Winnebago Industries

WGO

Market cap $1.09B

Winnebago (WGO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Winnebago (WGO) reported earnings 30 days ago. What's next for the stock?

Winnebago president and CEO Michael J. Happe sold 7,105 shares of his company's stock on October 27, 2025.

Sara Armbrouster, a member of Winnebago's Board of Directors raised their direct holdings by 23% in an open market purchase. The purchase raised Armbrouster's direct holdings in Winnebago to 14,426 shares.

Winnebago Industries, Inc. remains a buy even after a 20% rally, driven by strong Q4 2025 results and resilient RV demand. WGO's revenue growth is fueled by strategic pricing, a favorable product mix, and improved cost management, despite ongoing inflationary pressures. Valuation metrics indicate WGO is still undervalued, with price targets ranging from $51 to $62 and robust fundamentals supporting further upside.

WGO tops fiscal Q4 earnings estimates with stronger Motorhome and Marine sales, signaling solid momentum heading into fiscal 2026.

Winnebago Industries delivered a stellar quarter, with revenue and profits surpassing expectations, driving a 40.8% stock surge since August. WGO's growth was fueled by strong motorhome sales, new product launches, and effective pricing, despite industry headwinds and lower towable unit deliveries. Management projects improved revenue and earnings for 2026, supported by operational efficiencies and market share gains, even as macroeconomic challenges persist.

Winnebago's stock soars after an earnings beat and a upbeat full-year outlook, but also following comments about RVs appealing to younger buyers.

Winnebago Industries reported fourth-quarter earnings of $0.71 per share, demolishing analyst expectations of $0.51 per share. The strong results mark a welcome change after Winnebago missed earnings targets four times in its previous six reports.

Winnebago Industries, Inc. (NYSE:WGO ) Q4 2025 Earnings Call October 22, 2025 10:00 AM EDT Company Participants Raymond Posadas - Vice President of Investor Relations & Market Intelligence Michael Happe - CEO, President & Director Bryan Hughes - SVP of Investor Relations, Finance, Information Technology and Business Development & CFO Conference Call Participants Scott Stember - ROTH Capital Partners, LLC, Research Division James Hardiman - Citigroup Inc., Research Division Craig Kennison - Robert W. Baird & Co. Incorporated, Research Division Joseph Altobello - Raymond James & Associates, Inc., Research Division Patrick Buckley - Jefferies LLC, Research Division Charles Scholes - Truist Securities, Inc., Research Division Noah Zatzkin - KeyBanc Capital Markets Inc., Research Division Presentation Operator Welcome to Winnebago Industries Q4 and fiscal 2025 Financial Results Conference Call.