Winnebago Industries, Inc. (WGO)
NYSE:WGO
Earnings Data
Report Date
Jun 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.88Last Year’s EPS
0.81Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive, improvement-focused tone: consolidated revenue and profit expanded (revenue +6%, operating income +51%, adjusted EPS +42%), Motorhome RV showed strong growth (Q2 revenue +29% and margin improvement of 270 bps), the company materially reduced debt ($100M note redemption) and maintained full-year guidance. Offsetting challenges include declines in Towable (revenues -9%) and Marine (revenues -3%, margin pressure of 300 bps), inventory turns below target (~1.5x vs 2x goal), competitive share pressure in certain Towable categories, and macro/geopolitical uncertainty. Overall, the positive operational and financial progress, deleveraging and product momentum outweigh the near-term segment headwinds and risks.Company Guidance
Consolidated Revenue and Profit Growth
Consolidated net revenues increased 6% year-over-year in Q2; gross profit grew and operating income improved 51% versus Q2 FY2025, driving adjusted EPS of $0.27, up 42% year-over-year.
Motorhome Segment Strength
Motorhome RV net revenues rose 29% in Q2, with first-half revenues running 21% ahead of prior year. Q2 operating income margin improved 270 basis points to 2.4%, and first-half margin improved to 2.6% from negative 0.8% a year ago.
Debt Reduction and Cash Flow Improvement
Redeemed $100 million of 6.25% senior secured notes (due 2028) in February funded by cash generation, meaningfully reducing gross debt, lowering interest expense and enhancing financial flexibility; cash flow from operations improved year-over-year through the first half.
Maintained Fiscal 2026 Guidance
Company maintained full-year consolidated net revenue guidance of $2.8B–$3.0B and adjusted EPS guidance of $2.10–$2.80; reported EPS range updated to $1.50–$2.20 reflecting items excluded from adjusted EPS.
Product and Brand Momentum
Introduced meaningful new products (e.g., Winnebago Sunflyer, Grand Design Solitude and Lineage, Newmar Freedom Aire) and expanded Winnebago Towables and Grand Design Motorized lines; Winnebago Towables showing early strong retail in March.
Marine Brand Recognition and Market Position
Barletta holds #3 U.S. aluminum pontoon retail unit market share (9.1% trailing 12 months) and launched the Sanza series (starting at $49,995) to broaden addressable market; Barletta and Chris-Craft received multiple Innovation Awards and NMMA customer satisfaction recognitions.
Operational and Sustainability Progress
Efforts to control SG&A and manage controllable costs have contributed to improved margins; absolute Scope 1 and Scope 2 emissions reduced ~15% versus 2020 baseline and workplace safety has meaningfully improved.
Lithionics Strategic Growth
Lithionics (acquired 2023) expanding penetration in RV and Marine aftermarket and OEM channels, broadening product lines (BMS, inverters, alternators) and contributing higher-margin revenue and differentiation in mobile power and electrification of house power.
WGO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WGO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 25, 2026 | $35.08 | $32.67 | -6.87% |
Dec 19, 2025 | $40.02 | $43.40 | +8.43% |
Oct 22, 2025 | $31.38 | $40.33 | +28.53% |
Jun 25, 2025 | $30.78 | $27.75 | -9.86% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Winnebago Industries, Inc. (WGO) report earnings?
Winnebago Industries, Inc. (WGO) is schdueled to report earning on Jun 24, 2026, Before Open (Confirmed).
What is Winnebago Industries, Inc. (WGO) earnings time?
Winnebago Industries, Inc. (WGO) earnings time is at Jun 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WGO EPS forecast?
WGO EPS forecast for the fiscal quarter 2026 (Q3) is 0.88.
