earnings
confidence high
sentiment positive
materiality 0.80
Winnebago Q2 fiscal 2022 revenue $1.2B, up 39%; adjusted EPS $3.14, up 42%
WINNEBAGO INDUSTRIES INC
2022-Q2 EPS reported
$5.58
revenue$2,320,471,000
- Reported EPS $2.69, adjusted EPS $3.14; adjusted EPS up 42% YoY from $2.21.
- Towable segment revenue $646.6M (+47%), Motorhome $417.6M (+9%), Marine $97.3M (includes Barletta).
- RV retail market share 14.3%, up 100 bps YoY (trailing three months through Jan 2022).
- Quarterly dividend $0.18/share, payable April 27, same as prior quarter; $40M share buybacks in Q2.
- Consolidated adjusted EBITDA $150.7M, up 39.6%; Barletta earnout max $15M for first period achieved.