We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Towable and Marine segments declined due to lower volumes, product mix shifts and higher costs.
Winnebago Industries (WGO - Free Report) reported adjusted earnings of 27 cents per share in the second quarter of fiscal 2026 (ended Feb. 28, 2026), beating the Zacks Consensus Estimate of 25 cents. WGO reported adjusted EPS of 19 cents in the year-ago period. The recreational vehicle (RV) maker reported revenues of $657 million for the quarter under review, surpassing the Zacks Consensus Estimate of $625 million. The top line increased 6% year over year.
Winnebago Industries, Inc. Price, Consensus and EPS Surprise
Towable RV: Revenues in the Towable RV segment fell 9% year over year to $262.4 million as a result of a shift in the product mix toward lower-priced models, coupled with reduced unit volumes. The metric also lagged our estimate of $304.3 million. Total deliveries from the segment came in at 6,615 units, which decreased 8.4% year over year and fell short of our estimate of 7,437 units. Operating income fell 12.2% to $11.1 million due to volume deleverage and product mix. The figure also fell short of our estimate of $17.6 million.
Motorhome RV: Revenues in the Motorhome RV segment rose 29.3% year over year to $304.7 million, mainly because of increased unit volumes. The top line also beat our estimate of $200.7 million. Total deliveries from the Motorhome RV segment came in at 1,518 units, up 32.7% year over year and topped our estimate of 930 units. The segment recorded an operating income of $7.5 million against the year-ago period’s operating loss of $0.6 million due to volume leverage.
Marine: Revenues from the segment totaled $79.2 million, down 3% year over year, primarily due to a decline in unit volumes. The metric also missed our estimate of $103.1 million. Total deliveries from the segment came in at 992 units, down 5.2% year over year and fell short of our estimate of 1,250 units. The segment’s operating income fell to $2.9 million from the year-ago operating income of $5.4 million due to increased warranty expense and volume deleverage. It also lagged our expectation of $7.6 million.
Financials & Fiscal 2026 Outlook
Winnebago had cash and cash equivalents of $47.4 million as of Feb. 28, 2026. Long-term debt totaled $442.3 million.
On March 18, 2026, the company declared a quarterly cash dividend of 35 cents per share, payable on April 29, 2026, to shareholders of record as of the close of business on April 15, 2026.
WGO expects its fiscal 2026 consolidated revenues in the band of $2.8-$3 billion. Adjusted EPS is estimated between $2.10 and $2.80.
WGO’s Zacks Rank & Key Picks
Winnebago stock currently carries a Zacks Rank #3 (Hold).
The Zacks Consensus Estimate for RNLSY’s 2026 sales and earnings implies year-over-year growth of 12.1% and 169.5%, respectively. The EPS estimates for 2026 and 2027 have moved down 4 cents each in the past 30 days.
The Zacks Consensus Estimate for MGA’s 2026 sales and earnings implies year-over-year growth of 2.3% and 19%, respectively. The EPS estimate for 2026 and 2027 has improved 10 cents and 30 cents, respectively, in the past 30 days.
The Zacks Consensus Estimate for MOD’s fiscal 2026 sales and earnings implies year-over-year growth of 21.3% and 19%, respectively. The EPS estimate for fiscal 2026 and fiscal 2027 has improved 19 cents and 89 cents, respectively, in the past 60 days.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Winnebago Q2 Earnings Surpass Expectations, Revenues Rise Y/Y
Key Takeaways
Winnebago Industries (WGO - Free Report) reported adjusted earnings of 27 cents per share in the second quarter of fiscal 2026 (ended Feb. 28, 2026), beating the Zacks Consensus Estimate of 25 cents. WGO reported adjusted EPS of 19 cents in the year-ago period. The recreational vehicle (RV) maker reported revenues of $657 million for the quarter under review, surpassing the Zacks Consensus Estimate of $625 million. The top line increased 6% year over year.
Winnebago Industries, Inc. Price, Consensus and EPS Surprise
Winnebago Industries, Inc. price-consensus-eps-surprise-chart | Winnebago Industries, Inc. Quote
Segmental Performance
Towable RV: Revenues in the Towable RV segment fell 9% year over year to $262.4 million as a result of a shift in the product mix toward lower-priced models, coupled with reduced unit volumes. The metric also lagged our estimate of $304.3 million. Total deliveries from the segment came in at 6,615 units, which decreased 8.4% year over year and fell short of our estimate of 7,437 units. Operating income fell 12.2% to $11.1 million due to volume deleverage and product mix. The figure also fell short of our estimate of $17.6 million.
Motorhome RV: Revenues in the Motorhome RV segment rose 29.3% year over year to $304.7 million, mainly because of increased unit volumes. The top line also beat our estimate of $200.7 million. Total deliveries from the Motorhome RV segment came in at 1,518 units, up 32.7% year over year and topped our estimate of 930 units. The segment recorded an operating income of $7.5 million against the year-ago period’s operating loss of $0.6 million due to volume leverage.
Marine: Revenues from the segment totaled $79.2 million, down 3% year over year, primarily due to a decline in unit volumes. The metric also missed our estimate of $103.1 million. Total deliveries from the segment came in at 992 units, down 5.2% year over year and fell short of our estimate of 1,250 units. The segment’s operating income fell to $2.9 million from the year-ago operating income of $5.4 million due to increased warranty expense and volume deleverage. It also lagged our expectation of $7.6 million.
Financials & Fiscal 2026 Outlook
Winnebago had cash and cash equivalents of $47.4 million as of Feb. 28, 2026. Long-term debt totaled $442.3 million.
On March 18, 2026, the company declared a quarterly cash dividend of 35 cents per share, payable on April 29, 2026, to shareholders of record as of the close of business on April 15, 2026.
WGO expects its fiscal 2026 consolidated revenues in the band of $2.8-$3 billion. Adjusted EPS is estimated between $2.10 and $2.80.
WGO’s Zacks Rank & Key Picks
Winnebago stock currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the auto space are Renault SA (RNLSY - Free Report) , Magna International Inc. (MGA - Free Report) and Modine Manufacturing Company (MOD - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for RNLSY’s 2026 sales and earnings implies year-over-year growth of 12.1% and 169.5%, respectively. The EPS estimates for 2026 and 2027 have moved down 4 cents each in the past 30 days.
The Zacks Consensus Estimate for MGA’s 2026 sales and earnings implies year-over-year growth of 2.3% and 19%, respectively. The EPS estimate for 2026 and 2027 has improved 10 cents and 30 cents, respectively, in the past 30 days.
The Zacks Consensus Estimate for MOD’s fiscal 2026 sales and earnings implies year-over-year growth of 21.3% and 19%, respectively. The EPS estimate for fiscal 2026 and fiscal 2027 has improved 19 cents and 89 cents, respectively, in the past 60 days.