The earnings call highlighted notable achievements in product launches and market share gains, especially in the Marine segment. However, these were overshadowed by significant challenges, including a decline in RV sales, ongoing issues in the Motorhome segment, and tariff cost pressures. The lowered fiscal 2025 guidance reflects the company's caution in a challenging economic environment.

Company Guidance -

Q4 2025

During the Q3 fiscal 2025 earnings call, Winnebago Industries reported a challenging market environment with macroeconomic uncertainties impacting RV activities and resulting in reduced fiscal guidance. The company revised its fiscal year 2025 adjusted EPS guidance to a range of $1.20 to $1.70 per diluted share and consolidated revenue forecast to $2.7 billion to $2.8 billion. Unit volume showed mixed results, with a 2.5% increase in the Towable segment and a 14.8% decline in the Motorhome segment. Gross margin declined by 130 basis points, influenced by higher warranty costs and product mix changes. The Marine segment, however, outperformed with a 15% increase in net revenues and improved EBITDA margin. The company is focused on strategic turnaround initiatives, particularly in the Winnebago-branded Motorhome business, and aims to achieve a 2x turn ratio for better inventory management. Winnebago is also addressing tariff challenges, projecting a potential $0.50 to $0.75 EPS impact for fiscal 2026 if mitigation strategies are insufficient.

Marine Segment Growth

The Marine segment experienced a 15% increase in net revenues, driven primarily by higher unit volume and targeted price increases. Unit volume was up more than 11% year-over-year in the quarter. Segment adjusted EBITDA margin also increased.

New Product Launches

Winnebago Towables launched the Thrive travel trailer, Chris-Craft introduced the Catalina 31, and Barletta expanded its lineup with new helm redesigns and premium options. Grand Design RV's Lineage series achieved a 1.6% retail share within a year of debut.

Market Share Gains

Winnebago Industries gained market share in several RV segments, including Class A gas, Class A diesel, and Class C categories for motorhomes. Barletta increased its share of the U.S. aluminum pontoon market from 8.8% to 9.2%.

Recognition of Trustworthiness

Winnebago Industries was recognized by Newsweek as one of America's most trustworthy companies for the second consecutive year, based on an independent survey of over 25,000 U.S. consumers.

Winnebago Industries (WGO) Earnings, Revenues Date & History

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WGO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q4)	0.52 / -	0.28	―	―	―
Jun 25, 2025	2025 (Q3)	0.79 / 0.81	1.13	-28.32% (-0.32)
Mar 27, 2025	2025 (Q2)	0.13 / 0.19	0.93	-79.57% (-0.74)
Dec 20, 2024	2025 (Q1)	0.20 / -0.03	1.06	-102.83% (-1.09)
Oct 23, 2024	2024 (Q4)	0.89 / 0.28	1.59	-82.39% (-1.31)
Jun 20, 2024	2024 (Q3)	1.31 / 1.13	2.13	-46.95% (-1.00)
Mar 21, 2024	2024 (Q2)	0.85 / 0.93	1.88	-50.53% (-0.95)
Dec 20, 2023	2024 (Q1)	1.18 / 1.06	2.07	-48.79% (-1.01)
Oct 18, 2023	2023 (Q4)	1.36 / 1.59	3.02	-47.35% (-1.43)
Jun 21, 2023	2023 (Q3)	1.78 / 2.13	4.13	-48.43% (-2.00)

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
Jun 25, 2025	$31.33	$28.24	-9.86%
Mar 27, 2025	$34.02	$36.78	+8.11%
Dec 20, 2024	$50.47	$48.57	-3.76%
Oct 23, 2024	$56.39	$50.32	-10.76%

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.