earnings
confidence high
sentiment negative
materiality 0.75
Winnebago Q3 EPS $0.62 ($0.81 adj.) misses year-ago; guidance cut to $1.20-1.70 adj. EPS
WINNEBAGO INDUSTRIES INC
2025-Q3 EPS
reported $0.42
vs consensus $0.54
▼ miss
(-21.8%)
- Revenue $775.1M down 1.4% YoY; gross margin 13.7% vs 15.0% last year.
- Motorhome RV segment EBITDA margin fell to 1.0% from 4.5%; Marine rose to 11.6% (37% EBITDA growth).
- Fiscal 2025 guidance: revenue $2.7-2.8B, reported EPS $0.50-1.00, adjusted EPS $1.20-1.70.
- Quarterly dividend maintained at $0.34 per share payable June 25, 2025.
- CEO cites soft retail demand and higher warranty costs; new products targeting affordability launched.
item 2.02item 9.01