earnings
confidence high
sentiment positive
materiality 0.75
Winnebago Q4 rev $777M (+7.8% YoY); adj EPS $0.71 (+153%); FY2026 guide rev $2.75-2.95B
WINNEBAGO INDUSTRIES INC
2025-FY EPS reported
$0.91
revenue$2,798,200,000
- Q4 net revenues of $777.3M, up 7.8% YoY; gross margin 12.8%, down 30 bps.
- Adjusted EPS $0.71 versus $0.28 YoY (+153.6%); net income $13.7M vs loss $29.1M.
- Full year FY2025 revenue $2,798.2M (-5.9%); adj EPS $1.67 vs $3.40 (-50.9%).
- Board approves 3% dividend increase to $0.35/share; net leverage improves to 3.1x from 4.8x.
- FY2026 guidance: revenue $2.75-2.95B, adj EPS $2.00-2.70; sees NA RV wholesale 315-345K units.