The earnings call presented a mixed picture, with several new product launches and market share gains serving as positive highlights. However, these were offset by significant challenges in the Motorhome segment, declining retail sales, negative cash flow, and a reduction in full-year guidance, which paint a more concerning outlook.

Company Guidance

During the Q3 fiscal 2025 earnings call, Winnebago Industries provided a detailed guidance update, highlighting an adjusted EPS range of $1.20 to $1.70 per diluted share and consolidated revenue expectations between $2.7 billion and $2.8 billion for the year. The company reported a negative free cash flow of $81.7 million for the nine-month period, with a net debt-to-EBITDA ratio of 4.8x, focusing on deleveraging and enhancing working capital for fiscal 2026. They shared a cautious outlook for the RV market with a forecasted industry shipment range of 315,000 to 335,000 units for calendar 2025. Additionally, Winnebago emphasized ongoing strategic efforts, including a margin recapture plan for the Winnebago Motorhome segment, targeting operational efficiency and improved product value, while also addressing tariff-related cost pressures, which could pose a net risk of $0.50 to $0.75 to diluted EPS for fiscal 2026.

New Product Launches Across Brands

Winnebago Industries introduced several new products, including Newmar's Freedom Aire in the Motorhome RV lineup and the Thrive travel trailer in the Towables segment. Additionally, Barletta introduced new helm redesigns and digital resources, while Chris-Craft launched the Catalina 31.

Market Share Gains

Winnebago gained market share in several core product segments, including Class A gas, Class A diesel, and Class C enterprise shares. Barletta increased its share of the U.S. aluminum pontoon market from 8.8% to 9.2%.

Recognition for Corporate Responsibility

Winnebago Industries was recognized by Newsweek as one of America's most trustworthy companies and one of the most responsible companies in America for 2025.

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)	0.51 / -	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.