Winnebago Industries faces a challenging environment as post-pandemic demand normalization drives a 9.9% year-over-year revenue decline in 2026Q3.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $0.49+4.6% vs $0.47 | $645M-2.3% vs $660M |
Q3 2026 Jun 25, 2026 | $0.66-12.9% vs $0.76 | $699M-7.5% vs $756M |
Q2 2026 Mar 25, 2026 | $0.27+8.0% vs $0.25 | $657M+4.8% vs $627M |
Q4 2025 Dec 19, 2025 | $0.38+186.8% vs $0.13 | $703M+11.6% vs $630M |
Winnebago Industries, Inc. maintains a slight competitive edge, but cyclical headwinds and weak demand warrant a Hold rating. Recent results were mixed: Q4/26 revenue fell $132M YoY to $645M, though gross margins held steady at 12.5%. Management's M&A acumen is evident, with Barletta's acquisition doubling market share, but macro uncertainty clouds near-term recovery.
Winnebago Industries posted fiscal fourth-quarter adjusted EPS of $0.49, beating Wall Street expectations despite a 17% drop in revenue. Management announced a lower manufacturing footprint and structural cost reductions designed to generate up to $80 million in cumulative savings through fiscal 2029.
WGO's motorhome segment returns to profitability as cost cuts, product innovation and premium brands drive margins, cash flow and growth prospects.
EDEN PRAIRIE, Minn., Oct. 23, 2026 (GLOBE NEWSWIRE) -- Winnebago Industries, Inc. (NYSE: WGO) (the “Company”), a leading manufacturer of outdoor recreation products, today announced its intent to nominate Jay L. Johnson for election to Winnebago Industries' Board of Directors (the “Board”) at the Company's 2026 Annual Meeting of Shareholders (the “2026 Annual Meeting”), expected to be held in December.
Benchmark WGO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Winnebago Industries, Inc. (WGO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $31.34 | $885.95M | 25.80 | -3.37% | 1.28% | 2.79% | 4.48% | |
| $80.77 | $4.2B | 23.91 | 0.29% | 1.85% | 4.13% | 2.56% | |
| $4.59 | $291.56M | -1.15 | 4.41% | -4.2% | -84.47% | 13.51% | |
| $97.81 | $2.38B | 12.92 | 10.18% | — | — | 4.69% | |
| $63.07 | $3.59B | -17.89 | -0.33% | -2.7% | -25.11% | 4.19% | |
| $32.66 | $3.44B | -26.22 | -13.76% | -3.44% | -4.28% | 2.18% |
Winnebago Industries, Inc. (WGO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Winnebago Industries, Inc. (WGO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 23, 2026·SEC
Oct 21, 2026·SEC
Jun 25, 2026·SEC
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Winnebago Industries, Inc. (WGO) stock FAQ — growth, dividends, profitability & financials explained
Winnebago Industries, Inc. (WGO) reported $2.70B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 519% more than the $436.7M of fiscal year 1997.
Winnebago Industries, Inc. (WGO) revenue fell by 3.4% over the trailing twelve months, compared with the twelve months before.
Yes. Winnebago Industries, Inc. (WGO) earned $34.5M in net income over the trailing twelve months (a 1.3% net margin).
Yes. Winnebago Industries, Inc. (WGO) pays a dividend that yields 4.48% at the current price, a high yield.
Winnebago Industries, Inc. (WGO) had a return on equity (ROE) of 2.8% over the trailing twelve months. That is below the market's typical 10-15%.
Winnebago Industries, Inc. (WGO) generated $144.6M in free cash flow over the trailing twelve months.
