earnings
confidence high
sentiment negative
materiality 0.75
Winnebago Q2 FY2025 revenue $620M (-11.8%), net loss $0.4M; updates FY outlook
WINNEBAGO INDUSTRIES INC
2025-Q2 EPS
reported -$0.20
vs consensus $0.80
▼ miss
(-125.0%)
- Net revenues $620.2M, down 11.8% YoY; net loss $0.4M ($0.02 diluted loss); adjusted EPS $0.19, down 79.6%.
- Motorhome RV segment revenue fell 30.4% to $235.6M; Marine segment up 17.1% to $81.7M with Adj EBITDA +75.7%.
- Completed $100M tender of 6.25% Senior Secured Notes due 2028 and repurchased $20M of stock in Q2.
- Updated FY2025 outlook: sales $2.8B-$3.0B, reported EPS $2.10-$3.10, adjusted EPS $2.75-$3.75, includes tariff impact.
- Barletta aluminum pontoon market share reached 9.5% (up 140 bps YoY), placing it #3 in the segment.