Winnebago

Winnebago Industries, Inc. engages in the manufacture of recreational vehicles and marine products. It operates through the following business segments: Towable, Motorhome, and Marine. The Towable segment includes non-motorized vehicles that are designed to be towed by automobiles, pickup trucks, SUVs, and vans and are used as temporary living quarters for recreational travel. The Motorhome segment focuses on a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles. The Marine segment involves the manufacturing and selling of boats under Chris-Craft and Barletta brands in the recreational powerboat industry through a network of independent authorized dealers. The company was founded on February 12, 1958 and is headquartered in Eden Prairie, MN.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

WGO reports resilient Q3 performance amidst subdued RV demand

WGO's Q3 performance reflects resilience in the face of subdued consumer demand for RVs, with the marine segment showing growth. The company faces challenges in managing inventory and top-line pressure in Q4 but sees opportunities for a potential turn in market conditions in the near future.

Winnebago reports solid Q2 results, focuses on profitability and inventory

Winnebago's Q2 performance showcased resilience amid industry challenges, with a focus on profitability and strategic investments. While facing working capital and inventory challenges, the company remains optimistic about managing market uncertainties and consumer demand effectively.

Winnebago Q3 2023 Earnings: Mixed RV Demand, Marine Profitability, and Strategic Focus

Winnebago Industries navigated mixed demand in Q3 2023, with RV segments subdued but marine segment profitable. Strategic focus on market share management, innovation, and sustainability. Challenges include soft RV demand and margin pressures. Opportunities lie in long-term outdoor trends, consumer preferences, and market stabilization.

Winnebago posts robust Q4 earnings, eyes growth amid challenges

Winnebago's strong financial performance in Q4 fiscal 2023 and full-year results, coupled with strategic initiatives and market share gains, position the company well for future growth. While facing challenges such as supply chain disruptions and retail financing issues, Winnebago's focus on innovation and cost management presents opportunities for sustained success. Anticipated market share growth and product initiatives underscore the company's positive outlook.

Winnebago reports solid Q1 results, eyes growth through innovation

Winnebago Industries navigated challenges in the outdoor recreation market while focusing on preserving profitability and market positions. The company showed strength in its Towable RV segment and made strategic investments in innovation and growth. Despite anticipated declines in Q2 sales and profitability, Winnebago is proactively addressing operational issues and market shifts.

Winnebago meets Q2 expectations, anticipates industry softness in Q3

Winnebago navigated Q2 well but anticipates challenges in Q3.
Innovations and targeted inventory management are key strengths.
Challenges include soft industry outlook and aging inventory.
Opportunities lie in future growth targets and market confidence boosts.

Winnebago Q3 Earnings Dip Amid RV Industry Sluggishness

Despite facing a challenging quarter with declining revenues and an inconsistent market, Winnebago's strategic initiatives such as new product launches and strong financial management position it well for future growth. The company's robust financial position allows for continued investment in brand and product development, reinforcing its market stance amid industry downturns.

Winnebago forecasts growth despite challenges, Barletta gains market share

Winnebago Industries navigated challenges in RV and marine industries with optimism for future growth.
Market share slightly declined, but Barletta gained in the U.S. aluminum pontoon market.
Financials impacted by operating expenses increase and impairment charge, but strategic investments made.
Annual guidance for fiscal year 2025 sets revenue range of $2.9 billion to $3.2 billion.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Winnebago Industries, Inc. engages in the manufacture of recreational vehicles and marine products. It operates through the following business segments: Towable RV, Motorhome RV, and Marine. The Towable RV segment includes non-motorized vehicles that are designed to be towed by automobiles, pickup trucks, SUVs, and vans and are used as temporary living quarters for recreational travel. The Motorhome RV segment focuses on a self-propelled mobile dwelling used primarily as temporary living quarters during vacation and camping trips, or to support active and mobile lifestyles. The Marine segment is involved in the manufacturing and selling of recreational boats under the Chris-Craft and Barletta. The company was founded on February 12, 1958 and is headquartered in Eden Prairie, MN.

Advances Winnebago Industries' strategic innovation and electric solutions platforms with new technological and engineering capabilities Advances Winnebago Industries' strategic innovation and electric solutions platforms with new technological and engineering capabilities

Winnebago Industries to Acquire Premier Lithium-ion Battery Solutions Provider Lithionics Battery

Winnebago (WGO) pulls off an earnings surprise in fiscal Q2 thanks to higher-than-anticipated EBITDA across all segments.

Winnebago (WGO) Keeps Its Earnings Beat Streak Alive in Q2

Winnebago has a strong competitive advantage in the RV industry with a well-known brand and high-quality products. The RV industry has demonstrated strong secular growth trends driven by a desire for outdoor lifestyles and increasing retirement rates.

Winnebago Industries: A Strong Secular Growth Play With Undervalued Potential

Winnebago has been negatively impacted by a great deal of pain in the industry in which it operates. This pain is likely to ease as the year progresses, but the overall picture for the firm should worsen relative to what it was last year.

Winnebago Industries: Still Worth Consideration Despite Tremendous Industry Pain

Winnebago (NYSE: WGO) results have the stock moving higher because they show the worst may be behind it and the RV industry. RVIA reports indicate shipments were down more than 60% in January, which suggests the results could have been far worse.

Winnebago Investors Breathe A Sigh Of Relief

Winnebago Industries, Inc. (NYSE:WGO ) Q2 2023 Earnings Conference Call March 22, 2023 10:00 AM ET Company Participants Ray Posadas - Vice President, Investor Relations and Market Intelligence Michael Happe - President and Chief Executive Officer Bryan Hughes - Senior Vice President and Chief Financial Officer Conference Call Participants Alice Wycklendt - Baird Scott Stember - Roth MKM Partners Fred Wightman - Wolfe Research Patrick Buckley - Jefferies David Whiston - Morningstar Joe Altobello - Raymond James James Hardiman - Citi Griffin Bryan - D.A. Davidson Operator Good day, and thank you for standing by.

Winnebago Industries, Inc. (WGO) Q2 20232 Earnings Call Transcript

Ollie's Bargain Outlet Hlds

Markets were flat as investors waited for the Fed decision on interest rates later today. Winnebago Industries made progress in working through a tough period.

These 2 Stocks Didn't Wait for the Fed to Move Higher

Winnebago Industries Inc. WGO, +1.96% stock rose 5% in premarket trade on Wednesday after the recreational vehicle (RV) maker beat Wall Street estimates for adjusted earnings per share and revenue. The Eden Prairie, Minn.

Winnebago stock rises after it beats analyst estimates for adj. earnings and revenue

-- Continued Growth in Marine, with Revenues Up 16% -- -- Sustained Double-Digit Margins Across All Segments --

Winnebago Industries Reports Second Quarter Fiscal 2023 Results

Winnebago Industries (NYSE:WGO) investors along for the ride will be watching for whether the motorhome manufacturer can beat Street expectations once again when it reports fiscal second-quarter earnings before the bell on Wednesday.  The Forest City, Iowa-based company has topped analyst projections on the top and bottom lines for each quarter for the past two years.

Earnings Preview: Can Winnebago cruise to another quarterly expectations beat on Wednesday?

The Zacks Consensus Estimate for Winnebago's (WGO) Q2 earnings per share and revenues is pegged at $1.38 and $780.7 million, respectively.

Winnebago (WGO) Q2 Earnings to Bear the Brunt of Economic Woes

NAPPANEE, Ind., March 16, 2023 (GLOBE NEWSWIRE) -- Newmar Corporation , a subsidiary of Winnebago Industries, recognized several suppliers and individual contributors for their supply chain performance for 2022, at its annual banquet held March 9th at the Samluung Platz Event Center in Nappanee, IN.

Newmar Recognizes Top Suppliers of 2022

EDEN PRAIRIE, Minn., March 02, 2023 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO), a leading outdoor lifestyle product manufacturer, today announced that Michael Happe, the company's president and chief executive officer, will present at the 2023 Raymond James Institutional Investors Conference at the JW Marriott Grand Lakes in Orlando, FL on Wednesday, March 8 at 8:05 a.m. Eastern Time.

Winnebago Industries to Present at the 2023 Raymond James Institutional Investors Conference

Calypso 32 & Launch 25 GTe Press Conference

Chris-Craft Debuts New Calypso 32 at the Miami International Boat Show

Legendary boat brand innovates for future of boating with the Launch 25 GTe Legendary boat brand innovates for future of boating with the Launch 25 GTe

Chris-Craft unveils zero emission, all-electric concept boat

Winnebago has just introduced the eRV2, its first fully operational, all-electric prototype recreational vehicle, wedging the iconic brand into the developing future of electrification in an important transportation industry.

Winnebago Introduces eRV2 To Wedge Into Electric-RV Future

Limited-edition and newly enhanced favorites among 80 other RVs on prominent display Limited-edition and newly enhanced favorites among 80 other RVs on prominent display

Winnebago® Debuts All-New Prototype of Highly Anticipated Electric RV at Florida RV SuperShow

Iconic recreational vehicle (RV) manufacturer Winnebago Industries Inc. (NYSE: WGO) shares are trading in a rectangle price range as normalization

Is it Time to Park Yourself in Winnebago Stock?

Considering the current uncertain economic conditions and expected demand decline for the company's products, Winnebago (WGO) doesn't appear a prudent pick even at current price levels.

Winnebago (WGO) Tanks 30% in a Year: Is it a Good Entry Point?

Winnebago Industries' Q1 2023 results are not as bad given lots of temporary macro and supply chain headwinds. RV industry has often gone through significant declines during recessions, but the current low valuations might already discount the cyclical concerns.

Winnebago Industries: The Company Is Way Stronger Than 3 Years Ago

Thor Industries

The RV space hits a roadblock after enjoying a gala time in 2020 and 2021. It will be a tough 2023 for the industry amid an economic slowdown triggered by a hawkish Fed, stubborn inflation and supply chain snarls.

The Party is Over for the Pandemic-Winning RV Industry

Camping World Hlds

LCI Industries

RV stocks like Winnebago, Thor Industries, LCI Industries and Camping World are offering value and yield to investors and the downturn in business is priced in.

Four Profitable RV Stocks To Ride Out Recession

Winnebago (WGO) generates $131.4 million in revenues from the Marine segment, jumping 65.7% year over year, largely driven by the Barletta buyout. The metric tops the consensus mark of $106 million.

Winnebago (WGO) Q1 Earnings Beat on Marine Unit Strength

Winnebago Industries, Inc. (NYSE:WGO ) Q1 2023 Earnings Conference Call December 16, 2022 10:00 AM ET Company Participants Ray Posadas - Vice President of Investor Relations Michael Happe - President and Chief Executive Officer Bryan Hughes - Senior Vice President and Chief Financial Officer Conference Call Participants Craig Kennison - Robert W. Baird & Co. Inc. Tristan Thomas - BMO Capital Markets Scott Stember - MKM Partners Michael Swartz - Truist Securities, Inc. Frederick Wightman - Wolfe Research, LLC Bret Jordan - Jefferies LLC Joseph Altobello - Raymond James & Associates, Inc. James Hardiman - Citigroup Inc. John Healy - Northcoast Research Brandon Rolle - D.A.

Winnebago Industries, Inc. (WGO) Q1 2023 Earnings Call Transcript

Winnebago (WGO) delivered earnings and revenue surprises of 13.11% and 5.97%, respectively, for the quarter ended November 2022. Do the numbers hold clues to what lies ahead for the stock?

News for Winnebago Stock (WGO)