earnings
confidence high
sentiment positive
materiality 0.75
Winnebago Q4 rev $1.2B +13.8%, adj EPS $3.02; FY22 record rev $5B, dividend +50%
WINNEBAGO INDUSTRIES INC
2022-FY EPS reported
$11.84
revenue$4,957,730,000
- Q4 reported diluted EPS $2.61, adjusted EPS $3.02 (+14% YoY); net income $82.6M (-1.8% YoY).
- FY22 record revenues $5.0B (+36.6%); net income $390.6M (+38.6%); diluted EPS $11.84 (+43%).
- Towable segment Q4 rev -11.8% YoY; Adj EBITDA margin 10.8% (-410 bps); Motorhome rev +23.8%, margin 13.9% (+270 bps).
- Dividend raised 50% to $0.27/share; new $350M share repurchase authorization replacing prior $200M program.
- Record RV market share 12.7% (+20 bps); Marine segment (incl Barletta) rev $122.1M, Adj EBITDA margin 14.3%.