Winnebago up after raising FY forecast, Q1 beat

Winnebago Industries

19/12/2025 14:55

** Shares of recreational vehicle maker Winnebago Industries WGO.N up 15.2% at $46.28 after co raised FY forecast, beat Q1 estimates

** Co raised FY revenue forecast range to $2.8 bln-$3.0 bln from the prior $2.75 bln-$2.95 bln

** Co attributes raised FY outlook to its first-quarter results, current business environment, and updated industry shipment expectations

** Raises EPS forecast range to $1.40-$2.10 from $1.25-$1.95

** Posts Q1 rev. of $702.7 mln, above analyst est. of $629.92 mln; adj. EPS $0.38, beating analyst est. of $0.13

** Roth said FY26 guide was lifted as self-help initiatives like cost-cutting and consolidation gained traction, while Jefferies noted the update followed double-digit segment growth and margin improvement driving the Q1 beat

** 7 of 15 analysts rate stock "buy" or higher, eight "hold"; median PT at $43.50 - data compiled by LSEG

** As of last close, WGO down 15.5% YTD

 (Reporting by Tharuniyaa Lakshmi in Bengaluru)

 ((tharuniyaa@thomsonreuters.com))