earnings
confidence high
sentiment negative
materiality 0.75
Winnebago prelim Q3 rev ~$775M, adj EPS $0.75-0.85, citing macro headwinds
WINNEBAGO INDUSTRIES INC
2025-Q3 EPS
reported $0.42
vs consensus $0.54
▼ miss
(-21.8%)
- Net revenue expected ~$775M; reported diluted EPS $0.55-$0.65; adjusted diluted EPS $0.75-$0.85.
- Motorhome business unit revenue expected significantly lower in Q3 and Q4; cost-cutting and production adjustments initiated.
- Grand Design Towables gains market share; Newmar Class A diesel share exceeds 30%; marine segments also gaining.
- Full-year fiscal 2025 outlook to be updated on June 25 quarterly call.
- CEO cites worsening consumer sentiment and cautious dealer network in April and May.
item 2.02item 9.01