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Winnebago beats Q1 revenue estimates, raises guidance

ReutersDec 19, 2025 12:09 PM


Overview

  • Outdoor lifestyle product maker's fiscal Q1 revenue rose 12.3%, beating analyst expectations

  • Adjusted EPS for fiscal Q1 beat consensus, driven by strong Motorhome and Towable RV segments

  • Company raised FY 2026 earnings guidance range


Outlook

  • Winnebago Industries raises FY 2026 revenue guidance to $2.8 bln-$3.0 bln

  • Company increases FY 2026 EPS guidance to $1.40-$2.10

  • Winnebago Industries expects 2025 RV shipments at midpoint of 340,000 units


Result Drivers

  • MOTORHOME GROWTH - Revenue in the Motorhome segment increased due to favorable product mix and selective price increases, despite lower unit volume

  • TOWABLE RV PERFORMANCE - Towable RV segment saw revenue growth from higher unit volume and selective price increases

  • MARINE SEGMENT - Marine segment posted modest revenue growth, supported by Barletta's performance in the U.S. aluminum pontoon segment


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Revenue

Beat

$702.70 mln

$629.92 mln (13 Analysts)

Q1 Adjusted EPS

Beat

$0.38

$0.13 (13 Analysts)

Q1 EPS

$0.19

Q1 Net Income

$5.50 mln

Q1 Adjusted EBITDA

$30.20 mln

Press Release: ID:nGNX2BHsgH

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

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