RV maker Winnebago Q4 revenue beats estimates

Winnebago Industries

22/10/2025 12:10

Overview

Winnebago Q4 revenue rises 7.8% yr/yr, beating analyst expectations

Adjusted EPS for Q4 beats analyst estimates, increasing 153.6% yr/yr

Company's net leverage ratio improves to 3.1x at quarter-end, reflecting stronger financial health

Outlook

Company expects Fiscal 2026 consolidated net revenues of $2.75 bln to $2.95 bln

Winnebago anticipates Fiscal 2026 EPS of $1.25 to $1.95

Company sees Fiscal 2026 adjusted EPS of $2.00 to $2.70

Result Drivers

FAVORABLE PRODUCT MIX - Co attributes revenue growth to a favorable product mix and targeted price increases

EFFICIENCY ACTIONS - Efficiency actions contributed to Q4 operating cash flow of $181.4 mln

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$777.3 mln
$727.82 mln (12 Analysts)
Q4 Adjusted EPS
Beat
$0.71
$0.53 (12 Analysts)
Q4 EPS
$0.49
Q4 Net Income
$13.70 mln
Q4 Adjusted EBITDA
$38.20 mln
Q4 Gross Margin
12.80%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "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 $35.50, about 10.9% above its October 21 closing price of $31.62

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nGNX68C4fr

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)