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EDEN PRAIRIE, Minn. - On Wednesday, Winnebago Industries, Inc. (NYSE:WGO) reported fourth-quarter fiscal 2025 results that significantly exceeded analyst expectations, driven by favorable product mix and targeted price increases.
The company saw its shares surge 11.45% in pre-market trading after the announcement.
The outdoor lifestyle product manufacturer reported adjusted earnings per share of $0.71 for the quarter, beating the analyst consensus of $0.51 by 39%. Revenue reached $777.3 million, surpassing the consensus estimate of $725.35 million and representing a 7.8% increase from the same quarter last year.
The company’s strong performance came despite ongoing challenges in the RV industry, with management pointing to favorable product mix and targeted price increases as key drivers of top-line growth. Operating cash flow was particularly robust at $181.4 million for the quarter, helping to improve the company’s net leverage ratio to 3.1x from 4.8x in the previous quarter.
"I am proud of our team’s efforts in delivering solid overall results in the fourth quarter, especially given the challenging operating environment," said Michael Happe, President and CEO of Winnebago Industries. "We drove stronger revenue, improved profitability, gained share in key segments and delivered solid operating cash flow and an improved leverage position."
The Motorhome RV segment saw the strongest growth with revenue increasing 17.3% YoY to $361.2 million, while the Marine segment grew 17.9% to $94.9 million. The Towable RV segment experienced a slight decline of 3.4% to $306.3 million.
For fiscal 2026, Winnebago expects consolidated net revenues between $2.75 billion and $2.95 billion, with adjusted earnings per share ranging from $2.00 to $2.70.
The company also increased its quarterly dividend by 3% to $0.35 per share during the quarter, reflecting management’s confidence in the business despite ongoing industry challenges.
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