RV maker Winnebago beats Q3 profit estimates

Winnebago Industries

25/06/2025 12:21

Overview

Winnebago Adjusted EPS for fiscal Q3 beats analysts' estimates

Co had previously reported Q3 revenue of $775 mln

Towable RV segment achieved unit volume growth with new affordable products

Outlook

Company updates fiscal 2025 guidance: net revenues $2.7 bln to $2.8 bln

Company expects reported EPS of $0.50 to $1.00 for fiscal 2025

Adjusted EPS for fiscal 2025 projected at $1.20 to $1.70

Winnebago sees challenges from uncertain economic environment

Result Drivers

AFFORDABLE PRODUCTS - Towable RV segment achieved unit volume growth with new affordable offerings, per CEO Michael Happe

RETAIL SHARE GAINS - Marine segment profitability increased due to continued retail share gains

PRODUCT MIX - Revenue decline partly due to shift towards lower price-point models, impacting gross profit margin

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Adjusted EPS
Beat
$0.81
$0.79
Q3 EPS
$0.62
Q3 Net Income
Miss
$17.60 mln
$20.8 mln
Q3 Adjusted EBITDA
$46.50 mln
Q3 Gross Margin
13.7%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the recreational products peer group is "buy"

Wall Street's median 12-month price target for Winnebago Industries Inc is $38.00, about 17.6% above its last closing price of $31.33

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nGNX56n2s2

(This story was created using Reuters automation and AI capabilities based on LSEG and company data. The headline and summary were reviewed by a Reuters journalist prior to publication.)