earnings
confidence high
sentiment negative
materiality 0.85
Winnebago Q3 net revenues down 9.9% to $698.7M; cuts FY2026 guidance
WINNEBAGO INDUSTRIES INC
- Adjusted EPS of $0.66 vs $0.81 YoY; net income $14.5M ($0.51 diluted EPS).
- Towable RV revenues fell 26.1% to $274.7M; Motorhome RV revenues rose 10.1% to $320.7M.
- Marine segment revenues declined 8.3% to $92.4M; Barletta pontoon market share reached 9.3%.
- FY2026 guidance cut: revenue $2.65-2.75B, reported EPS $1.05-1.40, adj. EPS $1.65-2.00.
- North American RV wholesale forecast for CY2026: 290k-310k units; challenges cited include fuel costs and consumer confidence.