.70, with the midpoint representing a 41% increase from fiscal year 2025 results.
- In fiscal 2025, Winnebago returned $88.9 million to shareholders through $50 million in share repurchases and $38.9 million in dividends, and also repaid $159 million of debt.
- Strategic actions in Q4 2025 included consolidating the Winnebago motorhome manufacturing footprint by closing two of four locations in northern Iowa to improve operational efficiency and cash conversion.
- The company expects North American RV wholesale shipments for calendar year 2026 to be between 315,000 and 345,000 units, with anticipated growth in its motorhome RV segment.
Oct 22, 2025, 2:00 PM
Quarterly earnings call transcripts for WINNEBAGO INDUSTRIES.
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