Winnebago shares rise over 3% as Q2 earnings top estimates

Published 27/03/2025, 12:26
Winnebago shares rise over 3% as Q2 earnings top estimates

EDEN PRAIRIE, Minn. -On Thursday, Winnebago Industries Inc . (NYSE:WGO) reported better-than-expected fiscal second-quarter earnings.

The company’s shares were up 3.54% in premarket trading following the release.

The recreational vehicle maker posted adjusted earnings of $0.19 per share for the quarter ended March 1, beating analyst estimates of $0.18 per share. Revenue came in at $620.2 million, slightly below the consensus forecast of $621.41 million but up 1.2% YoY.

"Winnebago Industries continues to demonstrate solid performance in our strategic markets, leveraging product differentiation and sharper affordability options to maintain healthy market share in our core premium and mid-range RV segments," said President and CEO Michael Happe.

The company’s Towable RV segment saw revenues increase 1.2% YoY to $288.2 million, while Marine segment revenues rose 17.1% to $81.7 million. However, Motorhome RV revenues declined 30.4% to $235.6 million as dealers continued efforts to reduce field inventories.

Gross profit margin decreased 160 basis points to 13.4% due to product mix deleverage, partially offset by operational efficiencies.

Looking ahead, Winnebago updated its fiscal 2025 outlook, now expecting sales of $2.8 billion to $3.0 billion and adjusted earnings per share of $2.75 to $3.75. This compares to analyst consensus estimates of $2.95 billion in revenue and $3.19 in EPS.

"Our strong financial position provides flexibility to invest in growth opportunities while maintaining disciplined fiscal management," Happe added, noting the company repurchased $100 million of senior secured notes and $20 million of stock during the quarter.

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