Winnebago beats Q1 revenue estimates, raises guidance

Winnebago Industries

19/12/2025 12:09

Overview

Outdoor lifestyle product maker's fiscal Q1 revenue rose 12.3%, beating analyst expectations

Adjusted EPS for fiscal Q1 beat consensus, driven by strong Motorhome and Towable RV segments

Company raised FY 2026 earnings guidance range

Outlook

Winnebago Industries raises FY 2026 revenue guidance to $2.8 bln-$3.0 bln

Company increases FY 2026 EPS guidance to $1.40-$2.10

Winnebago Industries expects 2025 RV shipments at midpoint of 340,000 units

Result Drivers

MOTORHOME GROWTH - Revenue in the Motorhome segment increased due to favorable product mix and selective price increases, despite lower unit volume

TOWABLE RV PERFORMANCE - Towable RV segment saw revenue growth from higher unit volume and selective price increases

MARINE SEGMENT - Marine segment posted modest revenue growth, supported by Barletta's performance in the U.S. aluminum pontoon segment

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$702.70 mln
$629.92 mln (13 Analysts)
Q1 Adjusted EPS
Beat
$0.38
$0.13 (13 Analysts)
Q1 EPS
$0.19
Q1 Net Income
$5.50 mln
Q1 Adjusted EBITDA
$30.20 mln


Press Release: ID:nGNX2BHsgH

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(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.)