Latest news with #WinnebagoIndustries
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4 days ago
- Automotive
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Winnebago (WGO) Up 9.7% Since Last Earnings Report: Can It Continue?
A month has gone by since the last earnings report for Winnebago Industries (WGO). Shares have added about 9.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Winnebago due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers. Winnebago's Q2 Earnings Match Expectations, Guidance Revised Winnebago reported adjusted earnings of 19 cents per share in second-quarter fiscal 2025 (ended March 1, 2025), in line with the Zacks Consensus Estimate. WGO reported earnings of 93 cents per share in the year-ago period. The recreational vehicle (RV) maker reported revenues of $620.2 million for the quarter under review, which surpassed the Zacks Consensus Estimate of $609 million. The top line, however, declined 11.8% year over year. Segmental Performance Towable RV: Revenues in the Towable RV segment rose 1.2% year over year to $288.2 million on higher volume. The metric also surpassed our estimate of $244.3 million. Total deliveries from the segment came in at 7,225 units, which increased 7.1% year over year and topped our estimate of 5,655 units. Adjusted EBITDA declined 36.5% to $17 million owing to product mix, high warranty expenses and input costs. The figure, however, came above our estimate of $16.7 RV: Revenues in the Motorhome RV segment decreased 30.4% year over year to $235.6 million due to a decline in unit volume. The top line missed our estimate of $271.3 million. Total deliveries from the Motorhome RV segment came in at 1,144 units, falling 36.8% year over year and missing our estimate of 1,443 units. The segment recorded an adjusted EBITDA of $5.2 million, down 79.8% due to volume deleverage. The metric also missed our estimate of $7.9 million.: Revenues from the segment totaled $81.7 million, up 17.1% year over year, primarily due to increased volume. The metric, however, fell short of our estimate of $92.7 million. The total deliveries from the segment came in at 1,046 units, up 21.3% year over year, but missed our estimate of 1,151 units. The segment recorded an adjusted EBITDA of $7.7 million, up 75.7% year over year due to targeted price increases, leverage and operational efficiencies. It also surpassed our expectation of $5.8 million. Financials & Outlook Winnebago had cash and cash equivalents of $115.5 million as of March 1, 2025. Long-term debt (excluding current maturities) totaled $539.4 the quarter under review, WGO bought back shares worth $20 million. WGO now expects its fiscal 2025 consolidated revenues in the band of $2.8-$3 billion, down from the prior expectation of $2.9-$3.2 billion. Adjusted EPS is now estimated between $2.75 and $3.75 compared with the prior guided range of $3.10-$4.40. How Have Estimates Been Moving Since Then? In the past month, investors have witnessed a downward trend in fresh estimates. The consensus estimate has shifted -46.94% due to these changes. VGM Scores Currently, Winnebago has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock has a grade of C on the value side, putting it in the middle 20% for this investment strategy. Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in. Outlook Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Winnebago has a Zacks Rank #5 (Strong Sell). We expect a below average return from the stock in the next few months. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Winnebago Industries, Inc. (WGO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
26-06-2025
- Automotive
- Yahoo
Winnebago's Q3 Earnings Beat Expectations, Guidance Revised
Winnebago Industries WGO reported adjusted earnings of 81 cents per share in the third quarter of fiscal 2025 (ended May 31, 2025), beating the Zacks Consensus Estimate of 79 cents. WGO reported earnings of $1.13 per share in the year-ago period. The recreational vehicle (RV) maker reported revenues of $775.1 million for the quarter under review, missing the Zacks Consensus Estimate of $788 million. The top line also declined 1.39% year over year. Winnebago Industries, Inc. price-consensus-eps-surprise-chart | Winnebago Industries, Inc. Quote : Revenues in the Towable RV segment fell 3.8% year over year to $371.7 million on customers transitioning toward lower price-point models. The metric also missed our estimate of $428.5 million. Total deliveries from the segment came in at 9,495 units, which increased 2.5% year over year but missed our estimate of 10,066 units. Adjusted EBITDA declined 15.7% to $35.4 million owing to high warranty expenses and lower efficiency from selling more lower-margin products. The figure fell short of our estimate of $43.5 million. : Revenues in the Motorhome RV segment decreased 2.6% year over year to $291.2 million, mainly because fewer units were sold. The top line, however, beat our estimate of $239.6 million. Total deliveries from the Motorhome RV segment came in at 1,431 units, falling 14.8% year over year, but topped our estimate of 1,309 units. The segment recorded an adjusted EBITDA of $3 million, down 77.7% due to higher discounts and allowances, volume deleverage and operational inefficiencies. The metric also missed our estimate of $16.3 million. : Revenues from the segment totaled $100.7 million, up 14.6% year over year, primarily due to increased volume and targeted price. The metric topped our estimate of $93.9 million. The total deliveries from the segment came in at 1,254 units, up 11.3% year over year, and topped our estimate of 1,196 units. The segment recorded an adjusted EBITDA of $11.6 million, up 37% year over year due to targeted price increases and leverage. It also surpassed our expectation of $9.8 million. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Winnebago had cash and cash equivalents of $10.5 million as of May 31, 2025. Long-term debt (excluding current maturities) totaled $539.9 million. WGO now expects its fiscal 2025 consolidated revenues in the band of $2.7-$2.8 billion, down from the prior expectation of $2.8-$3 billion. Adjusted EPS is now estimated between $1.20 and $1.70 compared with the prior guided range of $2.75-$3.75. WGO currently carries a Zacks Rank #5 (Strong Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Autoliv Inc. ALV reported first-quarter 2025 adjusted earnings of $2.15 per share, which beat the Zacks Consensus Estimate of $1.72 and rose 37% year over year. The company reported net sales of $2.58 billion in the quarter. The figure beat the Zacks Consensus Estimate of $2.47 billion but fell 1.4% year over year. Autoliv had cash and cash equivalents of $322 million as of March 31, 2025. Long-term debt totaled $1.57 billion. Operating cash flow in the quarter under review was $77 million, and capital expenditure amounted to $93 million, resulting in a negative free cash flow of $16 million. In the quarter, ALV paid a dividend of 70 cents per share and repurchased 0.5 million shares. Mobileye Global Inc. MBLY reported first-quarter 2025 adjusted earnings per share (EPS) of 8 cents. The figure was in line with the Zacks Consensus Estimate. The company reported a loss of 7 cents per share in the year-ago quarter. Total revenues amounted to $438 million, beating the Zacks Consensus Estimate of $434 million. The metric also rose 83% year over year. MBLY had cash and cash equivalents of $1.51 billion as of March 29, 2025, compared with $1.43 billion as of Dec. 28, 2024. Operating cash flow for the three months ended March 29, 2025, was $109 million. Capex was $14 million during the same time frame. Group 1 Automotive GPI reported first-quarter 2025 adjusted earnings per share of $10.17, which beat the Zacks Consensus Estimate of $9.68 and rose 7.17% year over year. The automotive retailer registered net sales of $5.51 billion, beating the Zacks Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Autoliv, Inc. (ALV) : Free Stock Analysis Report Group 1 Automotive, Inc. (GPI) : Free Stock Analysis Report Winnebago Industries, Inc. (WGO) : Free Stock Analysis Report Mobileye Global Inc. (MBLY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
25-06-2025
- Business
- Yahoo
Winnebago (NYSE:WGO) Misses Q2 Revenue Estimates
RV Manufacturer Winnebago (NYSE:WGO) fell short of the market's revenue expectations in Q2 CY2025, with sales falling 1.4% year on year to $775.1 million. On the other hand, the company's outlook for the full year was close to analysts' estimates with revenue guided to $2.75 billion at the midpoint. Its non-GAAP profit of $0.81 per share was 2.2% above analysts' consensus estimates. Is now the time to buy Winnebago? Find out in our full research report. Revenue: $775.1 million vs analyst estimates of $781.4 million (1.4% year-on-year decline, 0.8% miss) Adjusted EPS: $0.81 vs analyst estimates of $0.79 (2.2% beat) Adjusted EBITDA: $46.5 million vs analyst estimates of $44.72 million (6% margin, 4% beat) The company dropped its revenue guidance for the full year to $2.75 billion at the midpoint from $2.9 billion, a 5.2% decrease Management lowered its full-year Adjusted EPS guidance to $1.45 at the midpoint, a 55.4% decrease Operating Margin: 3.9%, down from 5.5% in the same quarter last year Free Cash Flow was -$36.1 million, down from $88.4 million in the same quarter last year Market Capitalization: $878 million 'Our fiscal third-quarter results reflect both the diverse dynamics of our business segments and the challenges posed by an uncertain economic environment,' said Michael Happe, President and Chief Executive Officer of Winnebago Industries. Created to provide high-quality, affordable RVs to the post-war American family, Winnebago (NYSE:WGO) is a manufacturer of recreational vehicles, providing a range of motorhomes, travel trailers, and fifth-wheel products for outdoor and adventure lifestyles. Examining a company's long-term performance can provide clues about its quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Regrettably, Winnebago's sales grew at a tepid 5% compounded annual growth rate over the last five years. This was below our standard for the industrials sector and is a poor baseline for our analysis. We at StockStory place the most emphasis on long-term growth, but within industrials, a half-decade historical view may miss cycles, industry trends, or a company capitalizing on catalysts such as a new contract win or a successful product line. Winnebago's performance shows it grew in the past but relinquished its gains over the last two years, as its revenue fell by 16.1% annually. Winnebago isn't alone in its struggles as the Automobile Manufacturing industry experienced a cyclical downturn, with many similar businesses observing lower sales at this time. We can better understand the company's revenue dynamics by analyzing its most important segments, Motorhomes and Towables, which are 37.6% and 48% of revenue. Over the last two years, Winnebago's Motorhomes revenue (homes on wheels) averaged 20.2% year-on-year declines while its Towables revenue (non-motorized vehicles) averaged 10.6% declines. This quarter, Winnebago missed Wall Street's estimates and reported a rather uninspiring 1.4% year-on-year revenue decline, generating $775.1 million of revenue. Looking ahead, sell-side analysts expect revenue to grow 6.9% over the next 12 months. While this projection implies its newer products and services will spur better top-line performance, it is still below average for the sector. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) stock benefiting from the rise of AI. Click here to access our free report one of our favorites growth stories. Operating margin is one of the best measures of profitability because it tells us how much money a company takes home after procuring and manufacturing its products, marketing and selling those products, and most importantly, keeping them relevant through research and development. Winnebago has done a decent job managing its cost base over the last five years. The company has produced an average operating margin of 8.4%, higher than the broader industrials sector. Looking at the trend in its profitability, Winnebago's operating margin decreased by 10 percentage points over the last five years. Many Automobile Manufacturing companies also saw their margins fall (along with revenue, as mentioned above) because the cycle turned in the wrong direction. We hope Winnebago can emerge from this a stronger company, as the silver lining of a downturn is that market share can be won and efficiencies found. In Q2, Winnebago generated an operating margin profit margin of 3.9%, down 1.6 percentage points year on year. Since Winnebago's operating margin decreased more than its gross margin, we can assume it was less efficient because expenses such as marketing, R&D, and administrative overhead increased. Revenue trends explain a company's historical growth, but the long-term change in earnings per share (EPS) points to the profitability of that growth – for example, a company could inflate its sales through excessive spending on advertising and promotions. Sadly for Winnebago, its EPS declined by 10.3% annually over the last five years while its revenue grew by 5%. This tells us the company became less profitable on a per-share basis as it expanded due to non-fundamental factors such as interest expenses and taxes. We can take a deeper look into Winnebago's earnings to better understand the drivers of its performance. As we mentioned earlier, Winnebago's operating margin declined by 10 percentage points over the last five years. This was the most relevant factor (aside from the revenue impact) behind its lower earnings; taxes and interest expenses can also affect EPS but don't tell us as much about a company's fundamentals. Like with revenue, we analyze EPS over a more recent period because it can provide insight into an emerging theme or development for the business. Winnebago's two-year annual EPS declines of 62.9% were bad and lower than its two-year revenue performance. In Q2, Winnebago reported EPS at $0.81, down from $1.13 in the same quarter last year. Despite falling year on year, this print beat analysts' estimates by 2.2%. Over the next 12 months, Wall Street expects Winnebago's full-year EPS of $1.25 to grow 126%. We enjoyed seeing Winnebago beat analysts' EPS and EBITDA expectations this quarter. On the other hand, it lowered its full-year revenue and EPS guidance. Overall, this was a softer quarter, but the stock traded up 2.3% to $32 immediately following the results. Should you buy the stock or not? If you're making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here, it's free. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
25-06-2025
- Automotive
- Yahoo
Winnebago Stock Slips as RV Maker Cuts Outlook on Economic Conditions
Winnebago Industries' fiscal third-quarter earnings and revenue declined as weak economic conditions hurt sales. The RV maker also reduced its full-year outlook. Winnebago CEO Michael Happe said the company faced the "diverse dynamics of our business segments and the challenges posed by an uncertain economic environment."Winnebago Industries (WGO) shares declined Wednesday as the recreational vehicle (RV) maker's quarterly profit and sales fell and it reduced its guidance on continued weakness in demand because of economic conditions. The company behind its namesake RVs and Chris-Craft boats reported fiscal 2025 third-quarter adjusted earnings per share (EPS) of $0.81, down from $1.10 a year ago, and revenue slipped 1.4% year-over-year to $775.1 million. Both were short of Visible Alpha estimates and fell within the ranges Winnebago issued in a preliminary report earlier this month. Towable RV sales slid nearly 4% to $371.7 million, as Winnebago sold more lower-priced products. They dropped 2.6% to $291.2 million for Motorhome RVs on falling volumes. However, Marine sales were up nearly 15% to $100.7 million on higher prices. CEO Michael Happe explained that the company faced the "diverse dynamics of our business segments and the challenges posed by an uncertain economic environment." Winnebago now anticipates fiscal 2025 adjusted EPS of $1.20 to $1.70, down from its earlier outlook of $2.75 to $3.75. It sees revenue between $2.7 billion and $2.8 billion, compared to its previous forecast of $2.8 billion to $3.0 billion. Happe noted that "the macroeconomic backdrop presents near-term challenges." Shares of Winnebago Industries fell nearly 3% about an hour after the opening bell. They have lost 36% of their value in 2025. Read the original article on Investopedia Sign in to access your portfolio
Yahoo
25-06-2025
- Business
- Yahoo
Winnebago: Fiscal Q3 Earnings Snapshot
EDEN PRAIRIE, Minn. (AP) — EDEN PRAIRIE, Minn. (AP) — Winnebago Industries Inc. (WGO) on Wednesday reported fiscal third-quarter profit of $17.6 million. The Eden Prairie, Minnesota-based company said it had net income of 62 cents per share. Earnings, adjusted for one-time gains and costs, were 81 cents per share. The results topped Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of 79 cents per share. The recreational vehicle maker posted revenue of $775.1 million in the period, missing Street forecasts. Five analysts surveyed by Zacks expected $775.3 million. Winnebago expects full-year earnings in the range of $1.20 to $1.70 per share, with revenue in the range of $2.7 billion to $2.8 billion. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on WGO at Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
